Carry Forward

Carry Forward helps providers save time by using relevant information from a patient’s previous visit note to pre-fill the new note for their current visit. This feature is particularly useful for follow-ups or recurring visits, where much of the patient’s history or previous assessments are still relevant.

How It Works

When you select Carry Forward from the AI Actions menu:
  • Integrated Sites: The new note is automatically created using content from the previous visit. You’ll be taken directly to the editing screen with carried-forward data already populated.
  • Non-Integrated Sites: Selecting Carry Forward opens the new recording page with the previous note loaded as context. The system uses this to generate the new note once a new recording is completed.

What Gets Carried Forward?

Each section in your note (e.g. Plan, Objective, Subjective) can behave differently depending on how the template is configured. Here’s what may happen:
  • REGENERATE: Section is freshly written based on new context (no carry forward).
  • CARRY_FORWARD_ONLY: Section is copied exactly from the previous note (no new content).
  • CARRY_FORWARD_AND_APPEND: Previous content is copied and new content is added at the end.
  • CARRY_FORWARD_AND_BLEND (New!): Old and new content are merged together in a cohesive way.

Smart Logic

Carry Forward uses an advanced language model (LLM) to intelligently decide what to include, how to merge past content, and when to regenerate a section completely. Behind the scenes, the system:
  • Uses guideline prompts to guide behavior section by section
  • Applies system and user roles in the AI call to ensure accurate, role-specific output
  • Executes logic modularly to optimize performance and ensure consistent structure

Benefits

  • Saves time on repetitive documentation
  • Ensures continuity between visits
  • Reduces errors by keeping relevant context
  • Works with both manual and EMR-integrated workflows

For more information on details how to this up, please contact sales or your customer support manager.