Welcome to Chartnote! Today, we are excited to show you how to seamlessly integrate Chartnote into any web-based Electronic Health Record (EHR) using our Chrome extension. Follow this step-by-step tutorial to enhance your medical documentation process.

Installation and Setup

1. Install the Chrome Extension:
   

   • Download the Chartnote Chrome extension from the Chrome Web Store.
   • Once installed, pin the Chartnote icon to your browser toolbar for quick access
     

2. Dashboard Overview:
   

   • On the dashboard, you can access your most used Snippets.
   • To find a snippet, type a keyword into the search box. Click on the desired snippet to insert it directly where your cursor was last positioned in your EHR.  
     
     

Using Snippets

1. Inserting Snippets:
   

   • While typing in your EHR, type the "@" symbol followed by the snippet's abbreviation and press the "Tab" key to expand it.
     

2. Advanced Snippets:
   

   • For advanced Snippets, a popup window will appear, allowing you to modify them before insertion.
     

Dictation Features

1. Activating the Microphone:
   

   • Click on the microphone icon to start dictating directly into your EHR.  
     

2. Using Your Smartphone as a Microphone:
   

   • Open the Chartnote mobile app and scan the QR code displayed on your browser.
   • Alternatively, connect a USB microphone for optimal speech-to-text accuracy.
     

Chartnote Co-Pilot

1. Accessing Co-Pilot:
   

   • Click on the Co-Pilot icon in the extension to start a new conversation. 
     

2. Generating After Visit Summaries:
   

   • Right-click on the selected text in your EHR and choose "Generate After Visit Summary" to create a comprehensive summary. 
     

3. AI Assistance for Patient Messages:
   

   • Let our AI assist you in replying to patient messages. Your conversation history and AI-generated notes are easily accessible.
     

4. Inserting Notes:
   

   • To insert an after-visit summary or a note into your EHR, simply click on it.
     

Customization and Settings

1. Customize Your Experience:
   

   • Tailor your Chartnote experience by setting up shortcuts, choosing expansion keys, and selecting your preferred speech model. 
     

2. EHR Integration:
   

   • Synchronize all your documentation with just a few clicks, without ever leaving the EHR interface.
     

Experience the future of medical documentation with Chartnote. By integrating our Chrome extension with your web-based EHR, you can streamline your workflow, enhance documentation accuracy, and improve patient communication.

For more detailed information and support, visit the Chartnote website or contact our customer service team.

Feel free to reach out if you have any questions or need further assistance with the Chartnote Chrome extension. Happy documenting!