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Ozni can write a first draft of a clinical note, a referral letter or a message to a client from records you have asked it to read. The draft is for you to review. Nothing is saved or sent until a clinician approves it, and Ozni never signs anything.
Ozni is AI and can make mistakes. Every draft is marked AI-generated draft. Check every fact against the record before you approve it. You are responsible for what is saved.

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Ask for a draft

In the chat, ask in your own words: “Draft a progress note for this client from their last two notes” or “Write a referral letter to a cardiologist”. Ozni reads the records you are allowed to open, then asks before it writes, because a clinical draft is a heavy request and uses 15 credits. See Credits and prices. Ozni drafts only from records it read in that chat and lists them as the draft’s sources. It does not add a dose, date, result or diagnosis that the record does not state. The same rules as the screens apply. Notes and letters are for clinical roles with access to the client’s clinical record. A message to a client needs permission to contact clients, and a message that uses clinical details needs a clinical role.

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The draft in the chat

The draft appears as a card with the AI-generated draft badge and a Review button. A draft message also has Copy and Open in messages.

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The review sheet

Select Review to open the draft in a large sheet. It shows:
  • The AI-generated draft badge and who the draft is for.
  • A banner: “This is a draft written by Ozni from the records listed below. Nothing has been saved.”
  • Every section as a box you can edit. Change anything that is wrong.
  • Sources: the records Ozni used, each with a link and its date.
  • A line that tells you to check the draft against the record.
When you are happy with it, select Approve and save as draft. The note or letter is saved as an unsigned draft that you open in Notes to read again and sign there. The sheet shows Approve within a number of minutes. An approval stays open for 15 minutes; after that, select Renew approval and your edits are kept. Select Close to leave without saving anything. Saving a draft never signs it and never sends it. Signing happens only in the normal note editor.

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Start from a template

For a first visit note, Ozni can start from one of your clinic’s own note templates, using its section titles exactly. If your clinic has no templates, Ozni offers a standard layout such as a medical clerkship or a progress note. If your plan includes the AI scribe, the sheet also tells you that you can record a visit you are about to have and let the scribe write the note instead.

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Sensitive records

Records marked sensitive, such as substance use treatment records protected by 42 CFR Part 2, are handled with extra care.
  • Substance use records (Part 2). A draft that uses them carries the redisclosure notice and a Part 2 records badge. Ozni cannot save it: copy it into the note editor and mark the note sensitive there. The Approve and save as draft button is not shown.
  • Other records marked sensitive. If the draft would use a record marked sensitive, Ozni cannot save it yet either, so that the note does not lose its marking. Copy it into the note editor and mark the note sensitive there.
  • Messages. Ozni will not write a message to a client from a record marked sensitive. Nothing is drafted.

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If something in a record tells Ozni what to do

Text inside a record is information, never an instruction. If Ozni reads something that contains instructions, the review sheet asks you to tick I’ve checked this before you can approve. See Attaching a file to a chat.