Pre-Chart for Smoother Patient Visits

This guide explains how to create a Pre-Chart for a patient and how the physician can then use it during the consultation.

👩‍⚕️ For the person doing the Pre-Charting (nurse, assistant, etc.)

📁 Step 1: Create or Find Patient Folder

new px.png

➕ Step 2: Add a Pre-Chart

Click the '+' button to start a new Pre-Chart — this is where you’ll gather all the key info before the consult.

prechart.gif

📝 Step 3: Clear Instructions & Paste Relevant Information

A default instruction note will appear. Select all (Ctrl + A) and delete it.

Paste the essentials — vitals, labs, SOAP notes — nothing extra.

PRECHART fill in.gif

💾 Step 4: Auto-Save

No need to click anything — it auto-saves in real time.

✅ Done! The Pre-Chart is ready for the main physician.


👨‍⚕️ For the physician during the consult

🧠 Step 1: Add as Context

Click “Add as Context” on the Pre-Chart. This merges the nurse’s note with your own findings.

add note as context.gif

🎙️ Step 2: Start Recording

Click “Start Recording” and begin your conversation with the patient.

Start recording.png

🛑 Step 2.5: Stop Recording & Complete Session

Once you finish with the patient, click “Complete session”

This tells DeepCura you’re done and locks in the audio for note generation.

Compolete session.png

📋 Step 3: Select a Template

Choose your preferred note style (SOAP, narrative, etc.).

select template.png

⚙️ Step 4: Let It Generate

DeepCura will combine everything and generate the clinical note automatically.

record + template.gif

Done! Your note is complete, including the pre-charted info.

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