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Scribing Visit Notes as a Staff Level User

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Overview

Staff Level Users can use the Note Assist feature to scribe visit notes. This comes in handy when Staff Level Users assist clinicians or other providers in the practice with prepping visit note content prior to a patient encounter. Click here to learn more about Note Assist.
This feature is currently in a beta testing phase and is only available to a select number of practices.

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Frequently Asked Questions

How do Staff Level Users at my practice get access to Note Assist during the trial period?
For customers who are beta testing this feature, Elation will automatically give all Staff Level Users at your practice access to Note Assist during the trial period, which starts January 28, 2025 and ends February 5, 2025. How does Note Assist work for Staff Level Users? Note Assist works the same for Staff Level Users as it does for physicians and other providers. Once the feature is enabled during the trial, the orange Scribe button will display in patient charts and visit notes. Staff Level Users would simply select it to start recording with the patient. When the Staff Level User is finished with the patient, they will click Finish Recording to end their session with the patient, and Note Assist will populate the visit note with the appropriate content. Can my MA start a note using Note Assist that I later finish? What happens with the transcription? Yes, your MA can start a note using Note Assist that you later finish. We recommend the following workflow:
  • When the Staff Level User is finished with the patient, they should click Finish Recording to end their session with the patient, and Note Assist will populate the visit note with the appropriate content.
  • When the provider opens the same in-progress visit note, they will see the note contents from the staff user. The clinician will click Start Recording to capture the visit conversation with the patient; they will see the earlier transcript of the exchange between the staff and patient, as well as the updated transcript of their conversation with the patient.
Do Staff Level Users have access to Advanced Settings? Yes, Staff Level Users can modify the Note Assist Advanced Settings. Do staff members need to have the same Advanced Settings as clinicians? No. Advanced settings are specific to each user and will only impact the Note Assist session specific to each user. For instance, a Staff Level User may toggle off the generation Physical Exam, Care Plan, or Follow-up content. When the staff user generates a note, it will not include those details if discussed. However, if the physician opts to generate content in those sections via their Advanced Settings, Note Assist notes will include relevant content in those sections. We are not expecting the Advanced Settings to be applicable to staff users since they are typically not discussing these details with patients. How do customers provide feedback to Elation on staff-level access to Note Assist? We ask that you provide feedback about the Staff Level User’s access to Note Assist using the solution’s star rating workflow. The rating workflow is available from the Note Assist Recording Finished screen. Simply select the number of stars under How would you rate the generated note?. You can also share feedback details, comments, and suggestions after selecting a rating which will help us understand your experience better. Users can provide feedback multiple times, but there’s no need to resubmit feedback if your rating or comment remains the same. Is there a cost associated with staff-level access to Note Assist? We anticipate that there will be additional subscription fees for Staff Level User access to Note Assist. We are evaluating pricing options at this time and would welcome your feedback.