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Editing and Finalizing Notes
Editing and Finalizing Notes

Learn how to refine and complete your notes in Twofold Health before integrating them into your workflow.

Updated over 2 months ago

Navigating to Your Note

Once a note has been generated by Twofold Health’s AI, you can easily access it from the Notes List on your dashboard. Each note entry will display the following details:

  • Note Title: The title of the note as recorded.

  • Patient Name: If provided during the session, the patient’s name will appear here.

  • Note Date and Duration: The date the note was created and the duration of the session.


Editing Your Note

The note is structured according to the template you selected before recording, with each section generated to match the specific documentation needs of that template. Here’s what you can do:

  • Edit Sections: Click on any section of the note to edit the text. This allows you to refine the details, add missing information, or adjust the language as needed.

  • Copy and Paste: You can easily copy the content from any section of the note and paste it into your Electronic Health Record (EHR) system or any other document you need.


Additional Actions on the Note Page

Beyond editing, there are several other actions you can take to manage your notes effectively:

  • Regenerate the Note: If you want a new version of the note, perhaps with different phrasing or after making adjustments to the recording, click the 'Regenerate Note' button. This will create a new version of the note based on the same session.

  • Change Template: If you decide that a different template would better suit the session, you can switch to another template by selecting 'Change Template'. This will regenerate the note according to the new template’s structure.

  • Delete the Note: If you no longer need the note, you can delete it by clicking the 'Delete Note' button. This action is irreversible, so be sure before you proceed.

  • Rate the Note: Provide feedback on the accuracy and quality of the generated note by rating it at the bottom of the page. Your feedback helps improve the AI model, ensuring better results for future sessions.


Viewing the full transcript

You can access the full word-for-word transcript. To view it, open the processed note, click the three dots in the upper right corner, and select "View Transcription".

This feature helps review patient conversations and any specific details from the session.

Click the three dots menu button and choose "View Transcription"


Finalizing Your Workflow

Once you’ve edited and finalized the note to your satisfaction, you can proceed to integrate it into your EHR or any other system you use for record-keeping by copying and pasting. Twofold Health’s flexible note management allows you to maintain control over your documentation, ensuring it meets your exact needs.

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