Type notes from sessions that were not transcribed per ct request and use notes to create progress note in normal template | Voters

Type notes from sessions that were not transcribed per ct request and use notes to create progress note in normal template

complete

Emily Tate

I have several clients who do not consent to AI transcription, and would love to be able to type in my brief notes from the session and have Heidi write them up in my preferred template.

2 days ago

Andrea

marked this post as

complete

Andrea

Hi Emily. Good idea! You can do this by typing your brief notes into the context tab and select the 'Create note from context' button on the bottom right side. Then you get the option to select which template to use, and Heidi will create you the note :)

Emily Tate

Andrea ooh wow. Thanks for pointing that out. I don’t known why I didn’t see that before ! Yay!