Setting Up AI-Assisted Progress Notes

This guide is for System Controllers and provides step-by-step instructions for activating the AI-Assisted Progress Notes feature for staff members at your agency.

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Part 1: Enabling the Feature for Your Agency

Before individual staff members can be opted in, the AI-Assisted Progress Notes feature must be enabled at the agency level.

• Step 1: To enable this feature, please contact the CheckpointEHR Success Team by emailing [e-mail]. Please note, only System Controllers can request this feature to be enabled. 

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Part 2: Activating Individual Staff Members

Once the feature is enabled for your agency, a System Controller can activate it for individual staff members by following these steps.

1. From the main navigation menu, select Staff.
2. Locate the desired staff member from the list and select the pencil icon to edit their profile.
3. In the Staff Edit screen, navigate to the Security tab.
4. Scroll down to the AI Assisted Notes section.
5. Select the Note Type.
6. Select the Enable Subscription button.
7. A confirmation window will appear. Select Start Free Trial to finalize the process.

The staff member will now have access to the AI-Assisted Progress Notes feature.

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What's Next?

Once a staff member has been activated, they can begin using the feature to save time while ensuring documentation is comprehensive and accurate. For instructions on how to use the feature, please see our user guide:

• Creating a Progress Note with AI Assistance

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Suggested Related Articles

• Creating a Progress Note with AI Assistance
• Opting Staff Out of AI-Assisted Notes
• Why Use AI-Assisted Progress Notes?
• Best Practices for Implementing AI
• AI-Assisted Progress Notes: Frequently Asked Questions (FAQ)