All you need to do know about Custom modes

What Are Custom Modes?

Custom modes let you “pre-set” how the AI should behave, so you don’t have to repeat the exact instructions every time. You tell the system how you want it to think, write, or respond, and it will follow those instructions automatically. You can add system prompts, upload files, and share the mode with your team, so everyone works from the same guidelines.

How They Work

You define the instructions once, and the AI follows them in every conversation inside that mode. This lets you control tone, structure, terminology, and priorities without rewriting the exact instructions each time.

You can include:

• Written guidelines

• Templates or formats

• Clinical or operational instructions

• Reference documents

Once saved, you can choose whether you want to share the mode with your team so they can select the mode and start chatting with the AI under the same conditions.

Check this video to understand how to configure one of your own!

When to Use Custom Modes

When you use the AI for routine tasks and require the information to follow the same format each time. Some examples are

• Creating documentation in a specific format

• Drafting patient-facing materials with approved language.

• Using the same style or guidelines across a care team to ensure the best patient experience. 

• Supporting internal processes like quality checks or admin tasks.

Why They’re Valuable

Custom modes help teams:

• Stay consistent: Everyone follows the exact instructions and produces the same outputs.

• Save time: No need to restate guidelines in every new chat.

• Reduce errors: Clear rules reduce variation and keep responses aligned with your standards.

• Share best practices: Teams can reuse the same mode across roles, clinics, or departments.