How do I create an AI driven patient progress note?

Description:
This guide explains how to generate, edit, and finalize AI Progress Notes within the system. It also covers how to preview and print the completed notes.

Steps to Follow

Step 1: Log in to the application
Securely log into the system using your registered user credentials.

Step 2: Go to the Patient Section

From the dashboard or main menu, click on the Patient section to access Manage Patient SOAP Notes.

Step 3: Open Manage Patient SOAP Notes
Click on Manage Patient SOAP Notes. All available notes will be listed here.

• If SOAP notes already exist, you can select the specific patient record

Step 4: Open AI Note Page

Click on the AI Note button. This will navigate you to the AI Progress Note page with the name of the selected patient displayed.

Step 5: Enter Details of AI Progress Note

• Date of Note: Select the desired date.
   
• Date of Service From: Select the start date of the SOAP notes you want to include.
   
• To: Select the end date of the SOAP notes you want to include.
   
• Primary: Select any value from the dropdown.
   
• Clinician: Select any value from the dropdown.
   
• Student: Select any value from the dropdown.
   
• Get Note: After filling in all the details, click Get Note. All relevant notes will be displayed below in the AI Progress Note section.

Step 6: Select Notes for AI Progress Note
In the AI Progress Note section, select one or multiple notes. Then click on Generate Progress Note.

• The system will analyze the selected patient notes and display the AI-generated note in the editor for review and editing.

Step 7: Edit and Manage the AI-Generated Note
The editor provides three options: Save, Clear, and Complete Note.

• Save: Make changes to the AI-generated note and click Save to store the updated version.
   
• Complete Note: After saving, click Complete Note to finalize the note. It will then appear under Manage Patient SOAP Notes.
   
• Clear: Clicking Clear will remove all entered data and return you to the AI Progress Note page.

Step 8: Preview and Print the AI Progress Note

Click the Search icon to preview the completed note. From the preview screen, you can also print the note if needed.