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Does PatientNotes work for my profession or workflow?

If you are exploring PatientNotes and wondering whether it fits the way you work, this guide covers some of the most common pre-sales questions we hear.

PatientNotes is designed to support a wide range of healthcare and allied health professionals, with flexibility in how notes, letters, and reports are created. Whether you work in-person, via telehealth, with recording, or without recording, there are multiple ways to use the platform.

Does PatientNotes work for my profession?

In many cases, yes.

PatientNotes is used across a broad range of professions, particularly inmedical and allied health and healthcare settings. It is best suited to clinicians and teams who want to reduce admin time, improve documentation consistency, and create notes or written communication more efficiently.

It can work well for professionals who:

  • complete structured clinical notes

  • write letters, reports, or summaries

  • want to use templates and prompts tailored to their discipline

  • value flexibility in how information is captured

If your work involves clinical documentation, patient communication, referral letters, reports, or follow-up summaries, there is a strong chance PatientNotes can support your workflow.

If you are unsure whether your profession is a good fit, our team can usually advise you based on your typical documentation style, the types of notes you write, and whether you prefer recording, typing, or dictation.

Can I use PatientNotes if I do not want to record the consultation?

Yes.

You do not need to rely on recording a live consultation to get value from PatientNotes. Many users also use it by:

  • typing short summaries or key points

  • dictating after the consultation

  • entering rough notes and having them turned into a cleaner format

  • creating letters and reports from typed information

This can be especially useful if:

  • you prefer not to record patient interactions

  • your setting is not suitable for live recording

  • you want to create documentation from memory or from your own shorthand notes

  • you are preparing reports, case summaries, or letters after the appointment

PatientNotes is flexible enough to support both recording-based and non-recording workflows.

Can I write letters without recording audio?

Yes.

You can create letters without recording a consultation. Many clinicians use PatientNotes to generate:

  • referral replies

  • GP letters

  • specialist letters

  • update letters

  • reports

  • patient summaries

This can be done by entering typed notes, short prompts, bullet points, or dictated content after the session. You are not limited to a live audio workflow.

This is a strong option for clinicians who already know what they want to say and simply want help turning their information into a clear, professional letter.

Does PatientNotes work for telehealth?

Yes.

PatientNotes can be a helpful fit for telehealth consultations, provided your setup allows for clear audio capture if you are using transcription. Many clinicians use it during or after telehealth appointments to streamline notes and reduce time spent on admin.

Telehealth users often choose one of these approaches:

  • record and transcribe the consultation with patient consent

  • dictate a summary immediately after the call

  • type key points and use a prompt/template to structure the note

  • prepare letters or follow-up summaries after the consultation

As with any audio-based workflow, good sound quality improves results. If you prefer not to rely on audio, typed and post-consult dictation workflows remain effective alternatives.

Can I use typed notes instead of recording?

Yes.

PatientNotes can work well as a typed-notes workflow. You can enter brief notes, rough summaries, or important clinical points, then use templates or prompts to turn that information into a more polished output.

This is useful for clinicians who:

  • prefer typing over speaking

  • already use shorthand notes

  • want help structuring documentation rather than transcribing it

  • need flexibility across different appointment types

Some users combine approaches, such as typing some details, dictating others, and then using a structured prompt to generate the final note.


Do I have to change the way I work?

Not necessarily.

One of the strengths of PatientNotes is that it can adapt to different documentation styles. Some users rely heavily on ambient recording. Others use it mainly for dictation, typed notes, letters, or reports. Many use a combination depending on the appointment type.

The best workflow depends on:

  • your profession

  • your clinical setting

  • your confidence with audio-based tools

  • the types of documents you create most often

  • whether you work in-person, via telehealth, or both

I am still not sure if it will suit me

That is completely normal.

The best way to assess fit is to consider:

  • what type of notes or letters you write most often

  • whether you prefer recording, dictation, typing, or a mix

  • how structured your documentation needs to be

  • whether your goal is faster note creation, better consistency, or both

Still not sure where to start?

PatientNotes is designed for allied health, specialists, general medical professionals, and many other healthcare roles.

If you are a single user, start with the demo video and in-product tutorial.

If you are a team of 2–4 users, watch the demo video, work through the tutorial, and then connect with us if you have questions.

If you are a clinic or larger organisation, booking a demo is the best place to start.

See your options here: https://www.patientnotes.app/book


Common summary

PatientNotes can support a variety of workflows, including:

  • profession-specific note creation

  • letter writing without live recording

  • telehealth documentation

  • typed notes transformed into structured outputs

  • post-consult dictation and summaries

You do not need to use it in only one way. Many clinicians start with the workflow that feels most natural, then expand as they become more comfortable.

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