When you close a visit with Complete Session, the Session Summary dialog opens. If the clinical note is already signed, a Draft with AI button appears at the top of that dialog — AI fills in the summary fields and you correct them before saving.
The draft carries an AI draft badge and the banner "AI-generated draft. Please review every item before saving." Nothing reaches the patient until you finish the visit with your own click.
How to do it
Sign the clinical note
This is the one hard condition. Without a signature the button is inactive, and trying to generate ends with "Sign the clinical note before drafting a summary." The summary is meant to describe something that has been closed, not a draft that is still going to change.
Click Draft with AI
The button states the cost — Costs 5 credits. While it works it reads Drafting summary…, and when it finishes, AI draft ready. Please review all sections.
Go through the four filled-in sections
- Exercise recommendations — exercises from your clinic's library only. AI does not invent new entries; anything outside the library is rejected before you ever see the draft.
- Lifestyle recommendations — grouped as Ergonomics, Sleep, Activity, Hydration, Stress.
- Follow-up plan — a suggested interval (Next appointment in 14 days) or No specific next-appointment timing suggested, plus outcome measures to re-score.
- Safety checklist — items to confirm with the patient, each with Relevance: high, medium or low.
You remove any recommendation with Remove this recommendation.
Correct it, re-draft it or discard it
- Re-draft with AI asks "Replace current AI draft?" and warns that your edits will be lost. It costs another 5 credits.
- Discard AI draft clears every AI-generated field — you can then fill the summary in by hand. Credits do not come back.
When something doesn't work
Sign the clinical note before drafting a summary.
What this means: The note is still a draft, or there is no note at all.
No exercises in the clinic library match this body region. Add exercises first, or draft the summary manually.
What this means: The exercise section is built from the clinic library only, and there is nothing there for this body region.
The AI returned an unexpected result. Please try again.
What this means: The model's response could not be read in the expected shape.
The AI output did not pass safety review and was discarded. No credits were charged.
What this means: The model started writing a diagnosis, a medication or an interpretation of a test — none of which the summary assistant is allowed to do.
Not enough AI credits.
What this means: The clinic balance is below the 5 credits a draft needs.
Who has access
PractitionerThe draft is generated by the practitioner conducting the visit — the same person who signed the note. Generating and discarding a draft both leave an entry in the audit log, and a credit-usage row appears on the AI Activity page.
Related
- Clinical notes — signing the note, which this draft depends on.
- Active session — the rest of the Session Summary dialog.
- Exercise library — the source of the exercise recommendations.
Related features
AI in Heltio — an overview
AI assistants write drafts; you decide. What they can do, what they will never do, who switches them on, and where the credits come from.
AI credits: balance, costs and history
Every AI feature draws on one clinic balance. Here is what each call costs, when credits come back, and where to see the history.
Anamnesis copilot
A side panel in the active session suggests the next history-taking questions based on what is already in the note. You decide which one to ask.
Clinical notes, signing and amendments
Four note formats, practice templates, the 48-hour edit window, and the signature that closes an entry for good — with the amendment as the only route to changing it.
Active session — working during a visit
The screen you work on from the moment the patient walks in until they leave: the clinical note, range-of-motion measurements, the treatment plan, attachments and the summary that closes the visit.