What You'll Learn
- How the AI Template Optimization Agent learns from your edits
- How to configure optimization trigger frequency
- How to set global instructions that apply to all optimizations
- What adaptive mode means
- How to revert a template to a previous version
- How to use the AI Template Teacher for instant fixes
What is the Template Optimization Agent?
The AI Template Optimization Agent is a system that watches how you edit your AI-generated notes and learns your preferences over time. When it detects patterns in your edits — for example, you consistently add a specific phrase to the Assessment section or always remove a certain default line — it suggests template optimizations that incorporate those patterns automatically.
This means the more you use DeepCura, the better your notes become. The AI learns that when you say "heart sounds great," you actually want "CV: RRR, no ectopy, S1/S2 WNL, no M/R/G" in the note. Over time, you edit less and less because the templates have adapted to your style.
Watch this short overview to see the optimization workflow in action:
How It Works
- Edit tracking — Every time you modify an AI-generated note, the system records what was changed.
- Pattern detection — After a configurable number of edits, the AI analyzes your changes and identifies consistent patterns.
- Suggestion modal — A modal appears showing the suggested template changes with a clear before/after comparison.
- Accept or reject — You decide whether to apply the suggestions. Accepted suggestions become part of your template; rejected ones are noted so the AI adjusts its future recommendations.
What Edits Does It Recognize?
The AI picks up on repeated manual corrections, such as:
- Deleting filler phrases like "not discussed" or "date not provided"
- Moving content into the correct SOAP section
- Removing irrelevant defaults — for example, "lungs clear" appearing in a psychiatric note
The goal is straightforward: eliminate the manual edits you make every single visit so your notes require less cleanup over time.
Configuring the Optimization Agent
Navigate to Settings > Automation Rules and scroll to the AI Template Optimization Agent Settings section. You'll find three controls:
Enable AI Optimization
A master toggle that turns the entire optimization system on or off. When disabled, no edit patterns are tracked and no suggestions are made.
Trigger Frequency
Controls how often the optimization modal appears. You have five options:
- Adaptive (Recommended) — Uses exponential backoff: shows suggestions after 5, 8, 12, 16, 25 edits and so on. This is the best balance between getting useful suggestions and not being interrupted too often.
- Low — Every 25 edits
- Medium — Every 10 edits
- High — Every 5 edits
- Never show — Disables the suggestion modal entirely while still tracking edits in the background.
Global Instructions
Click Edit Global Instructions to open a modal where you set custom instructions that apply to all your AI template optimizations. These instructions act as persistent preferences the AI engine always considers when generating notes.
Example instructions you might set:
- "Use medical terminology throughout."
- "When I say 'Heart sounds great', insert: CV: RRR, no ectopy, S1/S2 WNL, no M/R/G."
- "Omit sections not mentioned in transcript — don't write 'not mentioned' or 'not discussed'."
Reverting to a Previous Template Version
If you accepted an optimization suggestion but aren't happy with the result, you can roll back to any prior version of your template:
- Go to Templates
- Find the template you want to revert
- Click the Version History icon next to the template name
- Click the red anticlockwise refresh button labeled Rollback to this version
You can also reject any suggestion at the time it's shown — the AI notes rejections and learns what not to propose in the future.
AI Template Teacher — Instant Fixes
The AI Template Teacher complements the Optimization Agent with a different approach: instead of waiting for usage patterns to accumulate, it lets you describe a problem right now and get an immediate proposed fix.
Use it whenever your template isn't behaving as expected — for example, a missing data field, incorrect section order, or unwanted default text.
How to use it:
- Go to Templates and find the template you want to fix.
- Click the AI Troubleshoot Assistant icon next to the template name.
- In the pop-up, describe what is wrong and what result you expect.
Example: "My diagnosis section appears after the lab table instead of before it."
- Click Analyze. The AI proposes a patch and shows the differences side-by-side.
- Click Accept to apply the changes, then test your template to confirm.
Understanding Your Optimization Metrics
The system tracks several metrics behind the scenes:
- Total edits tracked — The cumulative number of edits the system has analyzed.
- Accepted suggestions — How many optimization suggestions you have approved.
- Rejected suggestions — How many you have declined, helping the AI learn what not to suggest.
- Average documentation time — How long you typically spend on documentation, tracked to measure improvement over time.
You can also see a breakdown of which templates are receiving the most corrections and the types of edits you make most frequently in the Analytics section of the sidebar.
Quick Tips
- Start with Adaptive mode — it provides the best experience for most providers.
- Set global instructions early to give the AI a head start on understanding your preferences.
- Do not hesitate to reject suggestions that do not match your style — the AI learns from rejections too.
- If you ever accept a suggestion you regret, use Version History to roll back with one click.
Next: Lesson 6.3 — Analytics Dashboard
Next Steps
Continue to Lesson 6.3 — Analytics Dashboard