How To: Edit or Regenerate an AI note summary

AI note summaries are available for standard session notes and custom session notes (in release 25.4 )


How to Edit or Regenerate the AI Summary

  1. Navigate to the Session Summary Tab of the note
  2. Click the Edit button
    1. Type your edits. Once you are satisfied you can save by either clicking
      1. Save
      2. Next & Save
        1. This will move you to the signature tab
    2. Click Undo to exit Edit mode
  3. Click the Regenerate button.
    1. This will overwrite any existing Session Summary

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