Now that you're all set up with a Scribenote account, it's time to make your first note! You'll be saving all kinds of time in no time at all!
Step 1: Open the App Scribenote App.
Open the Scribenote App on your mobile device and log in with your credentials.
Note: If you were previously logged in and did not log out, your dashboard will open automatically.
Step 2: Press Record.
Press the large purple Record icon at the bottom of the page.
Step 3: Add a Title and Select the Note Type.
At the top of the recording, type in the title of your note and select the appropriate note type. If you leave the title blank, one will be automatically generated for you. For more information on note types, click here:
Step 4: Carry on Your Appointment as Usual
Your appointment is now being recorded, and you can carry on as usual.
Best Practices
Leave your phone on a counter, upside down in your pocket (with the bottom speaker holes uncovered), or anywhere in the room where it can pick up your voice clearly. You may need to play around to find the optimal location that works for you.
Continue your appointment as you usually would. You don't need to dictate or worry about random unrelated chit-chat. Talk to your clients about their day—it won't end up in your SOAP!
If you'd like to pause the recording, you can do so using the "Paws" button on the bottom right. Anything that you say while it's paused won't be picked up by the recording.
If you need to cancel the recording, press the red "Discard" button at the bottom left of the screen.
See more Best Practices here:
5. Stop the Recording
Press the Stop button at the end of your appointment.
The recording will be saved to your device. Provided you have a stable internet connection, it will then automatically upload to our servers to be processed.
Step 6: Check your Inbox
As soon as you stop your recording, you will automatically be brought back to the main dashboard.
You should see the first item on the main page (your inbox) that says Processing. That's the recording you just made! It should take about 1-2 minutes for it to be ready for Review.
When it changes to Review, you can click on it to take a look at your new SOAP note, that was made totally automatically without you having to type a single word. 🎉
If you have any questions, need further clarification or any concerns please reach out to our Delight Team via the in-app chat and we will be happy to help! We can also help find a workflow that best works for you. If you need support, please contact our Customer Delight Team and we can help you out!