Chartnote Academy Go to Chartnote
1–3 min each

Quick help

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

6 lessons6 coming soonFree · No sign-in
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Lessons

  1. Coming soon

    Understand Your Data Retention SettingsComing soon

    One policy covers notes, recordings, transcripts and attachments. It's off by default and can be set from 1 to 90 days.

    ~1–3 min
  2. Coming soon

    AI Credits, Copilot Tokens, and Your WalletComing soon

    What uses a credit, what uses tokens, and what's free.

    ~1–3 min
  3. Coming soon

    Sign In, Verify Your Account, and Set Up SecurityComing soon

    Sign in at app.chartnote.com, verify your email, and set up two-step verification.

    ~1–3 min
  4. Coming soon

    Check Your Audio and Resume Interrupted WorkComing soon

    Test your microphone, handle silent segments, and pick up after an interruption.

    ~1–3 min
  5. Coming soon

    Review and Update Billing CodesComing soon

    Review CPT and ICD-10 suggestions and refresh them with Update Billing.

    ~1–3 min
  6. Coming soon

    Copy, Download, and Review Your Note's Source AudioComing soon

    Preview, copy or download a note as PDF, and play back its recordings and transcripts.

    ~1–3 min