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Start a visit and record

Start the visit, capture patient consent, and control the recording.

Scribe records the visit and drafts your documentation from what it hears. You review and confirm everything before it is filed.

Before you start:

  • Accept the visit. An unaccepted offer does not show Start Visit with Scribe.

  • Have the patient with you. Consent is signed on your phone before recording starts.

Start the visit

  1. On Schedule, tap the visit, then tap Start Visit with Scribe on the bottom sheet.

  2. The Patient Consent for Recording screen opens.

Note: The first time, the phone asks for microphone access. Allow it — recording cannot start without it.

Capture consent and choose a path

  1. Read the purpose and rights text to the patient, or follow your agency's script.

  2. Tap Add Signature and have the patient (or their authorized representative, per agency policy) sign.

  3. Choose one:

    • Start Recording — captures in-visit audio for Scribe. This is the usual path.

    • Continue without Recording — opens the same visit with no audio capture. Every field is yours to fill by hand.

Start Recording stays disabled until a signature is captured. Follow your agency's policy for when recording is required versus optional.

While recording

A red timer and a Transcript control sit at the bottom of the visit while audio is active. Open and work documentation sections freely — recording continues in the background.

  1. Confirm the timer is counting before you begin care. No timer means nothing is recording.

  2. When you finish care, close out from the visit hub — see Finish and submit the visit.

Warning: Leaving the visit mid-documentation asks you to confirm. Documentation saves on the phone, but leaving can interrupt the recording. Choose Leave and Save or Stay on Visit deliberately.

If something goes wrong

  • Start Recording is grayed out. Tap Add Signature first. The patient must sign before recording can begin.

  • You started recording by mistake. Follow your agency's policy for stopping or restarting. Backing out of the consent screen returns you to the visit's bottom sheet.

  • The recording timer looks stuck. Leave and re-enter the visit, and check that the microphone permission is still on in the phone's settings.

  • Start Visit with Scribe is missing. Accept the visit first. If it is missing on every visit, ask your administrator whether Scribe is enabled for your organization.

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