> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What Ozni remembers

> Ozni keeps short notes about how you and your clinic like to work. See, edit or delete them, or turn memory off. It never remembers anything about a patient.

Available in

Plan
All plans

Who
Any staff member

Only owners and managers decide what the whole workspace remembers.

Ozni can keep short notes about **how you and your clinic like to work**, such as "keep answers short" or "our late-cancellation window is 24 hours". It uses them so you do not have to say the same thing twice. You can see every note, change it or delete it.

> [!WARNING]
>
> Ozni never remembers anything about a patient or client. Memory is for how you and your clinic work, not for who they are. A note that contains patient details is refused.

## Two kinds of memory

| | Just me | This clinic |
| - | - | - |
| Whose it is | Only yours. | The whole workspace's. Everyone at the clinic who uses Ozni gets it. |
| Who can add or change it | You. | Owners and managers. Everyone else can suggest a note. |
| Example | "Short answers, no bullet lists." | "We call clients members." |

Colleagues cannot see your own notes, and your notes are not shared with the clinic unless an owner or manager saves one for the clinic.

## See what Ozni remembers

The page has two tabs, **Just me** and **This clinic**, each with a count of notes used. Notes are grouped as **How you like to work**, **A correction**, **A clinic fact** and **Where to find something**. Each note shows when Ozni last used it, for example **Used 3 days ago** or **Not used yet**, and a **Learned in a chat** link back to the conversation where it began.

On the full Ozni page you can also reach it from **What Ozni remembers** under your list of chats. It opens the same screen in **Settings**. An older link to the memory page lands there too.

## How a note is saved

* **You ask.** Say "remember that I like short answers". Ozni saves it for you and shows a small line under its reply, such as **Remembered “Short answers”**, with an **Undo** button. Select **Undo** to take it back. Ozni also shows a line when it updates or forgets a note.
* **Ozni suggests a clinic note.** If you are an owner or manager, Ozni shows a card that asks **Remember this for the whole clinic?** with the note in full. Select **Save for the clinic**, or **Not now**. Nothing is saved for the clinic until you select **Save for the clinic**.
* **A colleague suggests a clinic note.** For anyone else, the reply says **Suggested “…” for the clinic** and links to **Review**. An owner or manager sees it on the memory page under **Waiting for you** and chooses **Accept** or **Decline**. Nothing changes until they accept. The person who suggested it sees it under **Your suggestions**.

## Add, edit or delete a note yourself

**1. Add a memory**

On the **Just me** tab select **Add a memory**. On **This clinic**, owners and managers see **Add a memory** and everyone else sees a suggest button. Choose **What kind of note is it?**, give it a **Name**, write **The one line to remember** and the **Details**, then select **Remember**. A suggestion for the clinic is sent with **Suggest**.

**2. Use exact dates**

Write dates as 2026-12-24, never "tomorrow" or "next week". A note with a date that moves is refused, and so is a note with patient details. The form tells you why, and nothing is saved.

**3. Edit or delete**

Select **Edit** on a note to change it, then **Save**. Select **Delete** and confirm **Forget** to remove it. Right after you forget a note a message appears with **Undo**; select it quickly to bring the note back.

You can keep up to 50 notes of your own and up to 100 for the clinic.

## Turn memory off

* **For yourself.** On the memory page switch off **Remember things for me**. Ozni stops using your notes and stops adding to them. Nothing already saved is deleted, so switching it back on brings it all back.
* **For the whole clinic.** Owners and managers can switch off **Remember things for the clinic** on the same page, or **Let it remember things for the whole clinic** in . The **This clinic** tab then says **Clinic memory is switched off. Nothing here is being used.**

## Choose how Ozni writes to you

On the same page, **Writing style** changes how Ozni words its answers. It takes effect from your next chat.

| Style | What you get |
| - | - |
| **Simple & step-by-step** | Short plain sentences, one numbered step at a time, and exactly what to click. This is the default. |
| **Concise** | The answer first, in as few words as will do. |
| **Detailed** | The reasons, the options and the cautions, with the full steps. |

The style changes wording and length only. Safety warnings, confirmation cards and prices are always shown in full, whichever style you pick.

## Download your chats

The same page has **Download my chats**, which saves every conversation you have had with Ozni as a file. Only you can do this for your own chats. See [Privacy and Ozni](https://help.clinikehr.com/platform/ozni/privacy.md).

Adding, changing or deleting a memory is written to your workspace's audit log with your name, the
record touched and the time — a HIPAA requirement, and one you can review
yourself under **Audit Log**. See
[Audit log](https://help.clinikehr.com/platform/security/audit-log.md).

**Still stuck with Ozni's memory?**
Check [Troubleshooting](https://help.clinikehr.com/platform/help/troubleshooting.md) first —
it covers the failures we see most often. If that does not resolve it,
[contact support](https://help.clinikehr.com/platform/help/contact-support.md) and include
your workspace name and the time the problem happened, so we can find the
matching entry in your audit log.


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