AI Scribe: Sync macros to past visit dates using effective date Copied

AI Scribe macros can now be synced when you change the effective date at the top of iKnowMed to match a past visit date, eliminating the need to manually update macros for delayed documentation.

What’s changing

Clicking the date in the top navigation and changing the effective date to the past visit date (callout 1) will sync the AI Scribe macros with that date.

Simply open or create the clinical note, complete your documentation, and save your changes. Be sure to reset the effective date back to today’s date using the top navigation.

Note: Other macros in the chart will still require manual updates when working with past effective dates.

Why this matters

This prevents manual rework when documenting visits after the visit date has passed, such as when urgent matters delay note completion.