> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Scribe for Chart Notes

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

## Smart fill your Chart Note using AI Scribe

<div style={{ position:"relative",paddingBottom:"calc(54.21768707482993% + 41px)",height:0,width:"100%" }}>
  <iframe src="https://demo.arcade.software/QqFGLExLbkXgh516AIQY?embed&embed_mobile=inline&embed_desktop=inline&show_copy_link=true" title="Navigate Calendar" frameBorder="0" loading="lazy" webkitAllowFullScreen mozAllowFullScreen allowFullScreen allow="clipboard-write" style={{ position:"absolute",top:0,left:0,width:"100%",height:"100%",colorScheme:"light" }} />
</div>

<iframe src="https://www.loom.com/embed/2870c78420a642aba0e813c83dcc6608" title="Loom video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

### <Icon icon="file-pen" iconType="duotone" color="#F9345F" size={23} /> **Patient Consent for Scribe**

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

### <Icon icon="file-pen" iconType="duotone" color="#F9345F" size={23} />  **Record using Scribe**

<Card>
  * 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

  <Danger>
    ✨ **Smart Tip:** While uploading, you can start a new chat on the script to ask questions about the current consultation recording.
  </Danger>
</Card>

### <Icon icon="file-pen" iconType="duotone" color="#F9345F" size={23} />  **Apply scribe**

<Card>
  * 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.

  <img src="https://mintcdn.com/air_athelas/jahzYR1N7JdWTfTK/images/air_provider/fill_a_chart_note/nav_chart_note/nav_chart_note_8.webp?fit=max&auto=format&n=jahzYR1N7JdWTfTK&q=85&s=5d9fffdebb5265fb9a5d10bc0e12159b" alt="Select Scribe Sections Web" title="Select Scribe Sections Web" style={{ width:"37%" }} width="2940" height="1594" data-path="images/air_provider/fill_a_chart_note/nav_chart_note/nav_chart_note_8.webp" />

  Note: You can also [lock a section to disable the scribe](/air_provider/fill_a_chart_note/scribe_faq#how-do-i-lock-sections-from-ai-scribe) for that section.

  <Danger>
    ✨ **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.
  </Danger>

  Alternate Option: [**Air scribe (mobile app)**](https://athelas-public.notion.site/Air-Scribe-User-Guide-1dcf92a633f28089ad12c6783d5b8ec0)
</Card>

### <Icon icon="file-pen" iconType="duotone" color="#F9345F" size={23} />  **Quickly access scribes**

<Card>
  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.

  <img src="https://mintcdn.com/air_athelas/jahzYR1N7JdWTfTK/images/air_provider/fill_a_chart_note/nav_chart_note/nav_chart_note_8.webp?fit=max&auto=format&n=jahzYR1N7JdWTfTK&q=85&s=5d9fffdebb5265fb9a5d10bc0e12159b" alt="Scribe Visits Web" title="Scribe Visits Web" style={{ width:"42%" }} width="2940" height="1594" data-path="images/air_provider/fill_a_chart_note/nav_chart_note/nav_chart_note_8.webp" />

  You 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.
</Card>

### <Icon icon="file-pen" iconType="duotone" color="#F9345F" size={23} />  **Update your text using Athelas AI**

<Card>
  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.
</Card>

### <Icon icon="file-pen" iconType="duotone" color="#F9345F" size={23} />  **Review Section Updates**

<Card>
  Click the “Last updated” button in the heading of a section to view updates made.

  <img src="https://mintcdn.com/air_athelas/jahzYR1N7JdWTfTK/images/air_provider/fill_a_chart_note/nav_chart_note/nav_chart_note_8.webp?fit=max&auto=format&n=jahzYR1N7JdWTfTK&q=85&s=5d9fffdebb5265fb9a5d10bc0e12159b" alt="Section Change Log Web" title="Section Change Log Web" style={{ width:"75%" }} width="2940" height="1594" data-path="images/air_provider/fill_a_chart_note/nav_chart_note/nav_chart_note_8.webp" />

  Click on a change log to view the detailed changes.

  <img src="https://mintcdn.com/air_athelas/jahzYR1N7JdWTfTK/images/air_provider/fill_a_chart_note/nav_chart_note/nav_chart_note_8.webp?fit=max&auto=format&n=jahzYR1N7JdWTfTK&q=85&s=5d9fffdebb5265fb9a5d10bc0e12159b" alt="Change History 1 Web" width="2940" height="1594" data-path="images/air_provider/fill_a_chart_note/nav_chart_note/nav_chart_note_8.webp" />
</Card>

## Other ways to fill your Chart Note

### <Icon icon="message-medical" iconType="duotone" color="#F9345F" size={23} />  **Dictate into a section**

<Card>
  More details: [EHR Dictation v1 User Guide](https://www.notion.so/EHR-Dictation-v1-User-Guide-1c9f92a633f28000a6e7e0517ece550a?pvs=21)

  Once 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.
</Card>

<iframe src="https://www.loom.com/embed/9e24fcb3c56b4d1b81ce92125b611b95" title="Loom video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

### <Icon icon="timer" iconType="duotone" color="#F9345F" size={23} />  **Pull from a previous Chart Note**

<Card>
  Click the curled arrow icon in any section to import data from a patient’s prior Chart Note.

  <img src="https://mintcdn.com/air_athelas/jahzYR1N7JdWTfTK/images/air_provider/fill_a_chart_note/nav_chart_note/nav_chart_note_8.webp?fit=max&auto=format&n=jahzYR1N7JdWTfTK&q=85&s=5d9fffdebb5265fb9a5d10bc0e12159b" alt="Pull Hist Data Notes Web" title="Pull Hist Data Notes Web" style={{ width:"34%" }} width="2940" height="1594" data-path="images/air_provider/fill_a_chart_note/nav_chart_note/nav_chart_note_8.webp" />

  **Note**: Historical data can only be pulled forward between appointments of the same Case.

  <img src="https://mintcdn.com/air_athelas/jahzYR1N7JdWTfTK/images/air_provider/fill_a_chart_note/nav_chart_note/nav_chart_note_8.webp?fit=max&auto=format&n=jahzYR1N7JdWTfTK&q=85&s=5d9fffdebb5265fb9a5d10bc0e12159b" alt="Image D01d9f09 Bf09 42e9 A115 F70ea5ccc768 Web" width="2940" height="1594" data-path="images/air_provider/fill_a_chart_note/nav_chart_note/nav_chart_note_8.webp" />
</Card>

### <Icon icon="input-text" iconType="duotone" color="#F9345F" size={23} />  **Use pre-defined Text Snippets**

<Card>
  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**](/air_provider/fill_a_chart_note/scribe_text_snippets).
</Card>

<div style={{ position:"relative",paddingBottom:"calc(54.21768707482993% + 41px)",height:0,width:"100%" }}>
  <iframe src="https://demo.arcade.software/Qw3nk2GV6O2q09hLCXCv?embed&embed_mobile=inline&embed_desktop=inline&show_copy_link=true" title="Navigate Calendar" frameBorder="0" loading="lazy" webkitAllowFullScreen mozAllowFullScreen allowFullScreen allow="clipboard-write" style={{ position:"absolute",top:0,left:0,width:"100%",height:"100%",colorScheme:"light" }} />
</div>

## FAQs

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

<Card>
  **Import Records for Past Appointments**

  **Context:**

  * 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.
</Card>
