Using AI: Case Notes to Rubrics

The Case Notes to Rubrics tool analyzes your consultation notes and suggests relevant rubrics automatically—helping you catch SRP (Strange, Rare & Peculiar) details and speed up repertorization.

Availability: This is a Pro feature and uses AI credits.

Where you’ll find it

Inside a case Analysis, open Notes.

How to use it (AI Analysis)

1. Write (or paste) your case notes in Notes.
2. Choose the repertory you want to search (when available): Murphy, Suggesta, Complete, etc.
3. Click:

• AI Analysis to analyze the entire note, or
• AI Analyze Selection to analyze only highlighted text.

4. Wait for the analysis to complete (you’ll see progress while symptoms are processed).
5. Review the Suggested Rubrics and add the ones that truly match the case.

If your notes are too long

AI analysis has a character limit. If you exceed it, Similia will prompt you to select a portion of your notes and run AI Analyze Selection on that excerpt.

Upload handwritten notes (OCR)

If your notes are handwritten, you can digitize them first:

1. In Notes, click Upload Notes.
2. Upload one or more images (JPG/PNG/JPEG).
3. The AI converts handwriting into plain text and inserts it into your Notes—then you can run AI Analysis as usual.

Live Mode (typed notes → auto-rubrics)

Live Mode is designed for use during a consultation while you take notes:

1. Open Notes and click Live Mode.
2. Type one symptom per line and press Enter → a matching rubric is automatically added to the current repertorization.
3. To write informational lines you don’t want analyzed, end the line with two dots (..) and press Enter.
4. You can also switch a chosen rubric using the ⇄ switch icon to pick from alternative rubric suggestions.

Tip: Always review suggestions—occasionally an inaccurate rubric may be picked.

Updated on: 05/01/2026