Ozwell AI

How to Customize Ozwell: Set Your Name, Title, and Custom Instructions

Overview #

Ozwell allows you to personalize your experience by setting your preferred name, professional title, and custom instructions for how Ozwell should respond. This ensures that Ozwell addresses you correctly and tailors its responses to your workflow needs.

1. Access Your Profile Settings #

  • Click on your profile icon in the top right corner of the Ozwell dashboard.
  • Select Settings from the dropdown menu.

2. Open the “Customize Ozwell” Section #

  • In the settings pop-up, locate the section labeled Customize Ozwell.

3. Set Your Name and Title #

  • In the field labeled “What should Ozwell call you?”, enter your preferred name and job title.
    • Example: Internist Butler, Physician
  • Ozwell will use this name and title when addressing you in responses.

4. Add a Custom Instruction #

  • In the custom instruction box, type any specific guidance you want Ozwell to follow in its responses.
    • Example: Always output a separate "HPI" section in narrative format so I can copy and paste it into my EMR.
  • This ensures Ozwell consistently includes a narrative HPI section in its documentation outputs.

5. Save Your Changes #

  • Click Save Changes to apply your customizations.

6. See Your Customization in Action #

  • After saving, Ozwell will immediately begin responding according to your preferences.
  • For example, when you request a SOAP note, Ozwell will include a separate HPI section in narrative format, as specified.

Need More Help?
For additional tips and support, visit ozwell.ai or contact our team at [email protected].

Updated on May 9, 2025
Table of contents