Getting Started with Intelligent Notes (beta version)

Thanks for being part of the testing group for Intelligent Notes, your input is crucial to making it a great feature that helps you be a better coach.

Please send us your feedback about Intelligent Notes any time by email at [email protected] or text us at (401) 326-2241.

To start using Intelligent Notes, follow these steps:

1. Download the Hub App and create your account

2. Send us a quick email at [email protected] to let us know you want to turn Intelligent Notes on

3. Configure your account using the Quick Setup Guide (this optional to use Intelligent Notes)

4. Add a Client

5. Click on the Client to view their Client Profile

6. Expand the Notes section and click on Add Activity Note

7. Select the Member, Service (if applicable), and Date

8. Click on the Add Note field and either 1) type out a note or 2) click on the microphone at the bottom right of the keyboard to start using voice dictation

9. The note capture can be rough, we call this a "Raw Note"

10. When you're done adding to the note, click on the running man icon below the note field to process it 

11. This creates an cleaned-up and organized "Intelligent Note" 

12. You can use the clipboard icon below the note to toggle back to the Raw Note to add more to it and reprocess it

Congratulations, you're up and running with Intelligent Notes! Play around with it and let us know what's useful, and what should be changed.