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Create an AI Scribe Note

AI Scribe records audio during a patient encounter, transcribes it, and uses AI to generate a structured clinical note based on your selected template.
1

Start a New AI Note

From the Notes page, click New Note and select AI Note. Alternatively, open a patient chart and start an AI note from within the Medical Notes tab. Select the patient if not already chosen.
2

Allow Microphone Access

When prompted, grant your browser permission to use the microphone. If permission was previously denied, a warning banner will appear with instructions to re-enable it in your browser settings.
3

Record the Encounter

The recording begins automatically. Speak naturally during the appointment — the system captures and transcribes audio in real time. You can:
  • Pause the recording and resume later.
  • Switch to a different note mid-recording; the recording continues in the background.
  • View the live transcript in the Transcript tab.
4

Select a Template

Before generating, select a note template. You can choose a template ahead of time from the Note Template dropdown on the note page, or you will be prompted to select one when you click Generate AI Note. Favorite templates appear at the top of the list for quick access.
5

Generate the Note

Click the Generate AI Note button. The system finalizes the transcription and sends it to the AI model, which fills in each template question based on the conversation. This may take a moment — you can navigate away and return later.
6

Review and Edit

Once generated, the Clinician’s Note tab displays structured answers organized by the template’s questions. Review each field and make corrections as needed. The AI-generated content is a starting point — always verify clinical accuracy before finalizing.
7

Save

Click Save to persist your edits. The note auto-tracks unsaved changes and will prompt you if you try to navigate away.

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Chat with AI to Refine a Note

After an AI note is generated, use the chat input at the bottom of the note to ask the AI to make changes. For example:
  • “Add a note about the patient’s allergy to penicillin”
  • “Change the dosage to 20mg twice daily”
  • “Expand the assessment section”
Type your instruction and press Enter (or click the send button). The AI creates a new revision of the note with your requested changes. Each chat interaction produces a new version, so you can always revert to an earlier state.

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Regenerate with a Different Template

If you need to restructure an AI note using a different template:
  1. Open the note and click the actions menu (three-dot icon) in the note toolbar.
  2. Select Change Template.
  3. Choose a new template from the modal.
  4. The AI regenerates the note from the original transcript using the new template structure, creating a new revision.
Regenerating a note with a different template creates a new revision. Any manual edits on the current version will not carry over — the new version is generated fresh from the original transcript.