Skip to main content
Kareo and PatientPop are now Tebra. Becoming Tebra will take time and we appreciate your patience as we transition to the new brand experience.Learn More
Tebra Help Center

AI Note Assist: Telehealth Visit

  1. Last updated
  2. Save as PDF
Updated: 05/20/2025 | Views: 184

Tebra’s AI Note Assist revolutionizes clinical documentation by streamlining the note-taking process for in-person and Telehealth visits (Telehealth subscribers). Powered by advanced AI with ambient listening, it offers automated scribed documentation with intelligent prompts for diagnosis codes—allowing providers to focus less on admin and more on patient care. AI Note Assist is available for the following note types: SOAP, Therapist Initial Visit, Therapist Progress, Psych Initial Visit, and Psych Progress. 

Learn how to start AI Note Assist for telehealth visits - which allows providers to quickly start their notes and capture key clinical information. After the AI generates the note, the provider will need to add structured data, such as vitals and medications to finalize the note.

Review AI Note Assist: Office Visit to learn how to start AI Note Assist for in-person visits.

Notes: 

  • Chrome is the required browser for Telehealth visits using AI Note Assist.
  • Available for Clinical subscribers with Telehealth at a usage-based fee per note. For the cost of using AI Note Assist, see the AI Note Generation Fee section of the Pricing Policy. Charges incurred are added to your next monthly invoice.
  • To streamline the provider's workflow, clinical assistants can join the telehealth visit first and document structured data into the patient's Facesheet, so most information is already populated when the provider adds the applicable sections after the AI note is generated and finalizes the note.
  • AI Note Assist is not available for group telehealth visits.
  • This is a BETA feature as it is still new and more enhancements are under development.

Access Telehealth Visit

icon_warning.png Important Note: To use AI Note Assist for a telehealth visit, providers must use Chrome and join the visit before starting the AI Note Assist.

Review Telehealth Visit to learn more about joining the video visit.

  1. Click Join on the telehealth appointment. The video appointment opens in a new browser window.
    Note: The button to join is accessible for all users in the practice. It displays 30 minutes before the appointment start time and remains available until 2 hours after the appointment end time.
  2. Follow the applicable prompts.
  3. Click Join Meeting. The telehealth visit room launches.
  4. Manage and allow participants to join the room.
 Clinical_AINote_JoinTelehealth.png

Access AI Note Assist

  1. Click on the patient's appointment to view the appointment card.
  2. Click AI Note Assist. The note opens.
    • If a clinical note for this appointment is in progress, the AI Note Assist option will be unavailable.
    • If this is the first time the provider is using AI Note Assist, the Premium Service Acknowledgement pop-up window opens. Review the note and click Continue to agree to the terms.
 Clinical_AINote_DashboardAccesssTH.png

Start Recording

Before using AI-powered scribe tools, review applicable laws and regulations in your practice’s jurisdiction regarding electronic recordings, AI scribes, and informed consent. Some jurisdictions require verbal or written consent prior to any form of ambient documentation. Check your state board or consult legal counsel for guidance.

  1. By default, the date and time of the appointment displays.
    Note: Do not change the date/time. Editing the date/time will make the option to record the telehealth visit unavailable.
  2. If applicable, click the Assigned To drop-down arrow to select a provider or clinical assistant to assign the note to. 
  3. Click the Note Type drop-down arrow and select Psych Initial Visit, Psych Progress, SOAP, Therapist Initial Visit, or Therapist Progress.
  4. Click Start Recording. The share pop-up window opens.
    • If applicable, click Allow while visiting the site to activate the microphone for the current and future AI Note Assist sessions.
 Clinical_AINote_StartRecordingTH.png
  1. Select Telehealth to share the screen with AI Note Assist.
    Note: If the screen is not shared, the conversation during the telehealth visit will not be recorded to generate a clinical note.
  2. Click Share. The Session Recording pop-up window opens.
 Clinical_AINote_ShareTH.png
  1. Begin the telehealth visit. The patient visit is recorded for up to 2 hours.
    Note: To be HIPAA compliant, Tebra does not store session recordings.
    • To temporarily stop the session from being recorded, click the pause icon. The session stops recording.
      • To resume recording, click the mic icon.
    • To restart the AI Note Assist and disregard the recording for the current session, click the pause icon. Additional options displays.
      • Click the restart icon. Then, click Restart Recording to confirm.
  2. Chart Details: To review the patient's documented Medication, Problem, History, Vitals, Allergies, Lab and Studies, or Immunization click the sections to expand.
  3. Click the end recording icon to stop recording and start generating the clinical note. The AutoGen Note pop-up window opens.
    Note: Do not refresh the page while the note is generated. This may result in the loss of data and the AI note will not generate.
  4. Once the clinical note is generated, the note opens.  The provider can review, edit applicable sections, and add note sections (to populate documented or new structured data) to finalize the note.
  5. End the telehealth visit when applicable.
 Clinical_AINote_EndRecordingTH.png
  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    Topic
  2. Tags
    This page has no tags.