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Create stunning content for your patients.

Letters, summaries, treatment plans, lab results — drafted in an intuitive block editor or uploaded as files, written together with your team, then published to the patient with a single step.

Follow-up summary — Anna G.Draft

Follow-up summary

Reviewed iron panel and thyroid markers for Anna Gärtner after the 12-week supplement protocol. Ferritin up from 22 → 41 µg/L; TSH stable.

Continue at the same dose for 8 more weeks, re-test in October. Full panel attached: LAB-2026-05.

/summary
  • Summarise visit notesAI
  • Treatment plan recapLinked block
  • Lab results tableLinked block

Intuitive editor

Write it, or bring it in.

Every document — drafted in the block editor or uploaded as a file — lands in the same searchable, patient-linked workspace.

  • Start from a blank page

    Create a document from scratch — give it a title, type, patient and location, and the block editor opens, ready to write.

  • Or start from a template

    Begin from a reusable template managed in Settings. Changing a template later never touches documents already created from it.

  • Upload what you already have

    Bring in PDFs, images, Word docs, spreadsheets and more. Uploaded files open in a viewer instead of the editor.

  • Draft with AI

    Where AI is enabled, draft a first version, rewrite a selection, expand an outline, or sharpen the tone — right inside the editor.

  • Slash for structure

    Type '/' to add headings, lists, quotes and other blocks, and to insert linked content for circleOS records inline.

  • Mention to link

    Type '@' to link patients, bookings, providers, services, plans, forms and more. Mentions become clickable links in the published copy.

  • The right type for the job

    Pick generic, treatment plan, or test results when you create a document — the type classifies it and shapes the workflow.

  • Save and publish, separately

    Keep editing the internal version until it's right. Saving your work and publishing the patient-facing copy are deliberately distinct.

  • Browse every document

    Manage everything from the Documents page — toggle grid or list, and filter and sort by type, date, patient or location.

Collaboration

Better with your whole team.

Draft together in real time, comment in place, let AI summarise what you upload, and keep every document filed against the right record.

  • Edit together, live

    Block documents sync in real time, so two people can work on the same draft at once without stepping on each other.

  • Comment in place

    Leave inline comments at any point in the text for your team. They live with the edit session, separate from patient notes.

  • Comments and summaries, one panel

    The document sidebar gathers inline comments for block documents and AI summaries for uploaded files — context without leaving the page.

  • Summaries for uploaded files

    Generate an AI summary of a PDF, image or Word doc. Each summary carries a confidence level so you know how far to trust it.

  • Key facts, extracted

    Summaries pull out the important dates, the people and organisations involved, and suggested follow-up actions.

  • Export to PDF or Word

    Download a block document as a formatted PDF or .docx, with structure and formatting intact. Uploaded files download as-is.

  • Filed against the record

    Every document links to a patient, and can attach to a booking, plan or lab order so it shows up exactly where it belongs.

  • Sub-documents

    Create child documents under a parent record. The parent — a plan, invoice or lab order — controls how they're published.

  • Subscribe to updates

    Follow a document to be notified when it's edited, published or changed, so nothing important slips past you.

From draft
to the patient.

One path from a blank page to a published document the patient can read — private until you choose to share, and easy to keep current.

  1. 01
    CreateStart blank or from a template — or upload an existing file. Add a title, type, patient and location, then write with blocks, slash commands and mentions.
  2. 02
    CollaborateEdit alongside your team in real time, leave inline comments, and keep refining the internal version until it reads exactly right.
  3. 03
    PublishDocuments are private by default. Publish the patient-facing version when you're ready, optionally sending the patient a notification.
  4. 04
    ShareCopy a patient link to the published document and send it. The link opens through the Patient Portal once the patient app is enabled.
  5. 05
    Keep in syncEdit a published document and circleOS flags that the shared copy is out of date. Republish to bring the patient-facing version up to date.

Add-ons

Connect what helps.

Documents runs end-to-end on circleOS. When you need them, optional integrations add AI summaries, global search and team alerts.

  • Langdock

    Powers Circle Intelligence & other AI features.

  • Typesense

    Typo-tolerant global search engine.

  • Slack

    Notifications for key events in Slack.

Give your patients something worth reading.

Draft, collaborate, and publish patient-facing documents from one workspace — filed against the right record, every time.

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