Build a Personal MT Knowledge Assistant with Claude

1. Go to {{tool:Claude.url}} and sign in or create an account
2. Click on your profile and upgrade to Pro — required for the Projects feature
3. Once upgraded, click Projects in the left sidebar

What you should see: A "Projects" section in the sidebar with a New project button.

1. Click New project
2. Name it something like "MT Reference Assistant" or "My Transcription Knowledge Base"
3. Click Add instructions in the Project Instructions section

What you should see: A text box where you set Claude's behavior for this project specifically.

This is the most important step — these instructions tell Claude who you are and how to behave. Copy and customize this template:

You are a medical transcription reference assistant for a credentialed medical transcriptionist.

My specialties: [list your specialties — e.g., cardiology, orthopedics, general surgery]
My facilities: [list facility names or just "multiple hospital facilities"]
My certifications: [RHDS / CHDS / none]

Your job:
1. Answer terminology questions — correct spellings, definitions, usage in context
2. Search my uploaded reference files when I ask about facility-specific terms or physician preferences
3. Help me resolve dictation ambiguities by suggesting the most likely term given clinical context
4. Help me draft professional physician communication emails
5. Quiz me on medical terminology when I ask to study

Rules:
- Never assume patient information — I will never share PHI with you
- Prioritize my uploaded files over general knowledge when there's a conflict
- When giving a terminology answer, tell me which source you drew from (uploaded file vs. general knowledge)
- Keep answers concise and practical — I'm working under time pressure

1. Click Save instructions

1. In the Project, click Add content or Upload files
2. Upload your existing reference materials. Good candidates:

   • Your personal medical abbreviation tables (Word or Excel saved as PDF)
   • Facility style guides (if you have digital copies)
   • Your physician-specific dictation notes
   • Specialty terminology lists you've built over time
3. Upload files one at a time; wait for each to process before uploading the next

What you should see: Each uploaded file appears in the "Project knowledge" section with a green checkmark. Troubleshooting: If a file fails to upload, save it as a plain .txt file and try again — Claude handles .txt most reliably.

1. Click New conversation within the project
2. Start with a terminology question you already know the answer to — this verifies it's working

Test questions to try:

• "What's the correct spelling of [term from your specialty]?"
• "In my uploaded files, does facility [X] have specific formatting requirements for discharge summaries?"
• "Suggest 3 possible medications for [clinical context] in a cardiology report"

What you should see: Answers that draw from your uploaded files when relevant, clearly noted.