Step 1: Download the CarePilot Chrome Extension
Navigate to CarePilot on the Chrome Web Store.
On the extension page, select Add to Chrome.
Once installed, you’ll see the CarePilot Chrome extension icon appear in your extensions bar at the top of your browser.
Step 2: Pin the Extension
Click the puzzle piece icon in your browser’s extensions bar.
Find CarePilot in the list and click the pin icon next to it. (This ensures the extension remains visible and easy to access.)
Step 3: Log In and Set Up
Open your telehealth platform (whichever system hosts your telehealth visits).
Select the CarePilot Chrome extension icon. This will open the CarePilot side panel.
When prompted, log in and enter your one-time code.
Once authenticated, your CarePilot schedule will appear on the right side of your screen.
Step 4: Start a Telehealth Recording
Click into the specific telehealth visit you’re ready to start.
Open the drop-down menu and select Start Telehealth Recording.
You’ll see blue bars moving up and down — this indicates that CarePilot is capturing your audio.
Note: During the visit, you may not see the “audio visualizer” (blue bar) moving when the patient speaks. This is normal—CarePilot is still capturing both sides of the conversation, and transcription happens in the background.
Step 5: Pause or Resume Recording
To pause the recording, click Pause.
To add additional information later (after the telehealth session has ended), open the drop-down again and select Start Regular Recording. This mode captures only your audio, since there is no patient connected.
Step 6: Generate Your Note
Press End Recording when you are ready to generate your note.
Pro Tips & Troubleshooting:
"No Audio Detected" Pop-up
This means there is no audio coming from the patient's side of the Telehealth visit. Ensure they are unmuted and talking, and that you have followed the steps above.