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.

What is Recording Mode?

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.

Recording Mode Options

1) In-Person / Dictation

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.

2) Telehealth Visit

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.

Telehealth: Web-Based Apps vs Desktop Apps

When you select Telehealth Visit, Chartnote will prompt you to share audio. The correct option depends on how your telehealth visit is running.

Option A — Web-Based Apps (Google Meet, Doximity in Chrome, etc.)

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:

1. In the sharing prompt, select Chrome Tab

2. Select the browser tab where your visit is open

3. Turn on “Share tab audio”

4. 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

Option B — Desktop Apps (Zoom app or Microsoft Teams app)

Use this option if Zoom or Teams is running as a desktop application.

Examples:

• Zoom desktop app

• Microsoft Teams desktop app

Steps:

1. In the sharing prompt, select Entire Screen

2. Select the screen that contains your Zoom or Teams window

3. Turn on “Share system audio”

4. 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

How to Choose the Right Mode

Before you start recording:

1. Open My AI Scribe

2. Locate Recording Mode

3. Select:

   • In-Person / Dictation for in-office or bedside visits

   • Telehealth Visit for remote visits

Always confirm the correct mode before clicking Start Recording.

Troubleshooting Tips

Patient audio is missing

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

No audio is captured at all

Check:

• Your microphone selection (In-Person mode)

• Your browser permissions (Chrome microphone access)

• That the telehealth tab/screen is still being shared (Telehealth mode)

I’m using Zoom or Teams, but I don’t see “Share system audio”

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

I’m using Google Meet or Doximity, but audio still isn’t captured

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

Best Practices (Recommended)

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.