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
Click "Edit" to edit manually or “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
