can the default templates or the custom notes/templates prompt/alert/tell me when something is missing from my Note that I need to capture? Lets say I forget to say the pet's temperature, can it show that I have missed that?
add phone number and day and time stamp to call summary note
It would nice when you call a client through talkatoo app on your phone to have the number you called directly inserted into the call summary then once call has ended have a time stamp inserted as well.
Improve consistency of the client communication feature of Talkatoo assistant (mobile)
I primarily use this feature as a equine veterinarian and I've customised the prompt to tell it not to put it in the 3th person but it still does I also don't like the fact that every time that I generate of these communications it comes out diffe...
Filtering the notes by type of note (call summary, Assistant generated, SOAP)
While trying to find a note I had made earlier, specifically a call summary, I realized there is no way to filter for this in the search function. May be helpful to have?
It would be useful to have examples with common formating instructions to add to Custom Notes. Jamie Phippen has been kind enough to share his examples with me. It would be useful to expand and formalize a document. i.e. how to bold a heading foll...
The ability to delete old notes or notes that were created accidentally
Users have been asking quite often if the notes are able to be deleted. For now, they are saved indefinitely, but users want to know if they will be able to delete old ones at all. Currently, in vet practices (in Canada, at least) records have to ...
Automatic "This text was AI generated" disclaimer added to bottom of notes/call summaries.
The original customer request was for the Call Summary, but I can see it being useful for all types of notes. It should be customizable, and toggleable, ie add it for all notes, only call summary, only SOAP, etc.
Change auto-SOAP template so there is a section to record diagnostics results. The easiest way currently (it seems to me) would be to add a new tab headed as DIAGNOSTIC RESULTS into the new customizable SOAP section, in the Objective section. (ie....