

How Clear Instructions Unlock Smarter AI Notes
How Clear Instructions Unlock Smarter AI Notes
Instructions help Nudge AI create the smart, detailed note that you want.
Think of Nudge AI as your smart Senior Resident or senior therapist in training that has access to vast libraries of medical, surgical, and behavioral health information.
It can analyze the data you’ve dictated that describes your patient and the encounter and smartly insert sections, data, and analysis based on its vast library of medical knowledge.
Instructions help Nudge AI create the smart, detailed note that you want.
Think of Nudge AI as your smart Senior Resident or senior therapist in training that has access to vast libraries of medical, surgical, and behavioral health information.
It can analyze the data you’ve dictated that describes your patient and the encounter and smartly insert sections, data, and analysis based on its vast library of medical knowledge.
Here are a few examples:
To try them out just copy and paste the instruction text, presented here in quotation marks, into the prompt box for your template. Added bonus: all of these written directives can also be dictated verbally during your dictation!
Here are a few examples:
To try them out just copy and paste the instruction text, presented here in quotation marks, into the prompt box for your template. Added bonus: all of these written directives can also be dictated verbally during your dictation!
Chronic Conditions Snapshot
Chronic Conditions Snapshot
Chronic Conditions Snapshot
“If the patient has chronic disease (DM, CKD, CHF, CAD), automatically integrate how today’s complaint interacts with these.”
“If the patient has chronic disease (DM, CKD, CHF, CAD), automatically integrate how today’s complaint interacts with these.”
Chronic Conditions Snapshot
Chronic Conditions Snapshot
Chronic Conditions Snapshot
“Summarize the last 3 key metrics (A1c, BP, LDL, creatinine, EF, etc.) whenever referenced.”
“Summarize the last 3 key metrics (A1c, BP, LDL, creatinine, EF, etc.) whenever referenced.”
Smoking and Alcohol Expander
“If history of smoking or alcohol use is mentioned in the encounter add a section in the assessment and plan called “lifestyle risk factors” that converts quantity into pack-years, binge risk, or AUDIT-C flags.”
Assessment and Plan Gender specific
“Automatically include gender-specific etiologies in the differential diagnosis for problems in the Assessment and plan”
Medication Costs
Medication Costs
Medication Costs
“If medications are being prescribed or mentioned in the treatment plan look up their approximate costs, use generic pricing if available, and estimate the average monthly cost and insert it into a short paragraph in a section at the end of the Assessment and Plan labeled “Approx Monthly Medication Cost”
“If medications are being prescribed or mentioned in the treatment plan look up their approximate costs, use generic pricing if available, and estimate the average monthly cost and insert it into a short paragraph in a section at the end of the Assessment and Plan labeled “Approx Monthly Medication Cost”
Medication Interactions
Medication Interactions
Medication Interactions
“If medications are being prescribed or mentioned in the treatment plan analyze them for any dangerous medication interaction and insert the findings in a section at the end of the Assessment and Plan labeled Medication Interactions. If there are no dangerous interactions insert the phrase “no medication interactions noted”
“If medications are being prescribed or mentioned in the treatment plan analyze them for any dangerous medication interaction and insert the findings in a section at the end of the Assessment and Plan labeled Medication Interactions. If there are no dangerous interactions insert the phrase “no medication interactions noted”
Chronic Conditions Snapshot
Chronic Conditions Snapshot
Chronic Conditions Snapshot
“If symptoms match danger patterns, insert red-flag questions (e.g., cauda equina, ACS, meningitis).”
“If symptoms match danger patterns, insert red-flag questions (e.g., cauda equina, ACS, meningitis).”
Patient Friendly Aftervisit Summary
Patient Friendly Aftervisit Summary
Patient Friendly Aftervisit Summary
"Append a patient friendly after visit summary paragraph at the end of the note”
"Append a patient friendly after visit summary paragraph at the end of the note”
Pediatric HPI Formatter
Pediatric HPI Formatter
Pediatric HPI Formatter
“If patient <18, auto-add feeding, milestones, vaccines, school performance, parent concerns.”
“If patient <18, auto-add feeding, milestones, vaccines, school performance, parent concerns.”
Geriatric Screening and Needs Formatting
Geriatric Screening and Needs Formatting
Geriatric Screening and Needs Formatting
“If >75, add fall risk, frailty, cognition, ADLs, caregiver needs in a section in the Assessment and Plan”
“If >75, add fall risk, frailty, cognition, ADLs, caregiver needs in a section in the Assessment and Plan”
Smoking and Alcohol Expander
Smoking and Alcohol Expander
Smoking and Alcohol Expander
“If history of smoking or alcohol use is mentioned in the encounter add a section in the assessment and plan called “lifestyle risk factors” that converts quantity into pack-years, binge risk, or AUDIT-C flags.”
“If history of smoking or alcohol use is mentioned in the encounter add a section in the assessment and plan called “lifestyle risk factors” that converts quantity into pack-years, binge risk, or AUDIT-C flags.”
Assessment and Plan Gender specific
Assessment and Plan Gender specific
Assessment and Plan Gender specific
“Automatically include gender-specific etiologies in the differential diagnosis for problems in the Assessment and plan”
“Automatically include gender-specific etiologies in the differential diagnosis for problems in the Assessment and plan”
Social Determinants of Health
Social Determinants of Health
Social Determinants of Health
“Auto-insert Social Determinants of Health elements if food insecurity, transportation, etc. are referenced.”
Vaccine Catch Up
Vaccine Catch Up
Vaccine Catch Up
“If patient age matches vaccine guidelines, auto-suggest missing vaccinations.”
“If patient age matches vaccine guidelines, auto-suggest missing vaccinations.”
Vital Sign Trends
Vital Sign Trends
Vital Sign Trends
“If the vital sign data exists add 3-visit trends for BP, weight, and heart rate.“
Pediatric Growth Chart Integration
Pediatric Growth Chart Integration
Pediatric Growth Chart Integration
“If age <18, convert weight/height into percentiles.”
“If age <18, convert weight/height into percentiles.”
Shared Decision Making and Patient Understanding
Shared Decision Making and Patient Understanding
Shared Decision Making and Patient Understanding
“At the end of the note add 2–3 sentence SDM summary when choices exist and that the assessment and plan were discussed with the patient, he or she agrees, and that all questions were answered.”
Chronic Disease Management Tiering
Chronic Disease Management Tiering
Chronic Disease Management Tiering
“Stage disease severity automatically for diseases mentioned in the assessment and plan if there is available data.”
“Stage disease severity automatically for diseases mentioned in the assessment and plan if there is available data.”
Automated Risk Scoring
Automated Risk Scoring
Automated Risk Scoring
“If the data exists in the encounter:
Calculate the 10 year risk of ASCVD.
Calculate CHADS-VASc score if atrial fibrillation is referenced,
Calculate MELD for liver disease,
Calculate GOLD COPD staging if COPD is referenced”
Lifestyle Counseling
Lifestyle Counseling
Lifestyle Counseling
“If the patient has cardiometabolic disease or cardiometabolic disease risk factors insert a section into the assessment and plan that summarizes guideline based lifestyle recommendations for sleep, exercise, and nutrition.”
“If the patient has cardiometabolic disease or cardiometabolic disease risk factors insert a section into the assessment and plan that summarizes guideline based lifestyle recommendations for sleep, exercise, and nutrition.”
Continuity
Continuity
Continuity
“For problems that we’re evaluating that are chronic always weave into the assessment and plan how today's symptoms, status, and plan are connected to those mentioned in previous visits.”
Patient Friendly Instructions
Patient Friendly Instructions
“If hypertension is referenced, add a section written for patients at the end of the note that instructs them how to take their blood pressure at home.”
“If hypertension is referenced, add a section written for patients at the end of the note that instructs them how to take their blood pressure at home.”
And yes, we have Dot Phrases too!
And yes, we have Dot Phrases too!
NudgeAI supports your commonly used dot phrases to make creating your note very easy.
Here’s how you incorporate and call them into nudge using the prompt box in the template creator and verbal dictation. No typing required!
Check out this video on how to setup and use dot phrases with Nudge:
NudgeAI supports your commonly used dot phrases to make creating your note very easy.
Here’s how you incorporate and call them into nudge using the prompt box in the template creator and verbal dictation. No typing required!
Check out this video on how to setup and use dot phrases with Nudge:

Security and Compliance
Your data is secure
Your data is secure
We protect every session with enterprise-grade safeguards built for healthcare. All data is secured with AES-256 encryption, automatic PHI redaction, zero-retention architecture, and comprehensive audit logging.
Audio automatically deleted within 7 days
PHI redacted during session capture
No training on your data
Read Security Protocol




HIPAA Compliant
Complete healthcare privacy compliance for enterprises.

PIPEDA Compliant
Full compliance with Canadian privacy standards.
Pricing & Plans
Pricing & Plans
Pricing & Plans
Pricing & Plans
Pricing & Plans
Pricing Plans
Pricing Plans
Billed Monthly
Billed yearly
5 Free Notes
No Card Required
100% HIPAA Compliant
Unlimited session notes
Smart Coding
EHR Integration
Custom Templates
Clinical Assistant
Cancel anytime
Everything in Pro
Volume Discounts
Dedicated Account Manager
Enterprise Analytics
Premium Support
We just launched our small clinic program -
Get 10% off
Get Demo Now
5 Free Notes
No credit card required
100% HIPAA Compliant
Billed Monthly
Billed yearly
5 Free Notes
No Card Required
100% HIPAA Compliant
Unlimited session notes
Smart Coding
EHR Integration
Custom Templates
Clinical Assistant
Cancel anytime
Everything in Pro
Volume Discounts
Dedicated Account Manager
Enterprise Analytics
Premium Support
We just launched our small clinic program -
Get 10% off
Get Demo Now
5 Free Notes
No credit card required
100% HIPAA Compliant
Billed Monthly
Billed yearly
5 Free Notes
No Card Required
100% HIPAA Compliant
Unlimited session notes
Smart Coding
EHR Integration
Custom Templates
Clinical Assistant
Cancel anytime
Everything in Pro
Volume Discounts
Dedicated Account Manager
Enterprise Analytics
Premium Support
We just launched our small clinic program -
Get 10% off
Get Demo Now
5 Free Notes
No credit card required
100% HIPAA Compliant
Billed Monthly
Billed yearly
5 Free Notes
No Card Required
100% HIPAA Compliant
Unlimited session notes
Smart Coding
EHR Integration
Custom Templates
Clinical Assistant
Cancel anytime
Everything in Pro
Volume Discounts
Dedicated Account Manager
Enterprise Analytics
Premium Support
We just launched our small clinic program -
Get 10% off
Get Demo Now
5 Free Notes
No credit card required
100% HIPAA Compliant
Billed Monthly
Billed yearly
5 Free Notes
No Card Required
100% HIPAA Compliant
Unlimited session notes
Smart Coding
EHR Integration
Custom Templates
Clinical Assistant
Cancel anytime
Everything in Pro
Volume Discounts
Dedicated Account Manager
Enterprise Analytics
Premium Support
We just launched our small clinic program -
Get 10% off
Get Demo Now
5 Free Notes
No credit card required
100% HIPAA Compliant
FAQs
FAQs
FAQs
FAQs
FAQs
Frequently Asked Questions
Frequently Asked Questions
Does Nudge transfer notes directly into my EHR?
Can I create my own custom templates?
Does Nudge support healthcare organizations?
Does Nudge offer a free trial?
Does Nudge provide Business Associate Agreements (BAA) and/or Client Consent forms?
Does Nudge transfer notes directly into my EHR?
Can I create my own custom templates?
Does Nudge support healthcare organizations?
Does Nudge offer a free trial?
Does Nudge provide Business Associate Agreements (BAA) and/or Client Consent forms?
Does Nudge transfer notes directly into my EHR?
Can I create my own custom templates?
Does Nudge support healthcare organizations?
Does Nudge offer a free trial?
Does Nudge provide Business Associate Agreements (BAA) and/or Client Consent forms?
Does Nudge transfer notes directly into my EHR?
Can I create my own custom templates?
Does Nudge support healthcare organizations?
Does Nudge offer a free trial?
Does Nudge provide Business Associate Agreements (BAA) and/or Client Consent forms?
Does Nudge transfer notes directly into my EHR?
Can I create my own custom templates?
Does Nudge support healthcare organizations?
Does Nudge offer a free trial?
Does Nudge provide Business Associate Agreements (BAA) and/or Client Consent forms?
Have Questions? We're Here to Help!
Reach out to our support team for any queries or assistance.
Contact Us