Step 1: Open Your Telehealth Visit
⚠️ IMPORTANT: Before launching the CarePilot extension, ensure your telehealth platform is open and the correct visit is active.
Opening the extension prior to entering the visit may prevent CarePilot from detecting tab audio.
Open your telehealth platform (whichever system hosts your telehealth visits).
Click into the specific telehealth visit you’re ready to start (in your telehealth platform).
Step 2: Open CarePilot
Open the CarePilot chrome extension and get logged in.
Click the telehealth visit from your CarePilot schedule.
Step 3: Start Recording
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.
Tip: You can always confirm both sides of the conversation were captured by reviewing the note transcript.
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 4: Generate Your Note
Press End Recording when you are ready to generate your note.
Double check the transcript to ensure both sides were recorded.
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.