> ## Documentation Index
> Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Note Assist Guide - Best Practice Recommendations

> This article describes the best practice recommendations when using Note Assist.

## 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                                                                                                                                                                                                        |
| ----- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **2** | Apply the recommended visit note format to your [visit note category defaults](/articles/visit-note-categories#Default). **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.                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| ----- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **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](/articles/Note-Assist-Guide-Preparation#visit_note_templates).                                                                                                                                                                                                                                                                                                                                           |
| **4** | Allow Note Assist to use a specified microphone connected to your device. [Click here for full instructions on preparing your microphone for recording](/articles/Note-Assist-microphone).                                                                                                                                                                                                                                                                                                                     |
| **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](/articles/Note-Assist-Guide-Using-Note-Assist#Actions).                                                                                                                                                                                                                                                                                                                                                                |

Note Assist generates detailed content for most parts of the note, including the **HPI**, **Vitals**, and **Assessment & Plan** (A\&P). If you turn them on in Advanced Settings, it can also fill in the **PE**(Physical Exam), **F/U** (Follow-Up), and **Care Plan** sections. Note Assist currently **does not** fill out the **ROS** (Review of Systems) section.

## Related Articles

* [Note Assist Introduction (Add-On)](/articles/Note-Assist-Guide)
* [Note Assist Guide - Preparing to use Note Assist](/articles/Note-Assist-Guide-Preparation)
* [Note Assist Guide - Using Note Assist for encounters](/articles/Note-Assist-Guide-Using-Note-Assist)
* [Note Assist Guide - Best Practice Recommendations](/articles/Note-Assist-Guide-Best-Practice-Recommendations)
* [Note Assist Guide - Frequently Asked Questions](/articles/Note-Assist-Guide-FAQ)
* [Note Assist Guide - Microphone Set-up and Troubleshooting](/articles/Note-Assist-microphone)