Best Practices: The typical Scribenote workflow
Typically, Scribenote notes go through a 3 step workflow, which determines where they are at any point.
New Notes: the Inbox
This is where they are after being created, and while being edited/drafted.
Completed Notes: the Notebook
After a note has been edited, verified, and submitted (using the Submit button at the bottom of a note) notes will be moved to the Notebook (either in Patients or Quicknotes). Here, you can edit notes if you'd like to add something you might have forgotten.
Notes ready for Export: Export Notes
Any note that has been submitted will be available to be exported in the Export Notes menu. This is where you'll be able to copy or download your notes for exporting them into another record system.
Note that this is just a typical flow, and by no means do you need to follow it. We recommend doing what works for you! If you'd like to keep all your notes in the Inbox without submitting them first, you can do that and still be able to export them from right within the note! Your Inbox might get a little crowded though... but we'll go over some ways to delete notes below.
Important First Step
If you are looking for a recording you made, the very first place to check is your Unsynced Recordings menu. If you've made a recording in a location with poor internet connectivity, chances are your note was not able to be uploaded to Scribenote servers for processing, so it stays on your device in Unsynced Recordings.
Read the following steps below to proceed:
Check the Inbox
The Inbox is where all your notes will end up first, whether that's a typed note or a recording, or an Auto-Note.
To check your Inbox on the Scribenote web app (app.scribenote.com), go to the Dashboard. You'll see this panel on the right-hand side:
Check if your note is in there. If you have a lot of notes in your Inbox, we recommend using the full-page Inbox by clicking the purple expand button.
This will allow you to see your notes at all stages (including the ones which are ready to export)!
The mobile app Inbox looks similar. The only distinction here is that there is no full-page Inbox like on the web version of Scribenote!
If your note isn't in the Inbox, read below to the next steps!
Check the Notebook
All notes in Scribenote are stored in the Notebook. Which means, if you definitely can't find it here, chances are it's been lost or deleted. Where's the Notebook? Let's see!
In the upper right hand corner of the app, click where your name is. You should see a dropdown pop up.
You will see two links: Quicknotes and Patients.
Is your note linked to a patient?
If you've made a patient in Scribenote and created a note for them, it will be under the Patients link. If not, it will be in Quicknotes.
My note is a Quicknote
My note is a Quicknote
Click on the Quicknotes link. You'll be taken to the Quicknotes page, where you can see all your Scribenote notes that are not associated with patients - including drafts and completed notes.
On the Scribenote mobile app, both Patient linked notes and Quicknotes are under the same menu tab, Notebook.
You will then see two tabs at the top of the screen, Patients and Quicknotes. If your note is linked with a Scribenote patient, check the Patients tab. If the note is a Quicknote, check under the Quicknotes tab.
Check Export Notes
The last place to check is the "Export Notes" page on the Scribenote web app. All notes will get moved here from the Inbox once they're submitted. You will see two tabs:
Check both tabs for your note.
I still can't find my note!
If you've gone through all these steps and you can't find your note, please contact us and we might be able to help get it back.