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Create AI Clinical Notes from Intake Forms on EMERGE

This demo showcases how to generate AI-powered clinical notes from patient intake forms using EMERGE. You'll see how the platform streamlines data extraction to enhance clinical documentation efficiency.

Written by Luiz Uggioni Savi
Updated over 3 weeks ago

1. Access EMERGE Platform

Click the login area to begin accessing the EMERGE platform.

Access EMERGE Platform

2. Enter Your Password

Enter your password to securely log into your EMERGE account.

Enter Your Password

3. Click Login Button

Click the Login button to proceed to your EMERGE dashboard.

Click Login Button

4. Navigate to Patients Section

Navigate to the Patients tab to view and manage patient records.

Navigate to Patients Section

5. Open Patient Search

Click the Search option to find a specific patient in the system. You can search by name, Date of Birth, Healthcard information, phone number and many more

Open Patient Search

6. Initiate Patient Search

Click the search button to retrieve matching patient profiles.

Initiate Patient Search

7. Expand Patient Details

Under the CPP menu, which is specifically designed to streamline patient management, you can easily access all the intake forms that have been completed by the patient. This convenient feature allows healthcare providers to maintain an organized record of patient information. If you wish to see older records that may not be immediately visible, simply click the "Show More" button to expand the list and view those additional entries. This ensures that you have comprehensive access to all relevant patient documentation in one place.

Expand Patient Details

8. Activate Auto Fix Feature

After selecting your desired intake form from the CPP menu, simply click the AI wand option to enable AI summarization, converting it into a clinical note style.

Activate Auto Fix Feature

9. Select Contextual Area

You can activate the toggle for detailed output to create larger notes or keep it off for more concise summaries. Click on "Generate Clinical Note" to create a summary from the intake form.

Select Contextual Area

10. View Behavioral Context Details

The note will feature clear headings and summaries based on the patient's responses. You can edit, delete sections, or add your own wording as needed. Once you are satisfied with the results, simply click the "Insert Into Note" button at the bottom of the page.

View Behavioral Context Details

11. Final Call

You can generate patient-facing summaries using simpler language for any clinical note with the AI Wand. This tool transforms clinical notes—regardless of medical jargon—into easy-to-understand instructions for patients.

Final Call

12. Access Follow-Up Note Once More

You have the option to further edit the note to make any necessary adjustments or additions as needed, ensuring that all pertinent information is accurately captured. Alternatively, if everything looks good and you are satisfied with the content, you can simply click the save button, which will allow you to generate a professional-looking PDF document. This PDF can then be easily shared with the patient, facilitating effective communication and documentation of the information provided.

Access Follow-Up Note Once More

13. Save Clinical Notes

The PDF containing the patient summary will be displayed directly below the original note.

Save Clinical Notes

14. Open Patient Summary PDF

To share this document with the patient, simply click on the share button, and EMERGE will securely send it to them. This eliminates the need for printing or having another provider share documents with patients.

Open Patient Summary PDF

This demo illustrated how EMERGE transforms patient intake forms into AI-generated clinical notes, streamlining documentation and enhancing care efficiency. Start your own streamlined clinical documentation by exploring EMERGE today.

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