General
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 ...
What should I do if my AI-generated note contains information I didn't say?
This issue may arise from three possible audio-related scenarios: 1. Language Settings: Ensure that your settings in AI Scribe or Voice Chart are configured for the correct language to match your patient visit encounter or dictation. 2. Audio Quality ...
How to Adjust Browser Screen Size When Using Chartnote and Your EHR
When using Chartnote alongside your EHR, you might encounter a blue screen prompting you to use the mobile app if you reduce the size of your browser window too much. If you need to resize the browser to about a third of your screen to work ...
How to Make the Address Bar Visible on Chrome When Using eClinicalWorks
If you're using eClinicalWorks (eCW) and need to make the address bar visible in Chrome to use extensions or other browser features, follow these steps: Step-by-Step Instructions Log In to Your EMR: Open your eClinicalWorks EMR system and log in with ...
Cancel Chartnote Subscription on the App Store
Please follow this link on how to cancel a subscription on the App Store. https://support.apple.com/en-us/118428
How to Update your Credit Card Information on Chartnote
This guide provides step-by-step instructions on how to update your payment method in Chartnote. By following these simple steps, you can easily add a new credit card and make it your default payment method, ensuring a seamless payment experience for ...
How to scan Chartnote QR code to sync with your mobile device
You can use the Chartnote Mobile app as a microphone for Chartnote.com or the Chartnote Chrome Extension. Here’s how to connect your devices using a QR code. <br> Step-by-step (for Chartnote Web) Download & open the Chartnote Mobile app ...
Control access to camera and microphone on iPhone
This guide provides step-by-step instructions on how to control access to the camera and microphone on an iPhone. By following these steps, users can easily manage which apps have access to these features, enhancing privacy and security. Step-by-step ...
Getting Started with Chartnote Voice Commands
Our voice command feature is designed to streamline your medical documentation process, allowing you to dictate without having to use your mouse or keyboard. This guide will introduce you to some basic voice commands and tips for effective usage. How ...
Obtaining Consent for Using AI Scribe in Your Practice
Introduction We encourage clinicians to obtain consent before using our AI Scribe, just like they would when using an in-person scribe. Incorporating an AI scribe into your practice can streamline clinical documentation, allowing more focus on ...
How to Upgrade Your Chartnote Subscription
Ready to get more out of Chartnote? Whether you need a higher monthly credit limit or want to switch between monthly and yearly billing, upgrading your current plan only takes a minute. This guide walks you through each step, from your account ...
Report a problem with Chartnote mobile app
This guide provides a step-by-step process on how to report a problem with the Chartnote mobile app. By following these steps, users can easily submit feedback and upload device logs to help resolve any issues they may be experiencing with the app. ...
How to Reset or Change your Chartnote Password
This guide provides step-by-step instructions on how to reset or change your password for Chartnote. Whether you forgot your password or simply want to update it, this guide will walk you through the process. By following these easy steps, you can ...
How to Change the Dictation Speech Model
Speech model settings give you the option to change your spelling, accent, and language model specific to your specialty. &lt;br&gt;&lt;br&gt; Step-by-step Open Settings In Chartnote, click Settings. Open Preferences Click ...
How to Update the Chartnote Chrome Extension
Follow along with this simple, step-by-step tutorial. This guide will help you ensure that you're utilizing the latest features and updates of the Chartnote Chrome extension. &lt;br&gt; Step-by-step Open the Extensions menu Click the ...
Create a Team and Invite Users
Managing your team starts with getting everyone in one place. This guide walks you through creating a team workspace, choosing your billing frequency, and inviting members, whether they already have an account or are joining for the first time. By ...
How to Install Chartnote Google Chrome Extension
This guide provides step-by-step instructions on how to install the Chartnote Google Chrome extension. By following these steps, users can easily add the extension to their browser and access features such as inserting snippets, AI Scribe notes, and ...
How to use AI Scribe
Medical documentation is one of the biggest time drains in clinical practice. Between seeing patients and keeping up with charting, many providers find themselves finishing notes after hours — or worse, burning out altogether. That's exactly the ...
Importing a Snippet from the Community Library
Text snippets are pre-written blocks of content you can trigger instantly with a short abbreviation — perfect for repeated phrases, templates, or boilerplate text. Community snippets are shared by other users and are freely available to import. Once ...
Mark Chartnote as an Approved Sender
Forgot Password? Having trouble getting the reset password link in your email? This guide provides step-by-step instructions on how to mark Chartnote as an approved sender, ensuring that you receive important emails from them in your primary inbox ...
Viewing your Chartnote invoice history and receipt details
Need a copy of a past invoice or want to review your billing history in Chartnote? You can access all your invoices directly from your account settings. This guide walks you through how to find your invoice history and download a receipt in just a ...
How to Share a Note with your Team in Chartnote
This guide provides step-by-step instructions on how to share a note with your team in Chartnote. By following these simple steps, you can easily collaborate and grant access to your notes, allowing for efficient team communication and collaboration. ...
How to Share and Import Snippets
<br> Part 1: Sharing a Snippet Step 1: Enable Community Sharing When creating or editing a snippet, select Share with community to make it available for other users. Step 2: Save Your Snippet Click Save and exit. Step 3: Confirm Sharing Click ...
Sample Consent Form for AI Scribe
This article provides instructions on how to locate, customize, and use the Chartnote AI Scribe consent form. This form is used to obtain patient consent for the use of the Chartnote AI Scribe during medical encounters, which include in-person, ...
Chartnote Copilot
What is Chartnote Copilot? Your advanced medical AI assistant. Revolutionize your practice with Chartnote Copilot, your daily medical AI companion designed to elevate productivity, refine your understanding of complex information, and enrich patient ...
How to Print or Download Your Note
Select the desired note in the Note section. Click the download button. If a pop-up window appears, make sure your browser allows it. Save or print the note.
Chartnote Mobile App
Download our mobile app to capture your patient encounter, dictate and craft notes on the go. Sync your mobile device to any computer to utilize it as a microphone. Download Chartnote Mobile On the App Store On Google Play ...
What is Chartnote Teams?
If you have multiple providers using Chartnote — or thinking about it — a Team subscription is likely your best option. Instead of managing separate individual accounts, Chartnote Teams brings everyone under one roof: shared tools, centralized ...
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