You can manage and customize your CHR AI-powered features (Inbox, Writing tools and Agentic AI) to ensure that they function in the way that you want.
📌Notes:
There is a monthly fee for CHR AI-powered features based on usage. Contact the TELUS Health Sales team for more information (refer to Contact us).
You must have the CHR AI-Powered Tool Management user permission.
Steps
From the main menu, select Settings > AI-powered Features, then click the AI features tab.
You can modify the following settings:
Setting | Description |
Default AI letter templates | Customize the header/footer used when generating a letter with the default AI letter templates.
Each letter type (consultation report, encounter notes, referral letter, sick note) has default header/footer text, but you can customize it to suit your clinic's needs.
Click a letter type to expand the section, and in the Header and Footer text area, add or remove text and variables as needed. Click Save.  For more information on letter variables, refer to Adding data variables to letter, message and encounter templates.
💡Tip: You can also format your text with bold, italics, strike-through, underline, and bullet points. You can also add tables, text indents, and text alignment. |
Automatic rotation | 📌 Note: Before changing these settings, contact the CHR support team so they can help you resolve any issues with automatic rotation.
Set how sensitive AI is when detecting pages to rotate automatically when processing documents in the inbox. The default sensitivity is Medium. Adjust the sensitivity as needed based on the types and quality of documents your clinic receives.
To turn off automatic rotation entirely, click the toggle.  |
Inbox triaging | Set the maximum number of pages for AI to analyze in your CHR AI-powered inbox. 
You can manage large documents more efficiently by setting a page limit for document analysis in your AI-powered inbox. A default limit of 50 pages is set for all documents. Documents exceeding your set page limit will be skipped by the AI analysis, are marked with a banner in your inbox, and will require manual patient matching. |
Patient chart | To configure encounter AI agents to run automatically for your clinic, enable the Automate toggle for the desired agents. By default, all agents are triggered manually in encounters. For more information, refer to Configuring encounter agent run settings.
If you click the Referral letter section, it expands with additional settings. You can configure a default letter template, and specialty-specific templates and recipients. For more information, refer to Configuring AI referral letter templates and recipients. |
Updated November 2, 2026