Practice Management on Embodia - Part 1: Charting
This feature is currently in beta and is not available for general use. If you are interested in being a beta-tester you can reach out to us at support@embodiaapp.com
You can use Artificial Intelligence (AI) to generate the starting point of a chart entry based on the recording of the consult.
The process involves the following steps:
- Recording the consult with the patient
- Uploading the recording to the consult page on Embodia
- Using the recording to generate the starting point of the chart
Recording the consult with the patient
For in-person consults, you can use your phone to record the consult. For virtual consults, we recommend using our integration with Zoom to run the consult as it supports recording both sides of the call. You can find more information on the Zoom support website.
At this time, Embodia support uploading recordings of type MP3 or M4A.
Uploading the recording to the consult page on Embodia
After the consult, navigate to the consult page. At the bottom, you can upload the recording in the Consult recording section. At this time, only MP3 and M4A formats are accepted.
Once the recording is uploaded, Embodia will transcribe the recording. The time to complete the transcription depends on the length of recording. Usually it takes about 2 minutes per hour of recording.
Once the transcription is done, you will be able to download the transcript (if you wish to keep a record of it), and provide a rating for the quality of the transcript.
Using the recording to generate the starting point of the chart
Once the recording is transcribed, start a new chart entry for the consult. You can use a charting template or manually add the chart items to the chart. Keep the chart items blank. Once all the chart items have been added, click on the "Use AI to generate a chart for this consult!" link in the top banner.
It will take a few moments to populate the chart items. As the information is AI-generated, it may contain incorrect information. Always verify the content and make any necessary changes. If inclined, you can also provide a rating. This will provide valuable feedback to help improve automated chart generation.
Which questions will get populated?
Not all questions in the chart will get populated with AI. To get populated, the following criteria need to be met:
- The question should be blank, i.e. not previously answer.
- The question should be one of the following types: Free text, Single answer, Multiple answers, and Range.
Customizing the generation for your chart items
A Large Language Model (LLM) is used to generate the chart using AI. To generate the proper content, the LLM needs to be given instructions of what task they need to accomplish. This is referred to as a prompt. Each question in each chart item will have its own prompt that will let the LLM know how to answer it.
By default, Embodia will use the question as part of the prompt. If you wish to override that prompt, when building/editing your chart items, click on the Change LLM prompt link.
In the popup form, you can override part of the prompt (the text in bold):
