Getting Started with CarePilot (Standalone)
What is an AI Scribe, and how will CarePilot help me?
Thank you for choosing CarePilot! CarePilot is designed to make your documentation process easier and more efficient. In this article, we will provide you with all the information you need to know about CarePilot.
CarePilot is an AI Scribe that helps you create detailed SOAP notes at the point of care. Our tools are designed to capture patient conversations or provider monologues and turn them into accurate and comprehensive notes. This eliminates the need for manual note-taking and allows you to focus on providing quality care to your patients.
How to Access CarePilot
CarePilot can be accessed through:
Our iOS & Android Apps
Your Web Browser
This gives you the flexibility to use our tools in any clinical workflow. Whether you are on the go or in your office, CarePilot is always available to assist you in your documentation process.
Here's a quick video walkthrough of CarePilot:
Step by Step Instructions for using CarePilot:
First, Find the Email We Sent You
First, Find the Email We Sent You
Navigate to your email account, click on "Sign In to CarePilot" to open up app.carepilot.com on your preferred web browser
Enter the Temporary Password given in the email, then create your own custom password.
Log in
Second, Capture your First Visit
Second, Capture your First Visit
CarePilot offers two flexible ways to create a recording: you can capture a full patient conversation or record a monologue. This allows you to experiment with different approaches to see which method best suits your documentation needs. Simply open CarePilot at the start of your visit and begin recording, either by conversing with your patient or by dictating notes solo.
CarePilot is accessible on your phone, computer, or directly in a web browser, making it easy to record both in-person and telehealth visits. Just remember to keep CarePilot open throughout the session for continuous recording. Currently, CarePilot doesn’t support headphones, as it requires clear access to both sides of the conversation to ensure accurate transcription.
To record a visit, press the Click the Visit pulled in from your Athena Schedule.
To start, press Start Visit
Some Additional Pointers to help customize your visit:
Some Additional Pointers to help customize your visit:
• Choosing your recording language. Currently Supports English and Spanish
• Choose your template to match your specific preferences—whether you prefer problem-oriented notes, paragraphs, bullet points, or any other format, Care Pilot adapts to your style.
• Add patient context by inputting the patient’s name, gender, medical history, or any other details that will help the AI complete your note.
Note: CarePilot's AI learns your style over time, the more you edit in CarePilot, the better the AI will do in matching your format and style preferences!
Third, Edit your Note
Third, Edit your Note
Editing your notes in CarePilot is intuitive and flexible. You can use the Magic Editing Bar to make adjustments by speaking naturally—CarePilot will automatically understand and apply your changes—or by typing directly. You can also edit in line within the note itself, giving you full control over the content.
All changes are saved automatically, so you can focus on refining your notes without worrying about losing your progress.
Upload into your your EHR
Upload into your your EHR
Transferring your notes in CarePilot is as simple as pressing a button!
In the top right corner, press the "Send to EHR" button to submit the note to Athena, open up your chart and refresh the page if needed to see the note appear.
This flexibility makes it easy to transfer your notes to your EHR/EMR, streamlining your workflow and ensuring all information is readily accessible.
Security and Compliance
At CarePilot, we take the security and privacy of your data very seriously. That's why we are fully HIPAA compliant and ensure that all your data is encrypted in transit and at rest. We also process and store all your data in the United States, giving you peace of mind that your information is safe and secure.