Help Center
Learn Docdemic with short, practical guides for clinical documentation, research workflows, AI tools, team setup, and account management.
Getting Started
Set up the basics and learn the main workspace.
Clinical Documentation
Record, upload, review, and move finished notes into your normal workflow.
Templates and AI Tools
Control note structure, custom writing, chat, and saved documents.
Research Workflows
Guides for interviews, systematic reviews, and medical statistics.
Account, Team, and Workplace
Keep access, professional context, security, and billing in order.
Getting Started
Set up the basics and learn the main workspace.
Complete Getting Started Guide
Set up your account, learn the Clinical Studio layout, create your first note, and find the research tools when you need them.
8 min readGuideSetting Up Your Account
Create your account, confirm your details, and set the preferences that affect timestamps, language, and note output.
3 min readGuideClinical Studio Overview
Navigate patients, past visits, transcripts, clinical notes, templates, and visit-level chat from the main clinical workspace.
5 min readClinical Documentation
Record, upload, review, and move finished notes into your normal workflow.
Recording Audio
Record a visit directly in the browser and turn it into an editable transcript and clinical note.
3 min readGuideUploading Audio or Video Files
Use uploads when the recording already exists on your device, from a phone, recorder, video meeting, or interview.
3 min readGuideEditing Transcripts and Notes
Review the transcript, correct important wording, then refine the clinical note with the editor and AI tools.
4 min readGuideCopying, Saving, and Exporting Documents
Move finished notes into your EHR or share research materials by copying, saving, downloading, or exporting from the relevant workspace.
3 min readTemplates and AI Tools
Control note structure, custom writing, chat, and saved documents.
Using SOAP and Clinical Templates
Use templates to turn transcripts into structured notes such as SOAP, referral letters, certificates, summaries, and patient-friendly text.
4 min readGuideCustom AI Templates
Create reusable note layouts, letters, summaries, and instructions that match your clinic, team, department, or study.
4 min readGuideAI Chat and Research Assistant
Choose the right assistant for general questions, rewriting, file-based work, or PubMed-grounded research answers.
5 min readGuideDocuments and saved files
Find saved notes, uploads, exports, and longer documents without hunting through local downloads.
3 min readResearch Workflows
Guides for interviews, systematic reviews, and medical statistics.
Research Workspace Overview
Start or reopen interview studies, systematic reviews, and standalone statistical tools from one research home.
5 min readGuideInterview Studies and Thematic Analysis
Upload recordings or transcripts, review text, redact identifiers, code themes, compare participants, and prepare exports.
6 min readGuideSystematic Reviews
Move from a review question to PubMed search, abstract screening, evidence extraction, and structured writing.
6 min readGuideStatistical Tools
Upload a spreadsheet and run calculators, AI-assisted analysis plans, numeric outputs, and figures.
5 min readAccount, Team, and Workplace
Keep access, professional context, security, and billing in order.
Workplace Profiles
Store clinic, department, role, signature, and disclaimer details that generated outputs can reuse.
4 min readGuideTeam Management
Invite users, assign appropriate access, manage seats, and remove access when someone leaves.
4 min readGuideSecurity Settings
Review password, MFA, locale, and account safety settings that protect clinical and research data.
3 min readGuidePlans, Usage, and Billing
Understand your plan, usage meters, seats, upgrade options, and when to contact support for billing help.
3 min readReady to get started?
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