Getting Started
Your first note in 60 seconds
Open the app, pick a template, fill three fields, tap Generate. Walks through the absolute fastest path from sign-in to a paste-ready SOAP note.
The fastest path from sign-in to a paste-ready note.
What you'll do
- Open the app — once you're signed in, you'll land on a fresh note workspace.
- Pick a template — tap one of the One-Tap Templates at the top (e.g. Initial Visit, Follow-Up, Acute Low Back). Templates pre-fill the most common defaults so you only edit what's different.
- Fill in the basics — quick checkboxes on the Subjective and Objective tabs. Skip anything that doesn't apply.
- (Optional) Mark a diagram — tap Diagrams and drop X/O markers on the body or spine chart. These get translated into prose automatically.
- Tap Generate Note — the finished SOAP note appears on the Copy tab, ready to paste.
Tips
- Edits are instant — tap inside the generated note and just type. Your edits stay until you regenerate.
- Copy is rich text — bold headings and lists survive the paste into IntakeQ, Jane, ChiroTouch, Word, Gmail, Google Docs, etc.
- Diagrams paste as images in apps that support it (Word, Google Docs, Gmail, your EHR). For chat threads (Google Chat, Slack, Teams, iMessage) on a phone or tablet, tap Share Note (text + diagrams) to send everything in one tap via the system share sheet. On desktop or browsers without share-sheet support, use the Copy Image button on each diagram for a quick second paste, or Save Image to attach the PNG manually.