Step 1: Navigate to Account Settings - Practice Settings - Telehealth / AI Notes. Then, check Use AI Notes. *must be enrolled in telehealth first.
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Step 2: General Settings / Note Format
Require Approval for AI Notes | Generates a queue for approval within the To-Do list AI Note tab. Once approved, the note will be posted to the session. |
Delete Recording After Processing | The session recording will be deleted once the note is processed. |
Overwrite Existing Note
| The AI note will replace any existing note(s) for the session. *If this is not checked off, the AI note will be posted below any existing text. |
Enroll in AI Notes - Professional Level
Step 1: Navigate to Account Settings - Staff & Users. Then, select the appropriate professional name.
Step 2: Select the Telehealth / AI Notes tab. Then, check Use AI Notes. *must be enrolled in telehealth first.
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Step 3: General Settings / Note Format
Require Approval for AI Notes | Generates a queue for approval within the To-Do list AI Note tab. Once approved, the note will be posted to the session. |
Delete Recording After Processing | The session recording will be deleted once the note is processed. |
Overwrite Existing Note | The AI note will replace any existing note(s) for the session. *If this is not checked off, the AI note will be posted below any existing text. |