The encounter Assistant can answer questions about the encounter you have open, update the note you are currently viewing, and create an additional note tab from a template.
Website only: The encounter Assistant, Insights, Actions, and document attachments are available in the web app. They are not currently shown in the native iPhone or Android app.
Open the Assistant
Sign in at secure.wavo.health.
Open an encounter from the dashboard or a patient record.
In the right-side panel, select Assistant.
Type a focused request in the Ask anything… field, or choose a suggested question.
Ask questions about the encounter
The Assistant can use the information available in the current encounter and, when applicable, earlier encounters assigned to the same patient.
Source | What the Assistant can use |
Current encounter | Transcript or uploaded-audio text, generated note tabs, encounter summary, Notes and Context, and action points. |
Current attachments | Extracted text from completed PDF, DOCX, TXT, or image attachments. |
Earlier patient visits | Saved notes, summaries, context notes, follow-ups, and transcript fallback from up to 30 earlier visits assigned to the patient. Original attachments from earlier visits are not searched. |
Example questions:
“What medications were mentioned in this encounter?”
“Summarize the documented follow-up plan.”
“Which symptoms and durations were recorded?”
“What were the key findings in the attached lab report?”
To include selected earlier visits in a newly generated clinical note—not just Assistant answers—turn on Use previous visits context in Notes and Context. See Adding Information Before and During Encounters with the Notes Tab.
Edit the active note with the Assistant
Ask the Assistant to revise the note tab that is currently active in the editor. For example:
“Make the assessment more concise.”
“Add the documented medication changes to the plan.”
“Rewrite this note in paragraph format.”
Wavo reads the active note, prepares the change, and updates that editor tab. The Assistant shows its progress and a summary of what changed.
Check the active tab before you ask. A note-edit request is applied to the note tab currently open in the editor. If the result is not what you wanted, use Undo from the editor toolbar.
Create another note tab with the Assistant
You can ask the Assistant to create another document for the same encounter. Name the document or template you want, such as:
“Create a SOAP note from this encounter.”
“Create a patient handout.”
“Create an HPI note.”
The Assistant looks for a matching template, generates the document, and opens it as a new note tab. If it cannot find an exact match, it may create a suitable fallback template for the requested document type. Review the new tab before copying, sharing, or exporting it.
Assistant, Insights, Actions, and Notes are different
Assistant: Interactive chat for questions, note edits, and creating additional note tabs.
Insights: An AI-generated encounter summary and key insights after processing completes.
Actions: A generated checklist of follow-up items that you can mark complete.
Notes and Context: Your editable area for typed notes, dictation, files, observations, and follow-up context.
Clinical review required: Assistant answers and edits, generated notes, insights, and action points are AI-generated. Verify them against the source record and use your professional judgment before relying on them for patient care.
Ask about an attachment
Upload the file in Notes and Context.
Wait until extraction finishes and the attachment shows a completed status.
Open Assistant and refer to the document by name or ask a focused question about its contents.
For supported file types and limits, see How to Upload and Use Document Attachments in Wavo Health.
Related tools
Use Wavo Evidence for standalone clinical search with cited answers. Use Coding Suggestions for ICD-10, E/M, and HCC support.