For help navigating these settings, check out our tutorial on the CortexaNote mobile app and web platform.
Patient instructions are generated like other documents. To create patient instructions, choose a template designed for after-visit instructions.
Generating patient instructions
Open your completed session.
Select the + button next to the Transcript tab.
Choose a patient instructions template.
CortexaNote will begin generating the instructions.
Reviewing patient instructions
On either the CortexaNote mobile app or web platform:
Open the generated patient instructions document.
Review the generated patient instructions.
Review and edit the text as needed.
To create a new version, select the three-dot menu (...) and then select Regenerate.
Sending patient instructions
Open the generated patient instructions document.
Select the three-dot menu (…), then select Send by email.
Enter and confirm the patient's email address.
Select Send email.
Acknowledge that you have obtained the patient's consent to send the instructions by email and have thoroughly reviewed the notes.
Select Confirm and send.