Co-Pilot is an AI Voice feature which will listen in on your appointment and complete your notes for you using your templates.
You'll need a microphone to use this feature
Find our mic recommendations here
How does Co-Pilot work?
Co-pilot will listen in on your appointment/exam and create a transcript of what it hears. It then reviews this transcript in real time to add information to your template.
Co-Pilot can be used for a whole appointment, or just part of an appointment, or you can dictate a summary afterwards.
How to use Co-Pilot
Do I need patient consent to use this feature?
As audio recordings are not stored patient consent is not legally required, however, we do strongly advise this as a courtesy to your patients. More info here
- Open the template for the appointment type you wish to complete.
- Select the Co-Pilot button at the left of the screen. If a microphone is connected and permission has been granted transcription will start immediately.
- Speak as normal and Co-pilot will create a transcript of all that is said. You'll see this as a feed in the sidebar.
- As the transcript is generated the our AI will review the content and relevant information will be added to your template by completing existing buttons, as well as adding additional lines/buttons if necessary.
- If you wish, you can manually add to the note at the same time as Co-Pilot is running. You can select buttons as well as free type directly into the template. Any buttons selected manually cannot be overridden by Co-Pilot.
- To stop the transcript once complete, or at any point, select the stop button. You can stop and start Co-Pilot at any point.
- When you're happy with your notes select 'Copy Notes' in the top right corner and paste it into your patient management software. You can also save the note as a draft to come back to later.
Things to know about Co-Pilot
- As Co-Pilot is an AI tool we recommend you always review your Co-Pilot generated notes to ensure accuracy. AI can make mistakes, so be sure to give your notes a check-over to make sure they are as you would expect.
- There can be a slight delay between points being said and seeing them in your notes. This is because Co-Pilot requires a little time to analyse your transcript and align it with your template to ensure everything is captured accurately. This can feel slow if your watching waiting for it to happen each time, however we recommend proceeding with your appointment at a regular pace and by the end Co-Pilot will not be far behind you.
- You can still select buttons and type into your templates whilst Co-pilot is running. Buttons you select manually cannot be overridden by Co-Pilot.
- Co-Pilot can add additional information to your templates. It's not just limited to what's already in your templates and will add information and context if it's mentioned.
This feature is still in beta, so please let us know if you have any feedback.
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