Preferences & Memories in Scribeberry
Lock‑in your favourite formatting once and watch every note follow suit.
What Are “Memories”?
Memories (sometimes called global preferences) are clinic‑wide rules that Scribeberry applies to every note—regardless of which template you choose. Think of them as the invisible hand that keeps your documentation style, boiler‑plate text, and compliance statements 100 % consistent.
Memories take precedence over Templates. So if you notice your Template is “not following instructions” as desired - ensure you check your memories to see if any global rules are overriding your template instructions
Why Use Memories Instead of Templates or Macros?
Feature | Best For | Scope |
Templates | Different note types (SOAP, referral, discharge) | Single note |
Macros | Quick text snippets (dot‑phrases) | Any text field |
Memories | Always‑on clinic standards (e.g., bullet‑point Plan) | All notes & forms |
Typical Use Cases
- Formatting: Force every Plan section into bullet points.
- Legal Text: Auto‑append consent statements or provincial disclaimers.
- Language Preference: Output all headers in French for bilingual practices.
- Section Removal: Globally hide the Diagnosis field if your EMR already captures it.
Pro tip: Use Memories sparingly—only for rules that are true 100 % of the time. Over‑using them can override template logic you may actually need later.
Setting Up Memories (Step‑by‑Step)
- Open Settings
- Click ⚙ Settings in the left sidebar.
- Navigate to Memories
- You’ll see any existing rules plus a ➕ Add Memory button.
- Create a New Memory
- Name it clearly—e.g.,
BulletPointPlan. - Instruction Example:
Always format the Plan section as concise bullet points.
- Toggle On/Off
- Flip the switch next to each memory to enable or disable without deleting.
Auto‑Suggested Memories
Whenever you manually edit a generated note, Scribeberry detects patterns and pops up a “Save as Memory?” banner. One click converts that change into a reusable rule.
- Accept: Adds it to your Memory list.
- Edit: Fine‑tune the instruction before saving.
- Dismiss: Ignores the suggestion.
Best Practices & Guardrails
Tip | Why It Helps |
Keep it Simple | Don’t overcomplicate memories or they may clash with your templates |
Use Precise Language | “Remove the Plan section in every note” is clearer than “Hide plan stuff.” |
Test After Saving | Generate a dummy note to confirm the rule behaves as expected. |
Review Preferences, Memories, and Templates | Make sure your templates and preferences do not clash |
Troubleshooting FAQs
- “My template ignores its own formatting!”
A Memory might be overriding it—toggle Memories off to confirm.
- “I saved a rule, but nothing changed.”
Edits only affect newly generated notes, not existing ones.
- “Can I target a specific specialty only?”
Memories are global. For specialty‑specific rules, embed them in the template instead.
Quick Start Checklist
Bottom Line
Memories are the set‑and‑forget backbone of Scribeberry. Configure them once, and every future note, form, or document will mirror the style and wording - no extra clicks required.