Recording
- For longer notes and assessments, you can record the encounter and use it to fill in the form, note, or assessment directly in the EMR.
- Ask the patient for consent before recording. See the Consent guide.
Perspectives User Guide
Two ways to create notes
Dictating
- You can also dictate what happened in a session into Perspectives.
- Speak naturally, as if you were summarizing the encounter to a colleague.
- Include the important clinical details, such as interventions, patient response, progress, relevant risks or barriers, and the plan—basically any detail you want to appear in the note.
- Perspectives will turn your dictation into a structured note in the EMR.
Create a note
Step 1 of 3
Add details or revise a note
You can add optional comments to control what Perspectives includes or emphasizes in a note.
Add details before generating
- Write any information you want added to the note in Clinical Highlights.
- For example: “This session the patient seemed much less engaged than usual,” or “I used motivational interviewing in this session.”
- Perspectives will take these comments into account when generating the note.
Regenerate the note
If you do not like how Perspectives wrote the note, click Regenerate Note.
Describe what should change
- Enter what you would like changed in Revision Comments.
- For example: “Please focus more on how the client positively responded to the clinical intervention this time.”
- Select Regenerate to create the revised note.
Step 1 of 3
Create group notes
Open Groups
From the Perspectives home screen, select Groups. Group notes can only be dictated.
Select the group
Choose the group you are documenting.
Create the group (if needed)
If the group has not been created yet, select Add. Enter a group name and description, then add the people who belong in the group.
Start the group session
Open the group and select New Group Session.
Confirm group members
Confirm each person who should be included. Select or deselect members as needed, then select Confirm.
Complete the group notes
Describe the group session, then dictate an individual assessment and intervention for each member. Select Mark Absent for anyone who did not attend.
Once you are done, Perspectives will generate a group details note as well as a group note for each individual.
Step 1 of 6
Troubleshooting
What happens if my computer dies or goes to sleep during a session?
Perspectives will save sessions when something fails, like if your computer dies or if you lose internet in the middle of a session. These are incomplete sessions.
Sessions you exit before adding a patient or note type are unconfigured sessions.
Both appear under Pending sessions on the Perspectives home page. Select Recover to return to one.
After you select Recover
If you recover an incomplete session, Perspectives will show you options for resolving the interrupted recording:
- Complete wraps up the recording so you can finish the session.
- Continue resumes recording. Choose this when the session was interrupted and you still need to record more.
Why isn’t my microphone picking up audio?
You may not have the right microphone set up in Chrome. You can use these links to get to the microphone settings—click the buttons below to copy the links and then paste them into your address bar.
I can’t log in to Perspectives. What should I do?
Select Forgot password? on the Perspectives login screen and follow the instructions sent to your email.