Chartnote’s AI Scribe supports two recording modes so you can capture high-quality audio whether you’re seeing patients in the office or meeting remotely over telehealth.
Recording Mode controls how Chartnote captures audio:
In-Person / Dictation → Uses your microphone only
Telehealth Visit → Captures audio from telehealth apps (Zoom, Teams, Doximity, Google Meet, etc.
Choosing the correct mode helps Chartnote generate a more accurate note and prevents missing audio.
Use this mode when:
You are seeing the patient in the clinic or hospital
You are rounding or documenting at bedside
You are dictating a note (even without a live patient)
You are using a room microphone or headset
How it works:
Chartnote records audio directly from your selected microphone. Only what your microphone hears will be captured.
Use this mode when:
You are meeting with a patient remotely
The visit is happening in Zoom, Microsoft Teams, Doximity Dialer, Google Meet, or similar platforms
Audio is coming through your computer speakers or headset
How it works:
Chartnote captures audio from your computer during the call so it can hear both you and the patient.
When you select Telehealth Visit, Chartnote will prompt you to share audio. The correct option depends on how your telehealth visit is running.
Use this option if the visit is running inside your browser.
Examples:
Google Meet (in Chrome)
Doximity Dialer (in Chrome)
Any telehealth platform running in a Chrome tab
Steps:
In the sharing prompt, select Chrome Tab
Select the browser tab where your visit is open
Turn on “Share tab audio”
Click Share
Important notes:
Only the selected tab’s audio will be captured
If you switch tabs during the visit, audio may stop recording
For best results, keep the telehealth tab active during the visit
Use this option if Zoom or Teams is running as a desktop application.
Examples:
Zoom desktop app
Microsoft Teams desktop app
Webex by Cisco
Or any desktop videoconference app
Steps:
In the sharing prompt, select Entire Screen
Select the screen that contains your Zoom or Teams window
Turn on “Share system audio”
Click Share
Important notes:
If system audio is not enabled, the patient’s voice will not be captured
If you have multiple monitors, select the monitor where the call is happening
Before you start recording:
Open My AI Scribe
Locate Recording Mode
Select:
In-Person / Dictation for in-office or bedside visits
Telehealth Visit for remote visits
Always confirm the correct mode before clicking Start Recording.
Most commonly, this happens when:
In-Person / Dictation was selected during a telehealth visit
Audio sharing was not enabled during screen/tab sharing
Fix:
Stop recording
Switch to Telehealth Visit
Re-share using Chrome Tab or Entire Screen
Confirm audio sharing is enabled
Check:
Your microphone selection (In-Person mode)
Your browser permissions (Chrome microphone access)
That the telehealth tab/screen is still being shared (Telehealth mode)
This usually means:
You selected the wrong sharing option
You are sharing a window instead of the entire screen
Fix:
Stop sharing
Choose Entire Screen
Look for the audio toggle and enable it
Most commonly:
The wrong Chrome tab was selected
“Share tab audio” was not enabled
Fix:
Stop sharing
Choose Chrome Tab
Select the correct tab and enable Share tab audio
For the most accurate notes:
Use a headset or a good quality microphone
Reduce background noise when possible
Confirm Recording Mode before starting each visit
For telehealth visits, avoid switching tabs or moving the call to another screen mid-visit
Using the correct recording mode ensures complete capture of the conversation and helps Chartnote generate the most accurate, structured note possible.