You record the interview in two places, and that is not duplication.
The Clinical Profile on the patient record holds what does not change from visit to visit: allergies, medications, chronic conditions, past surgery, lifestyle, emergency contact. You write it once and correct it when it changes.
The Interview section of the visit card holds what concerns this one visit: the complaint, the course of the problem, the description of the pain, the patient's expectations, the red flags. You write it at every visit.
How to do it
Fill in the clinical profile
On the patient record choose Clinical Profile. The Medical section takes Allergies, Current Medications, Chronic Conditions and Surgical History. The Lifestyle section — Smoking Status, Alcohol Use, Activity Level, Occupation, Sleep Hours/Night.
What you record here is shown in the Patient Context panel next to the note at every subsequent visit, with allergies and medications on top.
Record the interview from this visit
In the visit card the Interview section has, among others: Chief Complaint, History of Present Illness, Onset story, Previous Treatment, Functional Limitations, Activity Limitations, Patient expectation, Patient Goals, Sleep, Stress load, Family History and Social History.
The field hints are questions, not decoration: "What activities can the patient not perform?", "What does the patient want to achieve?".
Describe the pain
Pain Description is a set of fields: Pain Intensity (VAS), Character (choose from: sharp, dull, burning, throbbing, stabbing, radiating, aching, tingling), Pain Location with the hint "e.g. lumbar, left hip", Onset, Duration, Frequency, Aggravating Factors and Relieving Factors.
Work through the red flag screen
The Red flag screen is part of the interview. You mark each item as Present or Excluded — do not leave any empty, because empty means "nobody checked".
The items carry three weights: Emergency, Urgent and Precaution. Next to Precaution it says Precaution only — no referral required; the others are marked Requires referral and block the closing of the visit until the Referral section is filled in.
Ask the copilot for questions
Suggest questions opens the Anamnesis copilot — a panel with questions chosen to fit what you have already written. The questions are grouped: Symptom clarification, Interview, Functional impact, Red flag screen, Lifestyle, Previous Treatment. The Add to note button inserts the chosen question into the body of the note.
The copilot proposes questions to ask — it does not fill the interview in for you and does not record the conversation. Every batch costs AI credits, and the number of batches per visit is limited.
When something goes wrong
A red flag was identified during the interview. Add referral details, or explain why you are not referring, before closing this visit.
What this means: A red flag with a weight requiring referral was ticked.
Not enough context to suggest good questions. Add a brief chief complaint first.
What this means: The anamnesis copilot has nothing to work from — the note is still empty.
Anamnesis copilot is available only during a checked-in or in-progress appointment with a draft note.
What this means: The visit is not in progress, or the note has not been created yet.
You've already generated the maximum number of batches for this appointment.
What this means: The limit of batches per visit has been used up.
Please correct the highlighted fields.
What this means: The clinical profile has a value outside the permitted range — usually height or weight.
Who has access
PractitionerThe interview is recorded by the roles that document care. The anamnesis copilot additionally requires AI features to be enabled at the practice and credits to be available — you check that under Settings → AI features.
The patient can fill in part of the interview themselves before the visit — see pre-visit forms.
Related
- Visit card — the other examination sections and signing the entry.
- Patient record — where the clinical profile lives.
- Body map — locating the complaint instead of describing it in words.
- Anamnesis copilot — cost, limits and the patient's consent to AI.
Related features
Visit card
A structured record of the examination — interview, physical examination, functional tests, hypothesis, therapy plan and coding, filled in during the visit and closed with a signature.
Patient record
The file of a single person — personal details, clinical profile, note history, measurements, consents, guardians and settlements, in the tabs down the left-hand side.
Body map
A figure in four views on which you mark pain and other symptoms — with a comparison to the previous visit, a layer of the patient's own reports, and insertion of the marks into the note.
Pre-visit forms
The questionnaires a patient fills in in the portal before they arrive — medical history, consents, a pain questionnaire and the clinic's own forms.
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.