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Everyday skills

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

9 lessons9 min to watch3 coming soonFree · No sign-in
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Lessons

  1. Highlights and Finish Later

    Pausing syncs your audio. Tap Finish Later to get Highlights of the visit so far, then come back to resume recording or generate the note.

    1:44
  2. Record Update: Add Information After the Visit

    Open a note, record what you want to add or change, and review exactly what changed.

    0:51
  3. Copilot: Chat, Prompts, and Note Context

    Chat with Copilot about the open note, save reusable prompts, and move an answer into a section.

    1:26
  4. Coming soon

    Copilot Tools: Summaries, Updates, and Follow-upComing soon

    After visit summary, Update note, Update template and Follow Up: pick the right tool for the job.

    ~3–5 min
  5. Coming soon

    Search, Filter, and Organize Your NotesComing soon

    Search by patient name or note text, use filters and tags, and keep your list tidy.

    ~3–4 min
  6. Archive, Trash, and Restore

    Archive sets a finished note aside without deleting it. Deleted notes and drafts go to Trash, where they can normally be restored for up to 30 days. Your retention policy can delete them sooner.

    1:50
  7. Coming soon

    Medical Dictation: Speak Directly Into Your NoteComing soon

    Dictate text straight into a note field, and see how direct dictation differs from Voice Chart.

    ~2–3 min
  8. Scratch Pad: Capture Ideas and Put Them to Work

    Turn rough information, referrals and outside records into a structured note.

    1:24
  9. Record a Telehealth Visit

    Use AI Scribe's Telehealth mode in Chrome: pick the call audio and microphone and test both sides before the visit.

    1:40