Magic Edit
Magic Edit lets you refine any section of your progress note using natural language instructions.
In this guide, we'll cover:
How to use Magic Edit
- Open an unsigned note — from Notes to Sign, the client's chart, or the appointment. On a signed note the wand is greyed out; unlock it first.
- Click the wand icon (tooltip: Magic Edit) at the right end of the section heading you want to change
- In the Magic Edit window, type what you want changed under Edit Instructions — for
example:
- "Make the assessment more detailed"
- "Add that the client reported improved sleep"
- "Shorten this section"
- "Rewrite in third person" Or click one of the quick actions above the box to fill it in: Make more concise, Add more clinical detail, Use neutral clinical language. Then click Apply Magic Edit.
- The AI rewrites that section based on your instruction — using the session transcript as context when one exists, so additions stay grounded in what was actually said
- The rewritten text is placed into the section — review it, adjust if needed, and click Save
Example prompts
| What you want | What to type |
|---|---|
| More clinical detail | "Expand the assessment with more clinical observations" |
| Add missing info | "Add that we discussed medication adherence" |
| Change tone | "Make this more concise and clinical" |
| Fix an error | "Change 'anxiety' to 'generalized anxiety disorder'" |
| Restructure | "Break this into bullet points" |
Tips
- Be specific about what you want changed
- You can use Magic Edit as many times as you need — there's no limit
- Each edit only changes the section you selected, not the entire note
- Sections that are forms (fields and checkboxes from a structured template) don't have the wand; edit those fields directly
- Magic Edit works on treatment plan sections too, not just progress notes
- A Magic Edit isn't final until you save the note — if you don't like the result, edit the text or close without saving