> ## 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.

# Record patient visits with AI Scribe

> 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.

Set up an AI Scribe draft, record the visit, and generate your note.

**Who this is for:** Clinicians · **Plans:** All plans (1 credit per encounter) · **Where:** Web (app.chartnote.com), mobile app

## 1. Create an AI Scribe draft

**1. Sign in at [app.chartnote.com](https://app.chartnote.com).**

**2. On Home, under **AI Scribe**, click **Start a visit**. The draft is saved right away.**

## 2. Choose your settings

The draft opens on the **Overview** tab. More options are on the **Settings** and **Attachments** tabs.

* **Recording Mode / Microphone**: In-Person or Telehealth, and the microphone to use. Telehealth captures screen audio and needs Chrome.
* **Patient / Label** and **Template**. A new draft remembers your template and languages, but not the patient.
* **Context Notes**: earlier finished notes for the same patient.
* **Attachments** (PDF).
* **Helpful information**: details not said in the visit. Type @ to insert a snippet.
* **Voice language** (including Automatic), **Note language** and **Note length**.
* **Setting** (including Post-operative), **Visit type** and **Billing codes** (CPT / ICD-10).
* **Tags**.

## 3. Record

**1. Click the large round blue microphone button to start recording. **Finish later** and **Generate Note** appear below it.**

**2. Pause whenever you need to. Audio syncs to the cloud after each pause.**

**3. You can discard a single recording without losing the others.**

Short recordings are fine. There's no 30-second minimum.

## 4. Generate the note, or finish later

* **Generate Note**: writes the note from everything recorded.
* **Finish later**: processes Highlights now ("Your highlights will be ready shortly") and keeps the note as a draft. Resume on any device later. Highlights are free.

The card shows Transcribing → Generating → Ready. Open it to review.

## Credits

Each encounter uses 1 credit, charged the first time the note is generated. If generation fails, the retry on the same encounter is free.

## Troubleshooting

### "No speech was detected in one of your recordings…"

This appears only when none of your recordings has speech. A silent segment alongside one with speech is fine. See [Why Does My Note Say "No Audio Detected"?](https://help.chartnote.com/portal/en/kb/articles/why-does-my-note-say-no-audio-detected).

### You leave while recording.

Chartnote asks you to Upload and leave or Continue recording.

## Related articles

* [Using Recording Mode (In-Person vs Telehealth)](https://help.chartnote.com/portal/en/kb/articles/using-recording-mode-in-person-vs-telehealth)
* [Save an unfinished recording with Finish later](https://docs.chartnote.com/notes-and-recording/drafts-and-finish-later.md)
* [Troubleshooting Audio and Microphone Issues](https://help.chartnote.com/portal/en/kb/articles/troubleshooting-audio-and-microphone-issues)
* [Chartnote plans, pricing and AI credits](https://docs.chartnote.com/billing-and-plans/chartnote-plans-pricing-and-credits.md)

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


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