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Chartnote is a clinical documentation app for clinicians. AI Scribe records a patient visit and writes a structured note, Voice Chart turns a dictated summary into a note, and Copilot helps with chat and billing codes. Notes are saved as drafts right away, so you can pick up on the web at app.chartnote.com or in the mobile app, then send the finished note to your EHR. These docs cover Chartnote 3.0, which launches on Nov 1, 2026.

Getting started

Create your account, set up secure sign-in, and write your first note.

Notes and recording

Record visits with AI Scribe, use Finish later, and change a note’s template.

Copilot

How Copilot tokens work and what to do when you reach a usage limit.

Mobile app

Record offline and stay signed in on your phone.

Billing and plans

Plans, AI credits, upgrades, cancellations, invoices and payment methods.

Account and security

Passwords, multi-factor authentication, sign-in problems and account deletion.

Teams and administration

Create a team, invite people, manage seats and understand team roles.

Privacy and data

HIPAA and SOC 2, note retention, and patient consent for recording.

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