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How to Create a New Prompt?

Prompts in Echo-Health.ai allow clinicians to guide AI-generated notes using their own clinical shorthand, phrasing, or preferred structures. This gives full control over documentation style while leveraging EchoScribe's transcription and reasoning capabilities.

🧠 How to Create a New Prompt in Echo-Health.ai

Prompts in Echo-Health.ai allow clinicians to guide AI-generated notes using their own clinical shorthand, phrasing, or preferred structures. This gives full control over documentation style while leveraging EchoScribe's transcription and reasoning capabilities.

When to Use a Prompt

Use a prompt when you:

  • Want to include specific sections or phrasing not covered by standard note formats

  • Are working across disciplines or cases with unique structures

  • Prefer to reuse your own language or format across clients

🔹 Steps to Create a New Prompt

  1. Click on “Ask AI”
    From the main interface, press the Ask AI button in the top right.

  2. Draft Your Prompt
    In the large input box, write the instructions you want the AI to follow. You can use shorthand, bullet points, or narrative guidance.
    Example:

    vbnet
    CopyEdit
    Summarise this transcript in a SOAP note structure. Focus on key symptoms, medications, and next steps. Use nursing language.

  3. Click “Create New Prompt”
    A popup box will appear where you can:

    • Edit your instructions (if needed)

    • Name your prompt (e.g. “Initial Psychology”, “Paeds SOAP”, “Nursing Follow-Up”)

  4. Click “+ Add Prompt”
    Once saved, your custom prompt will appear in the dropdown list under the “Ask AI” section for easy reuse.

🔄 Prompts vs Notes vs Templates

Feature Notes (🧾) Templates (📄) Prompts (✨)
Source System-generated from transcript Editable documents (e.g. GP letters, forms) User-written instructions to guide AI output
Flexibility Fixed format per note type Customisable by user Highly flexible – free-form, clinician-specific
Output Updates Medtech Daily Record Generates PDFs or letters in Outbox/Documents Generates notes inside Ask AI
Examples SOAP, APSO, Mental Health Note Referral letter, Care Plan, Psych summary "Turn this into dot points", "Use neuro-style summary"
 

💡 Tips

  • Use clinical shorthand (e.g. “Hx”, “Dx”, “MSE”)—Echo understands.

  • Save prompts for different scenarios (e.g. “Quick review”, “Post-op summary”).

  • You can always update or refine saved prompts later.