This helps reduce manual note taking and allows you to focus on your consultation while AI Scribe records and creates your documentation afterwards.
Before you begin
AI Scribe for Video Consultations is only available if:
- AI Scribe has been enabled for your site.
- You have been assigned an AI Scribe licence or are using an AI Scribe trial.
- Your appointment is a video consultation (AI Scribe recording is supported with both 1:1 and group video calling).
Please note: AI Scribe for Video Consultations is designed and tested primarily for one-to-one consultations. While it can be used during group video sessions, transcription accuracy and AI-generated content may be less reliable where multiple people are speaking.
Automatically start transcription
If you regularly use AI Scribe during video consultations, you can enable transcription to start automatically whenever you begin a call.
To enable automatic transcription:
- Open Main Menu → My Settings.
- Locate the Automatically start recording for AI Scribe setting under Video Consultations.
- Turn the setting On.
- Save your changes.
If you prefer, you can leave this setting turned off and start transcription manually during each consultation.
Starting AI Scribe during a consultation
At the start of your call, or at any point during, you can begin recording the consultation for AI Scribe. This is managed in the top left side of the screen once the call has started. 
Click on the AI Scribe box in the top left of the call screen, and choose what you would like AI Scribe to create:
- Note and select a template
- Assessment and select a template
Then click Start recording.
If recording has already started, then you use the AI Scribe box in the call screen to select and save which output to use, or to stop recording:
Creating a clinical note
If you choose Note, you'll also be asked to select the note template you would like AI Scribe to use.
Available templates include:
- SOAP
- DAP
- BIRP
- Brief Progress Note
- Free-form
💡Once processing has finished, the completed note will be automatically linked to the appointment.
Creating an assessment
If you choose Assessment, select the assessment template you would like AI Scribe to populate.
After processing has completed, AI Scribe will populate the selected assessment using information captured during the consultation.
Ending your consultation
For the quickest processing, we recommend ending your consultation by selecting End Call and confirming that the appointment has finished.
This allows AI Scribe to begin processing your consultation immediately.
If the consultation is not ended using the End Call button, processing will begin automatically approximately 30 minutes after the scheduled appointment end time.
Receiving your generated content
Once AI Scribe has finished processing your consultation, you'll receive a desktop notification.
Selecting the link in the notification will take you directly to your newly created clinical note or assessment
From there, you can review, edit and save the generated content as required.
Help! I forgot to choose a note or assessment
If transcription was running automatically but you didn't choose what should be generated before the consultation ended, don't worry.
The transcript will be retained for a limited time (30 days), allowing you to decide later whether you'd like to generate a clinical note or an assessment.
You can access this in either of the following ways:
- Select the desktop notification prompting you to choose an output.
- Open the appointment summary and select the available AI Scribe recording link.
Once you've selected the required template, AI Scribe will begin processing the transcript and notify you when it's complete.
FAQs
What if I host multiple video calls for the same appointment?
If an appointment contains more than one video call (because you lost connection, for example), AI Scribe will combine the transcripts from all completed calls before generating your note or assessment.
Can I start transcription after the consultation has already begun?
Yes. You can begin transcription at any point during the consultation.
What happens if I forget to choose an output?
If transcription has been recorded, you'll be prompted via a notification after the consultation to choose whether you'd like to generate a note or an assessment.
How long are transcripts kept?
Unused transcripts are retained for up to 30 days before being automatically deleted.
Do I need to review AI-generated content?
Yes. AI-generated notes and assessments should always be reviewed before being used as part of the patient's clinical record.
Important
- End your consultation using the End Call button whenever possible to begin processing immediately.
- Processing your transcript and generating a note or assessment can take a little time after your video consultation has ended. Please allow sufficient time for processing to complete before contacting Support about missing content.
- Review all AI-generated content before saving or using it clinically.