Summary
In this article, you will learn how to use AI Plan Summaries to add plan instructions during an exam by recording a short voice note. When the feature is enabled, you can use the Summarize button in the Assessment and Plan section to record audio; Barti will return an AI-generated summary and add it as a plan instruction. This is different from Transcribe, which adds a verbatim transcription.
1. Open the Exam
Open the patient’s Exam from the dashboard or schedule.
In the exam, go to the Assessment and Plan section (use the exam jump navigation or scroll).
Ensure at least one diagnosis is added so that a plan entry is shown.
2. Use Summarize to add a plan instruction from voice
In the plan entry for a diagnosis, find the Transcribe and Summarize buttons next to the diagnosis codes.
Click Summarize (microphone icon). The button will change to Recording....
Discuss the plan with your patient .
Click Recording... again to stop the recording
When processing finishes, the AI-generated summary is added as a new plan instruction in that entry.
3. Edit or remove the instruction (optional)
The new instruction appears in the list with the other plan instructions for that diagnosis.
To edit: click into the instruction text and type your changes.
To remove: click the X on the right of the instruction card.
4. Save the exam
Save the exam as usual. The summarized plan instructions are stored with the exam.
Support
If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.