Using the family history AI agent

Start or access an encounter from your schedule, from the Visits dashboard, or from the patient's chart. Refer to Starting an encounter.

Begin writing your notes in the History section of the encounter.

Click Run agents in the encounter header to trigger suggestions. You can enable automatic mode to generate suggestions automatically during documentation. Refer to Configuring encounter agents run settings.

Click the count tag next to the History section header.

📌 Note: The AI Agent does not generate suggestions when you list the absence of conditions (e.g., "No family history of heart disease").
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The AI copilot window opens on the right side of your screen and displays the Suggestions tab. Hover over any suggestion badge to preview the proposed addition and its source from the encounter note to help you quickly assess each suggestion.

You can quickly handle suggestions either individually or in bulk.

When you click a suggestion badge, a detailed Family History Record opens and a purple AI icon appears next to AI-prefilled fields.The AI automatically pre-fills fields such as life stage, start date, age at onset, and treatment using available encounter data and fills the Diagnoses field with the appropriate diagnostic code or short free-text summary. When a risk factor is included in the suggestion, it also selects the Risk Factor checkbox.

💡 Tip: The AI agent uses your favourite diagnostic codes when matching suggested family history items. If it finds no match, it matches with all diagnoses.

Review and edit the pre-filled information as needed. You can manually fill any fields left blank by the AI Agent.

Click Save. The suggestion is marked as accepted and the new or updated item is added to the Family History section of the Health Profile.

Once you sign the encounter, the suggestion badges disappear. If you unlock the encounter, the suggestion badges reappear.