1. Generate
Start here to create a new document for a client based on your visit data.
Select the Visit: From your dashboard, click on the specific patient visit.
Go to Client Tab: Inside the visit view, click on the Client tab in the top navigation bar.
Select a Template: Click the Templates field and choose your desired format (e.g., "Discharge").
(Optional) Review Sources:
VetRec automatically selects all available Transcripts, Medical Notes and Records recap (if available).
Click Hide/Show advanced options to uncheck specific notes or transcripts if you want to exclude them.
Generate: Click the blue Generate document button.
Result: Your summary, recommendations, and follow-up notes will appear shortly.
2. Regenerate
Use this feature if you want to change the length, tone, or focus of the document without starting from scratch.
Open Actions: On the top right of the generated document, click the Actions button (three dots icon).
Select Regenerate: Click Regenerate Document.
(Optional) Set template and add Instructions:
A pop-up window will appear.
If needed, change the template by clicking in the Templates box.
Type your specific needs in the Additional Instructions box (e.g., "Be concise, while keeping warmth").
(Optional) Review Sources:
VetRec automatically selects all available Transcripts, Medical Notes and Records recap (if available).
Click Hide/Show advanced options to uncheck specific transcripts, notes or records if you want to exclude them.
Process: Click the Regenerate document button. The system will rewrite the content based on your new feedback.
3. Translate
Easily convert the document into the client's native language to ensure better understanding.
Open Actions: On the top right of the generated document, click the Actions button.
Select Change Language: Click the Change Language option.
Choose Language: Select the desired language from the dropdown menu (e.g., Portuguese, Spanish, French).
Process: Click Change.
Result: The entire document will be re-processed and displayed in the selected language.
Automatically fill discharge summaries, referral letters, or client updates using smart templates. To see how this automation works behind the scenes, explore Macros Support.