DAX Custom Instruction Styles

Choose how your AI scribe documents each encounter. Compare example outputs side by side to find your perfect fit.

How to Use These

  1. Browse the examples below — each card shows the same patient scenario formatted in a different style
  2. Pick the one closest to how you like to write — there's no wrong answer
  3. Find it in the Prompt Library — copy the full prompt and paste it into your DAX Custom Instructions
  4. Customize — swap in your own dot phrases, adjust the few-shot examples to your specialty, and iterate

Outpatient Styles

These are organized from most concise to most detailed.

Ultra-Minimal One-Liner

The most compact format possible. One telegraphic sentence per problem fuses assessment and plan with a semicolon. For high-volume clinicians who want the absolute minimum.

Most Concise Prose Outpatient
Example Output Asthma Persistent symptoms despite albuterol; starting Flovent 44mcg 2 puffs BID with spacer. Follow-Up: RTC 3mo or PRN.
📋

Concise Bullets with Follow-Up

Problem-oriented with extremely brief bulleted plan items. No assessment line, no one-liner — just the diagnosis name and the plan. Clean and scannable.

Concise Bullets Outpatient
Example Output Asthma - Flovent 44mcg 2 puff BID started - Continue albuterol PRN - Use spacer Follow-Up: Return to clinic in 3 months or as needed.

One-Liner + Concise Bullets

Starts with a brief one-liner assessment (<20 words) that captures the visit reason and key decision, followed by bulleted plan items. The editor's current favorite — a great starting point.

Concise Bullets Outpatient
Example Output 8yo with acute asthma exacerbation; starting ICS given persistent symptoms despite albuterol. Asthma - Flovent 44mcg 2 puff BID started - Continue albuterol PRN - Use spacer Follow-Up: Return to clinic in 3 months or as needed.
🔢

Numbered Plan with One-Liner

Same structure as the one-liner + bullets, but uses numbered items (1. 2. 3.) instead of hyphens. Great for physicians who reference plan items by number during handoffs.

Concise Numbered Outpatient
Example Output 8yo with acute asthma exacerbation; starting ICS given persistent symptoms despite albuterol. Asthma 1. Flovent 44mcg 2 puff BID started 2. Continue albuterol PRN 3. Use spacer Follow-Up: Return to clinic in 3 months or as needed.
📝

Prose Blurb (Resident-Style)

Each problem gets a single concise blurb in the style of a resident's oral presentation: flowing prose that covers assessment, plan, and forward-directed thinking in one paragraph. No bullets.

Prose Outpatient
Example Output Asthma Persistent symptoms despite albuterol consistent with inadequately controlled asthma; starting Flovent 44mcg 2 puffs BID with spacer, continue albuterol as needed, and will reassess control at follow-up. Follow-Up: Return to clinic in 3 months or as needed.
📄

Concise Prose (Two Sentences)

Exactly two sentences per problem: Sentence 1 = assessment rationale, Sentence 2 = plan (tests, treatments, referrals). Tight, grammatical, telegraphic prose. No bullets.

Prose Outpatient
Example Output Asthma Mild persistent asthma with current flare and daily albuterol use. Start Flovent 44 mcg 2 puffs BID with spacer and continue albuterol PRN; no testing or referrals today. Follow up in 3 months or as needed.
🔀

Hybrid: Prose Assessment + Bulleted Plan

Cleanly separates clinical thinking from management actions. One prose sentence for the assessment, then bullet points for the plan beneath it.

Hybrid Outpatient
Example Output Asthma Persistent symptoms despite albuterol consistent with inadequately controlled asthma. - Flovent 44mcg 2 puffs BID started - Continue albuterol PRN - Use spacer - Reassess control at follow-up Follow-Up: Return to clinic in 3 months or as needed.
🏥

SOAP-Within-Problems

Two unlabeled prose lines per problem: the first captures findings and interpretation (assessment), the second describes management (plan). Great for physicians who prefer full-sentence structure.

Prose Outpatient
Example Output Asthma Persistent symptoms despite albuterol consistent with inadequately controlled asthma. Starting Flovent 44mcg 2 puffs BID with spacer; continue albuterol PRN; will reassess control at follow-up. Follow-Up: Return to clinic in 3 months or as needed.
📑

Formal A/P (Assessment / Plan / Next Steps)

Labeled subsections per problem with clear visual hierarchy. Most structured and detailed outpatient style. Good for complex cases or liability-sensitive documentation.

Detailed Bullets Outpatient
Example Output Asthma Assessment: - Mild persistent asthma with current flare - Albuterol use multiple times per week - Exam reassuring with clear breath sounds today Plan: - Flovent 44mcg 2 puffs BID with spacer started - Continue albuterol as rescue inhaler - Asthma action plan provided to family Next Steps: - Return sooner for increased rescue use, nighttime symptoms, or respiratory distress - If control remains poor, consider montelukast or referral to Allergy Follow-Up: Return to clinic in 3 months or as needed.

Specialty Styles

Tailored for specific clinical scenarios or workflows.

🔄

Chronic Disease Follow-Up

Optimized for follow-up visits. Chronic problems include trend language (improved/stable/worsening) and current medication status in the assessment. Acute problems use standard structure.

Chronic Mgmt Hybrid Outpatient
Example Output — Stable chronic problem Asthma Stable on Flovent 44mcg 2 puffs BID with spacer; albuterol use minimal. - Continue Flovent 44mcg 2 puffs BID - Continue albuterol PRN - Reassess control at next visit Follow-Up: Return to clinic in 3 months or as needed.
🎯

Assessment Only (Dx & Orders in Chart)

Only the assessment — no plan bullets, no diagnosis headers. Designed for workflows where diagnosis codes and orders (meds, labs, referrals) are already entered as discrete data in the chart.

Concise Assessment Only Outpatient
Example Output Persistent symptoms despite current controller therapy consistent with inadequately controlled asthma; stepping up treatment given ongoing rescue inhaler use multiple times per week. Follow-Up: Return to clinic in 3 months or as needed.
🏷️

No Diagnosis Headers

Assessment + bulleted plan per problem, but without the diagnosis name. Designed for EHRs where the diagnosis is already recorded in a separate problem list field.

Hybrid Chronic Mgmt Outpatient
Example Output — New acute problem Persistent symptoms despite albuterol consistent with inadequately controlled asthma. - Flovent 44mcg 2 puffs BID started - Continue albuterol PRN - Reassess control at next visit Follow-Up: Return to clinic in 3 months or as needed.
🏨

System-Based (Inpatient / ED)

Organized by organ system instead of by problem: Respiratory, Cardiovascular, FEN/GI, ID, HO, Neuro, Psych, Social, Dispo. Stable systems get a one-line negative statement. For hospitalists and ED physicians.

Inpatient / ED Detailed Hybrid
Example Output 8yo admitted for acute asthma exacerbation with hypoxia requiring supplemental O2; HD#2. Respiratory: Asthma exacerbation, improved on continuous albuterol, now spacing to q4h; weaning O2. - Albuterol neb q4h - Wean O2 to maintain SpO2 >92% - Start Flovent 44mcg 2 puffs BID once spacing to q6h Cardiovascular: Hemodynamically stable, no concerns. FEN/GI: Tolerating regular diet, adequate PO intake. ID: Afebrile, no signs of infection. HO: No hematologic or oncologic concerns. Neuro: Alert, age-appropriate, no focal deficits. Psych: Appropriate affect, coping well with hospitalization. Social: Parents at bedside, family meeting completed. Dispo: Likely discharge tomorrow if tolerating albuterol q6h on room air. - Discharge with Flovent 44mcg 2 puffs BID, albuterol PRN - Follow-up with PCP in 1 week

Templates

Starting points for building your own custom style.

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Generalized Template (Build Your Own)

A blank-slate version of the one-liner + bullets format with placeholder examples and guidance on how to fill in your own specialty's details, dot phrases, and few-shot examples.

Template Any Specialty
What You Get A ready-to-customize prompt with: • Placeholder boilerplate triggers you replace with your own dot phrases • Generic few-shot examples you swap for your specialty's cases • Guidance notes on customization best practices Start here if none of the other styles are quite right.

Not Sure Where to Start?

If you want… Try this style
Absolute minimum words Ultra-Minimal One-Liner
Quick scannable bullets Concise Bullets or One-Liner + Bullets
To reference items by number in handoffs Numbered Plan
Flowing sentences, no bullets Prose Blurb or Concise Prose
Assessment and plan clearly separated SOAP-Within or Hybrid
Maximum structure and detail Formal A/P
Trend language for chronic conditions Chronic Follow-Up
Dx codes & orders already in chart Assessment Only or No Dx Headers
Inpatient / ED systems-based notes System-Based

Ready to Build Your Own?

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