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Open a session from Record (past sessions) or from View Past Sessions on the patient page. The note screen has a Note tab and a Transcript tab.

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Actions on the note

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The AI Editor

Ask for one change at a time: “tighten the HPI”, “add that the patient denies chest pain”, “use the patient’s name”. Quick skills are one click away: Tighten language, Simplify, Use patient name, Align ICD-10, Align CPT, Differential prompts, Red flags, Patient handout.
After accepting an edit that touches the Plan or medications, glance at that section to confirm it landed. If the editor stops responding, reload the page and start a new conversation.

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The note quality banner

Sometimes a note shows “Review this note carefully”. That is HealOS flagging possible mismatches between the note and the transcript. It is a prompt to review, not an error.

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Signing

HealOS has no separate “sign” step. The note is ready when you have reviewed it. To include your signature on PDF and DOCX exports, upload it under Account Settings → Signature and turn on Include in exports.

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Deleting and restoring

Deleted sessions go to Deleted Notes (the Recycle Bin), where they can be restored or removed permanently.