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InstaNote

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InstaNote

InstaNote leverages generative AI to transform healthcare documentation by instantly converting dictations and conversations into structured clinical notes.

The eSOne platform enhances the InstaNote experience with an integrated suite of tools designed to support every step of the documentation workflow. From capturing and refining dictations to verifying and finalizing accurate clinical notes, the platform ensures a smooth, efficient, and precise process. InstaNote empowers providers to streamline their workflows, reduce documentation burdens, and deliver high-quality care with confidence.

This guide focuses on two key features available exclusively for users of InstaNote Direct Delivery: Reprocess InstaNote and InstaNote Correction Note. These functionalities empower users to efficiently resubmit and correct documentation, ensuring accuracy and compliance in patient records.

By mastering these features, you can enhance your documentation workflow, reduce errors, and improve overall efficiency.

Reprocess Note

InstaNote's Reprocess feature enables InScribe and InQuiry users to regenerate the AI processing of a document using the original speech-to-text (STT) draft created when the dictation was received, along with the InstaNote configuration of the selected document type. Since the original dictation is not reprocessed, the turnaround time for the reprocessed note is faster. This feature is especially helpful when a dictation was submitted with an incorrect document type. By utilizing the Reprocess feature, you can maintain the integrity and accuracy of your clinical documentation, thereby enhancing the quality of patient care.

Reprocess in InScribe

InstaNote documents can be reprocessed in InScribe if the dictation was previously processed by InstaNote and both the selected document type and dictator have InstaNote enabled. In addition, InScribe version 7.20.25055 or later must be installed, and the InScribe user profile must have the reprocess option enabled.

Reprocessing an InstaNote document in InScribe includes an additional enhancement not available in InQuiry. The speech-to-text (STT) draft can be edited to correct or add any parts of the dictation that were misinterpreted or omitted during the initial processing. With the updated STT draft, InstaNote will generate a more accurate and detailed note.

Reprocess InstaNote - InScribe

  1. Access the note.
    • Log in to InScribe.
    • Select the note from the queue.
  2. Verify the correct Document Type and Dictator are selected in the Info tab.
    • If the dictation was received with the incorrect document type or dictator, change these values before reprocessing the note.
  3. Review the speech-to-text draft.
    • Open the STT Draft tab and compare its contents with the dictation to verify accuracy.
    • If the content in the STT draft is incorrect or incomplete, make the necessary edits directly in the STT Draft tab.
  4. Reprocess the note.
    • Navigate to the Transcription tab in the InScribe menu.
    • Press Reprocess in the Transcription tab. Reprocess Button
    • The reprocess button will be disabled or removed if the dictation was not previously processed by InstaNote or if the document type or dictator do not have InstaNote Direct Delivery enabled.
    • Processing time varies based on the length of the note and is considered complete when the blue processing status bubbles in the text editor disappear.
  5. Review the updated note.
    • Review the reprocessed note in its entirety to confirm accuracy and completeness.
    • To revert to the previously saved version of the note, press Undo in the editor toolbar.
  6. Upload the note.
    • Complete and upload the note.

Reprocess in InQuiry

InstaNote documents can be reprocessed in InQuiry if the dictation was previously processed by InstaNote and both the dictator and selected document type have InstaNote Direct Delivery enabled.

Reprocess InstaNote - InQuiry Legacy Editor

  1. Access the note.
    • Log in to InQuiry.
    • Navigate to the given workflow folder or Search All and location the note.
    • Open the note in Edit mode.
  2. Verify the correct Document Type and Dictator are selected in the demographics.
    • If the dictation was received with the incorrect document type or dictator, change these values before reprocessing the note.
  3. Reprocess the note.
    • Press reprocess job in the toolbar. Reprocess Button
    • The reprocess button will be disabled or removed from the toolbar if the dictation was not previously processed by InstaNote or if the document type or dictator do not have InstaNote Direct Delivery enabled.
    • Processing time depends on the length of the note and is completed when the "in process" message closes.
      Processing
  4. Review the updated note.
    • Review the reprocessed note in its entirety to confirm accuracy and completeness.
    • To revert to the previously saved version of the note, press Undo in the editor toolbar or close the editing window without saving changes.
  5. Save changes.
    • Save changes by either saving or completing the note (completing the note will advance it to the next stage of the workflow).

Important Information

Changes made as a result of reprocessing InstaNote documents are not saved until Save or Complete has been pressed.
The Complete button may also sign notes, depending on their position in the workflow.

Reprocess InstaNote - InQuiry Note Editor

  1. Access the note.
    • Log in to InQuiry.
    • Navigate to the given workflow folder or Search All and location the note.
    • Open the note in Edit mode.
  2. Verify the correct Document Type and Dictator are selected in the demographics.
    • If the dictation was received with the incorrect document type or dictator, change these values before reprocessing the note.
  3. Reprocess the note.
    • Expand the ellipsis menu in the upper right corner.
    • Press Reprocess Note
      Reprocess Button
    • The reprocess button will be disabled if the dictation was not previously processed by InstaNote or if the document type or dictator do not have InstaNote Direct Delivery enabled.
    • Processing time depends on the length of the note and is completed when the "in process" message closes.
      Processing
  4. Review the updated note.
    • Review the reprocessed note in its entirety to confirm accuracy and completeness.
    • To revert to the previously saved version of the note, press Undo in the editor toolbar or close the editing window without saving changes.
  5. Save changes.
    • Save changes by either saving or completing the note (completing the note will advance it to the next stage of the workflow).

Important Information

Changes made as a result of reprocessing InstaNote documents are not saved until Save or Complete has been pressed.
The Complete button may also sign notes, depending on their position in the workflow.

Correction Note

The Correction Note feature transforms how you edit medical notes on the eSOne platform. With the power of generative AI, you can now make precise edits to your notes simply using voice commands. Whether you're refining details or restructuring content, this feature streamlines the editing process for greater efficiency.

Correct Note is available in InQuiry and the eSOne Mobile apps for Android and iOS.

Using Correction Note in InQuiry

  1. Access the Document:
    • Log in to InQuiry.
    • Navigate to the designated workflow folder or use Search All to locate the note.
    • Open the note in Edit mode.
  2. Open the Correction Note Controls:
    • Locate the Correction Note button "correction note" in the toolbar. This button toggles the Correction Note control panel on and off.
    • Click the Correction Note button to open the control panel above the editor window.
      Correction Note Controls
  3. Record the Correction Note:
    • Click Record Record and dictate the necessary edits.
    • Click Stop Stop when you finish recording.
      • To resume recording, click Record again.
      • To playback the recording, click Play Play . Use the progress slider to navigate within the recording.
      • To delete the recording without submitting it, click Delete Delete, then start a new recording if needed.
  4. Submit the Recorded Correction Note:
    • Click Submit.
    • Wait for the edits to process. Processing time depends on the length of the note and is complete when the "In Process" message disappears and the Diff button appears in the Correction Note control panel.
      Processing
  5. Review the Edited Note:
    • The generative AI edits will appear in the note editor. Review the note thoroughly to ensure accuracy.
    • Click Diff to view a comparison of edits made to the note.
    • To revert the changes, click Undo in the editor toolbar, or close the editing window without saving changes.
    • Make any additional edits, such as updates to demographics, document type, location, or note text, as needed.
  6. Save the Edited Note:
    • Save the edited note by selecting one of the following options:
      • Save
      • Save & Close
      • Complete or Complete/Next to finalize the changes and move the note along in the workflow.

Important Information

Changes made using the Correction Note feature are not saved until Save or Complete has been pressed.
The Complete button may also sign notes, depending on where they are in the workflow.

Using Correction Note in eSOne Mobile for Android

  1. Access the Document:
    • Log in to eSOne Mobile for Android.
    • Navigate to the designated workflow folder or use Search All to locate the note.
    • Open the note in Edit mode.
      • Tap the note to open the viewer.
      • Tap the pencil to open edit mode.
  2. Record the Correction Note: Correction Note Controls
    • Tap Record Record at the bottom of the screen and dictate the necessary edits.
      • Recording will continue while navigating between the Information, Transcription, and Comments sub-tabs.
    • Tap Stop Stop when you finish recording.
      • To resume recording, tap Record again.
      • To playback the recording, tap Play. Use the progress slider to navigate within the recording.
      • To delete the recording without submitting it, tap Undo Undo at the top of the screen, then start a new recording if needed.
  3. Submit the Recorded Correction Note:
    • Tap Submit.
    • Wait for the edits to process. Processing time depends on the length of the note and is complete when the "Please Wait" message disappears.
  4. Review the Edited Note:
    • The generative AI edits will appear in the note editor. Review the note thoroughly to ensure accuracy.
    • Tap the Diff button Undo to show or hide color-coded highlights indicating the changes made to the note text.
      • Green represents added content.
      • Red represents deleted content.
      • Blue represents formatting changes.
    • To revert the changes, click Undo Undo or Back Back without saving changes.
    • Make any additional edits, such as updates to demographics, document type, location, or note text, as needed.
  5. Save the Edited Note:
    • Save the edited note by selecting one of the following options:
      • Save Undo to save the change without advancing the note in the workflow.
      • Complete Undo to finalize the changes and advance the note in the workflow.

Important Information

Changes made using the Correction Note feature are not saved until Save or Complete has been pressed.
The Complete button may also sign notes, depending on where they are in the workflow.

Correction Note Examples

eSOne Mobile for Android Example

Below is a step-by-step sample of the capabilities of Correction Note in the Android mobile app.

  1. Access the Document:
    • Log in to eSOne Mobile for Android.
    • Navigate to the designated workflow folder or use Search All to locate the note.
    • Open the note in Edit mode.
      • Tap the note to open the viewer.
      • Tap the pencil to open edit mode.
        Edit Mode Edit Mode
  2. Record the Correction Note:
    Record Correction Note - Tap Record Record at the bottom of the screen and dictate the necessary edits. - Recording will continue while navigating between the Information, Transcription, and Comments sub-tabs.
    - The dictation used for this example correction note was:

    "Add a blank line after the Chief Complaint section header, add a blank line before and after the History of Present Illness section header, add a blank line before and after the Past Medical History section header.
    Change all gender references to female.
    Bold Appendectomy and change the year to 2009."

    • Tap Stop Stop when you finish recording.
      • To resume recording, tap Record again.
      • To playback the recording, tap Play. Use the progress slider to navigate within the recording.
      • To delete the recording without submitting it, tap Undo Undo at the top of the screen, then start a new recording if needed.
  3. Submit the Recorded Correction Note:
    • Tap Submit.
    • Wait for the edits to process. Processing time depends on the length of the note and is complete when the "Please Wait" message disappears.
      Submit Correction Note
  4. Review the Edited Note:
    • The generative AI edits will appear in the note editor. Review the note thoroughly to ensure accuracy.
    • Multiple correction note dictations can be recorded on the same note.
    • Manual edits can also be made to the note text and demographics.
    • To revert the changes, click Undo Undo or Back Back without saving changes.
      Review and Edit
    • Tap the Difference View button Undo to show or hide color-coded highlights indicating the changes made to the note text. Manual edits cannot be made while in Difference view. To make edits, toggle off Difference view first.
      Diff
      • Green represents added content.
      • Red represents deleted content.
      • Blue represents formatting changes.
  5. Save the Edited Note to finalize the changes:
    • Save the edited note by selecting one of the following options:
    • Save Undo to save the change without advancing the note in the workflow.
    • Complete Undo to finalize the changes and advance the note in the workflow.
      Save Changes