Source
01Record once
Start with consent, capture, and source context instead of rebuilding the encounter later.
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Product proof
Tasks belongs in the clinical day.
The page structure follows the product job: what changes in the visit, what becomes easier after the visit, and what still stays under clinician control.
Product visuals
Tasks shown in the workflow.
Each product page anchors the promise in visible capture, review, sync, or EHR handoff surfaces instead of relying on abstract feature language.
Task source
Tasks start from the reviewed note
Follow-up work should be created from source clinical context, not a second admin pass.
Instructions
Patient instructions stay attached
The same encounter record can produce the next patient-facing step after clinician review.
Handoff
Handoff closes the loop
Tasks, approved notes, and chart movement belong in one documentation workflow.
Clinical workflow
Tasks should behave like part of the visit, not a separate admin job.
Tasks turns the CortexaNote encounter record into a cleaner clinical workflow surface.
- Patient emails
- Team review
- Import checklist
Review control
Automation drafts the work; the clinician owns the record.
Turn documentation into the next operational step. Clinicians keep final review control while the platform removes repetitive formatting, transfer, and follow-up work.
- Keep final judgment with the clinician
- Preserve source encounter context
- Move from draft to chart-ready output without repeated formatting
How it works
Tasks from source to sign-off.
Each capability keeps a specific path from capture to review instead of falling back to a generic feature tour.
Step 1
Start on solid clinical ground
Make recording policy and patient consent part of the ordinary encounter flow.
Encounter loop
Consent: Start on solid clinical ground
Source stays attached
Clinician reviews
Handoff stays explicit
“A useful AI scribe closes the loop from source encounter to reviewed record.”
Built to support daily use
Tasks capabilities.
The dense capability layer turns the product promise into specific actions clinicians, teams, and operations owners can recognize.
Tasks
01Create work from the note
Turn reviewed documentation into patient emails, team review, or import checklist items.
Context
02Keep source context attached
Let follow-up work carry the transcript, summary, and clinical decision trail.
Patient
03Prepare patient communication
Draft clear next-step language without leaving the encounter record.
Team
04Support team review
Give admins or clinicians a clearer handoff than a disconnected message.
Readiness
05Track handoff readiness
Make pending EHR movement or follow-up work visible before the visit closes.
Efficiency
06Reduce duplicate admin
Avoid retyping task context that already exists in the reviewed note.
Care settings
Works across real clinical contexts.
CortexaNote keeps the same operating model while the use case changes by role, setting, and team maturity.
Daily use
01For clinicians
One loop from encounter capture to approved chart-ready note.
Process
02For operations
A repeatable handoff pattern for templates, tasks, and EHR movement.
Governance
03For trust teams
Consent, review, and access controls attached to the product workflow.
Related features
Explore the surrounding workflow.
Workflow
01How CortexaNote works
Record the encounter, review the structured draft, and move approved notes toward the chart.
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Capacity
02Save time
Give documentation time back to the clinical day without weakening review quality.
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Personalization
03Customisation
Tune vocabulary and templates to how your practice documents.
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Tasks questions
CortexaNote captures the encounter, drafts structured output, and keeps review close enough to finish before the backlog forms.
Get Cortexa free.
Start with a workspace, capture your first encounter, and see what clinical documentation feels like when the busywork is handled.