Opting Staff Out of AI-Assisted Notes

This guide provides step-by-step instructions for opting staff members out of the AI-Assisted Notes feature. This can be used to cancel an active subscription or end a trial period for individual users.

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Accessing the Subscription Dashboard

1. From the CP Central screen, navigate to the Trial Management Dashboard. You can access this in two ways:
   • Click the link in the yellow alert bar at the top of the page.
   • Click the $ icon in the top right corner and select Trial Management Dashboard from the dropdown menu.

 

Managing Subscriptions

2. On the AI Notes Subscription Management dashboard, you will see a list of staff members with access to the feature. This screen displays the status of their trial, subscription type, and other relevant details.
3. To cancel a user's trial or active subscription, locate them on the list and click Opt Out. This will immediately remove their access to the AI-Assisted Notes feature.

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