Help center
All help articles.
Every guide, FAQ, and how-to in one list. Sorted by most recently updated.
- Workspace and billing Workspace Settings Configure your practice information, workspace details, and team members.
- Getting started Your dashboard Last time, overdue notes, aging, and starting a visit from Dashboard.
- Notes and AI AI Settings Overview Six AI Settings tabs: Profession, Note Sections, Verbosity, Voice Style, AI Features, and Note Template.
- Notes and AI Custom Instructions Settings Add standing instructions on Preferences -> AI Settings -> Note Template. Examples for consent, ICD-10, and billing.
- Notes and AI Profession Settings Set Profession under AI Settings. Behavioral-health shortcuts plus the full searchable list.
- Notes and AI Verbosity Settings Control how detailed generated notes are, from short bullets to a full narrative.
- Notes and AI Voice Style Settings Set Voice Style under AI Settings: Formal, Structured, Naturalistic, Narrative, or Shorthand.
- Patient charts Service Locations Track where patient encounters take place with customizable location settings.
- Notes and AI AI Peer Review Open Peer Review on a completed note for strengths, gaps, treatment options, and impacting factors.
- Patient charts AI Timeline: Track Patient Progress at a Glance View key life events and treatment milestones automatically organized from your patient encounters.
- EHR and integrations Athena Integration What Athena syncs (meds, conditions, labs), $49/month per clinician, and the authorization steps.
- Security and data How Long Is Recorded Audio Stored? Understanding audio storage duration and security for your clinical documentation.
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