💡 Note: This guide helps you generate and edit documentation after a session has ended and the context has been reviewed, ensuring accuracy and completeness.
After a session has been ended, Corti Assistant will show all the facts extracted from the transcript as the context of your session. You are now able to review and edit the facts. You can add your own notes as well that might be information that was not explicitly mentioned in the conversation. The could be details about the patient, e.g. their name.
Generating Documents
Once you have satisfied with the context you are able to generate any number of documents by clicking "Generate" in the bottom menu.
This will display the visual template picker, which will let you select the template you want to use for the generated document from Corti Assistants library of document templates.
Once you have selected the template you want to use, click "Generate" to have the document created.
You are able to repeat these steps to generate any number of documents, e.g. SOAP Note, Patient Summary, History and Physical, etc.
Steps to Edit a Document
Once a document has been created, you can make edits through either typing, dictation or our AI Chat. Just select the document tab and then:
Dictate
Click the microphone icon in the section of the document you wish to edit.
Select the specific area you'd like to modify.
Begin dictating, and your spoken words will be transcribed into the note.
Type
Click directly into the note at the point where you wish to make an edit.
Type your changes as normal.
You can also make edit via the AI Chat
Edit via AI Chat
Alternatively, you can use our AI Chat feature to refine the note. For more information, click here.
If you need to reference what was said during the session, click Show transcript to view the full transcript.
Copying Documentation
Once your changes are complete, you have the option to copy documentation using the two overlapping squares icon 
, you can do this in two ways:
Section level: Copy specific sections of the document.
Complete note: Copy the entire document for your records or further usage.
Important Notes
Post-session, you can continue to refine the documentation if needed, or start a new session.
Once a session is ended, you will be able to return to the previous session to make additional edits.