What does it actually do?
It records the consultation, transcribes it, and drafts a chart note from the transcript. You read the draft and decide whether to keep it.
Do we have to turn it on?
No. It is there for every ChartPro practice, marked BETA, and there is no per-practice switch. What you do need is a decision about how your providers will use it.
Is the note automatically added to the chart?
No. Nothing is written until you accept the draft in AI Note Preview. Cancel discards it.
Who is responsible for what it writes?
The provider who accepts and signs it, exactly as with a typed note. Read the draft before accepting it - a draft that reads well is not the same as a draft that is right.
Do we need to tell patients?
You are recording a conversation with them, so treat that as you would any recording. What is required varies by where you practise - settle it with whoever advises you, and agree the words your providers will use before the first recording.
What is the 40 on the button?
Your notes for the current calendar month, per provider, shown against 40. The bar changes as you approach and pass it.
What happens if we go over?
Nothing stops. It is an indicator, not a cap - dictation keeps working and the count resets next month.
Can we see what it wrote before?
Yes. Review past ChartPro AI encounters opens ChartPro AI - Encounter Review, which lists them by Date and Encounter # and shows the Transcript beside the ChartPro AI Note.
How do we tell whether it misheard or invented something?
Read the transcript next to the note. If the transcript is wrong it is a recording problem; if the transcript is right and the note is not, report it.
How do we get better results?
Microphone nearer the patient, numbers and doses said clearly and in full, medicine names not abbreviated, the plan stated aloud at the end, and less background noise.
Does rating a note do anything?
Yes, and hardly anyone does it - a handful of ratings against hundreds of encounters. Rate the notes that came out badly and say why in the Comments; those are the ones worth reporting.
Can we re-record?
Yes - Go back and re-record from the preview, before you accept anything.
It says no note was generated. Is it broken?
Usually the audio had nothing usable in it. Check the transcript on the review screen first - that separates a microphone problem from an AI one.
Which appointments suit it?
Structured consultations transcribe well. A long discursive intake with several people in the room is harder. Try it on your own patients for a fortnight before deciding.
