Text fields within Session Notes allow you to verbally dictate your entries, making it easier and more accessible than ever to efficiently complete a note!
Enabling Dictation (Talk-to-Text) in Session Notes
To enable dictation in a session note, you need to enable the user privileges to allow a specific user role to utilize talk-to-text and include a text field within your note template.
Enabling User Permissions
1. From the left hand menu navigate to [Settings] >> [Organization] >> [User Privileges]
2. Select the role you want to enable the talk-to-text permission for
3. Scroll down the [Activities] section and check the box next to [Enable Voice-to-Text (AI) for session note text fields]
The users assigned to that role will now have the ability to utilize talk-to-text on any text field within a session note.
Including a Text Field in Session Notes
1. From the left hand menu navigate to [Settings] >> [Templates] >> [Notes]
2. Select an existing template or create a new one by selecting [Create a Note Template]
3. Select [Add Custom Field] from the text editor menu
4. Enter the [Field Title] and a [Hint] (optional)
5. Select [Text] from the [Field Type] drop down
6. Select whether you want the field to be required or saved to your organization's field library
7. Select [Save]
Utilizing Dictation in a Session Note
1. When filling out a session note using the note wizard, select the microphone icon that appears on any text field.
2. While you are speaking you'll see a square with a circle around it
3. Select the stop icon (the square) when you are finished speaking to generate your text.
4. Selecting the microphone a second time after you have already recorded a response will NOT allow you to add more text, you will override what was already recorded.
However, you CAN type additional text into the text field.
