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Getting started with CarePilot's Standalone Solution

Your complete step-by-step guide to setting up, learning, and mastering CarePilot — from first login through full documentation optimization.

Written by Halli Said

Onboarding Session:

What is CarePilot?

CarePilot listens to your patient conversations and automatically generates complete, structured clinical notes — then copies it to your clipboard for easy pasting into your EHR. No typing during visits. No post-visit dictation. Just high-quality documentation that matches your style.

What CarePilot Does:

  • Ambient AI listens during the encounter

  • Generates a full clinical note in seconds

  • Populates HPI, ROS, PE, Assessment & Plan

  • Captures diagnoses and Billing Codes automatically

  • Works in-person, via telehealth, or by phone

Ways to Access CarePilot

All three platforms sync in real time — your schedule, notes, and settings stay perfectly in sync.:

🌐 Web App — Full-featured browser access from any computer. Best for detailed charting and settings configuration. app.carepilot.com

🔌 Chrome Extension — Used alongside your EHR — not directly inside it. Required for telehealth visits to capture both sides of the conversation. Download Extension | Setup Guide

📱 Mobile App — Available on iOS and Android. Record visits, review notes, and generate documentation on the go. Download on iOS | Download on Android

Logging In for the First Time

Getting into CarePilot for the first time takes just a few minutes. Follow these steps to create your password and set up two-step verification.

Step 1 — Go to app.carepilot.com Open your browser and navigate to app.carepilot.com. You'll see the CarePilot sign-in screen with an email/password form.

Step 2 — Enter Your Email Address Use the email address your practice administrator used when setting up your account. Contact your admin or CarePilot support at [email protected] if you're unsure.

Step 3 — Create or Reset Your Password First-time users: click Forgot Password to receive a password reset email. Check your inbox (and spam folder), then follow the link to set a strong password.

Step 4 — Complete Two-Step Verification CarePilot uses two-factor authentication to protect your account. Enter the verification code sent to your email or authenticator app when prompted.

💡 Pro Tip: Bookmark app.carepilot.com for quick daily access. Your schedule syncs fresh every time you log in — no manual import required.

CarePilot Chrome Extension

Step 1:

  1. Navigate to CarePilot on the Chrome Web Store.

  2. On the extension page, select Add to Chrome.

  3. 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

  1. Click the puzzle piece icon in your browser’s extensions bar.

  2. 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

  1. Open your EHR

  2. Select the CarePilot Chrome extension icon. This will open the CarePilot side panel.

  3. When prompted, log in and enter your one-time code.

  4. Once authenticated, you will be able to use CarePilot and your EHR side-by-side.

Using Chrome Extension for Telehealth

  1. Select the visit from your schedule.

  2. Open the drop-down menu and select Start Telehealth Recording.

  3. 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.

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.

📞 Support Channels

  • In-App Chat — Click the chat icon in CarePilot for live support

  • Help Center — help.carepilot.com — searchable articles & guides

  • Email — [email protected] or contact your CarePilot rep

  • Onboarding Call — Schedule a live walkthrough with the CarePilot team

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