Controlling What Doctora Writes

Not every field in a clinical note needs to be AI-generated. Doctora lets you disable specific fields so the AI skips them entirely during extraction. This is useful when you prefer to fill certain sections manually, or when a field simply does not apply to your workflow.

What field visibility means

Every field in your chart has a visibility state: enabled or disabled.

• Enabled fields are extracted by the AI during recording processing and appear in the chart editor. When you sync to your EHR, enabled fields are included.
• Disabled fields are skipped by the AI entirely. The AI does not attempt to extract data for them, they appear grayed out in the chart editor, and they are excluded from EHR sync.

Disabling a field is not the same as deleting data. If a field already has content and you disable it, the existing data is preserved--it simply will not be updated by subsequent AI processing or sent to your EHR.

How to toggle fields

There are two ways to control field visibility.

From the chart editor (per-field toggle)

While reviewing a chart, hover over any field to reveal the eye icon in the upper-right corner of that field. Click it to toggle:

• Eye icon (open) -- The field is enabled. The AI extracts data for it, and it syncs to your EHR.
• Eye icon with slash -- The field is disabled. The AI skips it, and it will not sync.

The toggle takes effect immediately. You do not need to save or confirm. The eye icon appears on top-level fields and section groups, not on individual sub-fields within a grouped component (e.g., you toggle "Slit Lamp" as a whole, not the "normal" and "findings" sub-fields separately).

From Settings (bulk management)

For a broader view of all fields, go to Settings and open the Field Visibility section. Here you can:

• See every field organized by category (Background, Examination, Assessment and Plan).
• Toggle individual fields on or off using the switch next to each field name.
• See at a glance how many fields are hidden in each category (e.g., "2/15 hidden").
• Click Reset All to re-enable every field at once.

The Settings view also includes a Billing and Coding section where you can control whether CPT codes, ICD-10 diagnoses, and CPT-to-ICD justification maps are included in your output. These are managed as grouped toggles rather than individual fields.

What happens when you disable a field

When a field is disabled:

1. AI extraction skips it. The next time Doctora processes a recording, it does not attempt to extract data for that field. This means even if you discuss the topic during your exam, the AI will not populate that field.
2. The field appears grayed out in the editor. You can still see it in the chart layout, but it is visually de-emphasized to indicate it is inactive.
3. EHR sync excludes it. When you send the chart to your EHR, disabled fields are not written. Your EHR's existing data for those fields is left untouched.
4. The preference is global. Disabling a field applies to all future encounters, not just the current one. It is a doctor-level preference tied to your account.

How field visibility relates to templates

Templates and field visibility work together but serve different purposes:

• Templates define which fields exist for a given exam type. A comprehensive eye exam template includes fields like fundus, slit lamp, and refraction. A contact lens follow-up template might include only a subset. The template sets the universe of possible fields.
• Field visibility controls which of those fields the AI extracts. Within whatever your template provides, you can further narrow what the AI actually fills in.

In other words, templates are the "what could appear" layer, and visibility toggles are the "what should the AI touch" layer. A field must be in your template to appear at all, and it must be enabled in your visibility preferences for the AI to extract it.

If you add a section to a specific encounter using the "Add Section" button, that section is included for that encounter regardless of the template. Visibility toggles still apply--if the added section is in your disabled list, it will appear but the AI will not extract data for it.

When to disable fields

Here are common scenarios where disabling a field makes sense:

• You prefer manual entry for certain tests. For example, if you always enter pupil measurements by hand because you use a specific notation your AI might not capture perfectly, disable the Pupils field and fill it in yourself after the chart generates.
• Your practice does not perform a specific test. If you never do corneal topography, disable that field so it does not clutter your chart or require the AI to process it.
• Your EHR handles a section differently. If your front desk staff enters medications and allergies before the exam, you may want to disable those fields so Doctora does not overwrite what is already in your EHR.
• You want to reduce noise. Disabling fields you rarely use keeps the chart editor focused on the sections that matter to your workflow.

Custom instructions (advanced)

For certain fields, rather than disabling them entirely, you can add custom instructions that guide how the AI extracts data. Look for the message icon next to supported fields. This lets you provide specific guidance--for example, telling the AI to always use a particular format or terminology for a given section--without turning the field off completely.

Resetting your preferences

If you want to start fresh, go to Settings, open Field Visibility, and click Reset All. This re-enables every field. Custom instructions are preserved separately and are not affected by a visibility reset.