Network setup
Settings — Artificial intelligence
Choose AI effort and edit instructions for SOAP notes and Ask AI. Test saved SOAP settings with sample data and restore default instructions.
Use Artificial intelligence to choose how much AI effort goes into SOAP notes and Ask AI, and to edit the instructions they follow. Provider Network Admin only.
The video shows an earlier layout. Follow the steps below for the current controls.
Questions people ask
Can I choose a model such as Gemini or OpenAI?
No. Choose Low, Medium or High AI effort for each task. GEN Health manages the underlying models. Medium is the default.
Are SOAP notes and Ask AI configured separately?
Yes. Use Configure SOAP notes for note drafting and Configure visit assistance for Ask AI.
Does a test change a patient's chart?
No. Test saved settings uses sample patient data. Save changes first; the test uses your saved settings.
How do I return to the default instructions?
Open the task, click Use default beside an instruction you changed, then Save changes. A blank instruction uses the platform default.
Does changing a setting rewrite existing notes?
No. Saved settings apply to new AI requests. A provider reviews and edits the note in the patient's chart.
Where to find it
Left menu → Settings → Artificial intelligence (/settings/ai). Provider Network Admin only.
What is on this page
| Card | Use it for | Open it with |
|---|---|---|
| SOAP notes | AI effort and instructions for note drafting | Configure SOAP notes |
| Visit assistance | AI effort and instructions for Ask AI | Configure visit assistance |
Choose AI effort
Open the task
Click Configure SOAP notes or Configure visit assistance.
Choose a level
Under AI effort, choose Low, Medium or High.
Save
Click Save changes. Cancel closes the dialog; if you changed anything, follow the prompt to keep editing or discard it.
Check: the card shows your chosen AI effort. The save confirmation names the task, such as SOAP notes settings saved.
Edit instructions
Open the task
Click its Configure button.
Edit the instructions
For SOAP notes, edit General instructions and Generation instructions. Expand SOAP section instructions to edit Subjective, Objective, Assessment or Plan. For Ask AI, edit Assistant instructions in Visit assistance.
Save
Click Save changes. Leave a field blank to use its platform default. View platform default, where shown, lets you read that default.
Check: the card shows how many instructions you customized.
Test SOAP settings
Save your edits first
Test saved settings is disabled while you have unsaved edits.
Open SOAP notes again
Click Configure SOAP notes, then Test saved settings.
Review the sample
Read the Sample SOAP note, marked Synthetic patient data · saved settings. Check all four sections. If you change instructions, save them before running another test.
Restore default instructions
Open the task
Click its Configure button.
Clear the custom instruction
Click Use default beside each instruction you want to reset.
Save
Click Save changes.
What can go wrong
| What you see | What to do |
|---|---|
| Save changes is disabled | Nothing has changed yet, or a save or test is running. Wait for it to finish. |
| Test saved settings is disabled | Save your edits, then reopen SOAP notes. |
| The sample could not be generated. Please try again. | Click Test saved settings again. If it keeps failing, raise a ticket in Support. |
| A save error appears | Your edits stay in the dialog. Read the error and try Save changes again. |
| A provider's note misses new information | Update the patient's chart, then generate a new draft and review it before recording a decision. |
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