Appointments are recorded from the appointment details screen.
šNote: We do not currently support the recording of appointments with multiple clients.
How to record an appointment
From the appointment details screen, tap the record icon.
The Patient Consent pop up appears.
Choose one of the following:
Start recording: The patient consents to being recorded.
Record without patient present: Use this if the patient does not consent or recording during the appointment is inappropriate. Enables dictation once the patient has left.
Cancel: Returns you to the Appointment List screen.
After choosing one of the options, tap the record icon again to start recording.
ā ļøImportant:
ā¢ Do not lock your phone or leave the app while recording.
ā¢ Smart Notes will temporarily disable your deviceās autoālock to avoid interruptions.
Recording screen overview
Client details remain visible at the top of the screen, same functionality as the appointment details view. The recording options available are explained below.
Recording options
Options | Description |
Delete | Deletes the current recording, only available when paused. A confirmation popāup appears. If confirmed, the Patient Consent popāup will appear before reārecording.
Deletion confirmation:  |
Reset | Restarts the recording from the beginning. A confirmation popāup appears. Once confirmed, recording restarts immediately.
Reset confirmation: 
|
Finish and Transcribe | Ends the recording and opens the Summary template screen. |
Pause | Pauses the recording so you can resume when needed. |
Finish the recording
Once complete, tap Finish and Transcribe.
The Summary template screen appears.
Working offline
When offline, you cannot review the summary.
The recording is saved and will be processed once you regain connection.
After returning online, revisit the appointment to complete the review process.
You may tap the appointment button at any time to return to the appointment list and begin recording new appointments.