Chartnote Academy Go to Chartnote
The new Chartnote arrives Sunday, Nov 1

Learn Chartnote, one short video at a time

20 short video lessons across 9 courses, with more on the way. Start with the basics or catch up on what's new.

Highlights & Finish Later Assistants & Handoff Archive & Trash AI note templates Chrome extension & EHR
New · Arriving Sunday, Nov 1

What's new in Chartnote

The biggest changes arriving November 1, in about ten minutes: getting ready, Highlights, Archive and Trash, Handoff, and custom AI note templates.

Watch all 5 · 9 min
1:20
Prepare for the updateLesson 1
1:44
Highlights and Finish LaterLesson 2
1:50
Archive, Trash, and RestoreLesson 3
1:15
Receive an Intake and Complete the VisitLesson 4
2:38
Create Your Own AI Note TemplateLesson 5

Start here

New to Chartnote?

Learning path · Beginner

Start here: your first encounter

Find your way around, record a visit with AI Scribe or dictate it with Voice Chart, then review and edit your note.

1 of 4 lessons ready2 min to watch
  1. 1Start Here: Your First Note in Chartnote · 1:31
  2. 2AI Scribe: Record a Visit and Create a Note · coming soon
  3. 3Voice Chart: Dictate Your Findings · coming soon
  4. 4Review and Edit Your Note · coming soon
Start the course See all lessons

New for clinic teams

Your assistant preps. You finish the note.

New course

Team training

Your assistant preps the visit and you finish the note. Lessons for assistants, clinicians and admins, from the first handoff to EHR entry.

4 of 6 lessons ready9 min to watch
  1. 1Record Intake and Send a Handoff · Assistants · 2:53
  2. 2Join a Team and Choose the Right Workspace · Members and assistants · coming soon
  3. 3Receive an Intake and Complete the Visit · Clinicians · 1:15
  4. 4Send a Finished Note to an Assistant for EHR Entry · Clinicians and assistants · 2:40
  5. 5Share Notes and Reusable Resources With Your Team · Members and admins · coming soon
  6. 6Manage Seats, Assistants, Groups, and Team Settings · Admins · 1:55
Start the course See all lessons

All courses

Browse by topic

Learning paths

1 of 4 lessons ready
Beginner

Start here: your first encounter

Find your way around, record a visit with AI Scribe or dictate it with Voice Chart, then review and edit your note.
1 of 4 lessons ready
Beginner

Prepare ahead

Prechart before the patient arrives, bring in the right patient and context, then record and review.
1 of 4 lessons ready
Intermediate

Personalize your documentation

Pick the right template type, build your own AI note template, work through a specialty example, and reuse text with snippets.
5 lessons coming soon
Setup

Across devices and inside your EHR

Record on your phone, online or offline, move between devices, and work beside or inside your EHR.

Lessons coming soon
6 of 9 lessons ready
All users

Everyday skills

The tools you'll use every day: Highlights, Record Update, Copilot, search, Archive and Trash, dictation, Scratch Pad and telehealth.

Quick help

6 lessons coming soon
1–3 min each

Quick help

Short answers to common questions: retention, credits and tokens, sign-in and security, audio, billing codes and downloads.

Lessons coming soon

Webinars

6 of 7 lessons ready
Deep dive

Webinars

Longer sessions with clinicians on how Chartnote fits real workflows, by specialty.

Keep going

Prefer to read?

Help Center

Step-by-step articles, billing, account and troubleshooting.

help.chartnote.com →

Chartnote Docs

Detailed guides for every Chartnote feature.

docs.chartnote.com →

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