Core concepts
AI Scribe
You can use the AI Scribe to automatically draft notes and save valuable time during appointments.
Personalize your AI Scribe
If you want to personalize the AI Scribe to your preferences, you can add AI Scribe instructions to your visit note templates. Follow the instructions here to set up your AI Scribe.
Once you have set up your AI Scribe preferences, you can use it in a patient's chart.
Use the AI Scribe (EMR)
To use the AI Scribe:
- Select a patient and click on Visit Note.
- Select the View Mode dropdown and choose Edit Mode.
- If you are coming from the calendar page, select Create Visit Note and choose your template.
- In Edit Mode, you will see a Scribe Now button in the top right.
- Be sure to ask for the patient's consent before you begin recording.
- The first time you use it, your browser will ask for microphone permission, which is required.
Once your session begins, the AI Scribe becomes more than just a silent scribe — it also looks into the patient's chart and actively listens to make clinical suggestions in real time:

You can pause the session at any time.
When you end the session, wait about a minute for the AI Scribe to generate the note. Once the note is generated, you can review and edit it before adding it to the chart:

Edit the generated note as needed, then click Add to Chart.
Multiple recordings
You can record multiple sessions for the same note. The AI Scribe incorporates what was said in both the previous and the latest sessions, and then generates the note.