Enrolling in AI Notes

Enrolling in AI Notes

Enroll in AI Notes - Practice Level

Step 1: Navigate to Account Settings - Practice Settings - Telehealth / AI Notes. Then, check Use AI Notes. *must be enrolled in telehealth first.

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.

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.





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