Module 1, Lesson 3
Prerequisites: Lesson 1.2 — Recording Your First Encounter
Estimated time: 5 minutes
What You'll Learn
- How the AI generates a clinical note from your transcript
- How templates shape the output structure
- How to regenerate a note with a different template or additional context
From Transcript to Note
After you stop recording, the transcript appears as a "question" entry in your note thread. Next to it, you see a small icon — click it to open a menu of your saved templates. Select a template, and the AI generates a structured clinical note from the transcript using that template's headers and instructions.
The generated note streams into the editor in real time. You see text appearing line by line as the AI writes each section — Chief Complaint, History of Present Illness, Assessment, Plan, and so on, depending on your template.
How Templates Shape the Output
Templates are the blueprint the AI follows. Each template defines:
- Section headers — the structure of the note (e.g., "Reason for Visit," "Physical Examination," "Plan")
- Per-section instructions — formatting rules like "Make this concise," "Make this in bullet points," or custom instructions you write
- Macros — trigger phrases that automatically insert predefined text blocks when mentioned in the transcript
- Default Physical Exam Template — a standard exam template inserted verbatim when a physical exam is documented
If you do not select a template, the AI uses a general-purpose format. For best results, always select a template that matches your specialty and encounter type.
Adding Extra Context
Below your template list in the regeneration menu, you see a text area with the placeholder "Add extra clinical context here..." Use this to add observations the recording might have missed — lab results you are looking at on screen, a detail the patient mentioned in the waiting room, or instructions for how you want the note adjusted.
Press Enter to submit. The AI incorporates your extra context alongside the transcript when generating the note.
Generating Without Recording
You do not need to record audio to produce a note. The text input field at the bottom of the workspace accepts:
- Pasted transcripts from another source
- Free-text clinical observations
- Uploaded PDFs or images (drag-and-drop or click the attachment icon)
- Natural-language commands like "Take my previous note, add allergy to penicillin, and apply my cardiology template"
This makes DeepCura useful beyond live encounters — you can process dictated notes, imported records, and multi-document summaries.
Regenerating a Note
If the first output does not match what you need, you can regenerate:
- Click the regeneration icon next to the generated note (the "answer" entry in the thread)
- Select a different template from the dropdown
- Optionally, add context in the text area
- The AI produces a new version using the original transcript but the new template
The previous version is not deleted — it remains in the thread as a prior entry, so you can always scroll back to compare.
Credit Consumption
Each note generation consumes credits from your account balance. The cost varies by AI model — you can see current pricing in your Plans & Pricing settings. The sidebar displays your remaining credit balance, and it updates immediately after each generation.
Uploading PDFs for AI Analysis
Beyond live recordings, DeepCura's OCR (Optical Character Recognition) lets you upload a PDF and extract key information from it. You can upload a single document or up to 1,000 PDFs in a single batch.
Common use cases:
- Long medical reports: Upload a multi-page PDF from another provider and receive just the sections you care about.
- Lab results: Snap or upload a lab sheet, then have DeepCura automatically highlight values that fall outside normal ranges.
- Bulk chart imports: Upload up to 1,000 medical records, intake forms, or clinical PDFs at once and let DeepCura process them all in the background.
PDF Model Options
| Model | Best For |
|---|---|
| Gemini 3 Flash | Bulk uploads, clean scans, speed-first workflows (up to 1,000 pages) |
| Gemini 3 Pro | Same scale as Flash, higher reasoning and extraction depth (up to 1,000 pages) |
| Claude Sonnet 4.5 | Strong balance of quality and cost for standard clinical docs |
| Claude Opus 4.5 | Best for very hard cases, handwriting, poor scans (lower page limit by design) |
Note: OCR works with PDFs only, not Word documents. For Word files, copy and paste the text into "Add patient context."
Step 1 — Define Your Template
Define exactly what you want DeepCura to extract and how you want it presented. For example:
- Lab Results Summary: "Extract all hormone-related lab results and highlight any abnormal values in red."
- Incident Report Summary: "Summarize only the patient's accident details and treatment plan. Exclude non-medical information."
Go to Templates, press Custom Prompt Builder, type your title and request, then click Save Template.
Step 2 — Attach the PDF to Your Patient
1. Find your patient and open their page.
2. Click the attachment icon and upload your PDF.
3. A document icon confirms your file is attached and ready for analysis.
Step 3 — Run the Analysis
Select your custom template from the dropdown, then submit. Watch for the warning badge in the top-right — it shows your file is being analyzed in the background. You can keep working while it processes.
Step 4 — Review the Results
Once processing finishes, you will see a structured summary or analysis of exactly what you asked for.
Bulk Upload — Up to 1,000 PDFs at Once
Need to process a large batch of records? DeepCura supports bulk PDF upload — up to 1,000 documents in a single batch.
- Go to Patient Notes (sidebar → Patients).
- Open an existing patient chart or create a new patient.
- Click the clipboard icon next to the "Ask AI" button to open the bulk upload interface.
- Select or drag up to 1,000 PDF files and choose your note template — the AI processes all documents and generates structured notes.
- Optional — use as context: After generation, click the pot icon in the top-right toolbar and check the box next to the generated note to use it as context when recording a patient visit.
Tip: For bulk uploads, Gemini 3 Flash is recommended — it handles up to 1,000 pages with the fastest processing speed. Use Gemini 3 Pro for deeper extraction quality at the same scale.
Next Steps
Continue to Lesson 1.4 — Editing & Voice Editing