Step 1 — Session Capture
Get the session's content into the platform. Two cards: Session Details (metadata) and Session Transcript or Description (the content itself). Saving this step creates the session and moves you to Notes.
Session Details
| Field | Notes |
|---|---|
| Date (required) | |
| Session Type (required) | Consultation · New Patient Appointment · Follow Up Appointment (default) · Dietary Intervention · Other |
| Start / End Time (required) | Start defaults to now; end defaults from the session type's duration. Quick-select buttons: 30 / 45 / 60 min |
Input methods
| Tab | When to use | Notes |
|---|---|---|
| Live dictation | Real-time during the visit | Transcribed by Deepgram. Set Expected Speakers (1–5+) and assign speaker roles (Clinician / Patient / Other) for cleaner transcripts |
| Description | You'd rather type | Free-text editor; optional. "Your notes on the next step are the record that counts." |
| Upload file | Audio or video recorded elsewhere | Audio/video only (MP3, WAV, M4A, MP4, MOV, etc.), max 100MB. Documents aren't accepted |
Privacy
Audio streams directly to the transcription service and is not stored by the platform; only the resulting transcript is saved with the session.
Recording setup tips coming soon.