PatientNotes has a brand-new session workflow. This guide walks you through starting a session, recording your consultation, and reviewing the generated clinical note across the redesigned three-tab session page.
The quickest way to learn it is the interactive demo below — click through at your own pace. A written walkthrough follows underneath.
Interactive walkthrough
Click Start tour in the demo below and follow the prompts to explore the new session page hands-on.
[EMBED: In the Intercom editor, insert an Embed / iframe block here and paste the Storylane share link — https://patientnotes.storylane.io/share/3we1zqd1rfqs]
Starting a new session
From your Dashboard, click New Session (top right).
Enter the Patient Name or this will start form your integarted EMR
Choose a Prompt Template — the note format that suits the consult (for example, a Physio Follow-Up / Progress Note).
Click Start.
Recording the consultation
Once the session starts, record the consultation directly in PatientNotes, or upload a pre-recorded audio file. Give consent where prompted, and you can jot quick points in real time while recording so nothing is missed. When you're finished, stop the recording and PatientNotes generates your note.
Reviewing your note — the three-tab session page
The redesigned session page organises everything into three tabs:
Context — patient and appointment details, plus any background loaded for the session.
Interaction — the transcript and recording of the consultation.
Clinical Note — the generated note, ready to review, edit, and finalise.
Once your clinical note is complete, you can generate follow-on documents straight from the session — including a patient summary, a letter, or a report.
Review the generated note, make any edits, and add your practitioner sign-off. You can also turn any flagged action in the note's Plan section into a task using Add task.
Tips
Pick your template before you hit Start — it shapes how the note is structured.
Use the in-session notes to capture anything you want reflected in the final note.
Always review and sign off the note before it's used — the AI drafts, you approve.
Need help?
Chat with us via the support widget inside PatientNotes or email [email protected].