Visit to Chart

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Welcome — let's set up your notes

Before your first visit, choose which sections your notes include and add any terms or abbreviations you use. It takes a minute and every note after will match how you write.

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No visits yet. Start your first recording and your notes will appear here.

Today

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Last 7 days

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Follow-up

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Intake

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Privacy posture

All visits are recorded with documented patient consent.

Notes auto-delete after a limited retention window.

Consent attestations are retained.

Unfinished recording found.
⏸ Recording paused — patient audio is NOT being captured.
Still paused — resume when the visit continues.
1

Visit setup & consent

2

Capture the visit

Confirm consent above to enable recording.

You (mic)—
Patient (call)—

3

Review, edit & sign

Pasted into your EHR?
Letters
Generate a letter
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Check every *** and (default), confirm the Risk Assessment and the diagnosis — then it's ready for your EHR.

Letter

My recent notes

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My note preferences

Choose which sections appear and in what order for each visit type — arrows to reorder, checkbox to include or remove. Safety-critical sections are required. Preview shows a sample note. Safety rules always apply.

Follow-up note

Intake (new patient) note

Therapy session note

Follow-up + therapy note

Preview

Quick start

  1. On New visit, choose your capture method and visit type.
  2. Confirm the patient's state and check the consent box.
  3. Press Start recording; watch the audio bars to confirm both sides are heard.
  4. Press Stop & generate note; review the draft, correct every *** and (default), confirm Risk and diagnosis, then sign in your EHR.

Capture methods

Microphone — simplest; use your computer speaker (not headphones) so the mic hears both you and the patient.

Share call tab — for headphone users; you'll pick the call tab and enable "Also share tab audio" to capture both sides.

Support

Questions or issues: support@visittochart.com