Record your observations after the appointment, then check the transcript and report. Save the reviewed notes with the client so authorised colleagues can prepare for the next visit.
Sophie Clarke’s appointment preferences at Cosmetic Clinic, from a spoken note to a reviewed client record.
1
Speak the details you want to keep
“Sophie prefers afternoon appointments and asked for the appointment details by email. Reception should review her contact preferences before changing any settings.”
2
Read and edit the draft
Client preference: afternoon appointments. Requested contact: appointment details by email. Follow-up: reception to review contact preferences. Check the wording before approving the draft.
3
Save to the correct client
Check Sophie Clarke’s record and her 22 October appointment with Dr Priya Patel, then save the reviewed note. The note does not change her contact settings.
Voice notes and AI report drafts are on Starter and Growth. Practitioners review before saving and remain responsible for record accuracy and treatment decisions.
Yes. Review names, clinical terminology and appointment details before saving. Your practitioner remains responsible for the finished note and treatment decisions.
AI drafts the text into report sections, including your assessment, treatment and aftercare notes. You can edit the wording before saving. Your practitioner remains responsible for the finished report.
Voice notes are included with Starter and Growth. Reviewed notes stay with the client record for authorised team members to use.
Finish the visit with the details recorded
Capture the visit while it’s fresh and keep reviewed notes ready for the next appointment.