Help Center

Setting Up Your Account

Create your account, confirm your details, and set the preferences that affect timestamps, language, and note output.

Clinical Studio Overview

Clinical Studio Overview

Navigate patients, past visits, transcripts, clinical notes, templates, and visit-level chat from the main clinical workspace.

Clinical Documentation

Record, upload, review, and move finished notes into your normal workflow.

Recording Audio

Uploading Audio or Video Files

Recording Audio

Record a visit directly in the browser and turn it into an editable transcript and clinical note.

Editing Transcripts and Notes

Uploading Audio or Video Files

Use uploads when the recording already exists on your device, from a phone, recorder, video meeting, or interview.

Copying, Saving, and Exporting Documents

Editing Transcripts and Notes

Review the transcript, correct important wording, then refine the clinical note with the editor and AI tools.

Using SOAP and Clinical Templates

Copying, Saving, and Exporting Documents

Move finished notes into your EHR or share research materials by copying, saving, downloading, or exporting from the relevant workspace.

Templates 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.

Custom AI Templates

AI Chat and Research Assistant

Custom AI Templates

Create reusable note layouts, letters, summaries, and instructions that match your clinic, team, department, or study.

Library and Saved Documents

AI Chat and Research Assistant

Choose the right assistant for general questions, rewriting, file-based work, or PubMed-grounded research answers.

Research Workspace Overview

Library and Saved Documents

Find saved notes, uploads, exports, and longer documents without hunting through local downloads.

Research Workflows

Guides for interviews, systematic reviews, and medical statistics.

Featured

Interview Studies and Thematic Analysis

Research Workspace Overview

Start or reopen interview studies, systematic reviews, and standalone statistical tools from one research home.

6 min read

Interview Studies and Thematic Analysis

Upload recordings or transcripts, review text, redact identifiers, code themes, compare participants, and prepare exports.

Systematic Reviews

6 min read

Systematic Reviews

Move from a review question to PubMed search, abstract screening, evidence extraction, and structured writing.

Statistical Tools

Statistical Tools

Upload a spreadsheet and run calculators, AI-assisted analysis plans, numeric outputs, and figures.

Account, Team, and Workplace

Keep access, professional context, security, and billing in order.

Workplace Profiles

Workplace Profiles

Store clinic, department, role, signature, and disclaimer details that generated outputs can reuse.

Team Management

Team Management

Invite users, assign appropriate access, manage seats, and remove access when someone leaves.

Security Settings

Plans, Usage, and Billing

Security Settings

Review password, MFA, locale, and account safety settings that protect clinical and research data.