Noted — User Guide

Before you start

1. Open this page in Safari on iPhone/iPad, or Chrome/Edge on a laptop. Other browsers may not have live captions.
2. Make sure you're on a page that starts with https://. Microphone access is blocked on plain http.
3. This is a demo. Use a fake patient ID like DEMO-1.

Running a session, step by step

1. Type a case ID. Example: PT-0001. Never a real name.
2. Pick a note format. SOAP is the most common.
3. Set the Speaker picker to "Therapist" if you're about to talk; "Client" when the client is about to talk.
4. Press Start Session. On first use, your browser will ask for microphone permission. Tap Allow.
5. Begin the conversation. Words appear in big captions on screen.
6. Switch the Speaker picker each time it's a different person's turn. (The shipped iPhone / Android / Windows apps do this automatically by recognising voices — this demo asks you to do it by hand.)
7. When the session is over, press End Session.
8. Press Finalize Note. In 10–30 seconds, a clinical note appears.
9. Read the note carefully. The AI drafts; you are the clinician. Edit what you need to.
10. Use Copy note to clipboard to paste into your EHR.

If something isn't working

No captions appear.

• Check the Status line under the buttons — it usually tells you what went wrong.
• Make sure microphone permission is allowed. On iPhone: Settings → Safari → Microphone. On Mac Chrome: address-bar lock icon → Site settings.
• Reload the page and press Start again.

Captions pick up the wrong speaker.

• You forgot to switch the Speaker picker before that person spoke. Not a problem — edit the note after it's generated. The shipped apps fix this with voice recognition.

Finalize Note fails.

• The local AI may not be running on the server. Ask ops (or try again in a minute).
• Very short sessions (fewer than ~10 words) may not produce useful notes — the AI needs content to work with.

The note reads oddly.

• AI drafts are a starting point, not a final product. Clinician review is always required. The more consistently the Speaker picker was switched during the session, the better the draft will read.

Keyboard & accessibility tips

• Caption size: zoom the browser (Ctrl/Cmd + plus) to make captions bigger. The production apps have a dedicated text-size slider.
• Tab key: moves between the controls in order.
• Screen readers: captions are marked up as a live log so assistive tech announces new lines.
• High contrast: the page is already high-contrast dark; the production apps support your device's system accessibility settings.

What this demo does not do (that the shipped product will)

• Keep audio on the device — the shipped apps use Apple's / Android's on-device speech recognition. The demo uses the browser's, which goes through Google or Apple.
• Auto-tag speakers by voice.
• Save notes encrypted in a local vault. The demo saves to the server — for auditing the demo, not for real use.
• Sync between your phone and laptop.
• Export structured notes directly to SimplePractice, TherapyNotes, or other EHRs.