This guide maps every screen, button, and menu in DeepCura so you can find any feature quickly. Use the navigation paths below to locate what you need.
Sidebar (Left Panel)
The sidebar is your main navigation hub. It is always visible on desktop. On mobile, tap the hamburger menu (top-left) to open it.
Main Section
| Menu Item | What It Does |
|---|---|
| Patients | Your patient list. Click the + button next to it to add a new patient. |
| Templates | Create and edit your AI Scribe note templates. This is where you teach DeepCura your writing style. |
| Agents (expandable) | Click to expand and see all AI agents: • AI Receptionist — phone call management and setup • AI Nurse — pre-visit patient intake links • AI Billing — collect patient payments • AI Tasks — automated to-do lists • DeepEvidentia — clinical research and evidence • AI Visualizer — patient data dashboards • AI Fax — send and receive faxes • AI Forms — fill complex forms with your voice |
| AI Schedule | Appointment calendar, scheduling, and Google Calendar sync. |
| Team (expandable) | Click to expand: • Team Members — add, remove, and manage team access • Team Chat — HIPAA-compliant internal messaging |
Learn Section
| Menu Item | What It Does |
|---|---|
| AI Consultant | Interactive onboarding assistant. Get help with templates, notes, and troubleshooting. |
| Analytics | Usage insights — credit consumption, AI model usage, template optimization suggestions. |
| Settings (expandable) | Click to expand: • Profile Settings — account info, integrations, security • Automation Rules — configure automated workflows |
Sidebar Footer
At the bottom of the sidebar you will see:
- Credit balance alert — appears when credits are running low
- Your profile — shows your email and a logout button
Top Navigation Bar
The top bar runs across the top of every page. From left to right:
| Element | Location | What It Does |
|---|---|---|
| Page title | Left side | Shows the name of the current page |
| Search | Center-right | Search across patients, notes, and transcripts |
| Theme toggle | Right side | Switch between light and dark mode (moon/sun icon) |
| Language selector | Right side | Change the interface language |
| Credits display | Right side | Shows your remaining credits (green = healthy, yellow = medium, red = low) |
| AI Model selector | Right side | Choose your preferred AI model and see credit costs per use |
Settings Page
Navigate to: Sidebar → Settings → Profile Settings
The Settings page has five tabs across the top:
Tab 1: Account
Your profile information — name, email, phone, fax number, organization name, logo upload, address, and timezone.
Tab 2: Security
Multi-factor authentication (MFA) setup, password changes, and session management.
Tab 3: Integrations
Five integration tiles, each showing a connection status (green dot = connected):
- Email — Connect Gmail or Outlook
- Calendar — Sync with Google Calendar
- Zendesk — Link your knowledge base
- Stripe — Set up payment processing
- EHR — Connect your EHR system (Epic, Athena, eClinicalWorks, Veradigm, AdvancedMD, OptiMantra, and more)
Tab 4: Custom Domain
Set up a custom domain or subdomain for your DeepCura instance.
Tab 5: Tags
Create, edit, and color-code custom tags to organize your patient notes.
Quick Navigation Reference
| I Want To... | Go To |
|---|---|
| Create a new patient note | Sidebar → Patients → select patient → click record/dictate |
| Edit a template | Sidebar → Templates → select template |
| Set up AI Receptionist | Sidebar → Agents → AI Receptionist |
| Send or receive faxes | Sidebar → Agents → AI Fax |
| Connect my EHR | Sidebar → Settings → Profile Settings → Integrations tab → EHR tile |
| Manage my subscription | Sidebar → Settings → Profile Settings → Account tab |
| Set up 2FA | Sidebar → Settings → Profile Settings → Security tab |
| Add team members | Sidebar → Team → Team Members |
| Set up automation rules | Sidebar → Settings → Automation Rules |
| View my analytics | Sidebar → Analytics |
| Chat with AI | Open any patient → AI Chat panel |
| Upload a recording | Sidebar → Patients → select patient → upload audio |
| Schedule appointments | Sidebar → AI Schedule |
| Get onboarding help | Sidebar → AI Consultant |
| Change AI model | Top bar → AI Model selector (right side) |
| Check my credits | Top bar → Credits display (right side) |
Chat Page (Main Workspace)
The Chat page is where you do most of your work — recording visits, viewing notes, and interacting with AI. To open it:
Sidebar → Patients → select a patient
This opens the Chat page for that patient, where you can:
- Record a visit — click the microphone button to start recording
- View notes — all generated notes appear in the conversation timeline
- AI Chat — ask clinical questions, get differential diagnoses, or chat with AI about the patient
- Upload audio — drag and drop or click upload for pre-recorded files
- Upload PDFs — summarize intake forms, lab results, or hospital discharges
- Pre-Chart — add context from previous visits before recording
- Regenerate notes — click the regenerate button to reprocess with a different template
- Recover interrupted recordings — if your computer crashed during recording, look for the orange INCOMPLETE badge and click the glowing regenerate button to recover from backup audio
Mobile Access
On phones and tablets, the sidebar is hidden by default. Tap the hamburger menu icon (three horizontal lines) in the top-left corner to open the sidebar as a slide-out drawer. All the same navigation options are available.