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This is step 1 of the setup checklist, and the step most practices do first because it is the fastest way to see what the product actually does. Any saved note completes it — including a draft.

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Pick how you want to write it

The New Progress Note page opens with three cards under Quick Actions: There is also a Quick Note card further down the same page for something short you want to save without leaving the dashboard.

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Write it from a template

1

Open the template editor

Select Use Template. To browse first instead, open Templates in the Notes sidebar — the pre-built library, with a Use button on every card.
2

Choose the template

Under Select Template, select Choose a template… and pick one. The card heading becomes Progress Note - {template name} and the form fills with that template’s sections — for a SOAP template these are Subjective, Objective, Assessment and Plan.
3

Attach the client

Use the Client: picker at the top of the form. It is optional for a draft, required before signing, and the AI Note Taker refuses to run without it.
4

Fill the sections

Type into each section. / opens the snippet menu anywhere in a note body, so a phrase you use constantly can be inserted rather than retyped — see Note templates and snippets.
5

Save it

Select Save Draft. You get Success / “Draft saved successfully”, and the note appears in Recent Notes with a Draft badge. The checklist step is now complete.

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Let the AI draft it

Select AI Note Taker from the Quick Actions cards, or from either editor’s toolbar. The sheet walks through Select a Template, Customize Output (Note Tone, Speaker Mode, Custom AI Instructions), then capture — Live Recording or Upload File.
Recording a consultation requires consent. The sheet says so — “Always obtain verbal or written consent from all session participants before recording.” — and that obligation is yours, not the product’s.
While it works you see Generating Notes ✨, then Notes Ready! with the draft and a reminder that it is generated in memory only until you select Apply to Form. Applying it inserts the text under an --- AI Generated Note --- marker and toasts “Review and save.”
AI output is a draft for you to check, never a record on its own. Read every section, correct what is wrong, and only then save or sign. More in AI clinical notes.

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Sign and lock it

A draft completes the checklist step; signing is what makes it a clinical record.
1

Select Sign & Lock

In any editor, select Sign & Lock. The sheet summarises Note, Client and Date.
2

Add your signature

Under Provider Signature, either Typed or Draw.
3

Accept the attestation and sign

Tick the attestation confirming the note is accurate and that signing locks it, then select Sign & Lock.
A signed note cannot be edited — the tooltip on the button says “Locked notes can’t be edited afterwards”. Owners and managers can Unlock Note if a correction is genuinely needed, and both the signing and the unlocking are recorded.

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Check it worked

  • The note is listed under Recent Notes with a Draft or Final badge.
  • The Get Started checklist shows Write your first clinical note as complete, with no refresh needed.
  • If you signed it, the editor shows Read-Only (Locked) and Export (or Export PDF) produces the PDF version.

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If something goes wrong

Exporting needs a saved note — “Please save the note as a draft before exporting.” Save the draft first, then export.
It needs a client selected on the note. If the button is greyed out rather than complaining, your plan does not include it — see Change your plan.
Copy the closest pre-built template and edit it under Custom Templates. See Note templates and snippets.
Ask an owner or manager to Unlock Note, correct it, and sign again. Do not write a second note describing the error — the unlock and the re-signature are both on the record.
It completes on the first saved note of any kind. An AI draft you never selected Apply to Form on was never saved, so it does not count.