← HomeLogin

Cleannote Medical — FAQ

Answers to common questions about your dashboard, uploads, processing, and downloads.

1. Account & sign-in

How do I sign in?

Use your Doctor Code and password on the login page. After email verification, sign in with the temporary password from your welcome email, then change it.

How do I create a free trial account?

Click Create a free trial account on the login page. Enter a unique doctor code (3–5 characters, starting with a letter) and your email. You receive a welcome email with a temporary password and a one-click activation link.

How do I change my password?

Click Change Password at the top of the dashboard (or on the login page). Enter your new password twice. After a password change, you may need to re-enter your password for secure downloads.

I forgot my password. What do I do?

Self-signup accounts: use Forgot Password on the login page — a new temporary password is emailed to you. Admin-provisioned accounts: contact your administrator.

Why was I signed out automatically?

For security, your session ends after 30 minutes of inactivity. Sign in again to continue.

2. Free trial & billing

What does the free trial include?

20 reports at signup — no credit card required. Each trial report is limited to 3 pages or up to 15 minutes of dictation audio (text drafts count toward the same trial allotment).

Where do I see how many trial reports I have left?

A banner at the top of the dashboard shows “Free trial: X report(s) remaining…” It updates automatically while processing runs.

What happens when my trial ends?
What are the paid pricing tiers?

3. Input type: audio, text & review

What input modes does Cleannote Medical support?
Audio dictationUpload WAV/MP3/M4A → Whisper transcription → formatted clinical report in your sample style
Text draftsPaste rapid clinical fragments (or upload .txt / .md / .docx) → same sample-driven formatting, without re-dictating
ReviewPaste/upload already-typed report(s) or a folder → Cleannote finds typos → one Error Report (Document / Serial / Typed / Corrected) plus a Corrected DOCX per file (corrections bolded)

OCR / Translate for medical is planned for a future update. Style modes: audio supports Verbatim, Polish, and Rewrite; text drafts offer Polish and Rewrite only (Verbatim is disabled for typed notes). Review also supports Verbatim / Polish / Rewrite for how strict corrections may be.

4. Uploading audio

How do I upload dictation?

Click Upload Audio Files to select files, or drag files onto the drop zone (desktop). Review the file list, choose your options, then click Start Processing.

Which audio formats are supported?

The server accepts .wav, .mp3, and .m4a only. Legacy dictaphone formats (.dct, .dss, .ds2) are not supported — convert them to WAV or MP3 first (e.g. Switch Sound File Converter on Microsoft Store).

Can I upload multiple files at once?

Yes. Select several audio files in one batch before clicking Start Processing. Each file is processed into its own report. Long combined dictations with multiple patients may be split automatically when configured for your profile.

What are the file size limits?

Free trial: 10 MB per file. Paid/legacy accounts: 100 MB per file. Trial audio: combined duration must not exceed 2 minutes per upload batch.

Should I click Upload more than once?

No. Select all your files, confirm your options, then click Start Processing once. The dashboard locks controls while uploading and processing.

5. Text drafts

What are text drafts?

Paste short clinical notes — abbreviations, Latin dosing, and telegraphic fragments (e.g. 45y m LBP, SLR +ve, Rx Diclofenac 50mg TID) — or upload a .txt / .md / .docx file. Cleannote maps your facts into your sample note structure (Plain, SOAP, Opsmith, Letter, Admin, and custom folders).

Will Cleannote invent exam findings or ROS?

No. Text mode uses a strict fragment contract: fluent rewording of what you typed is allowed, but Cleannote must not invent names, dates, normal exam findings, negative ROS, or consent boilerplate you did not type.

Which style modes work with text drafts?

Polish (default) and Rewrite. Verbatim is hidden for text drafts because it tends to produce a messy telegraphic dump when selected accidentally.

Do I still need sample reports?

Yes — the same DOCX samples as audio. Samples define structure and tone; your paste supplies the clinical facts.

What are the text processing steps?
  • Received text
  • Analyzing notes
  • Finalizing

5b. Review

What does Review do?

Upload or paste already-typed clinical report(s), or drop a folder of reports. Cleannote checks spelling, grammar, and medication typos and returns: (1) one Error Report table listing each source document name with Serial No / Typed / Corrected, and (2) a Corrected DOCX for every file — replacements are bold; if the original wording was already bold, corrections show as strike-through typed → bold corrected. Choose Verbatim (default: spelling/major grammar only, no insertions), Polish (light wording fixes), or Rewrite (clearer phrasing of the error span). Dropping a stamped folder uses the same session naming as Audio. Clinician remains responsible for final clinical accuracy.

How long does a review take?

Typical one-page reviews finish in about 5–20 seconds. A folder of reports runs one after another. Status shows Received → Reviewing → Writing corrections.

How is Review priced?
Do I need sample reports for Review?

No. Review does not use doctor style samples. Choose Error report only, or Proofread reports + error report. Corrected files keep your original filenames.

6. Sample reports

Why do I need sample reports?

Cleannote learns your formatting, headings, and style from de-identified DOCX samples. At least one DOCX sample per report type is required before processing. Five samples are recommended for best results.

How do I upload samples?

Click Upload Sample Reports. Choose the report-type folder (e.g. Plain, Followup), then upload DOCX only files. Remove all patient identifiers (PHI) before uploading.

How do I create a new report type?

In the Sample modal, click Create / Open Samples Folder, enter a folder name (1–15 characters), then upload DOCX files into that folder. The new type appears in the Report type dropdown.

What do the sample badges mean?

“Used for output naming” — newest sample, used for filename patterns. “Used for style learning” — up to five most recent samples used to teach Cleannote your style.

Start Processing is disabled. Why?

You need at least one DOCX sample in the selected report-type folder. Upload samples first — the dashboard will prompt you if samples are missing.

7. Style mode & report type

What is Style mode?

Controls how closely the output follows your input. On audio, all three modes are available. On text drafts, only Polish and Rewrite are offered:

  • Verbatim (V) — audio only — stays closest to what you dictated
  • Polish (P) — light editing for readability
  • Rewrite (R) — stronger restructuring while keeping clinical meaning
What is Report type?

Each folder under your Samples directory is a report type (e.g. Plain, SOAP, Followup). The engine uses the samples in that folder for formatting and style. Pick the type that matches the report you want generated.

What is the “Selected options” panel?

On the right side, this shows your chosen style and report type before and during processing. You can remove an option before starting; options are locked once processing begins.

8. Letterhead (optional)

Do I need a letterhead?

No — letterhead is optional. If you upload one, Cleannote places it in the document header.

What formats are accepted?

.docx, .pdf, .png, .jpg, .jpeg. Only the header area is needed — body text in the letterhead file is optional.

Which letterhead is used if I upload more than one?

The newest DOCX is marked “Active letterhead” and is used for output.

9. Processing & status

What are the processing steps?

Three status dots on the right:

  • Received audio — files uploaded, engine started
  • Transcribing — speech-to-text in progress
  • Finalizing — formatting and building your DOCX/PDF
How long does processing take?

Usually 15–30 seconds to start, then a few minutes depending on dictation length. Status updates every 2 seconds.

What if processing fails?

Check that you have a DOCX sample for the selected report type, then try again. If you see a red banner after repeated failures, contact support@cleannote.org.

What if I close the browser during processing?

Processing continues on the server. Return to the dashboard — if the report finished, the download button will appear. Interrupted files from a prior session may be delivered on your next upload.

Why are buttons grayed out during processing?

Upload, Start Processing, samples, letterhead, and feedback are locked while a run is active so options cannot change mid-batch.

10. Downloading reports

How do I download my report?

When status shows “Processing complete. Your report is ready.”, click Download Latest Report (ZIP). The ZIP contains your DOCX (and PDF if generated).

What is “Last 5 Processed Files”?

Quick links to download ZIPs from your five most recent completed sessions.

What is secure download?

Some accounts have encrypted delivery. Enter your Cleannote login password once per browser to unlock downloads. Cleannote never asks for your password by email. After a password change, you must unlock again.

How are output filenames built?

Filenames include patient name (from dictation when available), report type, style tag such as Audio(V) or Text(R), source ID, timestamp, and your name. Batch folder names use the dictaphone device date/time when present in the audio filename.

11. Feedback & style learning

What is Upload Feedback for?

Upload a DOCX showing edits you made to a Cleannote report. The system learns new style rules from your corrections automatically.

What format is required?

DOCX only, one file per upload. The newest feedback file is marked “Active feedback rules.”

12. Security & privacy

Is Cleannote HIPAA-aligned?

Cleannote follows HIPAA-aligned handling of dictations. Always remove PHI from sample reports. AI-generated reports may contain errors — review every report before clinical use.

Are downloads encrypted?

Downloads use HTTPS in transit. Encrypted-at-rest delivery (secure download) is available for accounts with that feature enabled.

13. Mobile & troubleshooting

Can I use Cleannote on my phone?

Yes. On small screens the audio drag-and-drop zone is hidden — use Upload Audio Files instead. Sample, letterhead, and feedback modals still support drag-and-drop inside the modal.

My upload failed with a format error.

Convert audio to WAV, MP3, or M4A. Dictaphone .dct/.dss files must be converted on your PC before upload.

Trial upload limit message appeared.

Free trial allows up to 2 minutes of audio per batch and 10 MB per file. Shorten your dictation or upgrade via Pricing.

Still need help?

Email support@cleannote.org or visit Contact. See also Privacy, Terms, and Refund policies.