Writing your notes while conducting a session

This article includes best practices on how to open a note and conduct a telehealth call simultaneously in AdvancedMD. It will guide you through opening your note template page, choosing your note template, and how to view both your video call and notes side by side.

How to write a note while in session

  1. Start your Telehealth call by logging into the Rula provider portal, finding and clicking the appointment on your calendar, and clicking Join appointment
  2. To adjust the window size, click and drag the corner of your window.
  3. Then, log into the EHR, open your note template page, and choose your note template.
  4. Click and drag the vertical bar to maximize your note.
  5. Now, you can view both your video call and notes side by side!

Additional Resources

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