After a session ends, the system automatically creates a note based on the visit. Users can further edit and refine this note through either typing or dictation.
Steps to Edit a Note
Wait for the Note to Update
After the session ends, the note will be automatically generated. Please wait until the note has fully updated before making any edits.Refining the Note
Once the note is available, you can make edits through either typing or dictation.Dictation:
Click the microphone icon in the section of the note you wish to edit.
Select the specific area you'd like to modify.
Begin dictating, and your spoken words will be transcribed into the note.
Typing:
Click directly into the note at the point where you wish to make an edit.
Type your changes as normal.
Editing via AI Chat
Alternatively, you can use our AI Chat feature to refine the note. For more information, click here.
If you need to reference what was said during the session, click Show Transcript to view the full transcript.
Copying Documentation
Once your changes are complete, you have the option to copy documentation using the two overlapping squares icon, you can do this in two ways:
Section level: Copy specific sections of the note.
Complete note: Copy the entire note for your records or further usage.
Important Notes
Post-consultation, users can continue to refine the documentation if needed, or start a new interview.
Coming soon: Once a session is ended, users will be able to return to the previous session to make additional edits.
If you have any questions, do not hesitate to contact support via the chat on this page.