BentoBox is a documentation assistant, not a medical device. Do not enter PHI. No BAA currently offered β€” HIPAA-compliant tier coming soon.
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❓ Frequently Asked Questions

Quick answers to the most common questions.

Getting Started

What is BentoBox Notes?

BentoBox is a clinical documentation tool that helps chiropractors, acupuncturists, massage therapists, and mental-health practitioners generate SOAP notes faster. You select findings on interactive diagrams and structured templates; BentoBox builds the prose for you to copy into your existing EHR.

How do I get started?

Sign up for a free 7-day trial, then open the app. Pick a template, fill in the structured fields, mark up any diagrams, and tap Generate Note. The finished note is copied to your clipboard so you can paste it into your EHR.

Do I need to install anything?

No. BentoBox runs entirely in your browser. A Chrome extension companion is on the way for one-click pasting into common EHRs.

Which professions does BentoBox support?

Today: Chiropractic, Acupuncture, Massage Therapy, and Mental Health. Each profession has its own templates and diagrams. More are being added β€” email us if you’d like to suggest one.

Macros & Templates

What is a macro?

A macro is a saved snippet of clinical language you reuse β€” for example, β€œlumbar HVLA at L4–L5, supine, with patient tolerance.” Tap a macro to insert it into the current section instantly.

How do I create a custom template?

Open the app and go to Settings β†’ Templates β†’ New Template. Add the sections (Subjective, Objective, Assessment, Plan, etc.), pick which diagrams to include, and save. Your template appears in the One-Tap Templates list.

Can I edit the default templates?

Yes. Open any default template, tap Duplicate, then edit your copy. Your edits never overwrite the defaults so you can always start fresh.

Where are my templates stored?

Your templates and macros are saved to your account. They sync to any browser you sign in from. To download a backup, see Your Data below.

Interactive Diagrams

How do diagrams work?

Each diagram (spine, body chart, meridian map, etc.) lets you mark findings with X, O, or freehand drawing. The marks become structured data that BentoBox writes into the narrative β€” for example, β€œtenderness at C5–C6 and L4–L5 on the right.”

What do the canvas tools do?
  • Move/Resize β€” select a placed mark to drag it or use the corner handle to resize.
  • X / O β€” tap to drop a marker at that location.
  • Draw β€” freehand pen for tracing pain regions or trigger points.
  • Undo / Redo / Clear β€” top toolbar.
I can't scroll on my phone when I'm in a diagram.

Tap the Move/Resize tool first β€” that lets the page scroll normally. Drawing tools (X, O, Pen) capture vertical drags so they don’t accidentally scroll while you’re marking. A quick tap with X or O still drops a marker without scrolling.

How do I delete a single mark?

Switch to Move/Resize, tap the mark to select it, then press the trash icon β€” or use Undo in the top toolbar to remove the most recent action.

Note Generation & Export

How do I generate a note?

Fill in the sections of the active template, mark up any diagrams, then tap Generate Note. The finished note is copied to your clipboard and shown for review.

What format is the note copied in?

BentoBox copies rich text by default, which preserves bold, lists, and headings when pasted into modern EHRs. Most EHRs (ChiroTouch, Jane, IntakeQ, etc.) accept rich-text paste cleanly. You can switch to plain text in Settings β†’ Output.

Can I edit the generated note before copying?

Yes β€” the preview is fully editable. Make any adjustments, then tap Copy to refresh the clipboard.

Can I copy just one section instead of the whole note?

Yes. Each section header (Subjective, Objective, Plan, etc.) in the generated note has its own small Copy button on the right β€” tap it to copy just that section. The big Copy to Clipboard button at the bottom still copies everything.

My EHR is dropping the formatting when I paste.

Some older EHRs only accept plain text. Switch the output format to Plain Text in Settings β†’ Output and try again.

My diagrams don't show up when I paste into iMessage or Slack.

Chat apps (Google Chat, Slack, Teams, iMessage) strip embedded images from rich-text pastes β€” this is a chat-app limitation, not BentoBox. Easiest fix on a phone or tablet: tap Share Note (text + diagrams) on the Copy tab to open your system share sheet β€” pick Google Chat (or any chat app) and the note text plus every diagram are sent together as one message. On desktop, or if your browser doesn’t support the share sheet, use Copy Image under each diagram for a quick second paste, or Save Image to attach the PNG manually. Pasting into Word, Google Docs, Gmail, or your EHR includes the diagrams inline β€” no extra step needed there.

Billing & Subscription

How does the free trial work?

Every new account gets a 7-day free trial with full access. You will not be charged during the trial. If you don’t cancel before it ends, your subscription auto-renews weekly at the rate you signed up for.

How do I cancel?

Open Profile β†’ Manage Billing & Payment. From the Stripe portal, click Cancel Subscription. Cancellation requires 7 days’ notice before your next renewal; you keep access through the end of the current billing period.

Why does cancellation require 7 days' notice?

BentoBox bills weekly, so the renewal happens every 7 days. To avoid being charged for a given week, you need to cancel before that week begins. If you cancel mid-week, the upcoming charge will still process and you’ll keep access through the end of that period.

Do you offer refunds?

Because billing is weekly and you can cancel anytime, we generally don’t refund past charges. We do consider refunds for duplicate charges, billing errors after a confirmed cancellation, unauthorized charges, or extended service outages. See the Refund Policy for details.

How do I upgrade or downgrade my plan?

Open Profile β†’ Manage Billing & Payment. Plan changes are prorated automatically by Stripe.

How do I update my card?

Same place β€” Manage Billing & Payment β†’ Update payment method.

HIPAA & Privacy

Is BentoBox HIPAA compliant?

No β€” not currently. Today BentoBox is provided β€œas-is, at your own risk.” You agree at sign-up not to enter Protected Health Information (PHI) β€” no patient names, dates of birth, or other identifiers. Use BentoBox to build clinical-language templates, then paste the result into your own HIPAA-compliant EHR.

When will a HIPAA-compliant tier be available?

A Pro tier with a Business Associate Agreement (BAA) is in development. When launched it will be a separate paid tier with explicit BAA acceptance required. Email hello@bentoboxnotes.rocks to be notified.

What data does BentoBox store about me?

Your account email, name, hashed password, subscription status, and the templates / macros / preferences you create. We do not sell or share your data. See the Privacy Policy for the full list.

How do I delete my account?

Open Profile β†’ scroll to the Danger Zone β†’ Delete Account. This is immediate and permanent β€” your account, templates, and stored configuration are erased.

Your Data

Can I export my templates and settings?

Yes. Open Profile β†’ Your Data β†’ Download My Data. You’ll get a JSON file with your account info, templates, macros, and configuration.

Can I import data from another tool?

Bulk import isn’t available yet, but you can paste any text into a custom template. Email us if you have a specific format in mind.

What happens to my data if I cancel?

Your account stays intact when you cancel a subscription β€” you can reactivate anytime. To permanently erase everything, use Delete Account from your profile page.

Troubleshooting

The "Copy" button doesn't seem to work.

Modern browsers require a user gesture for clipboard access β€” make sure you tap the button directly. If you’re in private/incognito mode, the clipboard permission may be blocked. Try a regular window, or copy from the preview manually.

I'm on iPhone and the diagram won't scroll.

Switch to the Move/Resize tool β€” that allows the page to scroll. Drawing tools intentionally capture vertical drags so they don’t scroll the page while you mark.

I can't sign in.

Use Forgot Password to reset. If you still can’t get in, email support@bentoboxnotes.rocks.

A feature isn't working as expected.

Try refreshing the page first. If the issue persists, email support@bentoboxnotes.rocks with a screenshot and the browser/device you’re using.

Browser & Device Support

Which browsers are supported?
  • Recommended: Chrome, Edge, or Brave (latest two versions)
  • Supported: Safari 16+, Firefox (latest two versions)
  • Mobile: Safari on iOS 16+, Chrome on Android 12+
Does it work offline?

Not yet β€” BentoBox needs an internet connection to save your work and generate notes. Offline mode is on the roadmap.

Still need help?

How do I get support?
How quickly do you respond?

We aim to respond to all support emails within 1 business day, and to billing or refund requests within 5 business days.