Start a Sia session when you are ready to capture documentation for a patient visit. The session should be tied to the correct patient and visit context whenever possible.
Confirm you are in the correct team/location.
Select the correct patient or appointment when available.
Choose the appropriate note template if your practice uses templates.
Review the generated note for accuracy and completeness.
Edit the note before approval or export.
Only finalize documentation after the responsible provider has reviewed it.
Sia assists documentation. It does not replace provider review, clinical judgment, or your practice's approval process.
