Start your first note
This is what the card opens onto today. There is no sample and no deep link, so the only path to value is to set up a client and record a real session first.
Your note will appear here once your session is complete
Select or create a client, start an AI Transcribe session, then record your appointment. The note generates after you end the session.
What it takes to see a note today
1Go to Clients, then select or create a client
2Open New note
3Start AI Transcribe
4Pick a recording source
5Conduct the session (or record yourself talking to test it)
6End the session, then wait for processing
7The note finally appears
This is why many users click the card but few generate a note. The magic moment sits behind creating a client and recording a real session. Switch to New first run (top right) to see the fix.
Welcome, Alex
A few steps to get the most out of Carepatron. Start with the one most clinicians find first.
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You are on your way
0 of 4 done. The first one takes a few seconds.
1
Start here
AI Scribe
See a finished note in seconds
Watch Carepatron turn a real session into a clinical note. No recording needed yet.
Session transcript
One tap to see the note
Carepatron reads this sample session and writes a structured clinical note. It takes a couple of seconds.
Sample for
Session transcript
DAP note
Click any line to edit, just like a real note
This is a sample. Your real sessions are private to your workspace.
This step is still open. It ticks only when you generate a note from a real session, the
note_generation_validated event, not on this sample. The sample Generate is tracked separately as a funnel signal.
Import your clientsBring your client list across in a couple of minutes
Set up your calendar and booking linkLet clients book online
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