Getting Started
Welcome to Apollo Notes! We’re glad you’re here.
Apollo helps you turn session recordings, spoken summaries, and rough notes into clinical documentation. This guide will help you find your way around and create your first note.
Find your way around
Home shows the note types and templates you can use.
New note at the top of the sidebar lets you choose a document type.
Clients keeps intake details, treatment goals, and saved notes together.
Notes opens your note list. Expand it to find Drafts and your tags.
Templates is where you create and edit your own note formats.
Help & Support has guides, forms, and a way to send us a message.
Settings opens My Profile, My Team, and Billing.
Ask Apollo is the assistant. Open it from the floating bar or from Ask Apollo in the sidebar. You can type a question or talk out loud.
Create your first note
Select New note, then Progress Note. You can also choose Progress Note from Home.
Open Note Settings. Choose a client, template, and session type.
Keep Dictate Summary selected and choose Voice or Keyboard.
Speak, type, or paste a summary of the session. Include the main concerns, interventions, client response, progress, and next steps.
Select Create Note. Apollo turns your summary into a draft.
Read the draft and edit it to match the session.
Select Save, give the note a name, and add any tags you want.
Choose an input method
Voice: dictate a summary in your own words.
Keyboard: type or paste rough notes.
Image: upload a photo or scan of your notes, then check the extracted text.
Audio: upload a recording of your summary.
Record Session: record or upload the full session, then review the speakers and note.
Record a full session
Choose Progress Note or a custom template, then select Record Session. Set the session type and audio source before you start. You can use your microphone, share audio from a telehealth tab or window, or upload an existing recording.
For couples and groups, review speaker names and roles and select the clients who need a note. Apollo creates a separate draft for each selected client.
Get your client’s consent before recording and follow your practice’s recording requirements.
Follow the session recording guide.
Review and edit the draft
Check that the note reflects what happened, including clinical details, risk information, interventions, and the plan. You can edit the text and formatting directly.
The panels beside the note help you review the summary, transcript, and any medical code suggestions or insurance checks. Check these against the session and your documentation requirements.
Open Ask Apollo to ask a question about the note or request a change. Try “Make the Plan section more concise.” Review the proposed change, then select Apply changes when you are happy with it.
Come back to a draft
Apollo saves generated notes as drafts and saves draft edits as you work. Look for Draft saved in the editor. Open Notes > Drafts to continue later.
When you finish reviewing a draft, select Save to name it and add it to the client’s saved note history. Use Copy to paste the finished text into your EHR, or choose Download PDF from the more menu.