Troubleshooting and FAQ
Find easy solutions with our Troubleshooting and FAQ guide.
78 articles
- PatientNotes Virtual Mic is overriding my microphone — how do I remove it? (Mac)
- Cliniko troubleshooting: not connecting, dashboard not loading, or notes not sending
- Recording stopped when I locked my screen, switched apps or changed tabs (iPhone, iPad, Android, browser)
- Recording, transcript or note problem? Start here (troubleshooting hub)
- NZ Clinics: Patient Consent & Disclosure for AI-Assisted Documentation (HIPC 2020 / IPP3A)
- Audio Alert — No Microphone Detected
- How to Transfer Account Ownership
- How to Unsubscribe from PatientNotes Emails
- Can't log in? Troubleshooting sign-in issues
- My notes are stuck processing / spinning
- Is PatientNotes Suitable for Psychologists and Mental Health Clinicians?
- Why do I see duplicate or blank sessions?
- Enabling Two-Factor Authentication (2FA) in Your Profile Settings
- Can I Email Patient Summaries or Action Plans Directly From the Platform?
- How Do I Add DSM Codes to My Notes?
- How Do I Import and Convert My Own Templates?
- How Do I Generate Notes or Letters in Another Language? (e.g. French, Spanish, Arabic)
- Wrong patient, or recording ran too long? How to fix the note (move, trim or split a session)
- Why Can’t I Access Letter or Summary Templates?
- How Do I Sign Up for the UK Server?
- How to delete a prompt
- Windows telehealth audio capture (Chrome & Edge)
- Why Can’t I Access My Sessions After 30 Days?
- Why Can’t I Click the “Add” Button to Create a New Template?
- How Do I Print a Note?
- Optimizing Audio for Sessions
- How to Include Date and Time in Your Prompts
- Organizational Plan
- Issue with Staff Logging In After Receiving Invite
- Why Chrome is the Best Browser for Using PatientNotes
- Can I Use an iPhone to Record During a Call?
- Why does my Patient Summary template not show in letters
- How to Change 'Patient' to 'Client'
- How to De-identify Client Information in Prompts
- I cannot create a letter or report from my clinical notes.
- How can I improve the quality of my notes?
- Compliance Resources
- Using PatientNotes for Classes
- Can I retrieve a deleted session?
- Safari Microphone Issues Access
- Resolving Gmail Integration Issues
- Understanding Session Expiry and Storage Duration
- Understanding Privacy and Security of PatientNotes
- Transcript Not Generating- audio input quality
- Adding in a consent field to your notes
- Where to Find Transcripts
- Unable to add user to my organization
- Troubleshooting Recording Issues on Patientnotes.app
- Character Limit
- Nookal Content Formatted: A Guide to Copy Options
- How to Rename a Prompt
- External microphones - Chrome/ Android devices
- Mic permissions- Chrome Browser
- System requirements
- Invite - 404 error
- Refine or redraft a clinical note with the refine / feedback box
- Prompts missing- blank
- Stop "Not assessed", "N/A" or empty sections appearing in your notes
- Error saving prompt - blank prompts
- No audio, blank recording, or Fix Session says "No audio found"
- Microphone setup
- Iphone low power-mode
- Add ICD-10 codes
- Server Locations
- How do I setup or change my singnature
- Billing, Trial & Subscription FAQ
- Getting the Best Results from the PatientNotes iOS App
- iOS App Issues — New Version Coming & How to Get Early Access
- Account Management — Adding Users, Deleting Your Account & Pricing
- Recording Sessions, Uploading Audio & Practitioner Sign-Off
- Additional Context Feature — Plan Availability & Alternatives
- Language Settings & Multilingual Support
- Why did my session fail? Understanding the 3 failure types
- What does adding a user cost? Org billing explained
- Automatic Language Detection — What's Supported and How to Set Your Language
- What do common abbreviations in clinical notes mean?
- Have a transcript but no clinical note? How to generate your note from the transcript
- Fix Session: How It Works & What To Do If It's Not Working