EverHealth Scribe is currently in beta. To become a beta partner for this feature, add a comment to the DrChrono roadmap portal card to submit your request.
What you can customize | Template sections | AI-Driven sections | Attestations | Voice macros | Inline instructions | Best practices | Support
Additional resources
- Getting Started with EverhHealth Scribe (Installation)
- Using EverHealth Scribe During Patient Visits
- Reviewing and Editing a Clinical Note using EverHealth Scribe
- Sending Your Note to DrChrono using EverHealth Scribe
- Best Practices using EverHealth Scribe
- Template Customization Guide for Clinic Administrators (EverHealth Scribe)
- Using EverHealth Scribe in DrChrono (Video)
Quick summary
| Feature | What it does | Best used for |
| Template sections | Pre-fill normal findings; only document exceptions | Physical Exam, Review of Systems |
| AI - Driven sections | AI learns your writing style over time | HPI, Assessment, Plan |
| Attestations | Auto-append standard phrases to notes | Legal disclaimers, consent language |
| Voice macros | Spoken phrases trigger pre-written text blocks | Counseling, repetitive language |
| Inline instructions | Conditional logic based on what you say | Specialty workflows, edge cases |
What you can customize
Every note is made up of sections (like HPI, Physical Exam, and Assessment & Plan). For each section, you can choose how it behaves:
- Let the AI generate it based on your conversation (great for narrative sections like HPI or Plan)
- Use a fixed template where normal findings are pre-filled and you only update what has changed (ideal for Physical Exam or Review of Systems)
- Mix and match — some sections on templates, others AI-driven
Setting up template sections
Template sections are best for parts of your note that follow a predictable pattern — where most findings are normal and you only need to call out exceptions.
How it works
You define what "normal" looks like once. During a visit, the AI fills in those defaults, and you (or the AI) only update the findings that are different from normal.
Good candidates for templates
- Review of Systems (ROS)
- Physical Exam
- Vitals or standard screenings
Getting started
- Go to your note settings and select a section.
- Choose "Template-Driven" (or Discrete) as the section type.
- Enter your normal-value defaults.
- Save. The AI will now pre-fill those values each visit.
You only need to configure "normal" once. After that, just correct what's changed — saving you significant editing time.
Using AI-Driven sections
For sections that need more narrative and clinical judgment — like your HPI or Assessment & Plan — the AI can write these for you based on what was said during the visit. The AI gets better the more you use it. After several notes, output quality improves noticeably as it learns your style.
How it works
When you enable Learn Format Mode, the AI studies your notes over time and adapts to your personal style: how much detail you include, the terminology you prefer, and how you structure your thinking.
What you control
- How much detail to include (brief summaries vs. thorough narratives)
- Terminology and clinical language preferences
- Whether to include prior visit context
- Focus areas like risk factors, goals of care, or follow-up plans
Attestations (auto-adding standard language)
Attestations are standard phrases or disclaimers that automatically appear at the end of your notes. You configure them once and they are added consistently every time.
Examples of attestations
- "This note was generated with AI assistance and reviewed by the treating provider."
- Consent or counseling language (e.g., for pregnancy visits)
- Billing-required phrases
How to set them up
- You can add attestations that apply to all notes (global).
- Or set them to apply only to specific note types or clinical scenarios.
- Attestations can be turned on or off at any time.
Voice macros
Voice macros let you insert pre-written text blocks into your note just by saying a specific phrase during the visit.
Examples
- Say "patient pregnant" → prenatal counseling block is automatically inserted
- Say "reviewed meds" → medication reconciliation language appears
- Say "depression screening" → PHQ-9 discussion template is added
Inline instructions
Inline instructions let you set up rules inside your templates: "If I say X, then do Y." This is the most advanced customization feature and is best set up after you have the basics in place.
Examples
- "If I say 'elevated glucose,' add an A1c review block."
- "If the patient is a minor, insert guardian consent language."
- "If I mention fall risk, add the standard fall prevention plan."
Best practices
Once you have configured your templates, the best approach is to test them in real clinical scenarios and adjust from there.
Recommended process
- Run your first few notes with the new settings in actual visits.
- Note anything that needs to be longer, shorter, or phrased differently.
- Adjust the section model, instructions, or normal values as needed.
- Revisit your template setup every few months as your workflow evolves.