palmER
Getting Started with palmER AI Suite.
Quick start guide for palmER AI Suite. Learn about the MDM, HPI, Exam, and Ambient Scribing tools. Navigate the platform and set up for your first shift.
You've signed up for palmER AI Suite - now let's get you up and running. This guide covers everything you need to know to start using the platform effectively during your next shift.
What you'll learn:
- How to access and navigate the platform
- Overview of each documentation assistant
- Quick start tips for your first shift
- Common workflows and best practices
New User Strategy
On shift, start with Ambient Scribe on your phone: sign in, tap Start Ambient Scribe, and walk out with your HPI and Exam drafted. Finishing charts at a workstation? Start with the MDM Assistant. Either way, master one tool before adding more.
Accessing palmER AI Suite
palmER AI Suite works in two places that share one account. The web platform is your full workspace for charting, editing, MDM, and reference information and is accessed through your browser. The mobile app for iOS and Android is for Ambient Scribing at the bedside, where palmER drafts your HPI and Exam from the encounter. This guide focuses on the web platform. To set up your phone, see Installation and Accounts.
Web access URLs:
- Main platform: platform.palm-er.com
- Sign up for free trial: platform.palm-er.com/signup
Compatible with:
- Desktop computers (Mac, Windows, Linux)
- Laptops
- Tablets (iPad, Android tablets)
- Any device with a modern web browser
Browser requirements: Works with Chrome, Firefox, Safari, or Edge. For best performance, keep your browser updated.
Platform Navigation
After logging in, you'll see:
Left sidebar: The main navigation menu with access to all documentation assistants and tools.
Main workspace: Where you'll input information and receive AI-generated documentation.
Bottom-left menu: Your account menu, settings, and support links.
Everything is organized for quick access during documentation workflows.
The Core Documentation Assistants
Here's what each tool does and when to use it:
- Paste your chart data, get a complete MDM note
- Automatically generates clinically appropriate differential diagnoses
- Demonstrates risk stratification and clinical reasoning
- Supports appropriate E/M billing levels
- Turn 1-2 sentences into a complete HPI
- Includes appropriate pertinent positives and negatives
- Adapts to your documentation style
- Saves 5-10 minutes per chart
- Creates chief complaint-specific exams
- Includes relevant systems and findings
- Maintains professional, consistent documentation
- Eliminates generic error-prone templates
MDM Assistant
What it does: Generates comprehensive medical decision-making documentation from your chart data.
Best results: Include as much chart data as possible - the AI works better with more context. Don't worry about formatting; just paste everything.
How to use it:
- 01Copy relevant chart information
Gather HPI, vitals, labs, imaging results, and any other clinical data.
- 02Paste into the MDM Assistant
Input all your chart data into the assistant.
- 03Click generate
Let the AI create your comprehensive MDM note.
- 04Review and edit the output
Verify accuracy and add any clinical nuances.
- 05Copy to your EMR
Paste the final documentation into your medical record.
HPI Assistant
What it does: Expands brief clinical summaries into complete, professional histories of present illness.
Best results: Include key details (age, gender, chief complaint, onset, associated symptoms) but keep it concise.
How to use it:
- 01Enter a brief summary
Type a concise summary like: "45 yo F, chest pain x 2 hrs, radiates to arm, diaphoretic"
- 02Click generate
The AI expands your summary into a complete HPI.
- 03Get a full HPI
Receive professionally written documentation with appropriate detail.
- 04Edit and copy to EMR
Review for accuracy, make any needed edits, and paste into your medical record.
Physical Exam Assistant
What it does: Creates complaint-specific physical exam documentation.
Best results: Paste the HPI and add any abnormal exam findings.
How to use it:
- 01Include the HPI for context
Type the chief complaint or paste your HPI for context.
- 02Add any abnormal findings
Include specific abnormal exam findings if present.
- 03Click generate
The AI creates a focused, complaint-specific physical exam.
- 04Get your exam documentation
Receive appropriate exam documentation tailored to the presentation.
- 05Edit and copy to EMR
Review for accuracy and paste into your medical record.
Detailed Physical Exam Assistant guide
Additional Tools
- Pre-sign quality assurance
- Billing optimization suggestions
- Documentation completeness review
- Medico-legal strength assessment
- Organized clinical presentation format
- Workup summary and clinical urgency
- Specific consultation requests
- Handles anticipated pushback
- Evidence-based clinical guidance
- Discharge instruction generation
- Treatment protocol verification
- Work/school note creation
Chart CheckER
What it does: Reviews your completed documentation and provides suggestions before you sign.
When to use it: Before signing complex charts, high-acuity patients, or when you want to verify billing level support.
What to expect: Specific suggestions for improving documentation completeness, billing optimization, and medico-legal strength.
ConsultER
What it does: Generates structured scripts for specialist consultations.
When to use it: Before calling consultants, especially for difficult cases or anticipated pushback.
What you get: Organized presentation including clinical urgency, workup summary, and specific requests.
palmEM AI Reference
What it does: Answers emergency medicine clinical questions instantly.
When to use it:
- Quick clinical references during documentation
- Generating discharge instructions
- Verifying treatment protocols
- Creating work/school notes
How it works: Ask a question, get an evidence-based answer immediately. No need to leave your documentation workflow.
Same AI as palmEM Mobile App
This is the same powerful AI reference tool from the palmEM mobile app, now integrated into your web-based documentation workflow.
Detailed palmEM AI Reference guide
Scribe at the Bedside
palmER's Ambient Scribe captures your patient encounter and drafts your HPI and Physical Exam automatically. No typing, no templates.
Scribe on your phone
The palmER mobile app is the easiest way to scribe at the bedside. It listens reliably in the background, even when your screen locks. Set it up in Installation and Accounts, then follow the steps below.
- 01Open the app and pick a patient
Sign in to the palmER mobile app. Tap New Patient to add a room number and chief complaint, or select an existing patient.
- 02Start Ambient Scribe
Tap Start Ambient Scribe and see your patient. palmER listens in the background while you focus on the patient.
- 03Stop and add anything extra
Tap stop when you finish. On the Encounter Captured screen, you can add anything not said aloud, such as exam findings, details, or corrections if needed, then tap Complete.
- 04Review auto-generated documentation
Your HPI and Physical Exam notes draft automatically. Sign in to the web platform at platform.palm-er.com to review and refine them in Chart View, then generate your MDM when your workup is complete.
You can also scribe at a desktop computer on the web platform. For the full walkthrough of both, see the Ambient Scribing guide.
Your First Shift with palmER
Before your shift:
- 01Log in to the platform
Visit platform.palm-er.com and sign in.
- 02Bookmark the site
Save the platform URL for quick access during your shift.
- 03Review the MDM Assistant guide
Familiarize yourself with the most powerful time-saving feature.
- 04Adjust preferences (optional)
Customize Documentation Preferences to match your style.
During your shift:
- 01Start with the MDM Assistant
Focus on just one tool for your first shift to avoid overwhelm.
- 02Paste chart data
For your first patient, copy and paste all relevant chart information into the MDM Assistant.
- 03Review the output
Check the generated MDM for accuracy and edit as needed.
- 04Copy to your EMR
Paste the final documentation into your medical record.
- 05Notice the time savings
Recognize how much faster documentation becomes with AI assistance.
Gradual adoption:
- Shift 1-2: MDM Assistant only
- Shift 3-4: Add HPI Assistant
- Shift 5+: Explore Physical Exam, Chart CheckER, etc.
Common Workflows
Typical documentation workflow:
- 01See patient and document in EMR
Complete your initial patient encounter and start documentation.
- 02Expand your HPI
Use HPI Assistant to expand your brief history into comprehensive documentation.
- 03Generate physical exam
Use Physical Exam Assistant for focused exam documentation.
- 04Complete workup
Gather labs, imaging, and consult results.
- 05Create MDM note
Use MDM Assistant to generate comprehensive MDM documentation.
- 06Sign chart
Finalize and sign your documentation.
Consultation workflow:
- 01Complete your workup
Gather all relevant clinical data and test results.
- 02Structure your presentation
Use ConsultER to create an organized consultation script.
- 03Call consultant
Present the case using your organized script.
- 04Document consultation
Document the consultation discussion and recommendations in your chart.
Clinical question workflow:
- 01Question arises
Encounter a clinical question while documenting.
- 02Ask palmEM AI Reference
Get instant, evidence-based answer.
- 03Continue documenting
Apply the answer and continue with your charting.
Tips for Success
The AI isn't perfect: Always review and edit generated content. The AI provides a strong draft, but you're responsible for accuracy.
More input = better output: The more information you provide, the better the AI's generated content. Don't be stingy with context.
Customize to your style: Use Documentation Preferences to adjust outputs to match your documentation style.
Start simple: Don't try to learn all features at once. Master one tool per week.
Use keyboard shortcuts: Copy (Ctrl/Cmd+C) and paste (Ctrl/Cmd+V) become second nature - this speeds up your workflow significantly.
Next Steps
Deep dive into the most powerful feature for time savings.
Learn how to get instant clinical guidance during documentation.
Need Help?
In-platform support: Click your email in the bottom-left corner and select "Contact Us"
Support documentation: Browse this support site for detailed guides on every feature
Common issues: Check troubleshooting for quick solutions
Welcome to faster, better documentation. Your first shift with palmER will show you why emergency physicians are making it part of their standard workflow.