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How to Customize Your Encounter Settings

Learn how to customize your general preferences for AI Encounters.

Customize Your Encounter Settings

In Conveyor AI, go to Settings > Encounters to customize your general Encounter preferences.

From here, you can manage your Encounter Templates and choose how patient details, Encounter summaries, and section titles behave by default.

Encounter Templates

Choose which templates are available when creating an Encounter. Use App Default templates provided by Conveyor AI or User Templates you've created and customized. Learn how to create a custom Encounter Template.

Patient Details

Turn this on to include the patient's name, date of birth, and preferred pronouns when adding Patient Details from an existing chart. Learn more about using Patient Details.

Shortcut Action

Choose the behavior of the button in the upper-right corner of an encounter.

Carousel Mode

Convey each AI section of your encounter summary individually. After you tap Convey, the carousel automatically advances to the next section.

Convey All Text

Convey all sections of your Encounter summary to your EHR at once.

Copy All Text

Copy your entire Encounter summary to your iOS device's clipboard so you can paste it wherever needed.

Convey Headers

Toggle this option if you want the section titles to be included when you convey the Encounter summary to your computer.

Show Carousel Live Mic

Turn this on to display the Live Mic in Carousel Mode, allowing you to dictate additional information while reviewing and conveying sections of your Encounter summary.


We'd love to show you more and are always happy to connect to answer any questions you have. Please feel free to schedule a session with us at a time that works for you from our online calendar.


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