If the primary way you'll be using Scribenote is to record appointments on behalf of a doctor, then you'll want to enable the "Transfer New Notes" setting as this will save you a couple of taps when moving notes to a doctor's account.

To do this, tap the user icon at the top right of your Dashboard:

Then you'll see the option for Transfer New Notes. Toggle this ON. Now, all of the new recordings you create will prompt a pop-up for you to select the team member you'd like to transfer the note to.

Here is what that pop-up menu will look like:
​

To transfer the note, you can simply select a user from the list and tap Transfer. You can optionally choose to apply their Custom Objective Defaults to the note if they have any set up.

If you've forgotten to toggle that setting on or if you need to do a one-time note transfer, fear not! You can always transfer a note after it is recorded. Here's how to do that:

Open any note and look for the note owner's name in the upper right corner. Tap that to open the transfer menu. Then select the team member you'd like to transfer the note to, and tap Transfer.