A visual walkthrough for installing the Chrome Extension, capturing your first session, and transferring finalized notes straight into your EHR.
Click the puzzle-piece icon in the top-right corner of your browser to see the list of extensions installed on your machine.
Click the pin icon next to "TasiPsych Copilot" so the extension stays in your toolbar for one-click access.
Once pinned, the TasiPsych Copilot icon will appear in your toolbar. Click it to launch the Copilot in the browser side panel.
Click the "Login to TasiPsych" button to authenticate the Copilot with your TasiPsych account.
If you are not already logged in, a new tab with the TasiPsych sign-in page will open so you can authenticate securely. If you are already signed in to your TasiPsych application, you will be taken straight into the Copilot without re-entering credentials.
Once authenticated, the sign-in tab will close automatically and your browser will return to the tab you were already working in. The Copilot is now ready to use.
Capture a session directly from the TasiPsych Copilot by clicking the "Start Session" button.
Select the patient, choose your note template, and click "Start Encounter" to begin the session with everything pre-configured.
In a hurry? TasiPsych lets you start a session without entering the patient’s name. You can assign the note to a patient later.
Once the session is complete, click "End Session". You can move straight into your next session — the note will keep processing in the background.
When the note is ready it will appear with a "Review" status. Make sure you are on the EHR screen where you want the note to land, then click the note to open it.
For the highest transfer success rate, your EHR template sections should match your TasiPsych template. You can use the TasiPsych Template Builder to create or refine a template so the two line up. When you’re ready, click "Transfer" to send all sections into the EHR.
Running into issues? Email help@tasipsych.com and our team will help you get the templates aligned.
After transfer, every section that was placed shows a green success message. If the note wasn’t already assigned and the Copilot can identify the patient from your EHR, it will offer to assign it for you — linking to the existing TasiPsych patient or creating a new one if needed.
If a transfer doesn’t land cleanly or you’d like help aligning your EHR template with TasiPsych, email help@tasipsych.com — our team will work with you to get it sorted.
Sign in to TasiPsych and pin the Copilot to your browser toolbar. Your next note is one click away from your EHR.