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How to Use Scribephone

Call clients from Scribenote with Scribephone. This guide shows how to verify your number and start a call on the web app.

Updated this week

Scribephone is a Scribenote Pro feature lets you call your clients directly from the app, no need for external tools! Every call is recorded with both sides of the conversation captured, allowing you to automatically generate a note from the recording.

To use your clinic’s phone number when making calls through Scribephone, you’ll need to complete a verification step first.

How to make a call with Scribephone (Web App)

  1. On your Dashboard, look for the toggle button above the record button that has a microphone on the left and a phone on the right.

  2. Click the toggle to switch to Scribephone mode! You should see the button now turn green.

  3. Make sure to select the Template you’d like the recording to be formatted to. You can choose any template, including Adaptive Templates! This can be updated after the call as well, so not to worry if you select the wrong one.

  4. Upon clicking the green call button, you'll see the Scribephone pop-up come up. Here you can enter your client's phone number.

  5. Click the green call button to initiate the call.

  6. When the client picks up, you’ll see the interface say “Connected!” From there carry on your call as usual. Scribenote will record it all, and when the call is ended, your note will appear in the Inbox and begin processing.

How to make a call with Scribephone (Mobile App)

  1. Once you have completed the verification steps, open the Scribenote app and look for the phone button at the bottom of your screen. Tap it and you’ll be in Scribephone mode.

  2. Tap the green phone button to pull up the Scribephone interface. Here, you can switch Templates like you would on a standard recording, and dial a client’s number using the number buttons.

  3. When you’ve dialed the right number, simply tap the green phone button again to initiate the call.

  4. When the call is connected, you’ll see the timer begin. Carry on your call as usual. Scribenote will record it all, and when the call is ended, your note will appear in the Inbox and begin processing.

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