EchoAI is currently in closed beta. If you’d like to join and help shape the future of this feature, please fill out this form.
Purpose
EchoAI gives you a quick way to catch up on a patient’s history. Instead of scrolling through multiple SOAPs and notes, you can generate a summary on demand that pulls together the key details.
Summaries are temporary and are not saved to the patient record. You’ll need to click View Summary each time, and click Regenerate if new details have been added.
How EchoAI Works
Summaries are only created when you click View Summary.
They disappear when you leave the page.
If you add or edit notes after generating, click Regenerate for the latest version.
Where to use EchoAI
Patient Profile
Open the patient’s profile.
Scroll to the Patient Record Summary card.
Click View Summary.
A loading message will appear while EchoAI works.
The summary includes categories like:
Medical Conditions
Medication & Treatment History
Clinical History
Care Recommendations
A timestamp shows when the summary was generated. Click Regenerate if new data is available.
Inside a SOAP
Open the SOAP
Look for the Patient Record Summary panel at the top.
Click View Summary.
A loading message appears while EchoAI works.
The summary displays just like it does on the patient profile. If there’s new information, click Regenerate to refresh.
Best Practices
Always save your SOAP or notes before generating - EchoAI only pulls saved data.
Use Regenerate any time you add new details.
Remember: summaries are for quick reference only and will not be saved in the patient record.
FAQ
Can I save the summary into the patient record?
No. Summaries are view-only. They generate on demand and do not remain in the record.
Does EchoAI include attachments like PDFs or images?
No. Summaries are created only from saved SOAPs and patient notes.
Why don’t I see anything when I click View Summary?
If you see “Nothing to summarize yet,” make sure the patient has saved notes or SOAPs.
What if I add more information after generating a summary?
Click Regenerate to update the summary with the latest saved details.
Share Your Feedback
This beta is all about learning from you. Tell us what’s working and what’s not by sending Sheppy a message using the in-app chat! We will also be checking in with you throughout the beta testing period.