Features · Clinician scribe

Finish the note
before you leave the room.

Record the visit in the room and get a structured SOAP draft where every line points back to what was said. Review it, sign it, and send it to your EMR. No note is written from memory, and none is signed for you.

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Clinician scribe · S. Patel · 18:42

All attendees consented

Subjective

  • Reports morning headaches for two weeks, worse after poor sleep. 0:42
  • Taking lisinopril 10 mg daily; missed two doses last week. 3:15

Objective

  • BP 142/88 seated, repeat 138/86. 6:02

Assessment

  • Hypertension, above goal with missed doses. 11:30

Plan

  • Resume daily dosing; home BP log for two weeks. 14:08
  • Follow-up visit in one month. 16:51
Check before signing: dose "10 mg" and "two doses" came from speech. Play 3:15 to confirm.
Sign note Send unsigned draft to Elation Nothing leaves until you sign
Illustration of a scribe SOAP draft with transcript timestamps on every line and a review warning before signing.

How it works

Four steps, and you sign the last one.

The scribe does the typing. You do the medicine and the signature.

  1. 01

    Record in the room

    The clinician confirms they explained the recording and that every attendee agreed, then records from the exam-room device. Audio is saved in five-second pieces as it goes, so a dropped connection loses nothing already sent.

  2. 02

    Get a SOAP draft

    Transcription runs live while you talk. When you finish, the recording becomes a structured SOAP note. If the live stream dropped at any point, the note is rebuilt from the saved audio instead.

  3. 03

    Review against the audio

    Every line of the draft links to the moment it came from. Play any passage, correct who said what, edit the note, and add an addendum in your own words.

  4. 04

    Sign, then send

    Sign the note in Practice Portal. If you use Elation or Cerbo, send it there as an unsigned draft and sign it in the chart. Nothing reaches the EMR until you choose to send it.

Evidence

Every line has a source. Anything without one stays out.

A draft note is only useful if you can trust it faster than you could write it. So every statement in the SOAP draft links to the passage of the transcript it came from, with the timestamp beside it.

When the draft cannot tie a statement to the transcript, the statement is left out and counted as a warning for you to look at. You see the gap instead of an invented sentence.

Transcript

  1. 3:09 Clinician: Are you still taking the lisinopril every day?
  2. 3:15 Patient: Mostly. I missed two doses last week. The ten milligram one.
  3. 3:24 Clinician: Okay. Any dizziness when you stand up?
  4. 3:27 Patient: No, nothing like that.

In the note · Subjective

Taking lisinopril 10 mg daily; missed two doses last week. 3:15

Any line the draft cannot tie to the transcript is left out and shown to you as a warning.

Illustration of a transcript excerpt with the cited passage highlighted and the note line that links back to it.

Your EMR

Signed by you. Sent to your EMR to sign there.

The signed note lives in the patient's record in Practice Portal for the care team. If you use Elation, one click sends it there as an unsigned, confidential SOAP draft under your physician account; with Cerbo, it becomes an unsigned encounter. Either way, you sign it in the chart like any other note.

It is sent once. If the result is ever unclear, it is reconciled rather than sent again, and the copy that comes back from the EMR does not create a duplicate. How the EMR connection works.

System of record

Your EMR

Elation Health or Cerbo

Relationship

Practice Portal

Member app + staff + scribe

  • Patients
  • Appointments
  • Medications
  • Allergies
  • Labs
  • Vitals
  • Visit notes
  • Documents
  • Immunizations
  • Problems
  • Family history

Last item sent to Elation

Visit note draft · unsigned · sent by Dr. Chen · waiting for her signature in Elation

The details

Built for the exam room, and for your signature.

Made for the exam room
Records in-person visits from the room's device. The patient's assigned, credentialed clinician is the one who records.
Consent on the record
The attendee confirmation is saved with the visit, with the time and the version of the wording used.
Checked before signing
Signing requires confirming you verified speakers, sources, medications and doses, allergies, numbers, and negations. Approval is tied to the exact version you reviewed.
Regenerate from the recording
If a draft is off, rebuild it from the saved audio. Your addendum is kept.
Private to the author
Only the clinician who recorded can open the transcript and draft. Colleagues see that a note exists and whether it is signed.
Audio kept briefly
Recordings are encrypted with keys in our own AWS account and deleted after 24 hours by default.
Notes to sign
Unsigned notes wait on your home screen, with any failed or processing sessions flagged, until you finish them.
Never shown to members
Scribe notes are for the care team. They do not appear in the member's app.
Mapped, never guessed
An administrator links each clinician to their EMR account once. Names are never matched automatically.

More of Practice Portal

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