Importing Consultation Notes or Transcripts

If you already have consultation notes, transcripts, or written summaries from a patient session, you can import them directly into PraxPilot instead of manually filling in the intake form.

How It Works

1. When creating a new case, click Import Notes or Upload Transcript.

2. Upload your document (supported formats include plain text, PDF, and common document formats).

3. PraxPilot automatically extracts relevant clinical signals — symptoms, notes, lab references, patient demographics — and populates the intake fields.

4. Review the extracted data and make any corrections before generating the protocol.

Data Privacy Recommendation

When importing consultation notes or lab documents, we recommend avoiding the inclusion of directly identifiable patient information whenever possible.

Examples of identifiable information include:

• Full patient names

• Addresses

• Phone numbers

• Email addresses

• Insurance identifiers

• Social security numbers

Instead, consider using a case identifier or patient initials when documenting cases.

PraxPilot is designed to work effectively with clinical signals such as symptoms, lab markers, and practitioner notes, without requiring identifiable patient data.

This approach helps reduce unnecessary exposure of sensitive information while still allowing the system to generate clinically useful protocols.

Tips

• The more structured your notes, the more accurate the extraction.

• Always review extracted fields before generating — the system may occasionally miss or misclassify a detail.

• Transcripts from recorded consultations work well, even if they include conversational language.