General
How to Switch Between Personal and Team Accounts in Chartnote
If you’re note seeing your notes, you may be in the wrong account context. This guide shows you how to switch between your Personal account and your Team account on the web, note that whatever context you’re in on the web app will also be the context ...
How to Access Your Invoices for Apple-Billed Subscriptions
If you subscribed to Chartnote through the Apple App Store, your billing, receipts, and invoices are managed directly by Apple. Chartnote does not have access to Apple’s billing system and cannot generate invoices for subscriptions purchased through ...
Using Recording Mode (In-Person vs Telehealth)
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: ...
How to Enable Chat Support in Chartnote
The chat bubble located in the lower right corner of your screen when using Chartnote allows you to chat with support. However, this is only shown when you allow the cookies when you first visit Chartnote. To enable chat support, follow these steps ...
How to Disable Multi-Factor Authentication in Chartnote
Step 1: Log in to Chartnote Open your web browser. Navigate to the Chartnote login page. Enter your credentials to log in. Step 2: Access Settings Once logged in, locate the 'Settings' option in the menu. Step 3: Go to Account and Security In the ...
Updating your note template
Need to change the template after a note has already been processed? No problem. You can easily reprocess an existing note using Copilot tools and apply a different template—without starting over. Follow the steps below to update your template and, ...
Chartnote Companion
Chartnote Companion is a feature of the Chartnote Chrome extension that helps you chart more efficiently directly inside your EHR. It allows you to pin a note and keep it visible while you chart, so you can quickly insert structured sections of your ...
Setting Up Automatic Notes Sharing for Your Team 📋
This guide provides a straightforward method for setting up automatic notes sharing within your team, enhancing collaboration and efficiency. It outlines the steps to share notes with specific groups or individuals, ensuring everyone has access to ...
How to Integrate Chartnote with Veracity Using Intelligent Mapping
Chartnote integrates seamlessly with Veracity to help clinicians streamline documentation and eliminate manual work. Whether you create notes using snippets, voice dictation, or AI Scribe, transferring your documentation into Veracity is fast and ...
How to Integrate Chartnote with Dr. Chrono (Step-by-Step Guide)
Chartnote integrates seamlessly with DrChrono to help clinicians eliminate copy-pasting, reduce documentation time, and streamline their daily charting workflow. Whether you create notes using snippets, dictate with voice, or generate full visit ...
How to Buy Credits
This article provides a simple, step-by-step walkthrough for purchasing credits on ChartNote. Credits are used to generate notes, one credit equals one note. Whether you're just getting started or running low, this guide shows you exactly where to go ...
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 ...
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