Start a visit with the patient, documents, and background information you want to use. These steps apply to Medical Scribe on the web.
Name the visit, choose the microphone input, then select Start Visit.
Set up the visit
Select New Visit in the visit sidebar.
In Patient name, search for the patient and select the matching record. Check that you have selected the right person. Typing a name without selecting a patient does not link an existing patient record.
Review the document templates shown beneath the patient name. Select Add document to find and add a template. Use the × beside a selected template to remove it from the selection.
Enter any relevant background in the area marked Add any additional notes....
Open Microphone settings, choose the microphone you want to use, and check that its level meter responds when you speak. Allow microphone access if your browser asks.
Record and finish
Select Start Visit.
Use Pause recording if you need to pause. Use Resume recording to continue the same recording.
When you have finished, select Complete Visit. Wait for the recording to upload and the notes to finish processing.
Open each generated document, review it, and correct it before using it in the clinical record.
Cancel discards the current recording. Use Pause when you intend to continue, or Complete Visit when you want to keep the recording and generate notes.
If recording is blocked or silent
If you see Enable mic or No audio detected, follow microphone troubleshooting. If the page says you have used all your free visits, review the upgrade options shown on that page.