General
Chartnote Military Discount Program – Terms and Conditions
Get Unlimited AI Scribe – 50% Off Max Subscription Pricing for Military Personnel Eligible military members, including active-duty, inactive, reserve, veterans, and immediate family members or others affiliated with the U.S. military, can purchase an ...
Multi-Factor Authentication (MFA) & Login Issues
We recently rolled out multi-factor authentication (MFA) to improve the security of your Chartnote account. This update changes the login flow on both the web app and Chartnote Mobile, and it requires a password reset and a mobile app update. This ...
Fixing Frequent Logouts on Your Chartnote Account
How to Enable Face ID on Chartnote Mobile 1. Understanding the Logout Issue 0:01 If your Chartnote account is logging out frequently, it may be due to Face ID not being enabled. Without Face ID, the app logs out every six hours. With multi-factor ...
Disconnecting Chartnote from Google Sign-In
How to Disconnect Char Not from Google Sign-In Step 1: Access Google Account Settings 0:00 Go to myaccount.google.com. Navigate to the 'Security' section. Step 2: Locate Third Party Apps 0:15 Scroll down to find 'Third Party Apps' or 'Connections to ...
Change Your Multi-Factor Authentication Method to Email or Text
Keep your account secure and easy to access by updating your multi-factor authentication (MFA) method. Use these quick steps to switch your second step to email or text (SMS) and verify it in minutes.<br> Step-by-step Guide Sign in to ...
Change Your Multi-Factor Authentication Method to Email
Learn how to switch your multi-factor authentication (MFA) method from SMS text or authenticator app to email. This quick guide will help you choose the option that best fits your accessibility and security needs, ensuring you can always receive your ...
How to Record Patient Visits Offline in the Chartnote Mobile App
You can easily record patient visits even when you don’t have an internet connection. Follow these simple steps to create, save, and transcribe your offline notes once you’re back online. <br> Step-by-step guide: Open the Chartnote mobile app ...
How to Set Up Automatic Note and File Deletion
Use Chartnote’s auto-deletion settings to automatically remove notes and audio files after a set number of days. This helps you stay organized while maintaining privacy and security by ensuring older data is regularly cleared from your account. ...
Create an AI Note Template Using Chartnote Doc Wizard
The Chartnote Doc Wizard helps clinicians create better, faster clinical notes by turning their ideal note style into a smart, personalized template. Just share your specialty and a sample note, and the Doc Wizard will figure out your format, style, ...
🛡️ GDPR Compliance at Chartnote
Overview At Chartnote, protecting user privacy and securing personal data is a top priority. As part of our ongoing commitment to global data protection standards, we adhere to the General Data Protection Regulation (GDPR) — a comprehensive privacy ...
How to Manage the Floating Button in Your Chrome Extension
Guide to Managing the Floating Button in Chromax Extension Step 1: Minimize the Floating Button 0:01 Hover over the floating button. Click on the 'X' to minimize it. Note: This action does not completely remove the button; it can be reopened later. ...
Automatic Language Detection & Multilingual Mode
Overview Chartnote now supports Automatic Language Detection and Multilingual Mode for AI Scribe and Voice Chart. These features make it easier than ever to capture accurate notes across multiple languages without having to manually adjust settings. ...
Chartnote - Pricing Information
Chartnote offers flexible pricing options designed for healthcare professionals with varying documentation needs. Below you'll find detailed information about our current plans and payment options. Current Plans ------------- Free Plan Limited usage ...
Chartnote EHR Integrations and Intelligent Mapping
Overview Chartnote connects seamlessly with many popular web-based EHRs through our Chrome Extension. With one click, you can transfer notes created in Chartnote—whether with snippets, dictation, or AI Scribe—directly into your EHR. Our Intelligent ...
How to Create and Use Snippets in Chartnote
A comprehensive, step‑by‑step tutorial for clinicians and staff who want to build smart, reusable text blocks ("snippets") and deploy them quickly in Chartnote and in web‑based EHRs. Create your first snippet Open Library → Snippets From Chartnote on ...
Fixing Inaccurate or Hallucinated Notes
This guide walks you through the quickest fixes when your generated notes look incorrect, nonsensical, or “hallucinated.” As covered in the video, linked at the end of this article, this usually comes down to two root causes: Wrong voice language is ...
How to Update your Note Template
<br> Steps Open Copilot Tools In the note, click the Copilot Tools icon. Choose “Update Template” From the Copilot Tools menu, select Update Template. Open the Template list Click the Template dropdown menu. Pick your new template Browse or ...
How to Redeem a Coupon Code
Coupon Code Redemption Procedure Objective This SOP outlines the steps to redeem a coupon code during the checkout process. Key Steps 1. Access Settings 0:00 Navigate to your home screen. Locate the right-sided menu. Click on 'Settings'. 2. Select ...
How to Pause your Chartnote Subscription
This guide offers a clear, step-by-step process for pausing your Chartnote subscription, allowing you to manage your account with ease—without needing to cancel your plan entirely. &amp;lt;br&amp;gt; Before you start Make sure you’re signed ...
Microphone Troubleshooting for Audio Transcription
Objective This SOP provides a step-by-step guide to troubleshoot microphone issues that may prevent audio transcription from functioning properly. Key Steps Check Transcription Button Status 0:01 If the 'Transcribe Now' button is grayed out, it ...
Using Device Unlock (Face Recognition, Fingerprint, PIN) with Chartnote Mobile App
Applies to: Chartnote Mobile App (Android and iOS) Overview To protect patient data and maintain security, Chartnote Mobile App uses your device’s existing secure unlock methods—such as face recognition, fingerprint, PIN, or pattern lock. This ...
Delete Your Chartnote Account
Warning: Deleting your account is permanent. You’ll lose access to all notes and won’t be able to log in again with this account. Need to stop billing instead? Go to Settings → Billing & Plans to cancel or pause your subscription instead of deleting ...
🇨🇦 Understanding Consent Laws for Recording Clinical Visits in Canada
Overview When using Chartnote’s AI Scribe feature to record and transcribe clinical visits in Canada, it is essential to understand the legal framework around recording conversations and handling personal health information. This article outlines key ...
Import Templates From The Community Library
<br> Before you start Sign in at chartnote.com. Imported templates become part of My Library and can be edited anytime. Steps Open chartnote.com/home. In the right menu, click Library. Choose Community under AI Note Templates. Search or browse ...
Managing Cookie Preferences on Chartnote
This guide offers a straightforward approach to managing cookie settings on Chartnote, ensuring a smooth user experience. By following these steps, users can enable cookies for optimal functionality, including access to helpful features like the chat ...
Chartnote Referral Program
Refer Chartnote. Get $100 Credit. Help your colleagues chart faster—and get rewarded. Chartnote is helping clinicians save hours on documentation with AI-powered clinical notes, voice dictation, and smart templates. Know someone who could use a hand ...
How to Add New Vocabulary to Chartnote
Add words and phrases to your speech recognition vocabulary. Ensure new acronyms or names are transcribed correctly when you dictate. These steps show you how to add custom vocabulary—including acronyms and pronunciations—to improve speech-to-text ...
How to Add and Remove Seats from a Team
This guide provides a straightforward approach to adding and removing seats from a team, ensuring you can efficiently manage your team's subscription. It breaks down the process into clear steps, making it easy to follow even for those unfamiliar ...
How to Install the Chartnote Chrome Extension on Microsoft Edge
This guide provides a straightforward method for installing the Chartnote Chrome Extension on Microsoft Edge, enabling users to enhance their browsing experience. By following these steps, users can easily add the extension to their browser and ...
Sample Psychiatry Custom AI Note Template
Custom Note Instructions Structure: Notes follow a structured format with clear section headers, beginning with the Chief Complaint and ending with the Treatment Plan. Clarity and Conciseness: Documentation is detailed yet concise, with bullet points ...
Building a Custom AI Note Template with Chartnote: A Step-by-Step Guide
Chartnote’s latest feature, Custom AI Note Templates, empowers healthcare professionals to tailor clinical notes to their specific needs. In this guide, we’ll walk through the process of creating a custom template, from initial setup to generating ...
How to Use Headphones During Telehealth Visits with Chartnote AI Scribe
Using Headsets During Telehealth Visits When using a headset, Chartnote captures audio from your microphone, but it cannot capture the patient's voice coming through your headphones. To enable this, you'll need an audio mixer to loop back the system ...
Conducting a Telehealth Visit with Chartnote AI Scribe
Conducting a Telehealth Visit with Chartnote AI Scribe Chartnote AI Scribe can listen to your telehealth conversation and generate a clinical note in real-time. The setup requirements vary depending on your devices and platform. Here’s how you can ...
Troubleshooting AI Scribe Corrupted Audio Recordings
This guide provides essential troubleshooting steps for resolving issues with AI Scribe's corrupted audio recordings. By following the outlined instructions, users can ensure their microphone settings are properly configured, enhancing their ...
Removing users from your Team subscription
This guide provides a straightforward process for effectively removing users from your subscription, ensuring you maintain control over your account. With clear steps outlined, it eliminates confusion and saves you time. Whether you're managing a ...
Understanding the Usage Limit Error in Chartnote Copilot
At Chartnote, we aim to streamline the documentation process for healthcare professionals with our Copilot feature, powered by AI. However, users may occasionally encounter a “Usage Limit” error that restricts further usage temporarily. Even though ...
Chartnote Copilot Prompting Guide for Clinicians
Overview Chartnote Copilot is an advanced AI-powered tool designed to assist healthcare professionals with various aspects of medical documentation, communication, and clinical workflows. Similar to ChatGPT in terms of its natural language processing ...
Chartnote Student Discount Program - Terms and Conditions
Get Unlimited AI Scribe - 50% Off Max Subscription Pricing for Students Eligible students can purchase an annual subscription to Chartnote Max for a reduced price of US$49.99/month (US$539.94/year) for the first year. At the end of your offer term, ...
Chartnote Privacy and Security (HIPAA, PIPEDA, GDPR, SOC 2)
At Chartnote, the trust of clinicians and patients is our top priority. Security is at the core of everything we create. We adhere to HIPAA, PIPEDA, GDPR, and SOC 2 standards to ensure that all data we collect and process is safeguarded at every ...
How to Downgrade Your Chartnote Subscription
This guide provides a step-by-step process to downgrade your Chartnote subscription. By following these instructions, you can easily switch to a lower plan and save money. Additionally, you will receive a prorated credit that will be applied to your ...
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