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Scribenote Best Practices

Try these tips for an optimal experience!

Updated this week

Looking to make the most of Scribenote? We’ve got you covered! Follow these best practices to keep your medical records accurate, efficient, and stress-free.

Check out the videos below to hear Dr. Katie’s top tips for recording your notes with Scribenote.


Make sure your microphone can clearly pick up your audio

We recommend running a test appointment or two to make sure your appointment audio is clearly being captured. Remember: if you can't hear what you said, Scribenote won't be able to either! 😉

If you are recording with your phone, leave it on a counter, exam table, 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.

You should not need to use an external microphone, most modern device microphones work well for capturing audio (especially cell phones). If you'd prefer to use a microphone just to make sure your audio is crystal clear, we recommend a small lapel microphone (Bluetooth or wired - just make sure the cable doesn't get in your way)!


Double-check your internet connection

For the best experience, ensure you have a strong and stable internet connection.

Scribenote needs internet connectivity to upload recordings to our cloud servers, this is where they are processed into notes. Furthermore, this allows your notes to be accessible account-wide, on any device. So you can create a note on your phone, and then access it on the web so long as it is "Synced" to our servers.

If you don't have a stable internet connection, don't worry. Check out how to use Scribenote without one here:


Recording for more than one Patient

If recording for more than one patient within a single appointment, please use our Multi-pet or Pack Mode note type. Click the links below for more information.


Use the pause button when taking breaks

If you need to take a break in the middle of recording for any reason, such as passing the device on to another staff member (eg. a technician taking history, then handing it off to the DVM to do the examination) or leaving the room for a bit, please use the pause button to pause recording.

Doing so will prevent occasional issues with transcription. Sometimes, if there is a lot of "dead air" or no speaking for a while during an appointment, our transcription service can trip up, preventing the note from being processed correctly.


Stop the recording and add on to it later

If you need to take a longer break or leave an appointment for an extended period of time, use the stop button to end the recording.

This can be helpful if you are alternating between multiple patients or need to step away between exam rooms.

When you are ready to continue, open the note for the recording you just stopped and click the Add button next to the audio player. This allows you to record another section that will be combined with the original recording. Scribenote will then reprocess the note to include all the information from both recordings.

This feature is also useful if you forgot to mention something during the appointment or want to add follow-up details such as lab or diagnostic results. You can learn more about this in the article below.

⚠️ When you add a new recording to a note, the existing note will be reprocessed and a new version will be generated. Any edits made before using the Add button will be overwritten.


Just talk!

You don’t need to change how you speak during appointments when using Scribenote. There’s no need to worry about filler words like “um” or “ah,” dictating punctuation, or spelling words out.

Scribenote’s medical record feature is not dictation (unless you select the Dictation appointment type). Simply carry on your appointment as you normally would.

You also don’t need to filter out casual conversation. Scribenote is designed to capture only the relevant medical details, so feel free to chat with your clients as usual, it won’t end up in your medical record!


The more context, the better!

If you notice that Scribenote leaves out details or seems to miss certain points, take a moment to review the transcript. Scribenote creates notes based on the context of what was clearly captured in the audio, so if something was mentioned only briefly or wasn’t picked up clearly, it may not appear in the final note.

To help Scribenote capture those missing details, try recording an additional section using the Add button. This will reprocess the note and include the new information for a more complete record.

Providing a little extra context can go a long way in helping Scribenote generate accurate and thorough medical notes.

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