ℹ️ This comprehensive guide covers all available customization options including AI model selection, language settings, clinic-wide rules, personal preferences, and training examples to ensure your SOAP notes meet the highest professional standards while saving valuable time.
How to Access QuickSOAP Settings
To access QuickSOAP Settings in your Digitail account:
Navigate to any Patient profile, Flowboard or My Dashboard
Click the QuickSOAP button to open the QuickSOAP drawer
Look for the Settings icon (⚙️) in the top-right corner of the QuickSOAP drawer
Click the Settings icon to open the Settings modal
If you don't see the QuickSOAP feature in your account, please contact support to activate Tails AI Dictation for Quick SOAPs as it may require activation for your clinic.
📌 Permission Note: Some settings like Clinic Rules require administrator permissions. If you see a "View Only" badge on certain sections, contact your practice administrator to update your User Role and Permissions.
Highlights of QuickSOAP Settings
QuickSOAP Settings are organized into five main sections, each designed to customize different aspects of your AI-powered documentation experience.
QuickSOAP AI Model Selection
Choose between two powerful AI versions:
QuickSOAP Advanced (Recommended): Latest AI model with enhanced veterinary understanding, automatic rule application, and faster processing
QuickSOAP Classic: Proven legacy model compatible with custom training libraries
Key Benefits:
Enhanced medical terminology recognition
Faster SOAP note generation
Automatic application of clinic rules and personal preferences
Language & Voice Configuration
Optimize your voice recognition setup:
Language Selection: Choose between English (recommended for maximum medical accuracy) or Multilingual Auto-detection
Microphone Testing: Verify proper microphone access and functionality
Voice Recognition Optimization: Ensure optimal dictation quality
Rules & Preferences Management
Create comprehensive documentation standards:
Clinic Rules (Special Permission Required)
Apply to all team members in your practice
Ensure clinic-wide consistency and compliance
Examples: Pain assessment protocols, body condition scoring requirements, drug dosage documentation
Personal Rules
Apply only to your individual SOAP notes
Customize documentation to match your personal style
Examples: Specific examination techniques, preferred terminology, detailed findings format
Additional Instructions
Case-specific guidance for individual consultations
Template-based options for common documentation styles
Temporary modifications without changing permanent rules
Preview SOAP Generation
Test your settings with real examples:
Multiple Test Cases: Annual exams, emergency visits, quality of life consultations, puppy checks
Real-time Generation: Watch SOAP notes populate in real-time
Rule Verification: Confirm your clinic and personal rules are properly applied
Best Practices for QuickSOAP Customization
Read more about setting up effective rules for each section.
Clinic Rules Best Practices
Start with essential compliance requirements
Use specific, actionable language (e.g., "Always document BCS on scale 1-9")
Focus on standardization across all team members
Include legal and insurance documentation requirements
Personal Rules Best Practices
Complement (don't contradict) clinic rules
Add your individual documentation style preferences
Include specialized terminology you commonly use
Specify formatting preferences for different examination types
Writing Effective Rules
✅ Good Example: "Always document body condition score (BCS) on a scale of 1-9 in the physical examination section"
❌ Poor Example: "Document body condition"
Troubleshooting Common Issues
Microphone Problems
Check browser permissions in your browser settings
Test different browsers if issues persist
Verify microphone hardware with other applications
Rules Not Applied
Confirm QuickSOAP Advanced is selected for Rules & Preferences
Save settings after making changes
Test with Preview section to verify rule application
Inconsistent Results
Review and refine rules for clarity and specificity
Use Preview section to test different scenarios
Adjust Additional Instructions for case-specific needs
Poor Transcription Quality
Check language settings match your dictation language
Verify microphone setup and audio quality
Speak clearly using proper veterinary terminology
Quick Reference: Settings Hierarchy
Understanding how rules work together ensures optimal SOAP note generation.
Rule Priority Order (Highest to Lowest)
🚨 Clinic Rules (Priority 1 - HIGHEST)
Applied to ALL team members
Non-negotiable standards
Override conflicting information
🩺 Personal Rules (Priority 2 - MEDIUM)
Applied to your individual notes
Complement clinic rules
Add personal documentation style
📋 Additional Instructions (Priority 3 - CASE-SPECIFIC)
Temporary instructions for specific cases
Applied to individual consultations
Perfect for special requirements
Example in Practice:
Clinic rule: "Always document body condition score (BCS 1-9)"
Personal rule: "Include pain assessment using Colorado State University Pain Scale"
Additional instruction: "Focus on respiratory findings for this coughing Patient"
Result: Your SOAP note includes BCS documentation, pain assessment, and detailed respiratory findings - all working together for comprehensive documentation.
Remember to regularly test your settings using the Preview SOAP Generation section and adjust based on real-world results. Take advantage of these powerful customization features to make Tails AI Dictation for Quick SOAPs version 1.5 work perfectly for your veterinary practice!
Getting Started with Tails AI Dictation for Quick SOAPs Version 1.5
Interested in trying Tails AI?
If you want to learn more about Tails AI Dictation for Quick SOAPs version 1.5, including pricing and implementation details, we're here to help!
Contact us through:
Live Chat: Use the chat feature in your Digitail account
Account Manager: Contact your dedicated account manager directly
Email: Send us a message at tails@digitail.io
Our team will assist with:
Practice needs assessment
Pricing information
Setup and onboarding process
Complete team training on version 1.5 features