How to Use AI Notes
Step 1: Select the session from your calendar. Then, ‘Launch Telehealth Video’
*Telehealth video is accessible 20 minutes before the appointment start time.
Step 2: Select Join to open the telehealth platform and access the record button.
Step 3: Select record and begin the session. You will know the session is recording when you see ‘Recording 00:00’
Step 4: When the session concludes select ‘Stop Recording’ and ‘leave’ the telehealth session.
Step 5: Navigate to the To Do List. Select AI Notes. Then, filter to review pending AI Notes.
Step 6: Select the Action drop-down to review the note. Then, select Approve or Reject.
Once approved, the note will populate in the session note.
Related Articles
Enrolling in AI Notes
Enroll in AI Notes - Practice Level For pricing details please review the AI Notes section on our website (https://www.mbpractice.com/ai-notes) To enroll in AI notes, please reach out to support at customersupport@mbpractice.com, so we can enable the ...Missing Session Notes within the To-Do List
Navigate to the To-Do List tab in the menu bar and select the Missing Session Notes tab on the left-hand side. Then, click Add Note next to the desired appointment If the session should be marked missed, select . Then, make any necessary changes to ...Adding / Editing Admin Notes within an Appointment
Quickly add and view administrative notes within your client appointments to provide more context or to include important reminders. Step 1: Create an appointment on the calendar and select add under Admin Notes:. Step 2: A rich text field will ...Customizing Interventions
STEP 1: Navigate to the CODES & METRICS tab within the Account Settings section. STEP 2: Review list of global Interventions and activate any of the ones already in the account or add additional ones as needed. ● Within the Codes & Metrics tab, click ...Configuring Practice Settings
Navigate to the Account Settings section of your account. Click on the “Edit” button on the “Practice Settings” bucket within the General tab. DEFAULT TAB Include Group Appointment on the Scroll This will display group note(s) when scrolling through ...