First Document

Three things you’ll use on most notes: save history, right-click actions on selected text, and chat with citations.

Save History

Autosave runs continuously while you type, and the timestamp in the note tab strip shows the last save. Manual saves (Ctrl/Cmd + S or the save button in the tab strip) create named snapshots. Open the history menu in the tab strip to restore, rename, or delete a snapshot. Restoring does not discard your current draft’s history, so you can compare freely.

Right-Click Actions

Select text and right-click to run an agent on just that selection: expand shorthand, reformat, reason through it, or pull citations. The agent returns a pending suggestion. Your original text stays until you accept or reject it, and suggestions that touch locked template sections are dropped.

For example, selecting this and running the Shorthander:

55yo M c CP, SOB x2d

produces a pending suggestion like:

55-year-old male with chest pain and shortness of breath for two days

RAG Workflow

Add a source in the RAG panel first. Click Add Source, give it a name, and paste or upload content:

Name: Sepsis Guidelines 2024
Content:
- Draw blood cultures before antibiotics
- Start broad-spectrum coverage within 1 hour
- Piperacillin-tazobactam 4.5 g IV q6h
- Add vancomycin if MRSA risk factors

Each source has an “included in ingest” toggle, and only included sources are searched.

Then ask the assistant a clinical question in chat:

What antibiotics should I start for suspected sepsis?

It retrieves the relevant passages from your included sources (and PubMed, if you use the PubMed search), answers with [Source N] citations inline, and lists the cited sources under the response. If an answer comes back without citations you expected, check that the source has usable text and is still marked as included.