Skip to content

Create consultation summaries on the app

Record a consultation on your device and get a structured summary.

Table of Contents

Consultation summary listens to the whole conversation and pulls out the points that matter for the note.

Record it

  • In a long answer field, tap the microphone and choose Consultation summary.

  • Confirm The client agreed. Only record when the patient has agreed.

  • Put the device between you and speak as normal.

  • Stop recording, then check and edit the summary.

Sign the note when you are happy with it.

Up next

Next, read Make a sale on the app.