The Charting Canvas (Canvas Mode) turns your CarePilot visit note into a living workspace. You can prep the chart before your patient arrives, interact with the note while you record, and let CarePilot weave everything — your pre-charted work and the visit conversation — into one comprehensive, longitudinal note that’s ready to send to athenahealth.
How to turn on the Charting Canvas
How to turn on the Charting Canvas
Before activating Charting Canvas, ensure you do not have any visits in the "recording" or "paused" state, as they can be impacted by switching modes.
1. Click your profile icon in the top right corner of CarePilot.
2. Open Profile & Preferences, then click Preferences in the left-hand menu.
3. Under Products & Features, switch on Use Charting Canvas. You can toggle it off the same way at any time.
Your changes save automatically — you’ll see “All changes saved” at the top of the page.
Pre-chart before the visit
Canvas Mode lets you prep the chart ahead of time. Patients with pre-charting in progress are flagged with a Pre-Charting badge right on your schedule, so you always know which visits are prepped.
Patients with charting underway show a Pre-Charting badge on your schedule.
Pull forward the patient’s most recent note
Pull forward the patient’s most recent note
Open the encounter and click the Pull forward [date] note button in the pre-charting banner. CarePilot imports the note content from the patient’s most recent visit directly into today’s chart.
One click imports note content from the patient’s most recent visit.
You’ll see a green Success — prior note pulled forward confirmation, and the note sections fill in with the prior visit’s content, ready for you to review and edit.
The prior note’s content lands in today’s chart, ready to review.
Pull specific sections from previous encounters
Pull specific sections from previous encounters
Want more control? Use Pull Forward from Prior Visit to choose a specific closed CarePilot encounter — and import the whole visit or just the individual sections you need (for example, only the Assessment/Plan).
Choose a prior visit, then import everything or just the sections you want.
First time seeing the patient? Pull their note from Athena
First time seeing the patient? Pull their note from Athena
If the patient has never been seen in CarePilot, you can still prep the visit: pull forward the patient’s most recent note directly from athenahealth. Notes coming from Athena are labeled FROM ATHENA in the pull-forward window.
No prior CarePilot visits? Pull the most recent note straight from Athena.
Work in the note while you record
Canvas Mode keeps the whole chart interactive during the visit. While the ambient recording captures your conversation, you can work directly in the note — everything you add is woven in when the note is generated.
Type into the note while the recording runs — the ambient scribe fills in the rest.
While recording, you can:
Jot notes anywhere in the visit note
Jot notes anywhere in the visit note
Type directly into any section as you record.
Type into the note while the recording runs — the ambient scribe fills in the rest.
Review and interact with the patient's longitudinal chart data
Review and interact with the patient's longitudinal chart data
Update the problem list and add discussed diagnoses to the visit — open the Problems panel from the longitudinal chart, add a note to a problem (e.g., “hip pain flared on trip, OTC NSAIDs”), and click Add to visit.
Update the problem list and add discussed problems to the visit in real time. Diagnoses added from the chart appear with their ICD-10 codes under Dx + Orders.
Review active medications and more.
Review the patient’s active medications mid-visit.
Generate one comprehensive note
When you end the recording, CarePilot weaves your pre-charted work and the visit conversation together into a single, comprehensive longitudinal note — history pulled forward, your jotted notes, and everything discussed in the room.
Pre-charted content and the conversation come together in one longitudinal note.
Need to add more? Keep recording
Need to add more? Keep recording
If something comes up after the note is generated, click Add to Recording. You can append to the existing recording even after generating the note, and CarePilot will update the documentation.
Add to the existing recording — even after the note has been generated.
Use Amelia, your clinical copilot
Canvas Mode also gives you access to Amelia, CarePilot’s clinical copilot.
Amelia can fetch chart data, edit your note, place orders, and much more.
What all can Amelia do?
What all can Amelia do?
Fetch chart information — pull vitals, labs, meds, allergies, problems, and history.
Edit note content — revise sections like the HPI and Physical Exam directly.
Add orders — search and place medication, lab, imaging, and referral orders.
Add ICD-10 codes — search diagnoses and add codes to the encounter.
Explain medical reasoning — walk through clinical logic, differentials, and treatment rationale.
Clinical knowledge research — evidence from PubMed, drug labels, clinical trials, and more.
Medical calculations — compute risk scores like eGFR, BMI, and CHA₂DS₂-VASc.
Write clinical letters — referral letters, prior auth, and letters of necessity.
Fill out forms — auto-fill PDF clinical forms with patient data.
Record on the go with the mobile app
Canvas Mode works away from your desk, too. With CarePilot’s mobile app you can run the entire visit from your phone.
Set up the visit and start recording right from your phone. Choose what happens when the note finishes: send it, add more, or hand it off.
Using CarePilot's Mobile App in Canvas Mode:
Using CarePilot's Mobile App in Canvas Mode:
1. Open the patient from your mobile schedule and review the visit summary.
2. Tap Start Recording to capture the encounter.
3. Tap End Scribe when you’re done — CarePilot generates the note.
Set up the visit and start recording right from your phone.
When the note finishes, choose what happens next:
Send when ready — send the note straight to Athena.
Add to Recording — capture more before finalizing.
Hand off to desktop — send the visit to your desktop to review and edit.
Choose what happens when the note finishes: send it, add more, or hand it off.
Pick up the visit on your desktop
Visits handed off from mobile wait in the Pick Up From Mobile queue in the top navigation of the web app. Open it to pick up right where you left off.
Handed-off visits wait for you in the Pick Up From Mobile queue.
Review the note, accept billing codes, and send to Athena
Recommended visit codes come with rationale and linked conditions — accept with one click.
To close out the visit:
To close out the visit:
1. Review the note for accuracy — walk through each section and make any edits.
2. Accept billing codes — CarePilot recommends visit codes (e.g., 99214) with the rationale, method details, and linked ICD-10 conditions. Accept or reject each code, or use Accept all.
3. Push to athenahealth — send the finished note and billing to Athena with one click.
You’ll see a Sent to EHR confirmation once everything is safely in Athena.
Done! The note and billing are in athenahealth.
Open the note in athenahealth
The "open in athenahealth" button deep links directly to the patient's visit within athenahealth so that there's less clicks for you.
Use the "open in athenahealth" button to review the chart within athenahealth.