All CollectionsHow To'sHow To'sHelp for Common IssuesBy Joseph and 4 others5 authors·20 articlesHow to Move a VisitIf you’ve accidentally recorded a visit under the wrong patient or need to move an ad hoc visit, don’t worry — CarePilot makes it easy to move your work to…How to Create an Ad-Hoc VisitWhen a patient hasn't yet loaded from Athena into CarePilot, you can create an ad hoc visit to get startedHow to Reset Your Cookies on ChromeIf you’re experiencing issues with your CarePilot account, resetting your cookies can often help. Here’s how to do it in Google Chrome.How to Delete a Visit in CarePilotIf you need to remove a visit from your CarePilot schedule, follow these simple steps.How to Create and Customize your ROS/PE TemplatesThis article covers two things: how to get to Note Templates, and how to build and customize the Review of Systems and Physical Exam sections once you're there.How to Quit CarePilot on Your PhoneHow to Enable Microphone Access for the CarePilot Chrome ExtensionHow to Enable Your Microphone and Camera in Google Chrome for CarePilotCarePilot requires microphone and camera access in Google Chrome to transcribe patient conversations into structured clinical notes.How to Using CarePilot with iPad MultitaskingRun CarePilot side-by-side with your EHR using iPad Split View and Slide OverHow to Personalize Your Notes with Learn FormatLearn Format is how you teach CarePilot to write like you — not just what to say, but how you say it: your structure, your headers, your phrasing, your level…How to Re-Record a VisitIf you need to start over and re-record a visit, CarePilot makes it simple.How to Bulk Close VisitsHow to close multiple visits at the same timeHow to Add Keywords in BulkHow to Contact CarePilot SupportHow to Use CarePilot's Web App on an iPadFollow these steps to set up and access the web app on your iPad.How to Regenerate a NoteHow to Manually Refresh Your Schedule in CarePilotIf you’ve recently made a scheduling update in Athena and want it to appear right away in CarePilot, you can manually refresh your schedule to pull in the latest appointments.How to Make Your CarePilot Note Populate Faster in AthenaIf your CarePilot note isn’t appearing right away in Athena, there’s a quick trick to refresh it without reloading the entire page.How to Select Where Your A&P PopulatesConfigure whether CarePilot's assessment and plan populates the free-text field, the discrete diagnoses, or both.How to Review and Send a Note to Athenahealth in CarePilotEvery CarePilot note follows the same path before it lands in Athenahealth: Note → Dx + Orders → Billing. This walks through that full path step by step.
