How to Use AI Notes

How to Use AI Notes

📒AI notes can be enabled during telehealth and/or in-office appointments provided the telehealth platform is active and recording. An in-office session does not need to be marked as telehealth to access the telehealth link.



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.


🔼If you do not require approval for AI Notes within your Practice Settings, then the note will populate automatically. If you do require approval, follow the steps below.


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.


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