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Setting up PatientNotes with Pogozo (Chrome Extension)

Step-by-step setup guide for Pogozo users — install the Chrome Extension, record sessions, and paste notes back into Pogozo in one click. Includes interactive demo.

PatientNotes + Pogozo — AI notes inside your workflow

The PatientNotes Chrome Extension connects directly to Pogozo so you can generate AI clinical notes and paste them back into your records — without leaving the screen, copying and pasting, or re-entering patient details.

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🎬 See it in action first

Watch the 2-minute interactive walkthrough before you start:

👉 Launch interactive demo →

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What you'll need

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Step 1 — Install the Chrome Extension

  1. Open Chrome and go to the Chrome Web Store

  2. Search PatientNotes Launcher — or click here to install directly

  3. Click Add to Chrome → Add extension when prompted

  4. Click the puzzle icon 🧩 in your Chrome toolbar → find PatientNotes Launcher → click the pin icon to keep it visible in your toolbar

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💡 Why pin it? The extension needs to be pinned for the PatientNotes icon to appear inside Pogozo. This is the most common setup issue — if the icon isn't showing in Pogozo, check the extension is pinned first.

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Step 2 — Set up split screen (recommended)

For the best experience, run Pogozo and PatientNotes side by side on one screen:

  1. Open Pogozo in Chrome

  2. Right-click the PatientNotes tab at the top of Chrome

  3. Select Move tab to split view

  4. Both apps are now side by side — no tab switching needed

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🖥️ Single tab tip: Prefer a cleaner setup? In Extension Settings, choose Single Tab mode. Click the FAB once to open PatientNotes, then every new session loads into that same tab automatically.

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Step 3 — Start a session from Pogozo

  1. Open any patient record in Pogozo and go to Treatment Notes

  2. A floating PatientNotes icon (the FAB) appears on the right side of the page

  3. Click it — PatientNotes opens with the patient's name already pre-filled

  4. Select your template and hit Start to begin recording

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Can't see the FAB? Move your cursor to the right edge of the Pogozo page — the icon fades in on hover.

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Step 4 — Complete your session

Record your session in PatientNotes as normal. When you're done:

  1. Review your generated note in PatientNotes

  2. Click Mark as Complete — your note is instantly copied to your clipboard

  3. You're returned to Pogozo, ready to paste

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Step 5 — Paste your note into Pogozo

  1. Click into any answer field in Pogozo — Subjective, Objective/Assessment, or any treatment note field

  2. A PatientNotes paste icon appears in the bottom-right corner of the field

  3. Click it — your note pastes instantly

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📋 Can't see the paste icon? Scroll to the bottom of the text field — it'll appear there. Or just use ⌘+V (Mac) / Ctrl+V (Windows) — your note is already on your clipboard.

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Using PatientNotes for letters and summaries

The same workflow applies to referral letters, discharge summaries, and GP reports:

  1. Go to the Documents tab in Pogozo and click Add document/letter

  2. Generate your letter in PatientNotes and click Mark as Complete

  3. Click into the letter text field in Pogozo — the paste icon appears

  4. Click to paste — your letter drops straight in

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💡 Customise your templates: You can adjust the formatting, tone, and structure of your notes and letters in the PatientNotes template editor — set it up once and every session follows your preferred style.

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Keyboard Shortcut

⌘ Cmd + Shift + Y on Mac · Ctrl + Shift + Y on Windows

Opens a new PatientNotes session from any tab — without clicking the FAB.

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Troubleshooting

Problem

Fix

FAB icon not visible in Pogozo

Check the extension is pinned in your Chrome toolbar. Move your cursor to the right edge of the page — the icon fades in on hover.

Patient name not pre-filling

Make sure you're on the patient record page in Pogozo (not just the client list) before clicking the FAB.

Paste icon not appearing

Click directly into the answer field first. Scroll to the bottom of the field if needed. Or use ⌘+V / Ctrl+V.

FAB click does nothing

Check PatientNotes is logged in. Refresh the Pogozo page and try again.

Extension not updating

Go to chrome://extensions → enable Developer Mode → click Update.

Still not working

Watch the interactive demo walkthrough or chat with us via the help widget inside PatientNotes.

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Need more help?

🎬 Watch the interactive demo walkthrough →

💬 Chat with us via the help widget inside PatientNotes

📧 Email [email protected]

🔗 Reinstall the extension from the Chrome Web Store →

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