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Getting Started with CoTreat Chairside

CoTreat Chairside fits naturally into your consult workflow, taking care of documentation, review, and patient communication so you can stay focused on the patient

The main workspace (center of the screen)

In the center of the screen is the message composer. You can type a question, ask CoTreat Chairside to generate content, or interact with it using natural language.
If you'd rather speak than type, select the microphone to dictate your request.
To attach supporting information, such as clinical images, select the + button


 


Next, open Tools. This gives you access to CoTreat Chairside's specialized workflows, including Clinical Notes, Treatment Plans, Patient Letters, Care Presentations, Image Generation, and Longitudinal Analysis.
Some tools may ask for additional instructions before generating a response.
If you'd like to understand how CoTreat Chairside arrived at a response, you can enable Show Reasoning at the bottom of the Tools menu. 

 At the bottom of the workspace, Search CoTreat helps you quickly find previous consultations. 

 For most consultations, the best place to begin is Transcribe


Left-side Navigation (top left)

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On the left of your workspace, you'll find your main navigation.
Select the CoTreat logo at any time to return to the home page.
The + button starts a new session, giving you a fresh workspace to record, chat, or add supporting information.
Sessions is where you'll find your previous consultations, with the most recent shown first.
Care Packs gives you access to the care packs you've created or sent, along with their current status.


 

 

Help, Notifications and Settings (bottom left) 

 At the bottom of the sidebar, you'll find Help, Notifications, and Settings.
Open Help to contact support, visit the Help Centre, or load demo data if you'd like to explore CoTreat Chairside without using a live patient consultation.
Notifications keeps you updated on new activity, such as when a patient interacts with a Care Pack.
Select your profile to access Settings, where you can manage your personal and practice details, practitioners, treatment pricing, billing, and other account preferences. 

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