Step 1: Open a Note
Log in to Canvas.
Click on any patient note.
Each section appears in an editable text box.
Step 2: Make Your Edits
Click into any section(s) and adjust the content as needed. For example:
Reorganize information
Change a paragraph to bullet points or a numbered list
Modify phrasing
Adjust how patient names are referenced
If you are making a one-time change, click Save and continue your workflow.
Example
Example
Before edits:
After edits:
Step 3: Create a Custom Rule
If you would like your edits to apply to future notes:
Click Save.
Click Learn in the top right corner.
DeepScribe will analyze your edits and generate suggested customization rules.
Step 4: Review and Confirm Rules
Review the suggested rules carefully.
You can:
Delete a rule you do not want applied
Expand a rule to view and/or edit its prompt directly
When finished, click Confirm to apply the customizations to your profile.
[Optional] Step 5: Revert Changes
If you change your mind about any set of new rules applied to your customizations, you can revert to an older version of your customizations:
Find an older note with a previous version of customizations .
Click the 3 dots in the top right corner.
Click "Restore customizations."
Click "Restore" in the pop up to confirm.
Important Notes
Customizations apply by note type.
Rules created from a New Consult note will apply only to future New Consult notes.
They will not apply to other note types, such as Follow-Ups.
To customize another note type, repeat this process within that note type.
After applying new rules, any notes generated based on an older version of the rules cannot be learned from. To make more rules, you'll need to edit, save, and learn on a more recently generated note.
Always review documentation for accuracy before finalizing in your EHR.
Tips & Tricks
Tips & Tricks
This feature is intended for making customizations that will apply to all future notes for a specific visit type. If you are making a one-time edit, or an edit that should not apply to every note of that visit type, make the change without clicking the Learn button or edit the note directly in your EHR.
Formatting and spelling changes within a section can be made easily using this feature. Simply edit the note in the editor or paste in your revised version from your EHR.
You can also add or remove content within a specific section. The AI will interpret the type of content being modified and generate guidance to either include or avoid similar information when it appears in future recordings.
Removing an entire section from being generated may produce inconsistent results. If you would like to remove a section, contact your Customer Success Manager or email [email protected].
If you need to update Exam/ROS templates or macros, results may vary when using this feature. For best results, contact your Customer Success Manager or email [email protected].