Step 1 of 7

Go to Patients & add a new patient

From the home screen, click Patients in the top navigation, then click Add New Patient in the top right corner.

Patients list with Add New Patient button

What you'll fill in: Patient name, date of birth, gender, handedness, contact details, and language. This pre-populates the report header automatically.

Step 2 of 7

Open the patient & add an evaluation

Click the patient's name to open their profile. Click + Add Evaluation, give it a name (e.g. "ADHD Evaluation"), then click Create.

Name your evaluation something descriptive — you can have multiple evaluations per patient, so specificity helps (e.g. "ADHD Evaluation", "Neuropsych Evaluation - 2026").

Step 3 of 7

Click "Go to Evaluation"

Your evaluation appears in the list with a progress tracker. Click Go to Evaluation → to open it and begin entering data.

Evaluation listed with Go to Evaluation button

Progress tracker: The colored badges (0/8, 0/7, 0/3) track section completion — they fill in as you work through each section and mark it finished.

Step 4 of 7

Fill in each section — your way

Each section gives you three input options. You only need to use one per section — pick whichever fits your workflow.

📋 Background form

Guided structured questions — best for thorough data entry.

↑ Source materials

Upload documents, notes, or voice recordings. AI synthesizes them into the report.

✎ Write your own

Paste or type your own narrative directly. It appears as written.

Background section — Source materials tab

Tip: When done with a section, click Mark Section Finished — this updates your progress tracker and signals which sections to include in the report.

Step 5 of 7

Generate the report

Once your sections are complete, click Generate Report. Select the sections you want included, choose your template, and click Generate.

Generate Report modal with section checkboxes

What to select: Check all sections you've completed. The template dropdown lets you apply a formatting style — select "Cloned Template for Report Generation" to use the default or pick a custom one you've saved.

Tip: You can generate a report with only some sections selected — useful if you want to draft incrementally as the evaluation progresses.

Step 6 of 7

Review each section

The report opens with all sections listed in the left sidebar. Expand any section to read the generated content. You can manually edit inline, or use Edit with AI to revise with AI assistance on a dedicated page.

Show Summary Only condenses a section to a brief overview — useful for checking content quickly before reading in full. Save as Template saves the current report structure for future evaluations.

When you're done reviewing and editing: Click the Update Report button in the top right to save all your changes and regenerate the final version of the report.

Step 7 of 7

Edit with AI & accept changes

Click Edit with AI on any section to open the AI chat editor. Type what you want changed — the AI rewrites the section and shows a track-changes view so you can accept all, accept some, or reject edits.

Example prompt

"Rewrite the background section in a more formal clinical tone suitable for a report shared with referring physicians. Make it more concise while preserving all key details about developmental history, academic history, and current medications."

When all edits are done: Return to the report view and click Update Report in the top right corner to finalize and save the complete report before exporting.

Accepting changes: Use the ✓ to accept all, ✗ to reject all, or click individual tracked changes on the right to accept or reject them one at a time.

Reports tab showing generated report card

Reports tab: All generated reports for this patient live under the Reports tab in the evaluation header. Each report card shows the creation date, last updated date, included sections, and a live preview. Click the three-dot menu on any report card to open, export, or delete it.

Bonus

Create your own report template

Head to Library in the top navigation to access the Report Template Library. You can customize an existing NeuroScribeAI template or upload your own past reports to train the AI to write in your voice and format.

Upload your own reports: Click Create Template Based Off Your Reports and upload de-identified past reports. NeuroScribeAI will learn your preferred structure, terminology, and tone — future generated reports will match your style from the start.

Privacy note: Make sure any uploaded reports are de-identified before uploading — remove patient names, dates of birth, and any other identifying information.

✓

You're ready to go

That's the full workflow — from adding a patient to generating and refining your report.
Welcome to NeuroScribeAI.