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How to Select Where Your A&P Populates

Configure whether CarePilot's assessment and plan populates the free-text field, the discrete diagnoses, or both.

Written by Maya Quijano

By default, CarePilot generates a comprehensive assessment and plan that populates both the free-text field in Athena and the assessment and plan under each discrete diagnosis.

If you would like for the assessment and plan to populate under the discrete diagnoses only, follow these steps:

  1. Navigate to your Note Templates at the top of the screen

  2. Select the template you would like to apply the assessment and plan preference to

  3. Select the Assessment and Plan section

  4. Check 'Populate under discrete diagnoses only'

OR

If you prefer to have the assessment and plan only populate in the free text box with no text under each discrete diagnosis, follow these steps:

  1. Navigate to your Note Templates at the top of the screen

  2. Select the template you would like to apply the assessment and plan preference to

  3. Select the Assessment and Plan section

  4. Check 'AI does not populate text under discrete diagnoses'


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