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Setup guide

Getting started guide

A practical onboarding path for account setup, first session readiness, templates, team roles, support, and safe clinical adoption.

Start with downloads Read the FAQ

  • 15 min

    first setup path

    Account, profile, workspace, and capture choice should be inspectable quickly.

  • 1

    starter workflow

    Choose one visit type before expanding templates or roles.

  • 3

    owners

    Clinical, operations, and trust owners keep rollout decisions clear.

Resource map

What this page helps you decide.

Each resource turns a broad buying question into a practical review path for clinical, operational, and IT owners.

Access

01

Create the account path

Confirm email access, role, specialty, workspace name, and whether the clinician starts as an individual or team member.

Learn more

Session

02

Prepare the first session

Choose browser, mobile, or Recorder capture, then brief the patient explanation and review responsibility.

Learn more

Templates

03

Tune templates after use

Let real reviewed notes guide template edits instead of over-building before the first appointment.

Learn more

Team

04

Name support ownership

Decide who handles member invites, settings, billing questions, and escalation before the pilot broadens.

Learn more

Rollout frame

How to turn this resource into action.

Separate what the team can decide now from what still needs pilot evidence, security review, or workflow validation.

Impact

01

Reduce first-session friction

Onboarding should remove avoidable setup decisions before a clinician enters the room.

Impact

02

Make team rollout visible

A good guide turns individual setup into a repeatable team operating model.

At a glance

CortexaNote team / 2026-05-22 / Clinicians, administrators, and rollout owners

A practical onboarding path for account setup, first session readiness, templates, team roles, support, and safe clinical adoption.

Why this matters

A first session succeeds when account access, specialty context, workspace ownership, device choice, and patient explanation are handled before the clinician is under appointment pressure.

How to use it

Start with one repeatable visit type. Confirm the capture path, choose a starter template, run the first note through clinician review, and decide how approved content will move toward the chart.

What to validate

Team onboarding should make ownership visible: who manages members, who answers support questions, who approves templates, who handles security review, and who measures whether documentation work actually moves out of the evening.

“A practical onboarding path for account setup, first session readiness, templates, team roles, support, and safe clinical adoption.”
CortexaNote team

Onboarding proof

A setup guide is useful only when it leads to a reviewed first note.

The first milestone is not account creation. It is a captured encounter, reviewed draft, and visible handoff decision.

1

first session

3

setup checks

Account, capture, review.

0

hidden owners

  • Keep setup tied to the first clinical workflow, not generic product exploration.
  • Use the patient explainer before recording becomes routine.
  • Add templates and team settings after one reviewed example proves the shape.

Practical FAQ

Questions before the next workflow test.

Create the account path, confirm specialty and role details, choose the capture surface, then complete one reviewed session before tuning templates.

Move from resource to clinical proof.

Use the resource, choose one workflow to test, and make the first rollout small enough to inspect.

Start with downloads Read the FAQ