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Course 3 of 6

Run a session

The clinical day: schedule the appointment, run the session (telehealth or in-person), capture the note, use AI Scribe to do the heavy lifting, and reuse templates so you're not writing from scratch every time.

5 lessons · 1 quiz · 18 min
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What you'll learn

Book one-off and recurring appointments, and reschedule by dragging them
Run a Telehealth video call in the browser, with the waiting room and AI Scribe sidebar
Capture a clinical note from an appointment or a client record, then sign and lock it
Turn a session transcript into a structured note with AI Scribe, using your own templates

Lessons


About this course

Every lesson is a real task in your workspace, not a lecture. You'll see the outcome and the exact product path up front, do the steps, then run a short "Check it worked" list to confirm the task succeeded with your own data.

The course ends with a short quiz on its own page. Five questions, one at a time, no pass mark and nothing recorded. If a question surprises you, the lesson to revisit is one click away.