If you prefer not to use AI-generated notes or if AI notes are unavailable for a session, you can create and write a note manually using a blank note. This gives you full control over the note’s content while still allowing you to sign, save, and store it securely in the patient’s chart.
When should I use a blank note?
You may want to write a blank note when:
You choose not to use AI-assisted documentation
Transcription consent was not provided for a session
You need to write a non-billable or chart-only note
You want to document information outside of a standard session (e.g., care coordination, follow-ups, administrative notes)
How do I create a blank note?
Navigate to the Notes section from the left sidebar
Select the relevant patient
Click Create Note
Choose the option to start with a blank note
A manual editor will open where you can begin writing your note
Writing your note
You can freely type and structure your note in the editor
If you have note preferences set (such as SOAP or BIRP format), you can follow those templates manually
You may include clinical observations, interventions, assessments, and plans as needed
Blank notes are fully editable and are not restricted by AI formatting or content rules.
Saving a note as a draft
At any point while writing, you can click Save as Draft
Draft notes are not finalized and can be edited later
Drafts remain private and are not considered signed clinical documentation
How do I sign a manually written note?
Once your note is complete:
Click the Add Sign button
Choose how you want to sign:
Type your name
Draw a digital signature
Confirm the checkbox stating that:
The note accurately reflects the session and clinical service provided
Click Save
After signing, the note is considered finalized and signed.