Options allow you to define allowed values for an AI element in a structured template. They maintain consistent wording, reduce editing, and help scan notes more efficiently.
What Options Do
- Constrain AI output to your approved choices
- Standardize terminology across providers and visits
- Enable quick edits by switching a value instead of rewriting text
Single‑Select vs Multi‑Select
Single‑select: AI must pick exactly one option
Multi‑select: AI can include multiple options if present in the conversation
How To Add Options
- Add or select an AI field in your structured template
- Open the field settings panel
- Add options as a list of choices
- Choose single‑select or multi‑select
Practical Examples
- Calculus, single choice: light, moderate, heavy
- Radiographs taken, multi‑choice: BMX, PA, Panoramic, Cephalometric, CBCT
- Next visit, single choice: 3‑month recall, 60 minutes; 4‑month recall, 60 minutes; 6‑month recall, 60 minutes
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