Living, breathing, context aware.
Notes are the basic building blocks of information in circleOS — diagnoses, comments, appointment notes, test results. Tag them and Circle Intelligence surfaces them where they matter.
Anna was interested in our longevity bundle but wanted to wait a bit after her last appointment

“Anna was interested in our longevity bundle but wanted to wait a bit after her last appointment.
Use attached results to motivate to patient. DO NOT SELL TOO HARD ‼️
Notes are small bits of information
They can be used to store all sorts of relevant data, from casual comments, to tasks, to formal diagnoses.
Talk, type or bash the keyboard. We’ll cut the signal from the noise.
Use voice dictation or type shorthand. It expands with AI, alongside note types, attachments and structured context controls built directly into the editor.


Set relevance on dynamic conditions
To highlight information to your peers and Circle Intelligence, you can set relevance for a note.
Leave them anywhere everywhere
You can leave notes on all sorts of pieces: patient profiles, purchases, bookings and more.

They’ll show up when you need them
Auto-surface your notes cleanly, vibrantly and in the right place, so context shows up exactly where the team needs it.
Notes power a ton of features in circleOS
- Coming soon
Prep. Notes
Circle Intelligence generates draft plans from your notes.
- Coming soon
AI Summaries
Circle Intelligence generates briefings from your notes.
- Coming soon
Summaries
Circle Intelligence stores insights from summarisation and extraction tasks in notes.
- Coming soon
Marker Suggestion
Circle Intelligence automatically suggests markers from your notes.