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Summary templates

This article explains how to select a summary template, transcribe an appointment recording, and review the completed appointment summary.

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Written by Connor Baeza
Updated over 2 months ago

When working online, the summary template screen becomes available once

  1. Appointment has been recorded.

  2. User selects Finish and Transcribe.

This screen will also open if an existing appointment is reopened from the appointment list.

Summary template:


How to review an appointment

  1. Select the template that most accurately matches the appointment type.

  2. Tap Create Summary to proceed.

πŸ“ŒNote: Tapping Cancel will return you to the recording screen and the recording will remain saved.


Result

After selecting Create Summary, the system will begin transcribing the recording.
Please note:

  • Transcription time varies depending on the length of the recording.

  • During transcription, you may:

    • Navigate away by selecting the Appointment tab and return later via the Appointment List, or

    • Wait on the screen until transcription is complete.

  • Once the transcription is finished, the Review Summary screen will open automatically.

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