Magic Edit
Magic Edit lets you refine any section of your progress note using natural language instructions.
How to Use Magic Edit
- Open an unsigned note and click the edit button to enter edit mode (a signed note shows "Note is locked" — unlock it first)
- Click the wand icon (Magic Edit) next to any section header
- Type what you want changed — for example:
- "Make the assessment more detailed"
- "Add that the client reported improved sleep"
- "Shorten this section"
- "Rewrite in third person" Or use one of the built-in quick actions: Make more concise, Add more clinical detail, Use neutral clinical language
- 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 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
- 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