How do I approve and sign a note?
How do I approve and sign a note?
Review it on the session page. There is no separate approval step. Add your signature under Account Settings → Signature so it appears on exports.
Can I use this for telehealth?
Can I use this for telehealth?
Yes. Record from the web app on the same computer that runs the video call, with the microphone set to the device that picks up both sides, or use the Chrome extension inside your EHR. Test once with a colleague before a real visit.
How do I get word-for-word transcription for X-ray or procedure reports?
How do I get word-for-word transcription for X-ray or procedure reports?
Add a section to your template with the word-for-word instruction from Templates, or ask support to add it.
Can I add a patient instructions section?
Can I add a patient instructions section?
Yes, in a custom template: add the Patient Education or Patient Follow Up Email section. You can also ask the AI Editor for a Patient handout after the note is generated. The built-in visit templates cannot be modified, so copy one first.
How do I delete a custom template?
How do I delete a custom template?
Open it under Templates → Custom and delete it from there, or ask support. Deleting a template does not affect notes already generated.
Does HealOS store the audio?
Does HealOS store the audio?
Only if you turn on Enable dictation playback. Otherwise audio is used for transcription and not kept for playback.
Can I see the previous provider's note for a new patient?
Can I see the previous provider's note for a new patient?
Upload it under Patient Documents before recording, or turn on Use Prior Context if the previous visit was in HealOS.
Where do I change data retention?
Where do I change data retention?
Account Settings → Data retention. This is a per-user account setting, not part of AI Front Desk.
Does HealOS enter charges or bill for me?
Does HealOS enter charges or bill for me?
AI Scribe suggests ICD-10 and CPT codes for you to review. It does not submit claims. Ask us about the billing products if you need that.
How do I remove a team member?
How do I remove a team member?
Practice admins remove members from the organization settings. Contact support if the option is missing.
Is there a free plan?
Is there a free plan?
Yes, with a monthly session limit. Subscription in the sidebar shows your plan and upgrade options.