Browse the guides
Short, practical articles written from how the product actually works. Pick a topic from the sidebar, or start here:
Getting Started
Sessions & Recording
- In-Person, Telehealth, and Dictation Sessions
- Using the Quick Bar During Consultations
- Automatic Google Meet and Zoom Detection
- Getting the Most Accurate Transcription
- Fixing Recording Permissions on macOS
Notes & Templates
- SOAP, DAP, and BIRP: Which Format to Use
- What Is the Enhanced Note?
- AI SOAP Notes: From Visit to Note
- AI Progress Notes for Therapists
- Creating Custom Note Templates
- Editing, Copying, and Exporting Notes
Patients
- Managing Patient Records and Visit History
- Chart Review with the Patient Chat
- Walking Into the Visit Prepared
Privacy & Security
- How Clinic Scribe Handles Audio, Transcripts, and PHI
- Is an AI Medical Scribe HIPAA Compliant?
- Patient Consent for AI Scribes
Compare & Choose
- AI Scribe vs. Virtual Medical Scribe
- AI Scribe vs. Medical Transcription Services
- How to Choose an AI Medical Scribe
More guides are on the way. If there is a question you want answered here, tell us through the in-app chat.