Access our web platform here.
Scribe
When you first log in, the main menu appears on the left side of your screen. At the top of this menu is Scribe, your workspace for all patient visits.
Selecting Scribe opens a workspace where you can view all patient visits linked to your account. New accounts will see this area empty at first, but it will populate as visits are created.
Creating a new visit
To create a new visit, select New Visit from the left-hand menu, then open the visit in your workspace.
Identifying your visit
To keep your workspace organized, give visits unique names immediately. You can edit the visit title directly by selecting it, and it will be saved when you click outside the text box. Press the patient icon button under the title to link your patient.
Context
Context allows you to add information that might not be spoken aloud during the visit. The context window is located directly below the visit title.
You can enter relevant patient details, visit notes, or any information you want CortexaNote to consider.
Context can be added at any time—before, during, or after the visit.
Starting a recording
Click Transcribe in the upper-right corner to begin.
If prompted for patient consent, confirm that everyone being recorded has provided consent.
Select Start Recording.
Ensure the correct microphone is selected before speaking.
Check that the sound bars respond to detected audio.
CortexaNote captures the full conversation and generates notes from the visit.
Pausing and ending a recording
Pause or resume a recording at any time from the upper-right corner of the screen. When the visit is finished, click End in the upper-right corner.
Finding your transcript
Open the visit.
Click the Transcript tab to view your transcript.
If you have just finished recording, allow a minute for your transcript to process.
Generating notes and patient instructions
Generated documents are created by AI based on your visit. Depending on your selected template, these may include SOAP notes, progress notes, intake notes, patient instructions, or other documentation used in patient care.
Open the visit you want to review.
Select the + button next to the Transcript tab.
Choose a template you want to use.
CortexaNote will begin generating your notes.
After a document is generated, view it from the tabs in the center of the visit screen. To create a new version, open the three-dot menu (...) within the document and select Regenerate.
Dictating
Dictation converts your spoken words directly into text. Use this feature to take notes, answer questions, or draft documents hands-free.
Evidence
Evidence contains Cortexa's clinical knowledge. Here, you can ask questions, review guidelines and medications, and prepare for examinations. All responses from Evidence come from trusted sources.
Tasks
Moving down the left-hand menu, you will find Tasks. Tasks are automatically generated as you progress through your visits, but you can also add them manually at any time.
Template library
The My Templates tab contains CortexaNote’s template catalog, as well as any custom templates you create.
Learn to create and use templates here.
Settings
In Settings, manage your account details, subscription preferences, note settings, and more.
Can CortexaNote be used without an internet connection?
The CortexaNote web platform requires an internet connection to record and generate notes.