Make Chairscribe sound like you

Three levers to make notes read the way you write: note generation settings, materials and snippets, and templates.

Applies to: Web app

Chairscribe drafts; the clinician reviews and signs. Every entry in the patient record remains yours.

“This is close, but it doesn’t sound like me” is the most common thing we hear in week one. It is fixable with three levers, working at different speeds: note generation settings (instant), materials and snippets (your defaults), and templates (structure).

Make Chairscribe personalised with your materials and your snippets (under 4 minutes)

1. Note generation settings

Found under Personalisation. Change one and it applies to every future note.

Auto-generate note after recording. Drafts and picks templates automatically when confident.
Note style. Functional, Balanced, or Descriptive.
List format. How lists render (e.g. comma-separated).
Unmentioned checks. Set a default for routine checks you don’t verbalise; your own words always take priority when you do mention one.
Tooth notation and Country. Set once, applied everywhere (FDI / Australia by default).
Auto-suggest patient name & title. Pulled from the transcript.
Rules & assumptions. Standing instructions applied to every note (e.g. assumed verbal consent). Keep this honest and check your notes.

2. Materials and snippets

Also under Personalisation, in Note content.

Materials: add to the built-in categories. Each one can have a default, allow multiple selections (e.g. retraction cord sizes), allow custom values, and use a selection rule to auto-apply technique-specific combinations. Delete the onboarding examples you don’t use.

Snippets: verbatim reusable text (post-op instructions, consent wording) inserted with a shortcut like /post.instructions, rather than drafted fresh each time. Set a default and switch versions in-note.

Edit either from Personalisation or inline within a note.

3. Templates

Settings shape tone and defaults; templates decide structure. A missing or unwanted section is a template problem, not a settings one.

Construct	What it does
`[Autofill]`	Chairscribe fills this from the appointment.
`[@Mention]`	References a saved material / snippet.
`[A \| B]`	A settled choice.
`( … )`	A hint for how to apply a field, never shown in the note.
`{ … }`	Appears only when relevant.
`{ … }(condition)`	States when it should appear.

See Creating templates in Chairscribe: a basic guide for more.

Tips for success

Set up materials once, and use selection rules for standing combinations.
Keep Rules & assumptions honest, and check your notes against them.
Use snippets for verbatim text you reuse word-for-word.

Avoid

Don’t set assumed defaults for checks you don’t actually do routinely.
Don’t fight a template with settings. Fix the template.
Don’t assume Chairscribe knows your materials before you have set them up.

Glossary

Term	Definition
Personalisation	Settings for note generation, materials, snippets, and patient display.
Materials	Saved go-to brands / options Chairscribe fills into notes.
Snippets	Reusable, verbatim text dropped in via a shortcut.
Rules & assumptions	Standing instructions applied to every note.
Note style	Functional, Balanced, or Descriptive.
Unmentioned checks	What happens to a routine check you didn’t mention out loud.
Template	The structure and section order a note is drafted into.