Record a visit
Step-by-step — from the moment a patient sits down to the prescription landing in their inbox.
A single visit, start to finish. Follow the steps in order. Every step is one action.
What you need
- A patient in the queue (added by the front desk) or an existing patient in your list.
- A working microphone (laptop mic or USB headset).
- The right template for this visit type — see Templates.
The full flow
Open the patient
On the left side, click the patient's name in the queue.
The right side opens their visit screen. If this is a new visit, you see an empty note. If you've seen them before, click History to read your last note.
Check the template
Above the note area, you'll see the current template name (for example, OPD General). If it matches today's visit type, leave it.
If it doesn't, click the template name and pick a different one from the dropdown. See Templates.
Press the red microphone
A big red Record button sits at the top of the note area. Click it and start talking the way you normally do with a patient. Patient history, symptoms, your plan — say it all naturally.
You'll see a live transcript appear as you speak. Don't worry about perfect grammar. The AI handles messy speech.
The first time you record, your browser will ask permission to use the microphone. Click Allow. If you click Block, recording will silently fail — fix it from your browser's address bar (look for the mic icon).
Press the stop button
When the consult is done, click Stop (same button, now showing a square).
A loading bar appears at the top — "Extracting…". This usually takes 5–15 seconds. The AI is reading your transcript and filling in the structured fields below.
Review the form
When extraction finishes, the form fills in automatically. Scroll down and check:
- Diagnosis — is it what you meant?
- Medications — drug names, dose, frequency, duration.
- Investigations — labs or scans you ordered.
- Advice — diet, follow-up instructions.
Click any field to edit it. The AI is good but not perfect. You are the doctor — the final note is whatever you save.
Yellow fields = required but empty. They'll block you from completing the visit until you fill them.
Decide about the email (optional)
Right before the Complete visit button, if the patient has an email on file and you have medications in the note, you'll see a small checkbox:
☑ ✉ Email Rx
- Leave it checked (default) — the patient gets the prescription in their inbox the moment you complete the visit.
- Uncheck it — no email is sent. Useful if the patient is sitting in front of you and you'd rather print or hand over the PDF.
If the patient has no email on file, this checkbox doesn't show up.
Click "Complete visit"
The green button on the top right. If meds are present and your clinic uses the pharmacy queue, the button says "Send to pharmacy" instead — same thing, just routes the meds to the pharmacist.
A summary dialog appears with everything that just happened:
- ✅ Meds sent to pharmacy (or visit closed if no pharmacy)
- ✉ Prescription emailed to patient@email.com
- 🔁 Referrals queued (if you referred anyone)
Download or print the PDF (optional)
In the same summary dialog, two buttons:
- Download PDF — saves a file named
Rx_<Patient>_<Date>.pdfto your Downloads folder. Open it, send via WhatsApp, attach to your EMR — your choice. - Print Rx — opens a print-ready view. Hit Ctrl+P / Cmd+P or use your printer.
Click Done when finished. You're now ready for the next patient.
Common situations
The patient has no email — how do I share the prescription?
Use Download PDF from the summary dialog and send via WhatsApp/SMS, or print it. After the visit, you can add their email to their patient profile — next time, the prescription will auto-send.
I made a mistake in a completed visit
Open the patient's timeline (from the patient list). Find the visit. Click Edit note. Fix the fields and save again. The patient does not get another email automatically — re-send manually if you need to.
The mic doesn't work
- Look at the top of your browser tab — is there a red mic icon? Click it to allow access.
- If your laptop has a mute switch on the keyboard, check it's off.
- Try a USB headset — built-in laptop mics are often the problem.
Extraction takes too long / fails
- A loading bar that never finishes usually means the audio failed to upload. Click Cancel, then try recording again.
- If it consistently fails, save as Draft (the grey button) and finish the note manually. Tell your IT contact.
I want to save and come back later
Click Save draft (grey button, top-right). The visit stays open. When you come back, the note loads exactly where you left it.
Drafts don't trigger any emails, pharmacy routing, or referrals. Those only fire when you click Complete visit.
Keyboard shortcuts
| Shortcut | What it does |
|---|---|
| ⌘S / Ctrl+S | Save draft |
| ⌘⏎ / Ctrl+Enter | Complete visit |
| Alt+I | Open AI insights (psychiatry only) |
| Esc | Close any open dialog |