A blue and white logo for Patientnotes.
  • Healthcare Professions
  • Features
  • Scribe
  • Security
  • Privacy
  • Pricing
  • FAQs

Login
Start for Free

Back to Help Center
Date - Webtech X Webflow Template
Aug 4, 2025

NEW- Prompt Builder

We have developed a new Prompt Builder tool to enhance your prompt creation experience, enabling you to efficiently create, edit, and refine prompts. Whether you’re starting from scratch, improving an existing prompt, or looking for suggestions to optimize one, the Prompt Builder will guide you every step of the way.

How to Use the Prompt Builder

Option 1: Edit and Improve an Existing Prompt

If you have a prompt you'd like to improve, follow these steps:

1. Access the Prompt: Go to Settings > Prompt Templates, select the prompt you want to improve, and click Edit to open it.

2. Provide Feedback for Improvement: Scroll to the bottom of the prompt editor and look for the section labeled "Something missing..."


This section allows you to give feedback on how the prompt can be improved. Here are some examples of helpful feedback:

  • "Make it more concise."
  • "Add a consent section with yes/no options."
  • "Increase detail in the history of presenting condition."
  • "Remove the example in the exercise section."

The builder will analyze the prompt and suggest improvements, such as refining the language, enhancing phrasing, or adding relevant sections to increase clarity.

  1. Review Suggested Edits: Review the builder’s suggestions and select the ones that best align with your needs. You can choose to accept or decline specific changes.
  2. Refine Your Prompt: Continue refining the prompt until it meets your standards. Feel free to re-engage with the builder multiple times to make further improvements as needed.

Option 2: Create a New Prompt from Scratch

If you’re creating a new prompt, follow this process:

  1. Start a New Template: Go to Settings > Prompt Templates and select Import to create a new template.

  1. Choose Your Starting Point:
    • Paste an Existing Template: If you have a template from another system, copy it and paste it into the builder.
    • Use a Sample Note: If you have an example of the clinical note style you prefer, paste it as a sample for reference.
    • Create from Scratch: You can also prompt the builder to create a new template by typing something like: “Create a clinical note for [insert assessment type, e.g., musculoskeletal assessment].” You can add specific instructions to ensure it includes the tests, assessments, or details you need.
    This input will allow the builder to generate a first draft template based on your requirements.
  2. Review the Draft: The builder will create a draft from your input. This serves as a starting point, mirroring your preferences or matching your description.
  3. Refine and Customize: Review and refine the draft to suit your documentation style. The builder will also suggest enhancements such as improving language, adjusting structure, or adding sections to enrich the template.
  4. Tip: The more details you provide upfront, the closer the first draft will be to your final vision.

Please feel free to watch the explainer video on how this can be used to tailor, create, and optimise your existing prompts.



1. Click on Settings

Click on Settings

2. Click on Prompt Templates.

Click on Prompt Templates.

3. Click on an existing prompt template, or create a new one by clicking on the Import button.

Click on an existing prompt template, or create a new one by clicking on the Import button.

4. Scroll to the bottom to find "Improve this Prompt Template: What would you like to adjust?"

  1. Here, you can provide your feedback on how the prompt can be improved.
    Examples of feedback:
    • Make the prompt more concise.
    • Add a consent section with yes/no answers.
    • Increase detail in the History of Presenting Condition.
    • Remove the example in the Exercise Section, etc.
  2. Review Suggestions: The Prompt Builder will analyze your prompt and offer suggestions such as:
    • More precise language
    • Improved phrasing
    • Additional relevant information for better clarity
  3. Refine Your Prompt: Choose the suggestions that best suit your needs. You can accept or reject specific edits.

Tip: Feel free to use the builder multiple times for incremental improvements!

Scroll to the bottom to find "Improve this Prompt Template: What would you like to adjust?"

5. Click on the enter button.

Click on the enter button.

6. Continue to refine the prompt as needed. For example: Make it more concise and to include specific tests.

Note: If you're creating a new prompt entirely, follow these steps:

  1. Go to Settings: Navigate to Prompt Templates and select Import to create a new template.
  2. Choose Your Starting Point: You can either:
    • Paste in an existing template or sample clinical note.
    • Ask the tool to build a new prompt by starting with a simple instruction, like:
      "Create a clinical note for [insert assessment type]."
      (You can add more details, such as "Make this detailed and concise, including [tests], etc.")
      The builder will create an initial draft based on your input.
  3. Review the Draft: Once the draft is generated, the builder will offer suggestions for refining the language, structure, or adding sections.

Tip: The more details you provide upfront, the closer the first draft will be to your final vision.

Continue to refine the prompt as needed. For example: Make it more concise and to include specific tests.

7. Click on the enter button again to see the results.

Tip: The more details you provide upfront, the closer the first draft will be to your final vision.

Click on the enter button again to see the results.

8. Click on Save

Click on Save

New to PatientNotes?

Learn more about how it works or start your free trial.
‍

FAQs

Frequently asked questions

How does PatientNotes work?

Individual signs up, patient consents, session is recorded, transcribed, AI Model used to generate a draft of your clinical notes, then context gained to create a Patient Summary and any needed letters to medical professionals.

I've been told I can't use ChatGPT with patient information, is it ok to use this?

ChatGPT isn't safe to use with patient information. Data entered into ChatGPT is retained for wider language learning models and often patient information is being entered into ChatGPT without consent. PatientNotes is different. Explicit consent from the patient is required for each session. Transcripts are heavily protected with layers of encryption and strict policies, stored in Sydney in Google's HIPAA compliant data center, and automatically deleted after 30 days.

Is a special microphone required?

Most practitioners start using their default laptop microphone, however for the best results we recommend having a dedicated USB microphone on your desk. Omnidirectional USB microphones work great. Read all about our microphone recommendations on our microphone support page.

Can I use PatientNotes on my mobile phone?

Yes. Navigate to patientnotes.app on your web browser, login, and away you go. Recording works great on mobile devices and on most devices will continue even when the screen locks.

Where are PatientNotes servers located?

PatientNotes runs on servers located in Sydney, Australia. We have plans to have dedicated servers in each country with data stored locally for each user where possible eg. If a user sets their country to United States, their data will reside in the United States.

Does PatientNotes use encryption?

Absolutely. Security and Privacy is critical to protecting personal information. We encrypt all information in transit and at rest. Read more on our Security page.

Is the use of AI in healthcare safe and reliable?

We think of AI as an assistant to the medical practitioner rather than replacing the practitioner in any way. The role of our AI systems are to help produce a draft for the practitioner. Beyond that, it’s up to the practitioner to make the required changes to ensure that the notes are accurate before adding them to a patient record. More broadly, we believe AI has an incredible ability to analyse large amount of data and assist humans, but anything it produces must be validated by a qualified medical professional.

Can AI replace human doctors or healthcare providers?

No. Machines can’t replace doctors or healthcare professionals.

Does the system generate a diagnosis?

The system is fine tuned to not provide a diagnosis and focus just on the facts that were inputted by the healthcare provider during the consultation.

Does PatientNotes comply with all Australia privacy and data retention acts and legislation?

Yes. In Australia we comply with the Privacy Act 1988, Health Records Act 2001 (Victoria) and other national legislation with regards to the storage of personal information. Privacy and Security is critical to our business and we take both incredibly seriously. An important design consideration that we have built into the system is to remove data that isn’t needed anymore, which is why all patient information is automatically deleted after 30 days.

Is PatientNotes HIPAA Compliant?

PatientNotes is fully HIPAA compliant. A Business Associate Agreement (BAA) is available to all US customers. To request a BAA, please contact compliance@patientnotes.app

Do I really need to proofread the drafts PatientNotes produces?

Proofreading clinical notes and letters is of utmost importance to ensure their accuracy and reliability as a representation of the supplied information. Mistakes or inaccuracies in medical documentation can have serious consequences, leading to misdiagnosis, incorrect treatment plans, and compromised patient care. Thorough proofreading allows healthcare professionals to review and correct any errors, inconsistencies, or missing information, ensuring that the final notes and letters are a true reflection of the patient's condition and the provided information. This attention to detail enhances communication, promotes patient safety, and facilitates effective collaboration among healthcare teams.

Ready to get started? Create an account today

Get started with a free trialBook a demo with our team
For Allied Health, Specialists, General Medical Professionals and beyond
  • Acupuncturist
  • Arts Therapist
  • Biokineticist
  • Cardiac Surgeon
  • Chiropractor
  • Dental Technician
  • Dentist
  • Dermatologist
  • Dietitian
  • Doctor
  • Exercise Physiologist
  • Eye Surgeon
  • General Practitioner
  • Hand Therapist
  • Massage Therapist
  • Medical Professional
  • Mental Health Counselor
  • Nurse
  • Nurse Practitioner
  • Occupational Therapist
  • Osteopath
  • Pediatrician
  • Physiotherapist
  • Podiatrist
  • Psychiatric Nurse Practitioner
  • Psychiatrist
  • Psychologist
  • Social Worker
  • Speech Pathologist
  • Veterinarian
Support
  • Help Center
  • PatientNotes Features
  • For Business Owners
  • For Practice Managers
  • Students - special offer
  • Webinars & Events
  • Privacy & Compliance
  • FAQs
  • Security
  • HIPAA
  • GDPR
  • Pricing
  • Request a Demo
Apps
  • iPhone
  • iPad
  • Mac
Company
  • About Us
  • News
  • Careers
  • Press
  • Privacy
  • Terms
A blue circle with a hand holding a pen.
Send an email:
Got questions? Email hello@patientnotes.app and we'll get back to you.
A blue circle with a green background and a blue arrow pointing to the inside.
Subscribe to our newsletter

A.I. for healthcare tips, professional profiles, and industry knowledge tailored to elevate your practice.  Subscribe for PatientNotes news.


Thanks for joining our newsletter.
Oops! Something went wrong.

PatientNotes Pty Ltd

A blue and white logo for Patientnotes.