AI Note Assist FAQs

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Updated: 05/21/2025 | Views: 350

Answers to the most common AI Note Assist questions.

Question	Answer
What is AI Note Assist?	Tebra’s AI Note Assist revolutionizes clinical documentation by streamlining the note-taking process for in-person and Telehealth visits (Telehealth subscribers). It uses advanced natural language processing (NLP) and machine learning to distinguish between different speakers, understand medical terminology, and categorize information accurately into the correct sections (Assessment, Plan, etc.)
How do I use AI Note Assist?	Resources: AI Note Assist: Clinical Assistant Workflow - Learn how clinical assistants can help prepare providers to use AI Note Assist. AI Note Assist: Office Visit - Learn how to start AI Note Assist for an in-office visit. AI Note Assist: Telehealth Visit - Learn how to start AI Note Assist for a Telehealth visit. AI Note Assist: Finalize Generated Clinical Note - Learn how to document and finalize an AI generated clinical note.
What is the cost to use AI Note Assist?	AI Note Assist is available for Clinical subscribers at a usage-based fee per note. See the AI Note Generation Fee section of the Pricing Policy to review the cost to generate an AI note. Charges incurred are added to your next monthly invoice.
Do I have to get the patient's consent to record?	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. As a best practice, providers must be transparent about the use of AI within their practice. They should get verbal consent prior to recording their patient. Review the Generative Artificial Intelligence (AI) Features section of the Terms of Service.
What note types does AI Note Assist support?	AI Note Assist is available for the following note types: SOAP Therapist Initial Visit Therapist Progress Psych Initial Visit Psych Progress
Can I use custom note types for AI Note Assist?	Custom notes and other standard note types are not currently supported.
Will I be charged if the note is unsigned or marked as an error?	Yes. The usage-based fee is charged when the AI generates the note.
How do I know which note is generated by AI Note Assist?	An AI-Assisted label displays for clinical notes generated by AI Note Assist on the patient's Notes page.
Does AI Note Assist work for virtual visits?	Yes. For Telehealth subscribers, providers can use AI Note Assist to generate the note for a patient visit. Note: AI Note Assist is not available for group telehealth visits.
Is the recording stored in your database?	No. Tebra does not store AI Note Assist recordings, ensuring it is fully HIPAA compliant.
If a note does not generate from the recording, how can I get that data?	Contact Customer Care for assistance.
Does AI Note Assist work with different accents?	Like most medical dictation tools, AI Note assist uses automatic speech recognition (ASR) models that have been trained on diverse voice data, including different accents, dialects, and speech patterns.
If a note does not generate from the recording, how can I get that data?	Contact Customer Care for assistance.
What browsers and devices are supported?	The following are supported browsers for best use of AI Note Assist on a desktop or laptop: The latest version of Chrome The latest version of Firefox Mobile browsers and Tebra's Mobile app do not support the AI Note Assist experience. Note: Chrome is the required browser for Telehealth visits using AI Note Assist.
Once the AI note is generated, is the note complete and ready to be signed?	No. After AI Note Assist generates a clinical note for an office visit or Telehealth visit, providers will need to complete the following before finalizing the note: Add the problem to the Assessments Add structured data, such as vitals and medications Prescribe medications Order labs For providers participating in any CMS incentive programs, specific structured data and reconciliation must be documented to be included in the Quality Measures Report Review AI Note Assist: Finalize Generated Clinical Note to learn how to document and finalize an AI generated clinical note.
Does structured data have to be added to the generated note?	Clinical structured data must be added to the corresponding note sections to populate in flowsheets the patient's facesheet, and the Patient Portal. If structured data is not included in the note, the patient's summary of care will be incomplete and will not be included in Quality Measures.
Are all clinical note features available for AI generated notes?	Yes. Once AI Note Assist generates the clinical note, all standard clinical note features are available. Review Navigate Clinical Note to learn more about available features of a note such as: SALT a note, viewing Treatment Plans or Flowsheets, customizing the note sections, and more.
What are best practices for using an AI scribe tool?	To get the most out of this powerful tool — while staying compliant, secure, and patient-centered, Tebra recommends the following best practices. Respectful Patient Consent: Allow patients to opt out or ask questions. Then document the patient's response in the note. Example: “To help me stay focused on you, I use a HIPAA-compliant AI tool that listens during our visit to draft your clinical note. Is that okay with you?” Patient Privacy: Patients may have concerns about AI or ambient listening. Reiterate that the tool is HIPAA-compliant and used only for generating clinical notes. The recording is not stored or shared beyond generating the clinical note for their chart. Patient Engagement: Patients can feel uneasy if the provider seems too hands-off or disengaged. Maintain eye contact and engage with the patient naturally. Example: “I’m still listening to your concerns. The tool just helps me capture everything we discuss so I can focus on you.” Use AI Selectively: AI Note Assist may not be necessary for every visit. When to use AI Note Assist: The provider is short on time The visit has complex documentation Reduce after-hours charting Speak Clinical Findings Aloud: Say physical exam results, vital signs, and observations aloud — even if you are typing or entering them into the clinical note. Example: “Lungs clear to auscultation bilaterally. No wheezes, rales, or rhonchi.” Use Clinical Terminology: Use clear, standardized clinical terminology to help the AI generate accurate and structured notes. Avoid vague phrases such as “looks fine”. Example: “No erythema or swelling noted in the right ankle.”