Send your clients' the key information from their appointment based off of your Medical Record! Client summaries can be sent right to your clients' email or printed out.
Step 1
Scroll to the bottom of a note, expand the Client Summary section.
Step 2
Select the Simple type, we don't have the custom option yet.
Simple. Uses Scribenote's default template for your client summary .
Custom. [COMING SOON].
This is the AI at work generating the summary:
Step 3
Edit the AI generated client summary or click Restart Client Summary to re-generate it.
Note: Re-generating the client summary will erase any edits you made!
Step 4
Send the client summary to your client by clicking Export Client Summary!
These are the different ways that you can get the note to your client:
Copy the plain text
Download PDF
Email
This is an example of the email export,
and this an example of the PDF export.
