We are excited to introduce our new artificial intelligence (AI) features, designed to simplify and accelerate the creation of your professional consultation notes.
This article serves as your guide to explore all help articles detailing the setup and use of this tool.
Preparing Your Charting Templates
Properly setting up your form templates, including AI fields and instructions, is essential to generate clear and optimized notes.
Using the Audio Recorder for Notes
Record your appointments or dictate your notes, and let the AI transcribe them and automatically generate your notes.
For any further questions, you can also consult our FAQ.
The AI feature is only available to users subscribed to the Essential and Premium plans.
However, a free trial is accessible from any plan with charting, allowing you to test the tool before upgrading to an eligible plan. 😉
If you are interested in this feature, contact us at [email protected].
Here is the standard way to record your audio as a note:
1. Tap +Chart to create a chart
2. Choose a charting template that contains AI fields
3. Start recording; a new page will open
4. Before continuing, make sure the client agrees that the conversation will be recorded and that the audio will be transformed into notes using AI
5. Choose the microphone you want to use for the recording
6. Tap the microphone icon to start recording
7. During the recording, you can pause or stop at any time
8. If needed, you can save the audio on your device
9. Create notes from audio: launch the transcription to convert the audio into text. This step may take a few moments
10. Once the transcription is complete, the text appears on the screen. You can read through and click on Review Now to make corrections if necessary
11. Save the changes, if any necessary
12. Don’t forget to complete and sign your chart when you’re done! 😉