Install DocNote Agent

DocNote Agent is a small app for your computer. Press a shortcut, dictate, and DocNote writes the text where your cursor is: in your patient record software, a web-based patient record, a letter or an email. You always review and validate the text yourself.

Windows	Windows 10 or 11. No administrator rights needed
macOS	macOS 13 or later. Available on request: write to contact@docnote.ch
Account	Your usual DocNote account

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1. Download the installer from docnote.care/download and open it: DocNote-Agent-x64-setup.exe. It also runs on Windows ARM computers (Surface Pro X, Snapdragon)
2. If Windows shows « Windows protected your PC », click More info, then Run anyway
3. Follow the installer. Choose to install for yourself only: it then does not ask for an administrator password
4. DocNote Agent starts and opens the Welcome window

It checks, line by line, what DocNote Agent needs on this computer. Each line turns green when it is ready, and has a button when something is missing:

• DocNote account: click Sign in and sign in with your email in the browser
• Microphone: if it is blocked, click Open settings and turn on Microphone access and Let desktop apps access your microphone
• Browser extension: only for web-based patient records (see below)
• Start automatically: DocNote Agent starts when you open your Windows session

You can open it again at any time: right-click the DocNote bubble, then Vérifier l’installation…

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If your patient record opens in Chrome or Edge, add the DocNote Agent extension. DocNote then writes directly into the right field of the page.

1. Open the DocNote Agent extension in Chrome or Edge
2. Click Add to Chrome (in Edge: Get, then allow extensions from other stores if asked)
3. The Browser extension line of the Welcome window turns green. The extension’s icon shows « Connecté »

After installing DocNote Agent, Chrome may also show « New extension added »: click Enable.

In a hospital or a group practice, your IT department can install DocNote Agent and the extension on every computer, for Chrome and Edge, without any action from you. Ask them to contact contact@docnote.ch for the deployment package.

If DocNote does not yet know your web patient record, the extension alone can show us which fields to fill, without installing DocNote Agent. Work on a test patient.

1. Open your patient record at the screen where the report is written
2. Click the DocNote icon in the browser’s toolbar → Cartographier les champs → Cartographier cet onglet
3. Click every box DocNote should fill and say what goes in it. Mark the same way the buttons that lead there (« Nouvelle consultation »…). The page does not react to these clicks; Pause gives it back to you to move around
4. Terminer l’écran takes a photo of the page and reads its layout. Do the same on every useful screen
5. Voir le dossier → Exporter le dossier (.zip), then send the file to contact@docnote.ch

The extension never saves what the fields contain: on the photos, their contents are blurred. The rest of the screen (the patient’s name in the header, lists…) stays visible, hence the test patient. Nothing leaves your computer until you send the .zip.

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1. Click in the field where the text should go
2. Press Ctrl+Alt+D (on Mac: ⌃⌥D) and speak
3. Press Ctrl+Alt+D again. DocNote writes the text at your cursor

DocNote always cleans what you dictate before writing it: punctuation (« virgule », « point »), line breaks (« à la ligne », « nouveau paragraphe »), your spoken corrections (« 14/8, pardon 14/9 » becomes « 14/9 »), your dictionary and your voice shortcuts. Your wording is kept as you said it.

The DocNote bubble shows the dictation mode. Click it to choose:

• Dictée: your text at the cursor, cleaned, with no title or structure added. This is the base mode
• Dictée au curseur (radiologists): the same, laid out as a radiology report. A section you dictate (« Indication », « Conclusion »…) becomes a heading, and an exam title you dictate goes on its own line. It is always your mode at rest: after a report written with a template, or when you leave a consultation, DocNote Agent comes back to it
• One of your DocNote templates: DocNote writes the report with that template, and you insert it with Insérer le rapport

Ctrl+Alt+R pastes your last DocNote report. Click the DocNote bubble to open the web app.

Plug in your Philips SpeechMike (Premium, Premium Touch, Premium Air, Ambient) or Nuance PowerMic 4: DocNote Agent finds it by itself, nothing to set up.

• Hold the record button while you speak, and release it: DocNote writes the take, as with Ctrl+Alt+D
• A short press starts the dictation and leaves it running: press again to end it
• The record light is on while DocNote records

If the button does nothing, quit Philips SpeechControl or SpeechExec if they are open, then unplug and plug the SpeechMike back in.

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If your specialty is radiology and your patient record is EDL (set in DocNote Settings), the DocNote bubble has a Préparer l’examen button (shortcut Ctrl+Alt+E, on Mac ⌃⌥E).

1. Open the exam in EDL
2. Click Préparer l’examen. DocNote reads the exam and the request attached to it (the « Bon de radiologie »)
3. DocNote picks the template that fits the exam and reads the indication from the request. The bubble shows what it found, for example « IRM GENOU DROIT · IRM ostéo-articulaire · indication lue »
4. Dictate your findings only: the indication is taken from the request. If you dictate in Dictée au curseur, you stay in it: your takes are written with the exam’s template and saved in the exam’s report in DocNote, with their audio
5. Or, if the exam is normal, click Examen normal: DocNote writes the normal report with the indication and inserts it where your cursor is

The consultation is named after the patient and the record number, for example « DUPONT Marie · A10000794487 ». If you dictate in an exam without clicking Préparer l’examen, DocNote Agent creates that consultation at your first dictation (without reading the request).

Opening an exam reads nothing on its own: DocNote only reads the request when you click Préparer l’examen. If DocNote picked the wrong template, choose another one in the bubble: DocNote remembers your choice for that exam.

DocNote Agent follows the exam open in EDL. When you go back to an exam you already prepared or dictated, the bubble shows « consultation reprise » with its template and request. When you open another exam, or go back to the list, the agent leaves the previous consultation, so your next dictation never goes to the previous patient. The Audio button plays the dictations of the exam that is open.

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DocNote Agent checks for new versions by itself. When one is ready, right-click the DocNote bubble and choose Installer la mise à jour … et redémarrer. It never updates in the middle of a dictation.

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Windows Settings → Apps → Installed apps → DocNote Agent → Uninstall.

Tick Delete the application data to also remove your sign-in and settings from this computer. The browser extension can be removed from the browser’s extensions page.