Getting started

When you first log in, you’ll land on your main workspace. This is where you can chat with the AI, upload files, and use features like live transcription or session recording. The example questions on the screen are simply suggestions, you can ask anything you need.

Choosing an AI Model

In the upper-left corner, you’ll see a menu where you can select the model you want to use whether it is GPT-4.1, GPT-4.1 Mini and Gemini 2.5 Flash or Pro.

Using Modes

In the upper-right corner, you’ll find a list of built-in modes created for healthcare use such as Bloodwork Analysis, Differential Diagnosis, Treatment Planner, and SOAP Notes.
If you scroll to the bottom of that menu or simply next to the button, you’ll see your custom modes, which you or your team can create and manage. You can learn more about custom modes here.

Sidebar Tools

The left sidebar gives you quick access to:

• “New Chat”

• Your plan details

• Settings

• Onboarding steps if you are new on the site. 

Settings Overview

In the Settings page, under the Account tab, you can:

• Update your profile information

• Enable two-factor authentication

• Request a BAA

• Cancel your subscription

• Delete your account

Team management is available in the Team section. We cover this in detail in a separate help article so you can set up your organization with confidence.

Check our quick onboarding video here!