What's New

💡 Spotlight

• Two exciting features are now live for everyone: the Template Wizard makes building a custom note template as easy as following a few guided steps - no technical know-how required. And Companion now automatically figures out which assistant to send your question to, so you can just type and get an answer without worrying about @mentions.

✨ New Features

• New Template Wizard (Templates > Create Template): a new step-by-step wizard guides you through creating a custom template - pick from the Template Library, upload a PDF of a template you already use, or build one from scratch. The wizard walks you through each decision so you end up with a template that matches how you write, no prior setup experience needed.‍
• Companion routes to the right assistant automatically (Companion panel): you no longer need to type @summi, @quill, or @sage before asking a question. Just type and Companion figures out which expert to send it to. You can still @mention a specific assistant if you want to direct the question yourself.‍
• See exactly what changed when Companion or Writing Assistant edits your notes (Note Editor): when Companion or Writing Assistant suggests a change to a note section, added words are highlighted in green and removed words in red, so you can see the exact difference before deciding to accept or reject.‍
• Unmark as Done (Note Editor): when viewing a completed note, you can now click "Unmark as Done" to send it back to the Review section of your Inbox for further editing - useful when a note was marked done too early or needs corrections before exporting to your PIMS.

🐛 Bug Fixes

• PDF upload not working in the template editor: Uploading a PDF to extract content in the classic template builder was failing with an error, particularly on Windows. PDF uploads now work correctly in both the template editor and the onboarding template setup step.‍
• PDF files failed to attach to notes: PDF files can now be attached to notes - previously only image files were accepted and PDFs would fail with an upload error.

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💡 Changelog Spotlight

• A refreshed template editor makes building templates faster, plus fixes for document exports and session handling.

✨ New Features

• Rich text note editing: Notes now support rich text editing, with updated visuals in the editor for an upgraded editing experience.

🎨 User Experience Improvements

• Template Editor Toolbar: Template action buttons (save, preview, share, duplicate, delete) are now consolidated into a single toolbar at the top of the editor.
• Template Preview Layout: The template preview now appears below the form instead of beside it, giving a clearer top-to-bottom flow.
• PIMS Export Setting: Choose how you would like your notes to be copied from three formats: Plain Text, Markdown Symbols, and Rich Text, each suited for different PIMS.

🐛 Bug Fixes

• PDF Header Upload: Fixed an issue where clinic logo uploads could fail intermittently when generating PDFs.
• Strikethrough Export: Strikethrough text now exports correctly in documents.
• Session Expiry: Fixed an issue where expired sessions could cause recording interruptions instead of waiting for the recording to finish.

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💡 Changelog Spotlight

• Rich text improvements for easier note editing and exporting: we've resolved the formatting issues some users experienced last week, added underline support, and a new plain text option for those who prefer simpler note editing.
• All templates now live in one easy-to-browse dropdown: built-in presets, your saved templates, and shared templates are all in one place instead of being split across different sections

🎥 Watch: What's new with Rich Text editing today!

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✨ New Features

• Underline formatting: You can now underline text in your notes! Just highlight any text and click the new underline button in the toolbar.
• Plain Text editor mode: You can now choose a Plain Text editor setting if you prefer writing notes without rich text formatting.
• The "new version available" banner now links to the changelog so you can easily see what's changed

🎨 User Experience Improvements

• Template names are simpler and easier to read: we removed extra labels that weren't needed
• Some built-in templates have been renamed to better describe what they're for
• Added a helpful note so you know that picking a template won't change or overwrite it
• Improvements to how presets are organized to make managing and selecting them simpler
• Made improvements to the AI model that generates your medical notes for better accuracy and consistency

🐛 Bug Fixes

• Rich text formatting fixes: Resolved issues that caused extra spacing and formatting problems in exported notes, including extra line breaks when pasting into PIMS systems
• Custom note titles are no longer overwritten
• Fixed a crash that could happen when using underline editing
• Template content is no longer lost when dismissing suggestions
• Fixed an issue where clearing a sample could accidentally erase your template
• Note transfer error fixed

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