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Every note editor has a Draft with… button that hands a first draft to an assistant, then hands it straight back to you to review. Your clinic chooses which assistant answers that button: ClinikEHR, which runs entirely on our own servers, or an outside assistant your clinic connects with its own account — EvidenceMD is the first one available. Either way, nothing is ever saved or signed for you — you always read the draft, edit it, and save it yourself.

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What you’re looking at

The Draft with… button sits in the toolbar of both the blank note and the template note editor, and it always names the assistant that will answer it — for example Draft with ClinikEHR or Draft with EvidenceMD. Selecting it opens a panel where you:
  • Type or paste what happened at the visit — dictation, a transcript, or your own rough notes.
  • Optionally tick Include age band and sex if you want that context included. Nothing else about the patient is ever sent, whichever assistant you use — no name, date of birth, contact details, or your clinic’s name.
  • Select Generate draft, then read the result. A template note gets an answer per section; a blank note gets the whole draft as text. Any sources the assistant cites are listed beside the draft, never mixed into it.
  • Accept into note to fill the editor, or Discard & retry to try again with different wording.
Nothing is saved by this panel. The draft only fills the editor’s own fields — your usual Save or Sign button is what keeps it.
If your clinic’s database hasn’t yet received the update this feature needs, the panel says so plainly and drafting is unavailable — the note editor itself works exactly as it always has.

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Draft a note

1

Open a note as usual

Start a blank note or a template note the way you always do — see Write a clinical note.
2

Select Draft with…

The button names the assistant your clinic currently uses.
3

Give it what happened

Type or paste dictation, a transcript, or your own rough notes into the panel. This is the only clinical text that leaves for an outside assistant — nothing is pulled from the patient’s chart automatically.
4

Generate, then read it

Select Generate draft. Read every line against what actually happened — a drafted note is a starting point, not a finished record.
5

Accept, or try again

Accept into note fills the editor; Discard & retry lets you rephrase what you gave it. Either way, save or sign the note yourself when you’re satisfied.
A generated draft is never submitted for you. Your save or signature says the words are yours to stand behind, not the assistant’s — read the whole draft before you keep any of it.

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Connect an outside assistant (owner only)

Who’s eligible. EvidenceMD is available once your clinic has the API add-on active (or an Enterprise agreement) and has accepted the current API data agreement — both set up from Settings → API access. Until then, the EvidenceMD option shows exactly which of the two is still needed. If either lapses later — the add-on ends, or a new agreement needs re-accepting — EvidenceMD pauses automatically: notes draft with ClinikEHR in the meantime, your EvidenceMD key is kept, and drafting resumes on its own once you’re eligible again — no need to choose it a second time.
1

Open Settings → AI → Note assistant

2

Select Change assistant, then EvidenceMD

The card names your Current assistant. Change assistant opens a Choose the note assistant panel that lists each assistant with what it is and what it is sent — read that, then select EvidenceMD. A second panel explains plainly that turning it on sends your clinic’s visit content — the text a clinician types or dictates, and the current template’s section titles — to EvidenceMD. Tick the confirmation box, which also confirms your clinic already has its own agreement with EvidenceMD covering this use, then select Turn on EvidenceMD.
3

Add your EvidenceMD API key

Paste the key from your own EvidenceMD account and select Save key. Once saved, the key is never shown again — the field only ever tells you “A key is saved” or “No key saved”.
4

Test the connection

Select Test connection to confirm the key works, without sending any patient content — it sends a fixed, harmless check only.
Your clinic pays EvidenceMD directly, through its own account and key — ClinikEHR does not charge anything extra for using it, and it never draws your ClinikEHR AI credits. Drafting with ClinikEHR’s own assistant still uses your usual credits, unchanged.

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The marking on a reopened note

A note drafted by an assistant — or written by a connected integration through the API — carries that marking when you reopen it, not only in the panel at draft time: a banner at the top names which assistant drafted it (or which integration wrote it, if not an assistant), and says plainly whether a clinician has reviewed it yet. The banner stays after the note is signed — a signed note still reads Drafted by the assistant, marked Reviewed, with the date it was reviewed. Any references the assistant cited appear underneath, shown as the assistant’s own — never presented as your own citations. Select Mark reviewed to clear that “not yet reviewed” state without changing the note itself. Signing the note does this for you automatically — you never need to press it separately before signing.

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Drafts to review

Notes → Drafts to review lists every draft an assistant or a connected integration wrote that a clinician has not yet reviewed or signed, across the clinic. Filter it by origin or by which clinician it is for; opening a row takes you straight into the same note editor everyone else uses — there is no separate reader.

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Check it worked

Open a note, select Draft with…, and confirm it names the assistant you expect. Generate a test draft — a real result (or, for EvidenceMD, a clear failure message naming why) confirms the connection. A note you accepted a draft into and then saved shows the drafted content unchanged when you reopen it, with the origin banner still in place.

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Common issues

Drafting isn’t available in your environment right now. Write the note yourself — nothing else about the note editor is affected, and this resolves itself once the update reaches your clinic.
Either your clinic isn’t yet eligible (the API add-on or an Enterprise agreement, plus the current API data agreement — the option tells you which is missing; sort it out in Settings → API access), or you haven’t completed the consent step yet — see “Connect an outside assistant” above. Only the clinic owner can change the note assistant.
Your eligibility lapsed — the add-on ended, or a new API data agreement needs accepting. Notes draft with ClinikEHR in the meantime; nothing is lost, and your EvidenceMD key stays saved. Sort out the add-on or agreement in Settings → API access and EvidenceMD resumes on its own — you don’t need to choose it again.
EvidenceMD rejected the key. Check it was copied correctly from your EvidenceMD account, or generate a new one there and save it again.
Try again in a moment. If it keeps happening, write the note yourself for now — the assistant is always optional.
The assistant answered a section your template doesn’t have. It’s listed, not silently dropped — review the rest of the draft and add anything useful to the right section yourself.
That’s by design — everyone can draft, but choosing an outside assistant and connecting its key is an owner decision, since it changes where clinical text is sent.