# CarePilot Help Center

> Advice and Answers from the CarePilot Team

## Getting Started

- [How to Install and Use the CarePilot Chrome Extension for Telehealth Visits](https://help.carepilot.com/en/articles/12663021-how-to-install-and-use-the-carepilot-chrome-extension-for-telehealth-visits.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)
- [CarePilot Recording/Microphone Best Practices](https://help.carepilot.com/en/articles/10202468-carepilot-recording-microphone-best-practices.md): This article will help you set up your device to use CarePilot effectively for in-person and telehealth visits.
- [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
- [Smart Formatting](https://help.carepilot.com/en/articles/10338880-smart-formatting.md): Smart Formatting is a new beta feature that automatically applies bold and italic text to highlight important information in your note.
- [CarePilot ProblemAssist — Provider Tutorial](https://help.carepilot.com/en/articles/11586230-carepilot-problemassist-provider-tutorial.md): A quick overview of how CarePilot ProblemAssist works and how you can use it in your day-to-day.
- [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 ...
- [Using the CarePilot Web App on iPad](https://help.carepilot.com/en/articles/15351655-using-the-carepilot-web-app-on-ipad.md): Follow these steps to set up and access the web app on your iPad.
- [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.

## 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 Use the Magic Editing Bar in CarePilot](https://help.carepilot.com/en/articles/10330982-how-to-use-the-magic-editing-bar-in-carepilot.md): The Magic Editing Bar in CarePilot is a powerful tool designed to make editing and refining clinical notes seamless and efficient.
- [How to Use the New Sign-In Experience](https://help.carepilot.com/en/articles/11786991-how-to-use-the-new-sign-in-experience.md)
- [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 Teach CarePilot Your Style & Customize Your PE/ROS Templates](https://help.carepilot.com/en/articles/10317110-how-to-teach-carepilot-your-style-customize-your-pe-ros-templates.md): CarePilot’s "Learn Format" and "Customize Template" features help you tailor your clinical documentation so it meets your exact needs.
- [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.
- [Using CarePilot with iPad Multitasking](https://help.carepilot.com/en/articles/14090189-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): The Learn Format tool allows you to personalize your note format and content by teaching CarePilot your preferred writing style.
- [How to Personalize CarePilot with Rulesets](https://help.carepilot.com/en/articles/14855039-how-to-personalize-carepilot-with-rulesets.md): Rulesets are designed to make CarePilot work the way you do.

## Troubleshooting

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

## Feature Education & Disclaimers

- [Introducing the Charting Canvas](https://help.carepilot.com/en/articles/14597131-introducing-the-charting-canvas.md): We're excited to introduce the Charting Canvas — Bringing together pre-charting, real-time documentation, multi-recording support, and EHR integration into a single, streamlined workspace!
- [Introducing 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-introducing-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...
- [Introducing OrderAssist: Complete Orders at the Point of Care, Now Part of Your CarePilot Suite](https://help.carepilot.com/en/articles/14011437-introducing-orderassist-complete-orders-at-the-point-of-care-now-part-of-your-carepilot-suite.md): As part of your full CarePilot suite, you now have access to OrderAssist — AI that automatically drafts medication orders, prescriptions, and referrals at the point of care.
- [Getting the Most Out of Amelia: Prompt Ideas & Use Cases](https://help.carepilot.com/en/articles/14488219-getting-the-most-out-of-amelia-prompt-ideas-use-cases.md): Not sure what to ask? Here are some ways providers are putting Amelia to work.
- [What Is a Voice Macro and How Does It Work?](https://help.carepilot.com/en/articles/10331003-what-is-a-voice-macro-and-how-does-it-work.md): A voice macro is a powerful feature in CarePilot that lets you automate repetitive or commonly used phrases in your clinical documentation.
- [DocuCare Inc.’s CarePilot ProblemAssist Usage Policy & Provider Terms](https://help.carepilot.com/en/articles/11565540-docucare-inc-s-carepilot-problemassist-usage-policy-provider-terms.md)
- [Where to Find Your Settings and Tools](https://help.carepilot.com/en/articles/15972860-where-to-find-your-settings-and-tools.md): Your CarePilot settings and tools have moved to a new location. This article shows you where to find everything — from your profile and security settings to note-generation tools like Keywords, Voi...

## Patient Consent 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.

## Other

- [How CarePilot Manages your Data](https://help.carepilot.com/en/articles/9906991-how-carepilot-manages-your-data.md): This article describes how CarePilot manages and keeps secure the healthcare Data that flows through our platform.
- [CarePilot Referral Program Terms & Conditions](https://help.carepilot.com/en/articles/10330798-carepilot-referral-program-terms-conditions.md): CarePilot Referral Program Terms & Conditions
- [How to Add Keywords in Bulk](https://help.carepilot.com/en/articles/10619143-how-to-add-keywords-in-bulk.md)
- [Regenerating a Note in CarePilot](https://help.carepilot.com/en/articles/10751067-regenerating-a-note-in-carepilot.md)
- [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
- [Introducing the New Sign-In Experience](https://help.carepilot.com/en/articles/12005741-introducing-the-new-sign-in-experience.md)
- [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 contact CarePilot Support](https://help.carepilot.com/en/articles/12931985-how-to-contact-carepilot-support.md)
- [Populating Assessment and Plan Under Discrete Diagnoses Only](https://help.carepilot.com/en/articles/14172333-populating-assessment-and-plan-under-discrete-diagnoses-only.md): Remove the general A/P field so content only documents under each discrete diagnosis.
- [Introducing BillingAssist: E/M coding from your clinical notes](https://help.carepilot.com/en/articles/14435983-introducing-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.
- [Using the Inline Magic Edit Bar](https://help.carepilot.com/en/articles/14782656-using-the-inline-magic-edit-bar.md): The Magic Edit Bar now appears inline next to your highlighted text — no more fixed location.
- [May Product Spotlight Webinar: Q&A](https://help.carepilot.com/en/articles/14855604-may-product-spotlight-webinar-q-a.md): A compilation of the questions and answers from our May Product Spotlight Webinar covering Rulesets, Amelia + Work Units, Charting Canvas + Mobile, Longitudinal Chart, and Intake Module!

## AthenaOne Integration Tips

- [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.
- [Locating your Athena 'Provider ID'](https://help.carepilot.com/en/articles/9402794-locating-your-athena-provider-id.md): This article will show you how to locate your Athena 'Provider ID' to allow CarePilot to accurately route appointments to the correct users.
- [Locating your Athena 'Department ID'](https://help.carepilot.com/en/articles/10255606-locating-your-athena-department-id.md): This article will show you how to locate your Athena 'Department ID' to allow CarePilot to accurately process appointments.
- [How to Export Athena Providers & Departments](https://help.carepilot.com/en/articles/11180178-how-to-export-athena-providers-departments.md)
- [Filtering and Selecting your Athena Schedule \(Mobile App\)](https://help.carepilot.com/en/articles/11668958-filtering-and-selecting-your-athena-schedule-mobile-app.md): Explanation of the schedule sharing filters in CarePilot's Mobile App
- [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.

## DrChrono Integration Tips

- [How to locate your DrChrono Practice ID and Provider ID](https://help.carepilot.com/en/articles/11370583-how-to-locate-your-drchrono-practice-id-and-provider-id.md)
- [How to add the default CarePilot note in DrChrono](https://help.carepilot.com/en/articles/11384785-how-to-add-the-default-carepilot-note-in-drchrono.md): To get started with CarePilot on DrChrono, install the default note template
- [How to Create a CarePilot Staff Account in DrChrono](https://help.carepilot.com/en/articles/11584666-how-to-create-a-carepilot-staff-account-in-drchrono.md): Guide to setup a staff account for CarePilot in your DrChrono instance
- [How to grant permissions to service account on DrChrono](https://help.carepilot.com/en/articles/12859352-how-to-grant-permissions-to-service-account-on-drchrono.md)