⭐Generating Your Note

Selecting Your Note Type

Once your visit is completed, click Templates. A dropdown will appear with three options:

• Practice Templates: Note formats configured for your organization. These are built to match your practice's existing documentation standards exactly, so the output will look familiar from day one.

• My Templates: Custom note templates you've built using our Template Builder.

• Public Templates: A library of standard note formats available to all ScribeAI users, including SOAP notes and other common documentation styles.

Select the category that applies, and a second dropdown will appear showing the available note types within that category. Choose the one you want and ScribeAI will generate your note.

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Reviewing and Editing Your Note

Your generated note will appear on the right side of the screen. Always review it before signing off in your EHR. ScribeAI is highly accurate but clinical documentation requires your professional and clinical judgement.

To refine your note, you have two options:

Edit directly in the note: Click anywhere in the generated note to make manual changes. This is the fastest option for minor edits.

Add to the transcript and regenerate: If you need to add clinical detail that wasn't captured during the visit:

1. Click Resume

2. Dictate the additional information (no need to say "period", "comma", etc.)

3. Click Pause

4. Regenerate your desired note

ScribeAI will incorporate the new information into an updated note.

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Note Quality Tips

• Mention diagnoses and plans explicitly: ScribeAI captures what's said, so stating your assessment and plan out loud ("I'm going to prescribe X for Y and follow up in 2 weeks") ensures it makes it into the note.

• Add pre-visit information before your patient arrives (or after the visit is over): Start recording before or after an encounter and dictate anything relevant for the context of the note. This is a great time to report lab or diagnostic results, or state any prominent details you want captured in the note.

• Be verbal during exams: ScribeAI documents what it hears, so narrate findings you'd normally note mentally or on paper. For example, saying "lungs are clear to auscultation bilaterally" during your exam ensures those findings make it into the note accurately. You can also leverage Dot Phrases to automate this.