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Help/Clinical/AI Scribe: Dictation & Session Recording
AI Scribe: Dictation & Session Recording

AI Scribe: Dictation & Session Recording

AI Scribe records audio -- either a quick post-session dictation or a full session recording -- and uses AI to transcribe it and generate a structured clinical note in your preferred format.

Recording Modes

Dictation Mode

Dictation is for recording yourself after a session. Summarize what happened in your own words and AI structures it into a clinical note.

  • Maximum recording length: 10 minutes
  • No consent prompt (you're recording only yourself)
  • Ideal for quick post-session documentation

Session Mode

Session mode records the full client session, capturing the entire conversation for more detailed note generation.

  • Maximum recording length: 90 minutes
  • Requires patient consent before recording can begin
  • Provides richer clinical detail in the generated note

How to Use AI Scribe

  1. Open a client's profile and navigate to the Notes tab
  2. Click New Note and select your template format (SOAP, DAP, or progress note)
  3. Click the AI Scribe button to open the recorder
  4. Choose your mode:
    • Dictation -- Click Start Recording immediately
    • Session -- Confirm that consent has been obtained, optionally add instructions (e.g., "Focus on anxiety symptoms"), then click Start Recording
  5. A live timer and audio level indicator confirm the recording is active
  6. Click Stop when finished
  7. The recording uploads, is transcribed, and AI generates your structured note
  8. Review the generated fields (Subjective, Objective, Assessment, Plan), edit as needed, and save

Patient Consent

In session mode, you must confirm consent before recording begins:

  • A consent prompt appears with a Consent Obtained button
  • The timestamp of consent confirmation is stored alongside the recording
  • Recording cannot start until consent is acknowledged

Additional Instructions

In session mode, after confirming consent you can provide optional instructions to guide the AI. For example:

  • "Focus on CBT techniques discussed"
  • "Include anxiety and sleep symptom details"
  • "Note medication compliance discussion"

These instructions help the AI emphasize relevant clinical content in the generated note.

Privacy & Security

  • Audio recordings are stored in encrypted Supabase Storage under your practice's private bucket
  • Recordings are organized by practice and practitioner, with access restricted to authorized users
  • The transcription and note generation pipeline processes audio server-side
  • Recordings are retained according to your practice's data retention policy
  • All AI Scribe activity is logged in the audit trail when HIPAA mode is enabled

Tips

  • Speak clearly and at a natural pace for the best transcription quality
  • For dictation, structure your summary roughly by SOAP sections for better results
  • Always review and edit the generated note before saving -- AI is a starting point, not the final word
  • AI Scribe is a per-practitioner add-on; contact your practice admin to enable it

Related Articles

AI Note Expansion

Use AI to expand brief session notes into structured clinical documentation.

Clinical Notes

Create and manage session notes with AES-256 encryption.

Note Templates

Create reusable templates for clinical notes including SOAP format.

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