How do I record my first session?
From your dashboard, click New Session, enter the patient name, select a template, and press Start Recording. When the session ends, press Stop — PatientNotes will automatically generate your clinical note.
Tip: Watch the in-product tutorial from the New Session page or Help page for a full walkthrough.
Where do I find my generated notes?
Notes appear in your Sessions dashboard once processing is complete. This usually takes 1–3 minutes after you stop recording. Click the session to view, edit, or copy your note.
How do I connect PatientNotes to Cliniko or Nookal?
Go to Settings → Integrations and follow the steps to connect your practice management software. You'll need your Cliniko or Nookal API key — this is found in your practice management settings under API or Integrations.
How do I change my note language or spelling standard?
Go to Settings → Preferences → Language and select your preferred spelling standard (Australian, British, or American English).
How do I change my template for a session?
When starting a new session, use the template dropdown to select the one that best suits the appointment type. You can change templates between sessions at any time.
Where do I manage my templates?
Go to Settings → Templates to view, edit, create or reorder your templates. Organisation templates can be shared with your whole team.
How do I set up my email signature or letterhead?
Go to Settings → Signature to add your name, credentials, and clinic details. For letterhead, go to Settings → Letterhead to upload your clinic logo.
The app looks different to the instructions — what's going on?
We update PatientNotes regularly and some screens may look slightly different to older help articles. If you're stuck, please chat with us via the help widget and we'll walk you through it directly. We will actively update the help page to ensure accuracy.
Still have questions?
Chat with us via the help widget inside PatientNotes or email [email protected].