Create or access the workspace
Use the account routes to sign in, complete verification, and enter the appropriate organisation workspace.
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Start with the part of the workflow you are trying to complete, then follow the relevant product or trust route.
Getting started
Use the account routes to sign in, complete verification, and enter the appropriate organisation workspace.
Select a note, letter, summary, or configured template that matches the intended output.
Provide the source, wait for processing, then verify and edit the draft before final use.
Troubleshooting
Check browser permission, input device, supported format, file integrity, network state, and whether the source was complete.
Check source quality and template choice, then correct unsupported detail or omissions rather than treating output as final.
Confirm the signed-in account, organisation, role, plan state, and whether the action requires an administrator.
Trust questions
Read the privacy policy for personal-data roles, purposes, rights, and contact information.
Use the trust routes to frame diligence, then request current evidence for the intended deployment.
Review the current service terms and applicable order or contract before using the product.
Continue exploring
These pages add the operational, documentation, and trust context around this topic.
Next step
Tell us the action, page, expected result, and non-sensitive error details. Do not include patient data or credentials.