Overview
Preparing to use Note Assist
Follow the recommended steps in this article before using Note Assist to ensure a smooth experience.
Workflow Instructions
Using supported browsers
Use one of the following supported browsers:
- Computer/laptop: Firefox, Chrome
- Android devices: Chrome
- iPhones/iPads: Safari
Ensuring patient consent requirements are met
When using Note Assist, you may be subject to laws about recording conversations. These rules vary by location. It’s your responsibility to understand the laws where you practice and get your patient’s consent—ideally before or during their visit.
Here’s an example of consent language you can use:
| Some state and federal laws require patient consent to use ambient scribing solutions. Today, I’m using a software tool within my electronic health record system to make it easier to write my medical notes. It helps me spend more time focused on your care, and less time on the computer. This tool will listen to our conversation and convert it into a summary, which I will review and edit for accuracy. The tool will have access to the audio of our conversation during our visit, but it will not be saved. Your medical information will stay private and only shared with those you allow. Do you consent to the use of this tool during our visit today and future visits? |
|---|
Preparing your microphone
Click here for instructions on preparing your microphone for recording.
Best supported formats:
- Complete H&P Note (2 column)
- Complete H&P Note (2 col-A/P)
With these two formats, Note Assist will skip any bullets that were last updated by the provider—both new entries and modifications of content generated by Note Assist or imported from a template.
Exception: Note Assist will not generate data in the Review of Systems section of any visit note formats at this time.If you manually type any content in the F/U or PE fields, Note Assist may overwrite your content when incorporating new content from the transcription.
- SOAP Note
- Complete H&P Note (1 column)
If you manually type any content in any SOAP Note or Complete H&P Note (1 column) visit note fields during the encounter, Note Assist may overwrite your content when incorporating new content from the transcription.
A warning will appear if you select a Visit Note Format that is not compatible with Note Assist.
Using Visit Note Templates
Note Assist works well with Visit Note Templates. Just apply your template at the start of the visit, and Note Assist will fill it in based on what’s said during the appointment.
To get the best results, try these tips when setting up your templates:
- Ask questions clearly
- Write each question as a separate bullet.
- Use ‘fill-in-the-blanks’
- Use curly brackets**{ }** for blanks you want Note Assist to fill. Add helpful hints or options inside, like (i.e. Patient has a fever: {yes|no})
- Avoid using fixed statements
- Avoid writing fixed statements like ‘Denies visual abnormalities.’ Instead, let Note Assist insert the finding based on what the patient says. (i.e. Visual Abnormalities: {Patient reports visual abnormalities|Patient denies visual abnormalities})
- Protect specific content
- To keep certain text exactly as written (like signatures or standard phrases), add an asterisk (*****) at the beginning of the bullet. Note Assist will not alter these bullets.
| Elements | Previous Formatting | Recommended Formatting |
|---|
| Option (including Boolean) | Dosage: ______ Unit: mg or ml | Dosage: ______ Unit:{mg|ml} |
| Does the patient have rugs in the house: Yes or no? | Does the patient have rugs in the house? {Yes|No} | |
| Fill-in-the-blanks (any data type) | Amount of exercise that the patient gets per week: ____ | Amount of exercise that the patient gets per week: {Amount in hours} |
| Name of gynecologist: __________ | Name of gynecologist: {Clinician name} | |
| Number of vaccinations: __________ | Number of vaccinations: {Number} | |
| Multi-select | Recent vaccinations: {COVID, HPV, Flu, Pertussin} | Recent vaccinations: COVID: {Yes|No} • HPV: {Yes|No} • Flu: {Yes|No} • Pertussis: {Yes|No} |
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