Visit workspaceDolce AI inside

Six steps, one screen, notes drafted by Dolce AI

Review, Photos, Treatment, Note, Sign, Checkout. At Note, Dolce AI drafts the SOAP note from what you charted. You sign, and only then does checkout open.

6steps from review to checkout
AIdrafts the SOAP note at the Note step
Blockedcheckout until the chart is signed
Dolce Health · Visit workspace
MR
Maya R.Botox · 30 min · Room 2 · Jenna P., NP
Cleared to treat
ReviewPhotos3Treatment4Note5Sign6Checkout
4u4u4u5u5u5u6u6u
Neurotoxinunits
ProductBotox
LotC3712
Expiry03/2027
Dilution2.5 mL
Frontalis12u
Glabellar complex15u
Lateral canthus12u
Total39units
Allergy on file: lidocaine
Continue to note
Review before you treatClinical
Photos inside the visitBuilt in
Dolce AI in the visitBuilt into this screen

The Note step starts with a full draft

By the time you reach Note, you've already charted the zones, units, lot and settings. Dolce AI turns that into a SOAP note with suggested codes, so the last stretch of the visit is checking and signing instead of writing.

Drafted from the Treatment step

The zones, units, product, lot and dilution you charted carry into the draft. You don't retype them for the note.

Type or dictate the rest

Add what the fields don't hold, like how the patient tolerated treatment, in your own words. Dolce AI works it into the note.

Checkout waits for your signature

Dolce AI never signs. Checkout stays blocked until the provider reviews, edits and signs the note.

See all 8 Dolce AI workflows
Dolce Health · Charts
Dolce AINew note · Maya R. · BotoxDraft
Type or dictate what you did

Botox 39 units. Forehead 12, glabella 15, crow's feet 12. Lot C3712. Tolerated well, no bruising. Aftercare given.

Dolce AI is drafting the SOAP note
S

Wants softer forehead lines and crow's feet. Last neurotoxin 4 months ago.

O

Dynamic lines at frontalis, glabella and lateral canthus. Skin intact.

A

Good candidate for neurotoxin. Consent signed.

P

Botox 39u: frontalis 12u, glabellar complex 15u, lateral canthus 12u. Lot C3712. Aftercare given.

Suggested codesZ41.1J0585 × 39Review & sign
How it works

How a visit moves

1Step 1

Check the patient in

Check-in confirms consent was obtained, intake forms are complete and vitals are due. Active intake and consent forms go out automatically, so the patient can finish them on their phone. Then Dolce creates the encounter for the provider.

2Step 2

Review, photos, then treatment

Start the visit from Today and it opens with the patient and service loaded. Review shows allergies, history and the chief concern in the patient's own words. Add before photos, then chart the treatment on the template and face map.

3Step 3

Dolce AI drafts the note

At the Note step, Dolce AI drafts the SOAP note from what you charted, or from what you type or dictate. It suggests ICD-10 and CPT codes too. You read the draft and edit anything that needs it.

4Step 4

Sign, then check out

The provider signs and locks the note with a typed e-signature, and checkout stays blocked until that happens. Then the front desk checks out the visit with tip, promo code, membership discount or split payment.

Dolce Health · Check-in
MR
Check in Maya R.Botox · 10:30 AM · Room 2
Check in & start visit
Dolce Health · Visit workspace
MR
Maya R.Botox · 30 min · Room 2 · Jenna P., NP
Cleared to treat
ReviewPhotos3Treatment4Note5Sign6Checkout
4u4u4u5u5u5u6u6u
Neurotoxinunits
ProductBotox
LotC3712
Expiry03/2027
Dilution2.5 mL
Frontalis12u
Glabellar complex15u
Lateral canthus12u
Total39units
Allergy on file: lidocaine
Continue to note
Dolce Health · Charts
AI draft
SOAP note · BotoxMaya R. · drafted from the chart · review before signing
Regenerate
S

Requests softening of forehead lines and crow's feet. Last neurotoxin 4 months ago. No new medications.

O

Dynamic lines at frontalis, glabella and lateral canthus. Skin intact. Before photos taken.

A

Good candidate for neurotoxin. Consent signed. Cleared to treat.

P

Botox 39 units: frontalis 12u, glabellar complex 15u, lateral canthus 12u. Lot C3712, exp 03/2027. Aftercare reviewed. Follow up in 2 weeks.

Suggested codesZ41.1J0585 × 39Review & sign
Dolce Health · Payments
Checkout · Maya R.Chart signed
Botox · 39 units$507.00
Glow membership −10%−$50.70
Promo codeFALL10 · not combinable
Tip for Jenna
15%18%20%Custom
Tip$82.13
Total$538.43
Split payment
Card ·· 4242$400.00
HSA / FSA$138.43
CashCheckCareCredit
Take payment · email receipt
Capabilities

What the workspace handles

Review before you treat

Allergies, history and a cleared-to-treat check come first. You record the chief concern in the patient's own words.

Photos inside the visit

Upload before, after and progress photos without leaving the visit. JPG, PNG or HEIC, up to 10 MB each.

Note drafted from the chart

At the Note step, Dolce AI drafts the SOAP note from the treatment you documented, with ICD-10 and CPT suggestions. The provider reviews, edits and signs it.

Type or dictate the visit

Type or dictate what you did in plain words. Dolce AI turns it into a SOAP note you can edit before you sign.

Checkout waits for a signature

Checkout is blocked until the chart is signed. Dolce AI drafts the note, and only the provider's signature opens checkout.

Drafts save as you go

Draft autosave keeps your work. If a tab closes, Dolce recovers your text for review and warns you before you leave with unsaved changes.

The six steps
StepWhat happens
ReviewAllergies, history, cleared to treat, chief concern
PhotosBefore, after or progress photos on the record
TreatmentService-aware template, face map, lot and units
NoteDolce AI drafts the SOAP note, with ICD-10 and CPT suggestions
SignTyped e-signature, then the note locks
CheckoutServices, tip, promo code, membership discount, split payment
FAQ

Questions about visit workspace

Can’t find what you need? Ask us on a demo call.

Ask on a demo
Can the front desk check out before the provider signs?
No. Checkout is blocked until the chart is signed. Once the provider signs and locks the note, checkout opens.
Does Dolce AI sign the note or check out the visit?
No. Dolce AI drafts the note at the Note step and stops there. The provider reviews, edits and signs, and checkout only opens after that signature.
What if my browser closes in the middle of a chart?
Dolce autosaves your draft as you work. When you come back, it tells you it recovered text from your last session and asks you to review it before saving. You also get a warning if you try to leave with unsaved changes.
Where do I start a visit?
From the Today screen. Start or resume the visit there, and it opens with the patient and service already loaded.
What does check-in confirm?
Consent obtained, which is required, plus intake forms completed and vitals to be taken. When check-in is done, Dolce creates the encounter record the provider charts in.
Does the workspace work for lasers, IVs and facials?
Yes. The Treatment step uses the chart template that matches the service, including laser and energy, IV therapy, microneedling and RF, and facial and skincare. Each template shows only the fields that apply.

Walk a test visit from check-in to checkout

Start a 14-day free trial, book a test patient and watch Dolce AI draft the note at the Note step.