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Charting Clinical Notes Within Appointment Screen

This tutorial demonstrates how to chart clinical notes within the appointment screen effectively.

Written by Luiz Uggioni Savi
Updated over 3 weeks ago

1. Introduction

You will learn to manually enter notes, apply templates, and use AI audio recording for efficient documentation.

2. Open Clinical Notes Section

Click the Clinical Notes tab to view the Clinical Notes.

Open Clinical Notes Section

3. Enter Note Manually

To perform manual charting, simply enter your notes by filling in the text field with the relevant information.

Enter Note Manually

4. Open Templates Menu

To use available templates, click on "Templates" to view the selection of note templates.

Open Templates Menu

5. Apply Selected Template

Click Apply to insert the chosen template into your note.

Apply Selected Template

6. Insert Template Into Notes

Click Insert into notes to add the template content to your clinical notes.

Insert Template Into Notes

7. Activate AI Audio Recording

Alternatively, you can click on the mic icon in AI Scribe to start recording audio for transcription and automatically generate a SOAP note. Please note that you must have AI Scribe activated for your user account to utilize this service.

Activate AI Audio Recording

You have successfully charted clinical notes within the appointment screen by manually entering notes, applying templates, and using AI audio recording. This process streamlines documentation and enhances note accuracy for patient appointments.

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