# Chartnote Docs

> End-user product documentation for Chartnote 3.0: AI Scribe, Voice Chart, Copilot, the mobile app, billing, account security, teams and privacy.

- [Chartnote Docs](https://docs.chartnote.com/index.md): Help for Chartnote 3.0: record visits with AI Scribe, dictate with Voice Chart, use Copilot, and manage your plan, account, team and patient data.
- [Get started with Chartnote](https://docs.chartnote.com/getting-started/get-started-with-chartnote.md): 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.
- [Record patient visits with AI Scribe](https://docs.chartnote.com/notes-and-recording/record-a-visit-with-ai-scribe.md): Record patient visits with AI Scribe: start a visit, pick a template and settings, record in person or by telehealth, then generate a structured clinical note.
- [Save an unfinished recording with Finish later](https://docs.chartnote.com/notes-and-recording/drafts-and-finish-later.md): Use Finish later to save an unfinished recording as a draft. Your audio is saved to the cloud, Highlights recap the visit, and you can resume on any device.
- [Change a note’s template with Update template](https://docs.chartnote.com/notes-and-recording/change-template-with-update-template.md): Use Update template to rewrite a finished note in a different template without re-recording the visit. It replaces the current note, so recent edits are lost.
- [Copilot usage limits and token allowances](https://docs.chartnote.com/copilot/copilot-tokens-and-usage-limit.md): Learn how Copilot tokens and usage limits work, how to add tokens to your wallet, and what to do when Copilot shows a usage limit message during heavy use.
- [Record patient visits offline in the mobile app](https://docs.chartnote.com/mobile-app/record-offline-mobile-app.md): Record patient visits offline in the Chartnote mobile app with Use Offline, then sign in again when you're back online to process each recording into a note.
- [Fix frequent logouts in the Chartnote mobile app](https://docs.chartnote.com/mobile-app/stay-signed-in-mobile-app.md): Keep getting logged out of the Chartnote mobile app? Turn on Face ID, fingerprint or passcode unlock in the app's settings so you can stay signed in longer.
- [Chartnote plans, pricing and AI credits](https://docs.chartnote.com/billing-and-plans/chartnote-plans-pricing-and-credits.md): Compare Chartnote Basic, Pro, Max and Team Max pricing, see what AI credits and Copilot tokens pay for, and learn when your monthly AI credits reset.
- [Start a paid Chartnote subscription](https://docs.chartnote.com/billing-and-plans/subscribe-to-a-paid-plan.md): Start a paid Chartnote subscription from the free Basic plan: choose Pro or Max, pick monthly or yearly billing, and check out by card or bank account.
- [Upgrade your Chartnote plan](https://docs.chartnote.com/billing-and-plans/upgrade-your-chartnote-plan.md): Upgrade your Chartnote plan, such as Pro to Max, or move to a team plan from Billing & Plans. Review the new price and amount due today before you confirm.
- [Downgrade your Chartnote plan](https://docs.chartnote.com/billing-and-plans/downgrade-your-chartnote-plan.md): Downgrade your Chartnote plan, such as Max to Pro, from Settings, then Billing & Plans. The change takes effect at the end of your billing period, not right away.
- [Switch between monthly and annual billing](https://docs.chartnote.com/billing-and-plans/switch-monthly-and-yearly-billing.md): Switch your Chartnote plan between monthly and annual billing in Manage subscription. Yearly billing costs less per month, and price changes are prorated.
- [Buy AI credits and Copilot tokens](https://docs.chartnote.com/billing-and-plans/buy-credits-and-copilot-tokens.md): Buy AI credits or Copilot tokens from Settings when your monthly allowance is low. Purchased credits are available right away, never expire, and are used last.
- [Apply a coupon or promo code](https://docs.chartnote.com/billing-and-plans/redeem-a-coupon-code.md): Apply a Chartnote coupon or promo code at checkout: click Add promotion code, enter your discount code, and check the new total before you confirm your plan.
- [Update your credit card or payment method](https://docs.chartnote.com/billing-and-plans/update-your-payment-card.md): Update the credit card, debit card or other payment method for your Chartnote subscription in Manage subscription, so future renewals charge the right card.
- [Find and download invoices and receipts](https://docs.chartnote.com/billing-and-plans/view-and-download-invoices.md): Find and download Chartnote invoices and receipts: subscription invoices are in Billing & Plans, and credit and token purchases are on each Transactions tab.
- [Find Apple App Store subscription receipts](https://docs.chartnote.com/billing-and-plans/app-store-subscription-receipts.md): Subscribed through the Apple App Store? Find and download your Chartnote receipts online at Apple, in your iPhone purchase history, or in Apple receipt emails.
- [Pause your Chartnote subscription](https://docs.chartnote.com/billing-and-plans/pause-your-chartnote-subscription.md): Pause your Chartnote subscription for up to three months instead of cancelling. Start from Billing & Plans, then resume your paid plan whenever you are ready.
- [Cancel your Chartnote subscription](https://docs.chartnote.com/billing-and-plans/cancel-your-chartnote-subscription.md): Cancel your Chartnote subscription from Settings, then Billing & Plans. You keep access until the end of the billing period and can renew later.
- [Reset or change your Chartnote password](https://docs.chartnote.com/account-and-security/reset-or-change-your-password.md): Forgot your Chartnote password? Reset it with a code we email you from the sign-in page, or change a password you know in Settings, then Account & Security.
- [Change your multi-factor authentication (MFA) method](https://docs.chartnote.com/account-and-security/change-or-turn-off-mfa.md): Change your Chartnote multi-factor authentication method to text message (SMS), an authenticator app or an email code in Settings, then Account & Security.
- [Turn off multi-factor authentication (MFA)](https://docs.chartnote.com/account-and-security/turn-off-mfa.md): Turn off multi-factor authentication (2FA) in Settings, then Account & Security if you no longer want codes. You can't turn it off if your team requires MFA.
- [Fix sign-in and MFA verification problems](https://docs.chartnote.com/account-and-security/fix-sign-in-and-mfa-problems.md): Can't sign in to Chartnote? Fix login errors, MFA or verification codes that don't arrive or aren't accepted, old bookmarks, and mobile app sign-in problems.
- [Not receiving Chartnote emails? Check spam and filters](https://docs.chartnote.com/account-and-security/mark-chartnote-as-approved-sender.md): Not getting Chartnote verification codes or password reset emails? Check spam or junk, then add hello@chartnote.com to a Gmail filter or safe senders list.
- [Delete your Chartnote account](https://docs.chartnote.com/account-and-security/delete-your-chartnote-account.md): Delete your Chartnote account from Settings, then Account & Security. Before you start, download your notes or request a bulk export, and cancel any subscription.
- [Chartnote Teams: features and how it works](https://docs.chartnote.com/teams-and-administration/what-is-chartnote-teams.md): Chartnote Teams gives your practice one subscription with shared notes and templates, assistant seats with Handoff, admin controls and centralized team billing.
- [Create a Chartnote team and invite members](https://docs.chartnote.com/teams-and-administration/create-a-team-and-invite-people.md): Create a Chartnote team, choose seats at checkout, then invite Members, Admins and Assistants from Team Management and link assistants to clinicians.
- [Team roles and permissions: Admin, Member and Assistant](https://docs.chartnote.com/teams-and-administration/team-roles-admin-member-assistant.md): Compare Chartnote team roles and permissions: what Admins, Members and Assistants can each do, who manages billing and seats, and how to change someone's role.
- [Add or remove seats on your team plan](https://docs.chartnote.com/teams-and-administration/add-or-remove-team-seats.md): Add or remove seats on your Chartnote team plan from Team Management. Learn how seat changes affect billing and why removing a person keeps their seat paid.
- [Switch between personal and team accounts](https://docs.chartnote.com/teams-and-administration/switch-personal-and-team.md): Can't find a note? Switch between your personal and team accounts from the account menu. Personal and team notes are kept separate, and mobile follows the web.
- [Chartnote privacy and security: HIPAA and SOC 2](https://docs.chartnote.com/privacy-and-data/chartnote-privacy-and-security.md): How Chartnote protects patient data: HIPAA safeguards, encryption in transit and at rest, vendor BAAs, a SOC 2 Type II examination, and no PHI used to train AI.
- [Set note retention and automatic deletion](https://docs.chartnote.com/privacy-and-data/set-data-retention-policy.md): Set a retention policy to automatically delete notes, audio and transcripts after 1 to 90 days, for yourself or your whole team. Auto-delete is off by default.
- [Patient consent for recording clinical visits in Canada](https://docs.chartnote.com/privacy-and-data/canada-consent-for-recording-visits.md): What Canadian federal and provincial privacy laws say about patient consent for recording clinical visits with an AI scribe, plus a sample consent clause.


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