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 currently includes plain text).

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.

Step #1: Add long notes/transcript

Step #2: Preview Extracted Data & Apply

How Structured Data is Applied

PraxPilot not only extracts free-text notes — it also identifies structured clinical signals and maps them into your case form where possible.

During the Extracted Data Preview, the system may detect:

• Primary complaints & symptoms

• Symptom clusters (e.g. Fatigue, Digestive Issues, Hormonal Imbalance)

• Biological sex (when clearly stated)

• Duration clues (e.g. “>6 months”)

• Lab mentions, diet, and lifestyle patterns

• Clinical context

• Relevant signals for analysis

These are shown for your review before applying.

Always review extracted data before generating a protocol to ensure accuracy.

What gets filled automatically

PraxPilot will populate fields when confidence is high, such as:

• Clearly stated sex (e.g. “female”, “male”)

• Symptom clusters that match your available selections

• Primary complaints and key symptoms

What requires your confirmation

Some information is intentionally not auto-filled unless explicitly provided:

• Exact age (unless numerically stated, e.g. “38-year-old”)

• Ambiguous or inferred details

You always remain in control — you can review, edit, or remove any extracted data before applying it to the case.

This ensures both speed and clinical accuracy.

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.