# CarePilot Help Center

> Advice and Answers from the CarePilot Team

## Getting Started

- [Logging into CarePilot](https://help.carepilot.com/en/articles/11786991-logging-into-carepilot.md): Your guide to logging into your CarePilot account on the web app, mobile app, and chrome extension!
- [CarePilot + Athena: Onboarding Guide](https://help.carepilot.com/en/articles/14140194-carepilot-athena-onboarding-guide.md): Your complete step-by-step guide to setting up, learning, and mastering CarePilot, from first login through full documentation optimization.
- [Getting started with CarePilot's Standalone Solution](https://help.carepilot.com/en/articles/14143377-getting-started-with-carepilot-s-standalone-solution.md): Your complete step-by-step guide to setting up, learning, and mastering CarePilot — from first login through full documentation optimization.
- [Getting started with CarePilot's Chrome Extension](https://help.carepilot.com/en/articles/12663021-getting-started-with-carepilot-s-chrome-extension.md): The CarePilot Chrome extension makes it easy to record and manage Telehealth visits directly from your browser. Follow the steps below to install and use it.
- [Using the CarePilot Chrome Extension for Telehealth Visits](https://help.carepilot.com/en/articles/14301511-using-the-carepilot-chrome-extension-for-telehealth-visits.md)

## Product Education

- [Getting Started with the Charting Canvas](https://help.carepilot.com/en/articles/16300601-getting-started-with-the-charting-canvas.md): This guide walks through everything you can do in Canvas Mode, from turning it on to pre-charting to billing. A smarter way to chart from start to finish.
- [Navigating the CarePilot Schedule](https://help.carepilot.com/en/articles/15363699-navigating-the-carepilot-schedule.md): The CarePilot schedule includes several features to help you manage and customize your view. Here's how to use each one.
- [CodingAssist: linking clinical reasoning to coding logic, ensuring every diagnosis and note align with payer and quality requirements.](https://help.carepilot.com/en/articles/14010162-codingassist-linking-clinical-reasoning-to-coding-logic-ensuring-every-diagnosis-and-note-align-with-payer-and-quality-requirements.md): As part of your full CarePilot suite, you now have access to CodingAssist — an AI-powered tool that connects your visit notes directly to ICD-10 and E/M coding logic, helping you code more accurate...
- [BillingAssist: E/M coding from your clinical notes](https://help.carepilot.com/en/articles/14435983-billingassist-e-m-coding-from-your-clinical-notes.md): The Billing tab is where BillingAssist surfaces its E/M code suggestions for your review. Everything here is AI-drafted but clinician-approved — nothing is applied to your EHR until you say so.
- [Customizing CarePilot with Rules](https://help.carepilot.com/en/articles/14855039-customizing-carepilot-with-rules.md): Rulesets are designed to make CarePilot work the way you do.
- [Using Text Macros in CarePilot](https://help.carepilot.com/en/articles/16419864-using-text-macros-in-carepilot.md): The shortcuts you already know, right in your note
- [Getting the Most Out of Amelia: Prompt Ideas, Use Cases & Sources](https://help.carepilot.com/en/articles/14488219-getting-the-most-out-of-amelia-prompt-ideas-use-cases-sources.md): Not sure what to ask? Here are some ways providers are putting Amelia to work.
- [How CarePilot Listens: Verbalize Everything You Notice](https://help.carepilot.com/en/articles/16419420-how-carepilot-listens-verbalize-everything-you-notice.md)
- [CarePilot Dictate](https://help.carepilot.com/en/articles/17072441-carepilot-dictate.md): CarePilot Dictate is a desktop app for fast medical dictation. Hold a key, speak, let go — and your words appear in whatever text field you're already typing in. Your EHR, your email, your chat too...

## How To's

- [How to Move a Visit](https://help.carepilot.com/en/articles/12662534-how-to-move-a-visit.md): If 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 the correct patient’s visit.
- [How to Create an Ad-Hoc Visit](https://help.carepilot.com/en/articles/15402705-how-to-create-an-ad-hoc-visit.md): When a patient hasn't yet loaded from Athena into CarePilot, you can create an ad hoc visit to get started
- [How to Reset Your Cookies on Chrome](https://help.carepilot.com/en/articles/10330805-how-to-reset-your-cookies-on-chrome.md): If 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 CarePilot](https://help.carepilot.com/en/articles/12661465-how-to-delete-a-visit-in-carepilot.md): If you need to remove a visit from your CarePilot schedule, follow these simple steps.
- [How to Create and Customize your ROS/PE Templates](https://help.carepilot.com/en/articles/10317110-how-to-create-and-customize-your-ros-pe-templates.md): This 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 Phone](https://help.carepilot.com/en/articles/10477249-how-to-quit-carepilot-on-your-phone.md)
- [How to Enable Microphone Access for the CarePilot Chrome Extension](https://help.carepilot.com/en/articles/11541198-how-to-enable-microphone-access-for-the-carepilot-chrome-extension.md)
- [How to Enable Your Microphone and Camera in Google Chrome for CarePilot](https://help.carepilot.com/en/articles/10522137-how-to-enable-your-microphone-and-camera-in-google-chrome-for-carepilot.md): CarePilot requires microphone and camera access in Google Chrome to transcribe patient conversations into structured clinical notes.
- [How to Using CarePilot with iPad Multitasking](https://help.carepilot.com/en/articles/14090189-how-to-using-carepilot-with-ipad-multitasking.md): Run CarePilot side-by-side with your EHR using iPad Split View and Slide Over
- [How to Personalize Your Notes with Learn Format](https://help.carepilot.com/en/articles/12702450-how-to-personalize-your-notes-with-learn-format.md): Learn 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 of detail.
- [How to Re-Record a Visit](https://help.carepilot.com/en/articles/12663481-how-to-re-record-a-visit.md): If you need to start over and re-record a visit, CarePilot makes it simple.
- [How to Bulk Close Visits](https://help.carepilot.com/en/articles/11849102-how-to-bulk-close-visits.md): How to close multiple visits at the same time
- [How to Add Keywords in Bulk](https://help.carepilot.com/en/articles/10619143-how-to-add-keywords-in-bulk.md)
- [How to Contact CarePilot Support](https://help.carepilot.com/en/articles/12931985-how-to-contact-carepilot-support.md)
- [How to Use CarePilot's Web App on an iPad](https://help.carepilot.com/en/articles/15351655-how-to-use-carepilot-s-web-app-on-an-ipad.md): Follow these steps to set up and access the web app on your iPad.
- [How to Regenerate a Note](https://help.carepilot.com/en/articles/10751067-how-to-regenerate-a-note.md)
- [How to Manually Refresh Your Schedule in CarePilot](https://help.carepilot.com/en/articles/12661680-how-to-manually-refresh-your-schedule-in-carepilot.md): If 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 Athena](https://help.carepilot.com/en/articles/12662555-how-to-make-your-carepilot-note-populate-faster-in-athena.md): If 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 Populates](https://help.carepilot.com/en/articles/16374569-how-to-select-where-your-a-p-populates.md): Configure 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 CarePilot](https://help.carepilot.com/en/articles/16418500-how-to-review-and-send-a-note-to-athenahealth-in-carepilot.md): Every CarePilot note follows the same path before it lands in Athenahealth: Note → Dx + Orders → Billing. This walks through that full path step by step.

## Troubleshooting

- [Audio Processing Error](https://help.carepilot.com/en/articles/15307013-audio-processing-error.md)
- [Unable to Generate Note Error](https://help.carepilot.com/en/articles/15307197-unable-to-generate-note-error.md)
- [No Recording Found Error](https://help.carepilot.com/en/articles/15306828-no-recording-found-error.md)
- [No Speech Detected Error](https://help.carepilot.com/en/articles/15306949-no-speech-detected-error.md)

## Tips & Tricks

- [Best Practices for Gaining Patient Consent for Using AI in the Exam Room](https://help.carepilot.com/en/articles/9737255-best-practices-for-gaining-patient-consent-for-using-ai-in-the-exam-room.md): This article provides a set of best practices for healthcare providers using CarePilot, focusing on how to gain patient consent.
- [Explaining CarePilot to your Patients](https://help.carepilot.com/en/articles/9745755-explaining-carepilot-to-your-patients.md): Some common questions and guidance for handling patient inquiries about our technology.
- [Recording Styles: Monologue Mode vs. Ambient Mode](https://help.carepilot.com/en/articles/10252334-recording-styles-monologue-mode-vs-ambient-mode.md): CarePilot auto-detects conversation or narration. Use Monologue for objective details, Ambient for patient chats

## Webinars

- [Provider Webinar Series, Session 01 — Recording, Slides and Recap](https://help.carepilot.com/en/articles/16992723-provider-webinar-series-session-01-recording-slides-and-recap.md): September 16, 2026 · Charting Canvas, macros, Rules, Amelia, and a first look at Intake Featured provider: Melissa-Jo Nason, NP — Saco River, New Hampshire · CarePilot Physicians Advisory Board

## Release Notes

- [August 14th, 2026 - Release Notes](https://help.carepilot.com/en/articles/16415525-august-14th-2026-release-notes.md): August 14th, 2026 - Release Notes and updates
- [August 28th, 2026 - Release Notes](https://help.carepilot.com/en/articles/16738812-august-28th-2026-release-notes.md): Hi CarePilot family — hope you're doing well! Every couple of weeks, we roll out updates to CarePilot: new features, smaller improvements, and behind-the-scenes fixes. This release is mostly relia...

## Security & Authentication

- [Minimum Device Specifications](https://help.carepilot.com/en/articles/13337756-minimum-device-specifications.md): CarePilot is available across multiple platforms to fit your clinical workflow. This article outlines the minimum device specifications and network requirements for each platform to ensure optimal ...

## Compliance

- [CarePilot Coding Suggestions Usage Policy & Provider Terms](https://help.carepilot.com/en/articles/11565540-carepilot-coding-suggestions-usage-policy-provider-terms.md)