ℹ️ Patients are a last-generation feature and won't be updated as frequently. If you already use a PIMS, we recommend not creating patients in Scribenote and simply using our auto-generated note titles to keep track of which patients your medical records are for.
If you do like a more organized approach to keeping your notes together within Scribenote then you are able to set up Patients. Learn how to do that here:
If you've already set up some Patients and want to record appointments for them, you've come to the right place!
Step 1: Set up Quick Linking
The first step is to enable Quick Linking after recordings have been created. What this setting means is that after you record an appointment with the Scribenote app, you'll get a pop-up asking you to select which Patient it is for.
To enable this, go to your account settings in the Account tab, select Recordings, then you will see this screen:
Make sure to toggle to enable Quick Linking!
Step 2: Creating a patient SOAP from a recording
To start a patient recording, navigate to the Record screen using the center Scribenote button.
To begin recording an appointment for a patient, click the record button.
You will see a timer appear, indicating that the recording has started. When you are finished with the appointment, remember to press the stop button.
Within a few seconds, you should see a green checkmark and get a confirmation that your recording was uploaded.
Now you will see the Quick Linking prompt to link your new recording with a patient:
When you've linked the recording to a patient, it will appear in your Dashboard Inbox. You'll then be able to review the SOAP as usual.
Please be aware that when the note is submitted after assigning a patient, it will appear in that patient's profile in Patient Notebook (not your Inbox).