Default Template
Set a default template to save time when starting new sessions.
How it Works
Your default template is pre-selected when you generate notes. You can still choose a different template for any individual session.
Setting a Default Template
- Go to Settings → Preferences
- Find "Default Template"
- Select your preferred template from the dropdown
- Save changes
Choose Wisely
Keyboard Shortcuts
Customize keyboard shortcuts to match your workflow.
Customizable Shortcuts
Change key combinations for common actions like starting recording, generating notes, and copying output.
Default Shortcuts
| Action | Mac | Windows |
|---|---|---|
| New Session | ⌘N | Ctrl+N |
| Start/Stop Recording | ⌘Enter | Ctrl+Enter |
| Copy Note | ⌘C | Ctrl+C |
| Command Palette | ⌘K | Ctrl+K |
| AI Assistant | ⌘/ | Ctrl+/ |
Customizing Shortcuts
- Go to Settings → Preferences → Shortcuts
- Find the action you want to change
- Click on the current shortcut
- Press your desired key combination
- Save changes
Conflicts
Notifications
Control what notifications you receive from PatientNotes.
Notification Settings
Choose which email notifications and in-app alerts you want to receive.
Notification Types
Email Notifications
- • Billing receipts and invoices
- • Team invitation updates
- • Product updates and new features
- • Security alerts
In-App Notifications
- • Session completed
- • Note generation finished
- • Template shared with you
Managing Notifications
- Go to Settings → Preferences → Notifications
- Toggle each notification type on or off
- Save changes
Language Settings
Set your preferred language for transcription and note generation.
Supported Languages
PatientNotes supports transcription in English, Spanish, French, Portuguese, and more.
Setting Your Language
- Go to Settings → Preferences
- Find "Language"
- Select your preferred language
- Save changes
You can also change the language per-session if you conduct visits in multiple languages.
Other Preferences
Auto-Save
Sessions and notes are auto-saved by default. You can adjust the auto-save frequency if needed.
Note Branding
Choose whether to include PatientNotes branding on exported PDFs.
Date/Time Format
Set your preferred date and time format for sessions and notes.
Next Steps
Learn about security settings to protect your account.