Ambient visit scribe
Record or paste a visit, and let AI draft a structured note you review before saving.
The visit scribe turns a clinician↔patient conversation into a draft encounter note. You record the visit (or paste a transcript), temetro transcribes it and drafts a structured SOAP note, and you review and edit it before it is saved to the patient's record — the same write-approval gate as the AI chat.
It is model-agnostic and self-hostable: it uses your own AI provider (the one set in Settings → AI), not a separate cloud scribe.
Recording a visit
- Open a patient and click Record visit (top of the patient sheet). The button appears only for clinicians when the clinic's AI is enabled.
- Choose how to capture the visit:
- Record — start/stop microphone capture in the browser. The recording is stored on the patient's chart as an attachment (so it's auditable), then transcribed.
- Paste transcript — paste a transcript you already have. This path needs no microphone and no speech provider, so it always works — handy for testing or when your provider can't transcribe audio.
- Optionally set a visit type (e.g. Follow-up), then click Draft note.
- Review the drafted note, type and date, edit anything, and click Save to record. The note is appended as a new encounter and written to the activity log.
Privacy
Audio leaves the clinic when transcribing externally
Veil de-identifies text, not speech. When you use an external provider (OpenAI or Gemini), the audio recording is sent to that provider to be transcribed and cannot be redacted. The drafting step is different: the transcript and patient context are de-identified through Veil (patient name → a token) before the model drafts the note, then rehydrated for you. The dialog states this before you record.
- Transcription requires an OpenAI or Gemini key (Whisper / Gemini audio). Anthropic has no speech API — with an Anthropic-only key, use Paste transcript.
- Nothing is ever saved without your approval; you can edit every field first.
Requirements & limits
- Requires clinical write access (
patient:write) and the clinic's AI enabled — reception and disabled-AI accounts don't see the button. - Voice recordings stay well under the 15 MB attachment cap even for a long visit, and Whisper's own size limit; there is no fixed time cap, but keep visits reasonable.
- Local Ollama can draft from a pasted transcript, but does not transcribe audio in this version.
See the scribe API for the endpoints.