The NoteGenix Process

How it works: NoteGenix simplifies clinical note-taking by transforming your input into structured, accurate documentation in seconds.

But how does it really work? And most importantly is it accurate, secure, and compliant? (Yes, yes, and absolutely yes.)

Accuracy by design

Even when the setting isn’t perfect.

Over two million clinical notes

processed every month.

Multi-step validation

Industry-best security

The basics

How
1. Record a visit

Record all visits, remote or in-clinic, with NoteGenix's secure platform.

2. Generate your note

Our specialized AI transcribes the recording and generates your clinical note.

3. Review and save

Review your note and paste it into your EHR. Just like that, you're finished!

In the background

Countless processes work together to produce your optimal note all in record time.

Voice recorded

When you select “Start Recording,” NoteGenix uses your device’s microphone to capture the visit.

Works with real-time audio or existing recordings .
Handles offline and low-connectivity environments.
We encrypt all audio to provide added security and maintain HIPAA compliance.

Transcribed to text

NoteGenix goes beyond transcription. Our AI understands medical language and accurately captures all essential details.

Employs medical-grade automatic speech recognition (ASR).
Identifies medications, dosages, and medical abbreviations.
Removes filler words and filters background noise.

Optimized for your expertise

The raw transcript is refined by NoteGenix into a note that matches your specialty.

Large language models (LLMs) condense and refine the text.
Strips away non-relevant information for your practice.
Specialty-aware corrections add context (e.g. “stomach bug” becomes “viral gastroenteritis”).

Fine-tuned to your approach

NoteGenix formats your note according to your chosen template and learns from your personal adjustments.

Includes a range of editable templates designed for different medical fields and visit categories.
Adapts language, structure, and terminology (e.g., “client” or “patient”) to match your preferences.
Supports exact preferences through manual template editing or AI-assisted adaptation.

Validated for accuracy

Two-step accuracy validation ensures your note is correct.

Provides a collection of adjustable templates for various specialties and appointment kinds.
Adapts expression, format, and vocabulary (e.g., “resident” vs “patient”) to fit your practice.
Offers fine-tuned adjustments with manual setup or step-by-step template training.

Note ready for review!

Tweak your final note as desired. (And let NoteGenix incorporate those changes into future templates.)

Ready to see how it works?

Trusted & guarded

Our core principles are privacy and safety.

We meet HIPAA and HITECH standards and hold SOC 2 Type 1 and 2 certifications — with robust, multi-layered security safeguarding every stage of documentation.

Explore how we safeguard your information on our dedicated security site.

End-to-end encryption

PHI is siloed, encrypted, and governed by strict access rules.

Protection by foundation

Voice recordings are removed by default unless saved.

Medical guidance

You’re free to adjust or remove notes anytime you see fit.

Focus on what matters most.