Getting Started and Account Management:
- Can I Get a Credit if I Reduce the Number of Users in My Team?
- Signing up
- Do I Need an app to Record a Session?
- PatientNotes webinar
- User levels
- How to disable the consent screen in PatientNotes
Creating sessions to generate clinical notes
- Uploading Offline Audio Files in PatientNotes
- How to Use the Multi-Language Recording Option
- Speech-to-text editor
- Dictate Pro: PatientNotes Smart Dictation Mode
- Starting Sessions and Managing Your Workflow
- Transfering your notes to your Practice Software
Creating clinical and letter prompts
- What Is “Enter Manually” and When Should I Use It?
- Multi-Session Reports (Professional Plan Only)
- Smart Snippets
- Hybrid Notes & Prompt Preview
- Exclude Unassessed or Irrelevant Information from Clinical Notes
- Restoring a Deleted Prompt
Integrations
Troubleshooting and FAQ
- Reordering Prompt Templates
- Enabling Two-Factor Authentication (2FA) in Your Profile Settings
- Can I Email Patient Summaries or Action Plans Directly From the Platform?
- How Do I Change Spelling and Grammar Standards (e.g. British, American, Australian English)?
- How Do I Add DSM Codes to My Notes?
- How Do I Import and Convert My Own Templates?
Prompt recommendations
- Adding manual therapy symbols
- NEW- Prompt Builder
- Using prompt blocks
- Accepting a suggested prompt
- Prompt Library
- S.O.A.P notes