Review, correct and sign a draft note

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   Step 1: Open the note from the footer (Open note) or from the client’s file. Drafts are marked as AI drafts.

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   Step 2: Look at the review bar under the toolbar: Risk, Conflicts, Unsupported and Missing, each with a count. Press a chip to list its items, and an item to see its line in the note. Mark each Resolved, Dismiss it, or Don’t flag again.

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   Step 3: Turn on Show sources and put the cursor in any sentence: up to 3 transcript lines it most likely came from appear beside it, with times and a Play button.

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   Step 4: Correct anything wrong or missing. Tidy formatting puts a draft into headings and bullets without changing a word.

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   Step 5: Press Sign note, tick “I have read this note and it is accurate”, and sign. The note becomes read-only.

Refine one part

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   Step 1: In a note that is not signed, select the words to improve (at least a few characters). Press Refine this part… under the selection, or right-click it.

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   Step 2: Choose Shorter, Clearer, More clinical wording or Fix grammar, or type your own instruction and press Rewrite.

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   Step 3: Compare Selected text with the Suggestion (you can edit it), then press Replace, or Cancel to leave the note as it was. Ctrl+Z undoes a replacement.

The safety check

After each note, a second AI pass looks for risk the note missed and statements the transcript does not support. It only flags; it never changes the note. Only a high-risk item, such as thoughts of suicide or of harming someone, shows a one-line alert above the note. It is on by default (Settings > AI > AI writing).

Change a signed note

Press Unlock to amend and give a reason. The reason goes to the activity log, the signed version is kept under Versions, and you sign again when you are done. Earlier versions can be read, not edited.

• Copy note copies it with headings and bullets but no fonts or colours, to paste cleanly into another records system, Word or an email.
• Regenerate note writes it again from the transcript, in the same or another format; blocked while the note is signed.
• Re-process from audio (Ctrl+Shift+R) transcribes the session again from its recording and rewrites the documents.