Overview
Curious about where to begin? Need a quick refresher? This article helps you make the most of Note Assist.Workflow Instructions
Preparing to use Note Assist
| 1 | Use a supported browser: Computer/laptop: Firefox, Chrome • Android devices: Chrome • iPhones/iPads: Safari |
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| 2 | Apply the recommended visit note format to your visit note category defaults. Best supported formats: • Partially supported formats: |
| 3 | Document vital signs ahead of the visit as usual by having your support staff, such as Medical Assistants or other clinicians, enter them in advance. |
| 4 | Import Clinical Profile information or apply Visit Note Templates to the visit note before using Note Assist. When you import the patient’s problem list into the HPI or Assessment/Plan sections, Note Assist keeps those diagnoses and adds relevant details from the conversation if it detects those problems. |
Using Note Assist
| 1 | Create a new visit note and prepare the visit note as you normally would. |
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| 2 | Click Scribe at the bottom right of the chart to open Note Assist. |
| 3 | Apply any Visit Note Templates as needed. Click here for guidance on template creation and examples. |
| 4 | Allow Note Assist to use a specified microphone connected to your device. Click here for full instructions on preparing your microphone for recording. |
| 5 | Review your settings to ensure the correct Language, Microphone and Personalization preferences are applied. |
| 6 | Optimize how Note Assist populates your visit note by: Speaking clearly and as close to the microphone as possible. • Narrating vital sign readings to automatically record them in the appropriate Vitals fields. • Narrating your physical exams to automatically populate discrete Physical Exam fields. • Narrating care plan recommendations explicitly by prefacing those with a statement such as “For your care plan…” followed by the instructions. • Verbalizing your corrections, if any. |
| 7 | Review Care Plan Actions. Click here for instructions on how to use Care Plan Actions. |