How to rename your Notes

Edit the title of the notes so that you can more easily identify the different visits

Do you ever find yourself rushing patient to patient, and don't have time to review your generated notes right away? Then you too probably end up with a long list of notes in your history that all start to look the same.

Changing the title, either as the note is getting generated, or from the history view itself, can help.

Note: In the article below, we've used images of our chrome extension, but you can rename notes on any of our platforms: either the chrome extension, the desktop app or the mobile app.

Renaming notes while they are being generated

You can rename the note even before it is generated:

Use the AI Scribe as usual
Once you have clicked the Done button to generate the note, you'll see be presented with the note generation
Click on the title that is in place and start typing the new title:

Use the AI Scribe as usual

Once you have clicked the Done button to generate the note, you'll see be presented with the note generation

Click on the title that is in place and start typing the new title:

Renaming notes once they are generated

You can rename the note once it is generated:

Use the AI Scribe as usual.
Once the note is generated, click on the title that is in place and start typing the new title:

Use the AI Scribe as usual.

Once the note is generated, click on the title that is in place and start typing the new title:

Renaming notes in your History

To help you keep track of which note is which, you can rename the notes in your history. To do so:

Click the History button in the left navigation panel
Find the Encounter in your History that you wish to rename
Click on the Encounter
Click on the title that is in place and start typing the new title

Click the History button in the left navigation panel

Find the Encounter in your History that you wish to rename

Click on the Encounter

Click on the title that is in place and start typing the new title