What is a Session?
A session in PatientNotes represents a single patient encounter. Each session captures the audio from your visit, transcribes it in real-time, and can generate one or more clinical notes based on your chosen templates.
Session Workflow
Session Topics
Explore each aspect of working with sessions in PatientNotes:
Creating a Session
Start a new session and configure recording settings.
Recording Your Visit
Best practices for capturing clear, accurate recordings.
Transcription
Understanding real-time transcription and speaker identification.
Generating Notes
Transform recordings into structured clinical documentation.
Editing Notes
Review, edit, and refine your AI-generated notes.
Exporting Notes
Copy, download, or print notes for your EHR.
Key Features
Every session in PatientNotes includes these powerful features:
Real-Time Transcription
Watch your conversation transcribed as you speak, with automatic speaker identification.
Multiple Note Templates
Generate different note types from the same recording—SOAP, H&P, Progress Notes, and more.
AI Assistant
Ask the AI to expand sections, add differentials, or make specific changes to your notes.
Session History
Access all your past sessions, view previous notes, and regenerate documentation as needed.
Session Limits & Retention
Understanding session limits helps you make the most of PatientNotes:
- Recording Length: No hard limit on individual recordings. We recommend keeping sessions under 2 hours for optimal processing.
- Monthly Sessions: Your plan determines how many sessions you can record per month. Check your plan details in Settings.
- Session Retention: Sessions are retained according to your plan. You can export notes at any time for your records.
- Storage: Audio recordings are processed and then securely deleted. Only transcripts and notes are retained.
HIPAA Compliance
Quick Tips
Name your sessions with patient initials or identifiers to find them easily later.
Use the pause button during interruptions instead of stopping the session.
Review the transcript before generating notes to catch any major errors.
Try different templates to find the format that works best for your practice.
Get Started
Ready to learn more? Start with creating your first session or explore specific topics that interest you.