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Documentation Index

Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt

Use this file to discover all available pages before exploring further.

Where to find it: Go to Settings > Suggestions (under the Organization section).
Suggestions are quick text shortcuts for commonly used responses and shared prompts. Once you create a suggestion, you can insert it into any supported text field by typing @ and selecting it from the list. This saves time when you find yourself typing the same information repeatedly — things like greeting templates, procedure descriptions, or standard responses.

Create a Suggestion

1

Open the Suggestions Page

Go to Settings > Suggestions (under the Organization section).
2

Start a New Suggestion

Click the + button in the top right corner of the suggestions panel.
3

Fill in the Details

  • Label: A short name for the suggestion (e.g., “ClinicHours”, “CancellationPolicy”). Labels can only contain letters, numbers, and spaces. The label is permanent and cannot be changed after the suggestion is created.
  • Content: The full text that gets inserted when the suggestion is used. This can be as long as needed.
4

Save

Click Create Suggestion. The suggestion is immediately available for use.

Edit a Suggestion

  1. From the Suggestions page, click on a suggestion in the left panel to select it.
  2. Update any of the fields below. (The label cannot be changed after creation.)
    • Content: The text that gets inserted when the suggestion is used.
    • Providers: Limit the suggestion to specific providers. Only those providers will see it. Leave blank to make it available to everyone.
    • Note Templates: Limit the suggestion to specific note templates. The suggestion only appears when charting against the selected templates. Leave blank to show for all templates.
    • Note Questions: Narrow further to specific questions inside the selected templates. This field is only available once you’ve picked at least one note template. Leave blank to show for every question in those templates.
  3. Click Save Changes.

Delete a Suggestion

  1. Select the suggestion you want to remove from the left panel.
  2. Click the Delete button below the content field. The suggestion is removed immediately.

Search and Filter Suggestions

The left panel has a search bar and two filter dropdowns to help you find a suggestion in a long list.
  • Search: Type into the search bar to filter by label or content. As you type, the list narrows to show only matching suggestions.
  • Note template filter: If your organization has note templates, a dropdown lets you show only suggestions scoped to a particular template (or All templates).
  • Provider filter: If your organization has providers, a dropdown lets you show only suggestions scoped to a particular provider (or All providers).
When any filter is active, a counter shows how many suggestions match out of the total, along with a Clear filters link.

Using Suggestions

Suggestions work in any text field that supports the @ shortcut, including AI Assistant behaviour prompts and greeting messages. To insert a suggestion:
  1. Type @ in a supported text field.
  2. A list appears showing your saved suggestions along with other available categories (organization templates, team members, patient information, and more).
  3. Start typing after @ to filter the list.
  4. Click a suggestion or use the arrow keys and press Enter to insert its content at your cursor.

Common Use Cases

Use caseExample labelExample content
Office hoursClinicHours”Our office is open Monday through Friday, 8 AM to 5 PM.”
Cancellation policyCancellationPolicy”Please provide at least 24 hours notice if you need to cancel or reschedule.”
Greeting templateWelcomeGreeting”Thank you for calling [Clinic Name]. How can I help you today?”
Procedure descriptionTeethWhitening”The in-office whitening session takes approximately 60 minutes…”
Follow-up instructionsPostOpCare”Please avoid strenuous activity for 48 hours and keep the area clean and dry.”

Permissions

  • Settings Suggestions Read — Allows viewing the Suggestions page and its content.
  • Settings Suggestions Write — Allows creating, editing, and deleting suggestions.
Admin users have full access by default.