Repertorization and Analysis (Selecting Rubrics)

Repertorization in Similia means selecting rubrics from the repertory and analyzing them to see which remedies cover the most important symptoms. Similia makes this fast and visual, so you can focus on clinical reasoning instead of manual counting.

How to repertorize a case in Similia

1. Open a case, or create a new one.
2. Create an analysis.
3. Search for rubrics in the right panel.
4. Add rubrics to the analysis using the + button.
5. Review the analysis table to see remedies and scoring across the selected rubrics.
6. Optionally grade rubrics from 0 to 4 to weight their importance.
7. The analysis is saved automatically inside the case.

The + button to add rubrics only appears inside an analysis, not in the standalone Repertory section. The standalone Repertory section is for browsing the repertory only.

Quick Repertorization

Quick Repertorization on the home page creates a new case named "Quick case N" with an empty analysis and opens it directly. On larger screens the analysis opens as a split view, with the Repertory search on the left and the selected rubrics on the right. On smaller screens, use the Repertory and Analysis toggle buttons at the top to switch between the two panels. If only one panel is visible on a larger screen, look for the vertical drag handle on the right side of the screen and drag it to reveal the repertory panel.

Printing or exporting rubrics

To print rubrics from an analysis, open the case analysis / repertorization screen and use the Export action. Export creates a document that can be printed from the browser or from a document editor.

When you trigger the export, Similia lets you choose how many remedies to include in the output, so you can keep the document focused on the top remedies of the analysis.

If the Export action is not visible, first confirm that the user is inside the analysis/repertorization view for the case.

The rubric Actions menu (copying a rubric)

Every rubric row has an Actions menu, shown as a ⋮ (three dots) button at the end of the row. Actions that used to sit directly on the row as separate icons are now inside this menu:

• Copy rubric name: copies the rubric heading on its own.
• Copy rubric with remedies: copies the rubric heading together with its full remedy list. This entry stays greyed out for a moment while the remedies load, then becomes available; the label briefly changes to "Copied!" once it is done.
• Show in tree, Show rubric description, and Show rubric notes, where they apply to that rubric.
• Duplicate to another clipboard, listed once for each of your other clipboards.

This is where the old copy icon went: to copy a rubric, open the ⋮ Actions menu on that rubric and choose Copy rubric name or Copy rubric with remedies. The menu is available on rubrics in the repertory explorer, in search results, and in the analysis grid. In the analysis grid the info and show-in-tree icons are still shown directly on the row as well, next to the ⋮ menu.

Adding and removing rubrics

Inside an analysis, each rubric has a green + button to add it to the current clipboard. Once the rubric is added the + becomes a ✓. To remove it again, move the mouse over the ✓: it turns into a bin icon that removes the rubric.

Two things to check if you cannot see a + on a rubric:

• The + only appears inside a case analysis. The standalone Repertory section is for browsing only, so it has no + button.
• Rubrics that contain no remedies never show a +.

Importing, copying, combining, and moving rubrics

Inside an analysis you can keep several rubric clipboards in parallel, shown as lettered tabs (A, B, C, …). The tools below all live in the analysis, next to the clipboard tabs.

• Import rubrics from another analysis: click Import (next to the + that adds a clipboard), pick the other analysis, choose the sheet, and confirm with Import selected. The rubrics are added to your current clipboard; the source analysis is not changed.
• Copy a whole clipboard to another clipboard in the same analysis: click Import, choose Current analysis, select the source clipboard(s), then Copy to the target clipboard.
• Combine rubrics into one: use Merge Rubrics, choose Combining (keeps every remedy from any selected rubric, a union) or Crossing (keeps only remedies present in every selected rubric, an intersection), select two or more rubrics, and confirm. Use Unmerge to split a combined rubric again.
• Move rubrics between clipboards: drag a rubric onto the destination clipboard's letter tab. This moves it, so it leaves the original clipboard.

Understanding the numbers, grades, and colours

Under each remedy in the analysis grid you see two numbers, for example 27/11:

• The first number is the remedy's total score: the sum of its grades across all the selected rubrics, weighted by any rubric grade you set.
• The second number is how many of the selected rubrics that remedy appears in.

So 27/11 means a total score of 27 across 11 rubrics.

Remedy grades (degrees) run from 1 to 4 and show how strongly a remedy is indicated in a rubric, with 4 the strongest. By default grade 2 is blue, grade 3 is red, and grade 4 is purple, while grade 1 uses the standard text colour. In the rubric list the grade colours the remedy name; in the flat grid it colours the cell background. Grade colours can be changed in Settings, and you can also choose to show the grade number inside each cell.

Making the analysis grid more compact

If too many remedies or rubrics are off-screen, switch to a more compact grid layout from your avatar in the top-right corner > Settings > Grid display. From there you can choose the compact view, a smaller rubric font size, truncated rubric names, and vertical remedy names. This fits more remedies on screen without changing the underlying analysis.

Opening the repertory by sections

The repertory can be navigated by sections or apparatus. In Italian support wording, "repertorio per apparati" corresponds to the sections view.

If the user is looking for the repertory organized by body systems or sections, direct them to the sections/repertory navigation panel rather than to image-based search.

AI tools inside an analysis

Similia has a few distinct AI surfaces, and they are not the same feature. Two of them live inside an analysis, not in the standalone Repertory section:

• The smaller, per-action AI helpers that turn the content you've just written or uploaded into rubric suggestions: Notes to Rubrics, Upload Notes, and Photos to Rubrics.
• AI Case Analysis, a separate, comprehensive pipeline that analyzes the whole case end to end and proposes ranked candidate remedies. AI Case Analysis is described in its own section below.

Separately, Similia AI (AI Chat) is a conversational assistant available anywhere in the app, not only inside an analysis. It is covered in its own article, "Using AI: Similia AI (AI Chat)".

The first time you trigger any AI feature, Similia shows an AI consent modal. You need to accept it once before the AI tools can process notes, images, or audio. Consent can be reviewed and updated later in Settings > Privacy.

All AI tools require a positive AI credit balance and are part of the Pro plan.

Notes to Rubrics

Notes to Rubrics is an AI helper available from the Notes section of an analysis. It reads your case notes and proposes rubrics that match the symptoms it finds, which you can then accept into the analysis. It works on all of the notes or on a highlighted selection, and it is not a full case analysis: it only proposes rubrics from the notes you give it.

Notes to Rubrics offers two modes from the same button:

• Standard mode: faster, lower credit cost, good for routine cases.
• Advanced mode: deeper reasoning over the same notes, higher credit cost, useful for complex or atypical cases.

Photos to Rubrics works the same way, but reads a photo of a physical symptom instead of text.

AI Case Analysis

AI Case Analysis (shown in the app as "AI Analysis") is a separate, larger feature than Notes to Rubrics. It runs an end-to-end pipeline on the whole case from your case notes, and returns a structured case synthesis, ranked candidate remedies with their evidence, and a set of suggested rubrics added to your clipboard. The Notes to Rubrics helper still only proposes rubrics; AI Analysis is what produces the comprehensive remedy suggestions.

AI Analysis is a Pro feature and additionally requires access to at least one premium repertory (Murphy, Complete, Saine 25, Suggesta, Meditative, or Griffith). It is not available on the classic-only Pro Base plan without a premium add-on.

Where to start AI Analysis

You can start AI Analysis in two places:

• From the home dashboard: click AI Analysis, then type or paste your case notes. Title and Main complaint are both optional: add them to name the case, or leave them blank to run it as a quick repertorization. Similia creates the case and analysis for you and runs the analysis.
• From inside a case: open an analysis, add your case notes, and click AI Analysis. The clipboard must be empty to start (see below).

Either way you need case notes of at least 500 characters.

Why is Continue greyed out?

In the dashboard launcher, Continue only becomes active once your case notes reach 500 characters. The counter under the notes box shows how many characters you have so far. Title and Main complaint are optional and never affect Continue, so a greyed-out Continue always means the notes are still too short — not that a title or complaint is missing.

Choosing sources

After you start, choose your sources in the configuration modal:

• Simple tab: pick a ready-made preset (a repertory plus a curated Materia Medica set). Only presets your account has access to are shown.
• Advanced tab: pick the repertory and Materia Medica sources by hand.

Running it

Start the analysis. A progress modal shows the pipeline phases; a run usually takes about 3 to 5 minutes. Running AI Analysis again on an analysis that already has results asks you to confirm before overwriting them.

Empty clipboard requirement

When you start AI Analysis from inside a case, the clipboard must be empty. If the selected clipboard already contains rubrics, Similia shows "Clipboard must be empty" and asks you to clear it or switch to an empty clipboard first. Starting from the dashboard uses a fresh case, so this does not apply.

What AI Case Analysis returns

• Case synthesis: a structured summary of the case, including aetiology, mental core, physical generals, active miasm, and timeline.
• Differential notes that explain what makes the case distinctive.
• Candidate remedies, each with a confidence percentage, a reasoning paragraph, repertory evidence, Materia Medica evidence, and contraindications.
• Materia Medica extractions for each top candidate: essence, keynotes, excerpts, modalities, and differential notes, with direct links into the corresponding Materia Medica pages in Similia.

The analysis output — case synthesis, differential notes, and remedy reasoning — is returned in your current app language.

AI Case Analysis consumes AI credits per run. Credit usage is shown on the result panel after the analysis completes.

Finding a saved AI Case Analysis again

Your AI Case Analysis is saved on the specific analysis it was run on. To read it again later, open the same case and the same analysis (repertorization), and look in its Notes panel: the results reappear automatically in a collapsible "AI Analysis" section below the notes. If you cannot see it, check that you are on the same analysis it was run on, and that the Notes panel is showing rather than the Photo Analysis or Materia Medica panel. Running AI Case Analysis again on that analysis replaces the saved result.

Limitations and clinical responsibility

AI Case Analysis is a decision-support tool, not a prescription. Always review the suggested remedies and supporting evidence in light of your own case-taking and clinical judgment before prescribing.

Live Audio Mode (Beta)

Live Audio Mode lets you record a consultation in real time while Similia's AI:

• transcribes the conversation
• extracts Strange, Rare & Peculiar symptoms
• auto-adds the best matching rubrics to your repertorization in the repertory you select
• surfaces relevant remedies in a side Materia Medica panel as the case unfolds, so you can read remedy material without leaving the live session

How it works

1. Open an analysis inside a case.
2. Click Live Audio.
3. In Settings, choose the language and repertory.
4. Click Start Recording.
5. As SRP symptoms are detected, matching rubrics are added automatically and remedies update.

Switching rubrics

After a rubric is added, click the switch icon next to it to replace it with one of the top alternative rubrics suggested by the AI.

Recording modes

• In person: records only your microphone, for face-to-face consultations.
• Online: records both microphone and system audio to capture both sides of a video call. This requires screen or tab sharing.

Session length

A live session can run for up to 3 hours. Recording pauses automatically after about 5 minutes of continuous silence, so a session left open does not keep consuming time.

Privacy note

The audio recording is not saved. Only the full transcript and a summary of case notes are saved to the notes of the analysis.

Live Audio Mode is in beta. Always review AI suggestions and make clinical decisions based on your professional judgment.

Miasm Analysis

Miasm Analysis is available inside the repertorization view. It evaluates the miasmatic tendency of a case based on the top remedies in the repertorization.

The current miasm model uses five miasms:

• Psora
• Sycotic
• Syphilitic
• Tubercular
• Cancer

Each remedy can have miasm affinity grades from 0 to 3. Stronger grades and higher-ranked remedies influence the final result more. The panel also shows top contributing remedies for each miasm.

The miasm affinity grades are cross-referenced from Kent, Murphy, Complete, and Saine repertory rubrics and combined with literature from Hahnemann, Allen, Banerjea, Sankaran, and Foubister.

Kingdom and family filters

You can filter the analysis results by remedy kingdom and remedy family to narrow the remedy list.

1. In the analysis view, click Filter.
2. Open Filter by kingdom/family.
3. Select one or more kingdoms and/or families.
4. Click Apply, or Clear to reset.

Remedy, taxonomy, and author filters

Expanded rubric trees are available for supported repertories. Remedy filtering and taxonomy filtering can narrow visible rubrics and remedies by selected remedy, kingdom, or family.

Complete, Saine, and Suggesta repertories include source/author filtering. Presets are available for common author groups, and the interface preserves intentional filter choices when switching clipboards or repertories.

Grade filter and grade 0 rows

You can filter rubrics by remedy grade to focus on remedies of a specific intensity.

1. In the repertory explorer, click Filters.
2. Select a minimum and/or maximum grade from 1 to 4.
3. Rubrics with no remedies in your selected grade range will be hidden.

Grade-0 rubric rows appear as disabled or low-emphasis rows. This separates rubrics with no effective grade from active graded rows.

Elimination Mode

Elimination mode helps narrow down remedies by selecting rubrics that must be present.

1. In the repertorization toolbar, click Elimination.
2. Select rubrics using the checkboxes that appear.
3. Click Confirm Elimination to filter the grid to only remedies present in those rubrics.
4. Click Clear to remove the elimination filter and restore all rubrics.

Periodic table

The periodic table uses DB-validated remedy mappings with access control for premium-only remedies.

Updated on: 17/07/2026