Generate Notes
After recording, click the session you want the note for on the “Record” page
Choose format if different from default
Wait 30-60 seconds for processing
Review generated notes
If they do not meet your needs, please try creating a custom template or creating/modifying custom rules.
Set Default Format
Go to Settings in dashboard
Click "General"
Press dropdown on “Default Note Types” and select your preferred format
Editing Your Notes
Step 1: Review Generated Notes
Read through all sections
Check for accuracy
Add any missing information
Step 2: Make Edits
Locate the "Edit note" option in the note editing toolbar and click "Edit note" to unlock the note for editing manually, or choose “Edit with AI” to have the AI assistant edit your note by typing commands like “Remove bullet points” / “Make each section shorter” / “Add quotes to each section” etc.
Save changes
Step 3: Finalize
Review entire note
Export to your EHR if needed by either copy and pasting, or downloading as a file
Applying a Custom Template to a Session
To apply a custom note template to an existing recording or an uploaded session:
Navigate to the Recording page in Klarify.
Upload or open the relevant session.
Once the session is uploaded, a note will be automatically created.
On the session/note page, open the note template dropdown menu.
Select your custom template from the list to apply it to the session note.
This feature allows you to standardize your session notes using pre-designed templates, improving consistency and efficiency.
