> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chartnote.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get started with Chartnote

> Get started with Chartnote: create your account, secure sign-in, then record or dictate your first note with AI Scribe or Voice Chart and send it to your EHR.

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

**Who this is for:** New users · **Plans:** All plans · **Where:** Web (app.chartnote.com), mobile app

## 1. Create your account

**1. Go to [app.chartnote.com/welcome](https://app.chartnote.com/welcome) and sign up with your email, or with Google.**

**2. Enter the verification code we email you.**

**3. Complete **Complete Your Profile**.**

**4. On **Let's Keep Your Account Safe**, choose **SMS**, **Authenticator App**, or **Not now**. Google sign-up skips this step. If you were invited to a team that requires MFA, **Not now** isn't available. Email codes aren't offered here, but you can set them up later in **Settings** → **Account & Security**.**

**5. Download the mobile app if you want to record on your phone, then go to Home.**

## 2. Create a note

Home asks "What would you like to work on?" Choose how to document:

* **AI Scribe**: click **Start a visit**. AI Scribe records the visit and writes a structured note. See [Record patient visits with AI Scribe](https://docs.chartnote.com/notes-and-recording/record-a-visit-with-ai-scribe.md).
* **Voice Chart**: click **Dictate a note** to dictate a summary after the visit. The note is written in the language you dictate.
* **Plain Note**: start from a template or blank, and type or dictate.
* **Scratch Pad** (in the left sidebar): paste or dictate clinical information, then convert it into a note using your selected template.

Every new note is saved as a draft right away, so you can continue on any device.

## 3. Finish later, from any device

Audio syncs after each pause. Click **Finish later** to get a short Highlight of the visit so far, then resume recording or click **Generate Note** when you're ready. Highlights are free.

## 4. Review, copy and send to your EHR

When the card shows Ready, open the note to edit it, copy it, or download it as a PDF. Use the [Chrome extension](https://help.chartnote.com/portal/en/kb/articles/chartnote-google-chrome-extension) to load notes into your EHR.

## Save time with templates and snippets

* Templates shape how your notes are organized. Your own templates are listed first.
* Snippets insert common text. Type @ followed by the snippet abbreviation.
* Explore templates and snippets shared by the community.

## Deleted something by mistake?

Deleted notes and drafts go to the Trash for 30 days, where you can restore them.

## Related articles

* [Record patient visits with AI Scribe](https://docs.chartnote.com/notes-and-recording/record-a-visit-with-ai-scribe.md)
* [Save an unfinished recording with Finish later](https://docs.chartnote.com/notes-and-recording/drafts-and-finish-later.md)
* [Chartnote plans, pricing and AI credits](https://docs.chartnote.com/billing-and-plans/chartnote-plans-pricing-and-credits.md)
* [How to Create and Use Snippets in Chartnote](https://help.chartnote.com/portal/en/kb/articles/how-to-create-and-use-snippets-in-chartnote)

*Last reviewed: October 2026 · Applies to Chartnote 3.0*


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