The redesigned note brings everything from a clinical session into a single view. The appointment context, AI session summary, transcription, medical coding, and note body are now in one place instead of spread across separate surfaces.
Every note is also anchored to an appointment. This gives session summaries, quick notes, and coding a stable home that survives recording deletion and note edits.
What is in the note session view
Opening any note in an enabled workspace lands you in the session view. No toggle is required.
Appointment. The session this note belongs to, including date, time, and client
AI summary. The post-session summary generated from the recording
Note body. The clinical note content, template fields, and AI draft
Transcription. The full session transcript alongside the note
Medical coding. ICD-10 codes added to the note, synced to the appointment
Clinician notes. A private scratchpad. Never included in the generated note.
Before a session: What the briefing shows and when to use it
Before a session starts, open the pre-session briefing to review the full picture without re-reading the previous note. The briefing panel shows:
Prior-appointment recap. A summary of what was covered in the previous session
Session goals. The key goals set for this session
Chief complaint. The presenting issue recorded for this client
AI session summary. The AI-generated summary from the last recorded session
New clients: The briefing shows a clean first-session state when no prior appointment exists.
After a session: How to review and complete a note after recording
Finish or upload the recording. The note opens in the session view automatically.
Review the AI draft. A Draft generated by AI Scribe is marked as unreviewed. Edit before signing.
If the draft is not right, use Regenerate to produce a fresh pass from the same recording.
To produce a second note from a different template (for example, a SOAP note and an Appointment Summary), click Generate another. Each note opens in its own tab under the same session.
Review the session summary when processing completes. It appears alongside the transcription and note body.
Add or adjust ICD-10 codes on the note. They sync to the linked appointment.
Use the Clinician notes tab to jot anything off-record. These never appear in the generated note.
Sign the note as usual.
Generate another note vs. Regenerate
Both actions are available on every AI draft. Use the right one for the task.
Generate another.
Creates an additional note from a different template. Both notes sit under the same appointment, each in its own tab. Use this to produce a SOAP note and a progress note from the same session.
Regenerate. Re-runs the AI draft on the current note using the same template. Use this when the first output needs a full redo rather than manual editing.
What happens when you open a note created before this update
Note with a recording. The session summary generates on first open and is saved. Subsequent opens load it instantly.
Note without a recording. The summary section shows an empty state. No generation is triggered.
No action needed: Older notes open in the new session view automatically. Nothing needs to be recreated or migrated.
What happens when you delete a transcription
The outcome depends on whether the note is already linked to an appointment.
Note has an appointment. The recording deletes immediately. The session summary and quick notes are preserved.
Note has no appointment. A prompt asks you to link an existing appointment or create a new one before deleting. You can also cancel to keep everything unchanged.
Why this prompt exists: Deleting a recording on an unlinked note would leave the session summary and quick notes with no appointment to attach to. Linking first keeps that data intact.
Medical coding: How ICD-10 codes work on the redesigned note
You can add ICD-10 codes on the note. When the note is linked to an appointment, the codes sync to that appointment automatically.
Re-linked notes: If a note is later linked to a different appointment, the coding follows. The codes always stay in sync with whichever appointment the note is currently attached to.
What the Clinician notes tab is for
The Clinician notes tab is a free-text scratchpad for observations, reminders, or context that should not appear in the clinical note. Its contents are never fed into the AI template or the generated output.
Separation from the note body: Anything written in Clinician notes stays private to that tab. It does not affect what appears in the signed note.
FAQs
Do I have to link every note to an appointment?
No. Standalone notes can still be created. The link or create appointment prompt appears only when you delete a recording on a note that has no appointment.
Can I generate more than one note from a single session?
Yes. Use Generate another to produce additional notes from different templates. Each note opens in its own tab under the same appointment.
Can multiple notes belong to the same appointment?
Yes. Each note opens in the session view with its own content, all anchored to the same appointment.
I deleted a recording. Did I lose the session summary?
If the note had an appointment, the summary is preserved. If it had no appointment, you were prompted to link or create one before the deletion completed.
Do clinician notes appear in the generated note?
No. The Clinician notes tab is a scratchpad. Its contents are never included in the AI template or the signed note.
What happens to notes created before this update?
They open in the new session view. If a note has a recording, the summary generates on first open and is saved for all future visits.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.