Guidelines the AI Follows¶
Your guidelines now do more than sit in a library. Every document — a published clinical practice guideline, a post-op protocol, a clinic rule, your own notes, a surgeon's letter for one patient — is read once into its key recommendations, and the AI is given the statements that apply to the patient in front of you. You see the same statements, where you need them, with the reason each one applies.
What's New¶
Guidelines for this patient¶
Open a patient in your dashboard and choose the Guidelines tab. Guidelines for this patient lists what the AI follows for them and why:
- In the record: Post ACL — the condition is named in the patient's record or your notes.
- AI match 94% — the AI compared the record with the document and found it relevant.
- Always used (clinic setting) — someone decided this document always applies.
Open a document to read its key recommendations, each with its strength (must, should, may, should not, must not), its evidence grade and the page it comes from. For a protocol with phases, the phase your patient is in today is marked Now and opened first — counted from the date of the operation or injury the protocol is about. A patient can have more than one: each protocol follows its own, so an ACL protocol keeps counting from the ACL reconstruction after an ankle sprain is added. Each protocol finds its case by the case's name, so name each case for what it is: ACL reconstruction, not just Surgery. Enter the cases and their dates in the patient's Cases tab.
Not right for this patient? Don't use for this patient takes a document out. A protocol the surgeon wants that the record does not name? Use for this patient brings it in. Either way, Undo puts it back as it was. A document that only shares the body region ("Same body region: Knee") is offered under Other available rather than applied: a knee patient should not inherit every knee protocol.
Guidelines the AI will use¶
When you create or edit a plan with the AI, the same list is in front of you, already selected. As you type your notes for a new plan, it follows them — name the condition and its guideline joins the list.
- Leave it alone, and the AI uses what applies.
- Tick or untick a document, and the AI uses exactly your selection for that request.
- Remember keeps your choice for this patient, or for all your patients.
Citations you can read¶
AI plans and chat answers show what shaped them: under each document's name, a chip for every statement the AI cited, with its topic and evidence grade. Hover to read the statement itself; click to open the document at that statement.
When you ask the assistant for something a protocol does not allow yet — hamstring curls three weeks after an ACL reconstruction with a hamstring graft — it does not make the change, tells you which statement stands in the way, and offers what is allowed.
A library that starts full¶
Where your clinic has it enabled, the library comes with the APTA Orthopedics clinical practice guidelines and the University of Delaware rehabilitation protocols, tagged by body region and condition, each revision linked to the one it replaces. Three guidelines whose text only the publisher hosts are included as links.
Add your own documents the same way as before — a PDF, a link or a note. A document you add is yours ("Mine") unless you choose to share it with the clinic.
Search inside the documents¶
The library search now finds passages inside documents and shows the page they are on.
Which document wins¶
When documents disagree, the more specific one wins: a document about one patient, then clinic protocols, then your own notes, then published guidelines. Must and must not statements from a patient's or the clinic's documents come first: the AI is given them before any other guidance, with extra room made for them when there is a lot of guidance (a document with dozens of such rules may still not fit in full). That includes the automatic continuation of a plan, which now receives the same guidance as limits on what it may progress or swap.
For Clinic Admins¶
- AI settings: for each document choose Always use, Use when it matches or Never use for the clinic. Therapists can set their own for their patients, and for one patient. Saved default selections from the previous version are carried over.
- Review: statements extracted from the shared library wait for a clinician's approval before the AI relies on them. Approve a document at a time or the whole queue; reword a statement, reject it, or add one the extraction missed. What you decided is kept when a document is read again.
- Sources: switch a curated source off to keep it out of your clinic's library and AI.
Available to clinics with the Guidelines feature enabled. The curated library is available on US deployments.