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: Go to the Dashboard
Go to your Account in the top right corner of your desktop. Click the arrow to the left of your name to find the dropdown menu. Select Dashboard.
Step 2: Start a recording
First, select a template type you would like to process the note as. Here are more details about our different templates:
Next, press the big purple record button to start recording.
Note: If this is your first time pressing the button, you may see a menu pop-up that asks for recording permissions (make sure to allow permissions).
Step 3: Carry on your appointment 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 note!
If you'd like to pause the recording, you can do so using the pause button. 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 button.
Tip: If you forgot to say something during the appointment or if you'd like to follow-up on an appointment, you can always add more information but adding another recording to the an existing recording! Here's how:
Step 4: 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 5: Check your Dashboard inbox
To see your completed recording, check your inbox on the right side of the screen.
You should see the first item 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. 🎉
Learn how to make your first note in the Mobile App here: