Create an AI Telehealth Progress Note
TIP: Want to customize your own template? You can add the new AI Session Overview form element manually when editing or creating template. See Create a Dynamic Form: Progress Note for more information.
After the telehealth session recording has been processed, you can create a progress note using the AI Session Summary note template. You will receive a notification when the recording has been processed, and a badge will appear in the Agenda when the AI Session Summary is ready.
- Locate the appointment on the schedule and click Add Progress Note.
- Select AI Session Summary.
- Click Create Note.
- Because the note was created from the telehealth appointment and a session summary is available, the session overview field auto-populates with the AI-generated SOAP note.
- Edit and add to the note as needed.
- Click the icons at the top of the note to format the note.
- Click the Arrow icon to change the font size.
- Click the B icon to add bold text.
- Click the List icon to add bullet points.
- Click Copy summary to copy the note.
- Click Reload AI summary to reload the note.
- Click Delete summary to delete the note.
- Click the icons at the top of the note to format the note.