Skip to Content
WorkflowsWorkflow Guide

Workflows

Rosetta organizes note drafting, templates, and agent tools in one editor.

Document State

Rosetta uses a local-first document state.

  • Local writes first: Changes are stored locally before sync.
  • Offline editing: You can keep editing without a connection.
  • Conflict handling: Edits from multiple devices are merged deterministically.

Templates

Templates define note structure and field behavior.

Interactive Fields

Templates can include placeholders that prompt for input when instantiated:

  • Text fields: {{chief_complaint}}
  • Select menus: {{SELECT:severity|mild,moderate,severe}}
  • Dates: Auto-formatted date pickers

Locked Anchors

Templates can contain “Anchors” - sections that agent tools cannot modify. Common uses:

  • Legal disclaimers
  • Required headers and footers
  • Fixed billing codes

Agents

Rosetta uses specialized agents for different workflow steps.

Shorthander

Toggle shorthand formatting for the selected text (i.e., hx of -> history of).

  • Behavior: Preserves meaning while expanding abbreviations (for example, “SOB” -> “shortness of breath”).
  • Safety: Does not remove user content and respects locked anchors.

Ingester

Sort and format user-uploaded documents and raw data.

  • Context: Scans PDFs and text files to build a searchable index.
  • Citations: Preserves metadata (authors, dates, DOIs) for traceability.

Reasoner

Generate a ranked differential and plan by problem for the selected text.

  • Evidence-based: Prioritizes claims supported by uploaded guidelines or PubMed results.
  • Differentials: Suggests diagnoses by likelihood and highlights red flags.

Formatter

Regenerates the selected text in the requested format.

Citations

Search PubMed, Embase, Google Scholar for guidelines.

  • Source: Queries PubMed and your local library.
  • Style: Formats citations in standard medical styles (for example, Vancouver).
  • Relevance: Prioritizes recent, relevant publications.

SmartPhrases

You can define custom text expansion shortcuts to speed up documentation.

TriggerExpansion
.ccChief Complaint section
.hpiHistory of Present Illness
.rosReview of Systems
.pePhysical Examination
.apAssessment & Plan
.dcDischarge instructions

Related

Last updated on