When you copy a bundled patient, your copied custom patient will come with the basic structure of the Objectives and Credits, but you might need to define what the exact requirements are.
The layout of the Objectives tab is the following:
To customize a credit, click the pencil icon next to a credit to open the editing window.
Creating AI-Based Assessment Credits
The AI-based Assessment is only available for simulations utilizing the Generative AI upgrade, but it allows you to create accurate quantitative assessments focued on communication.
The AI reads the entire conversation and looks for the information you define in each credit.
The key to accurate scoring is writing clear credit descriptions.
Understanding the Credit Editor
Every credit has two fields.
Credit Name
The Credit Name is a label.
It helps organize your checklist and is shown to learners by default.
Examples:
Onset
Medical History
Tobacco Use
Family History
The name itself does not affect scoring.
Credit Description
This tells the AI what information should receive credit.
This is the most important field.
For example:
Broad (more lenient)
Pain onset
Any discussion about when the pain started can receive credit.
Specific (stricter)
Pain started two days ago
Only that information receives credit.
Both are valid.
Choose the level of detail that matches what you want to assess.
In-Session Credit Guidance
This is shown to learners during the simulation.
Use it for hints or reminders.
Example:
Discuss when the pain started.
This field does not affect AI scoring.
How the AI Scores Credits
The AI reviews the entire session transcript.
It doesn't matter:
which question was asked
when the information was discussed
whether the patient volunteered the information
If the required information appears anywhere in the conversation, the credit can be awarded.
Writing Good Credit Descriptions
Broad is okay. Vague is not.
A broad credit simply gives learners more ways to earn the point.
A vague credit is unclear.
✅ Broad:
Pain onset
Any discussion about when the pain began.
✅ Specific:
Pain started two days ago
Only that specific answer earns the point.
❌ Vague:
Pain
Does this mean:
onset?
severity?
location?
quality?
duration?
The AI—and other people—shouldn't have to guess.
Another example:
❌ Protection
Could mean:
pregnancy prevention
STI prevention
physical safety
financial security
Better:
✅ Uses condoms for STI prevention
✅ Uses contraception to prevent pregnancy
✅ Has financial support from family
Don't expect the AI to make assumptions
The AI recognizes information that appears in the transcript.
It does not automatically infer related information.
Example
Patient
"I have chronic bowel problems."
Credit:
Credit | Awarded? |
GI disease | ✅ Yes |
Diverticulitis | ❌ No |
GI disease, diverticulitis EITHER | ✅ Yes |
The patient never said they have diverticulitis.
Combining Information
By default, commas mean AND.
Credit:
hospitalization, 4 surgeries
To earn the point, the transcript must include:
hospitalization
AND four surgeries
OR (EITHER)
If any one item should earn the point, add EITHER.
Credit:
patient's hospitalization, patient's surgeries EITHER
The learner receives credit if they discuss:
hospitalization
OR
surgeries
Every word matters
Credit:
lives with husband and children in a suburban condo
The transcript must include:
husband
children
suburban
condo
If you want any of those pieces of information to be worth the point, write:
lives with husband, lives with children, lives in a suburban condo EITHER
Common Mistakes
Writing questions instead of information
❌ Any family history?
✅ Mother had lung cancer.
Using vague descriptions
❌ Protection
✅ Uses condoms for STI prevention.
Combining unrelated ideas
Instead of: worried her COPD is getting worse, worried about breathing, worried she'll need to move into a home EITHER
Split it into separate credits.
Current concerns: worried about breathing, worried COPD is getting worse
Future concerns: worried she'll need to move into a home
Smaller credits are easier to understand and score more consistently.
Making credits harder than they need to be
This works:
family history of inflammatory bowel disease and colon cancer, mother had ulcerative colitis and colon cancer, grandfather had colon cancer, sibling has ulcerative colitis EITHER
This is much harder to interpret:
family history of both inflammatory bowel disease and colon cancer, mother had ulcerative colitis diagnosed at age 42 and colon cancer diagnosed at age 61, maternal grandfather had colon cancer diagnosed at age 62, one male sibling who has ulcerative colitis diagnosed at age 19 EITHER
Only include details that matter for scoring.
Examples
Credit Description | Type | Why |
Pain onset | ✅ Broad | Awards credit for any discussion about when the pain started. |
Pain started two days ago | ✅ Specific | Only awards credit if that exact information is discussed. |
Pain | ❌ Vague | Doesn't define whether you're scoring onset, severity, location, duration, or quality. |
Family history | ✅ Broad | Awards credit for any relevant family medical history. |
Mother has hypertension | ✅ Specific | Only awards credit for that specific family history. |
History | ❌ Vague | Doesn't specify medical, surgical, family, social, or medication history. |
Medication use | ✅ Broad | Awards credit for any discussion about medications. |
Takes Metformin 500 mg twice daily | ✅ Specific | Only awards credit for that medication information. |
Protection | ❌ Vague | Could mean pregnancy prevention, STI prevention, physical safety, financial security, or something else. |
Before You Save
Ask yourself:
Am I describing information, not a question?
Would another person know exactly when to award this point?
Am I intentionally broad, or intentionally specific?
Could the AI recognize this information from the transcript without making assumptions?
If I used EITHER, does any one item deserve the point?