Getting Set Up
Getting Set Up
Step 1: Install the Extension
Click the installation link sent by your CarePilot representative.
On the Chrome Web Store page, select Add to Chrome ➜ Add Extension.

After installation, the CarePilot logo appears in Chrome’s Extensions menu (puzzle‑piece icon).

Step 3: Pin the Extension for Quick Access
Click the puzzle‑piece icon in the top‑right corner.
Press the pin icon next to CarePilot to keep it visible on the toolbar.

Recording Your Visit
Recording Your Visit
Step 1: Prepare Your Telehealth Tab
Open your telehealth session (e.g., Doximity, Athena Telehealth, etc.)
Step 2: Open the CarePilot Chrome Extension
Click the CarePilot logo by the puzzle piece at the top of your screen to open the CarePilot Chrome Extension:

Step 3: Start Telehealth Recording
Click the drop down on the Start Recording button, select Start Telehealth Recording

Confirm Audio Source (this is the tab the telehealth visit is on)
The default will be the current tab that is open:
⚠️ If the telehealth visit is on a tab other than the current, click 'Change' and select the correct tab:
Click Start Recording

If the Connect CarePilot to Your Visit Tab message pops up, click the CarePilot Chrome Extension icon:
Note: During the visit, you may not see the "audio visualizer" (the blue bar) move while the patient speaks. The system is still capturing audio—transcription happens in the background.

Step 4: Generate the note
Click End Scribe to generate the note.
Once the note has generated, you can:
Add to Recording
Send straight to athena
Open the visit in athena
To view and edit the note in CarePilot, simply navigate to the CarePilot Web App!





