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As you begin a patient consult, set up, complete, and submit a Chart Note.

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Smart fill your Chart Note using AI Scribe

Re-confirm patient consent before recording. Patient consent will be taken as part of the Patient Intake Form

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Record using Scribe

  • Click the blue button in the bottom-right corner to open the AI Widget
  • Select Scribe
  • Click Start Recording. You can minimize the widget and continue working within the EHR
**Note: **The scribe can translate conversations from other languages as well, such as Spanish.
  • End or cancel the recording when finished
✨ Smart Tip: While uploading, you can start a new chat on the script to ask questions about the current consultation recording.

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Apply scribe

  • Review the generated content in the Scribe Application Page. Scroll through the Tabs to review all sections
  • Each section includes a checkbox to apply or exclude the scribe output into the Chart Note.
  • Click Apply Scribe
  • **Note: **Scribe can auto-populate all sections, however, we recommend filling the flowsheet interventions manually.
Select Scribe Sections WebNote: You can also lock a section to disable the scribe for that section.
✨ Smart Tip: Use Reapply Scribe to restore the most recent recording if you need to revert back. This is helpful if you’ve edited fields after scribing.
Alternate Option: Air scribe (mobile app)

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Quickly access scribes

The Visits tab provides a quick view of today’s appointments. It displays only the appointments assigned to your provider.
  • If a scribe already exists for an appointment, clicking the appointment opens the Scribe Application Page, where you can review and apply the scribe to the patient’s Chart Note.
  • If no scribe exists, clicking the appointment opens the New Recording Page, where you can start a new audio recording for the visit.
Scribe Visits WebYou can also view past or upcoming appointments by selecting a date in the date picker at the top or by using the left and right arrows to move one day forward or backward.

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Update your text using Athelas AI

Select the text and click on Cmd / Ctrl + K. Select the update type to the text.You can choose to select or reject the change which will automatically update in the Chart Note.

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Review Section Updates

Click the “Last updated” button in the heading of a section to view updates made.Section Change Log WebClick on a change log to view the detailed changes.Change History 1 Web

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Other ways to fill your Chart Note

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Dictate into a section

More details: EHR Dictation v1 User GuideOnce a note is generated, you have the option to add more content through a direct dictation. Dictation allows you to use your voice to enter text directly into a Chart Note.
  • Open Athelas AI and click Dictate.
  • Speak normally and watch text appear in real time.
  • Smart punctuation automatically inserts commas, periods, and question marks based on sentence structure.
  • Click Stop to end dictation.
Note: Punctuations cannot be dictated (e.g. there is no need to say “comma”), the AI will auto infer the required punctuations based on the sentence.

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Pull from a previous Chart Note

Click the curled arrow icon in any section to import data from a patient’s prior Chart Note.Pull Hist Data Notes WebNote: Historical data can only be pulled forward between appointments of the same Case.Image D01d9f09 Bf09 42e9 A115 F70ea5ccc768 Web

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Use pre-defined Text Snippets

Type ”/” in a text field to quickly insert pre-made text snippets.Note: You can customize your text snippets from the Preferences tab.To set up snippets that guide AI Scribe note generation, see Scribe Text Snippets & Macros.

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FAQs

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I can’t see my patient’s past chart notes from my old EHR

Import Records for Past AppointmentsContext:
  • Plan of Care details may not be migrated from the old EHR into Athelas Air.
  • For returning patients seen in Air for the first time, providers will need to reference their previous documentation and set up the Plan of Care in Air.
  • This is a one-time step: once entered, the Plan of Care will automatically carry forward from note to note.
Open the recent-most Progress note / Initial Eval for the patient:
  • Go to the Patient’s Profile → **Appointments **and locate the **date of service **of the latest Progress note / Initial Eval appointment for the case.
  • Go to Attachments, search for the date of service corresponding to the note from which you want to carry forward the measurements.
  • Click the eye icon to view the PDF, then download the PDF to your device.
Add the note to the relevant appointment:
  • Go back to the **Appointments **Tab
  • Click the + icon to the right of the appointment → Set Up Chart Note.
  • Select the right Case, Appointment Type, and Clinical Note Type [Progress Note, Initial Evaluation, etc.]
  • Select For Documentation Only. This option ensures the imported chart note is not billable.
  • Select Set-up. This will open the chart note on a new screen
  • Click on **Import **at the top right → Upload the attachment → Scribe processes the PDF.
  • Track progress by clicking into **Athelas AI → **Select the sections you would like to pull and **Apply Scribe **to desired sections once complete.
  • Review, edit if needed, and exit (auto-saves, no signature required). This information should then start pulling into all future notes made on Air.