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Clinic Standards: teach the AI what your clinic always writes

Every clinic has lines it writes the same way every time: the product behind "the ear drops", the vaccination spiel, the go-to gastric ulcer plan. Clinic Standards lets you teach these to Whippet once, for your whole practice. You describe the…

Every clinic has lines it writes the same way every time: the product behind "the ear drops", the vaccination spiel, the go-to gastric ulcer plan. Clinic Standards lets you teach these to Whippet once, for your whole practice. You describe the situation and what the note should say, and the AI writes it in whenever that situation comes up in a consult.

Standards are shared: anyone in your practice can add them, and they apply to everyone's notes.

The Clinic Standards page with three saved standards showing exact wording and AI adapts badges, and the Test your standards panel matching two of them

A standard in 30 seconds

Say your ear drops are always Auracol. You add a standard like this:

  • Name: Ear drops

  • When you say something like... "the ear drops" or any time we dispense ear drops for otitis

  • Your notes should say... Auracol 0.7ml instilled into the ear canal

From then on, you can just say "I've put the ear drops in" while recording, and the note reads Auracol 0.7ml instilled into the ear canal, in your clinic's exact wording.

Adding a standard

  1. Open Clinic Standards from your dashboard (under Note Generation).

  2. Click Add standard. Whippet asks What do you want to teach the AI? Pick A medication or product line, A standard paragraph, or Start from scratch. The first two pre-fill the form with a working example you can edit.

    The add-standard dialog asking what you want to teach the AI, with three starter options

  3. Fill in the three parts:

    • Give it a name. A label for the list, like Vaccination spiel.

    • When you say something like... Describe the situation in your own words. The AI understands the situation, not just the words, so "booster", "C5" and "vaccinated her" will all match a vaccination standard. Do mention any shorthand your team uses, like "the ear drops", so it knows what you mean.

    • Your notes should say... The content, exactly as your clinic writes it. A single line or whole paragraphs.

  4. Click Save.

The standard form filled in with an ear drops example: name, situation, content with highlighted blanks, blank chips, and the live preview

Leaving blanks for the AI to fill in

Some details change every consult: the dose, the ear, the next due date. Rather than writing them into the standard, click a button under the content box (+ dose, + duration, + date, + left/right, + vaccine, + site) to insert a highlighted blank at your cursor.

For example, a Metacam standard might say: Metacam [dose] ml PO SID with food for [duration] days. If you say "Metacam, 0.5 mil, five days" in the consult, the note reads Metacam 0.5 ml PO SID with food for 5 days.

If a blank's value wasn't said, the note shows [not stated] in its place. The AI never guesses a dose, date or site, so anything it couldn't hear is flagged for you to complete while editing.

Always use the buttons to add a blank. Typing brackets or braces yourself doesn't create a blank; it just ends up in the note as typed.

Exact wording or let the AI adapt

Each standard has a Keep wording exact switch, and the preview in the dialog shows you the difference as you write:

  • On (the default). The content is reproduced word for word, with the same layout in every note. The AI's only freedom is filling the blanks. Best for product names, medication lines and anything you want identical across the whole practice. These show an exact wording badge in the list.

  • Off. The AI treats your content as the preferred substance and style, and adapts it to what actually happened in the consult. Best for a standard discussion or advice paragraph, where the wording should flex with the case. These show an AI adapts badge.

Examples

Here are the kinds of standards clinics set up, from simplest to most involved.

1. A product name spelled your way (exact wording on)

  • Name: Laser therapy

  • When you say something like... laser therapy, laser treatment, "did the laser"

  • Your notes should say... Photobiomodulation (class 4 laser therapy)

The simplest use. You say "laser" and the note uses the full clinical term every time.

2. A shorthand your team uses (exact wording on)

  • Name: Long-acting ear medication

  • When you say something like... "put in the long-acting ear medication", "the ear gel"

  • Your notes should say... Poloxamer gel instilled into the affected ear canal

Naming the shorthand in the situation is what lets the AI connect "the ear gel" to the product.

3. A medication line with blanks (exact wording on)

  • Name: Anti-inflammatory (Metacam)

  • When you say something like... whenever I dispense the anti-inflammatory; we use Metacam

  • Your notes should say... Metacam [dose] ml PO SID with food for [duration] days.

Add the two blanks with the + dose and + duration buttons. The AI fills them from what you said in the consult.

4. A vaccination line (exact wording on)

  • Name: Lepto vaccination

  • When you say something like... lepto vaccination, lepto vaccine, "gave the lepto"

  • Your notes should say... Nobivac Lepto 2 administered SC. Next due [date].

Add the blank with + date. If you don't say the next due date in the consult, the note shows [not stated] so you can fill it in.

5. A multi-drug treatment plan (exact wording on)

  • Name: Gastric ulcer treatment

  • When you say something like... gastric ulcer treatment, stomach ulcer treatment, "the ulcer plan"

  • Your notes should say...

    Ulcershield (omeprazole): 6 mL orally once daily, at least 20 minutes before feeding and at least 2.5 hours before Carafate.

    Carafate (sucralfate): 7 g (half a scoop) twice daily in feed, e.g. 06:00 and 18:00. Keep a 2.5 hour gap between Ulcershield and Carafate.

    Cytotec (misoprostol): 12 tablets (200 mcg per tablet) orally twice daily for glandular ulcers.

Whole paragraphs work fine. Note that the plan says "in feed", not "in Bella's feed": with exact wording on, anything you type appears in every note, so keep patient names out.

6. A standard discussion the AI adapts (exact wording off)

  • Name: Itchy dog workup discussion

  • When you say something like... any consult where we discuss the workup for a pruritic dog

  • Your notes should say... Discussed differentials for pruritus including fleas, food allergy, atopy and ectoparasites. Recommended strict flea control for all pets in the household, a skin scrape and cytology today, and an 8 week elimination diet trial if pruritus persists. Owner advised that atopy is a lifelong condition managed rather than cured.

With exact wording off, the AI keeps the substance but drops or reshapes parts that didn't come up. If you only discussed fleas and a diet trial, the note won't claim you talked about cytology.

Tips for good standards

  • Keep patient names, dates and doses out of exact-wording standards. Use blanks for anything that changes per patient. Otherwise it's copied into every note.

  • One standard per idea. If a standard doesn't seem to save, check the list before adding it again; two overlapping standards can both fire.

  • Say when it doesn't apply. A situation like "only when a vaccination is actually given, not when discussing one" stops false matches.

  • Start with your five most repeated lines. Every vet has a handful of phrases they type into every note. Those are the highest-value standards.

Trying it out

The Test your standards panel beside the list gives a quick feel for the idea: type something you might say during a consult and it shows which of your standards would apply. It's a simple simulation. In a real consult the AI matches your standards in context and places the content where it belongs in the note.

The real test is your next consult: record one where a standard's situation comes up, and check the note.

Editing, pausing and deleting

  • Click the pencil icon on a standard's row to edit it. Changes apply to notes generated from then on.

  • Use the switch on the row to turn a standard off without deleting it. It dims, shows a disabled badge, and the AI ignores it until you switch it back on.

  • Click the bin icon to delete it permanently. Whippet asks you to confirm first, because standards are shared with your whole practice.

If something goes wrong

  • A standard didn't appear in a note. The AI only applies a standard when the consult clearly shows its situation occurred. Mentioning the topic in passing (noting vaccinations are up to date during a sick-pet visit, say) deliberately doesn't trigger it. If it should have applied, make When you say something like... more specific about the words your team actually uses.

  • A standard appeared when it shouldn't have. Tighten the situation description and say when it doesn't apply.

  • The note shows [not stated]. The consult never mentioned that blank's value. Fill it in while editing the note, or say it during the consult next time.

  • The note shows a bracket or brace you typed. Blanks only work when added with the buttons under the content box. Edit the standard, delete the typed brackets and insert the blank with the button instead.

  • Save is greyed out. Give it a name and Your notes should say... are both required.

  • "Failed to save clinic standard" (or update/delete). Your change didn't save. Try again, and refresh the page if it keeps failing. "Failed to load" on the list means the same for fetching; refresh to retry.

What this doesn't do (yet)

  • Standards don't apply to template previews. Testing a template from the template editor shows the template alone; standards appear in real consult notes.

  • No retroactive edits. Adding or changing a standard never rewrites notes you've already generated. Regenerate a note to pick up new standards.

  • A practice can have up to 50 standards.

How this fits with templates and Find & Replace

  • Templates control the overall structure of every note.

  • Clinic Standards add a piece of content only when its situation comes up.

  • Find & Replace fixes exact word-for-word mishearings after the fact.

If you're not sure which to use: a line you want in every note belongs in the template; a line you want only sometimes is a standard; a word Whippet keeps hearing wrong is a Find & Replace.

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