Recording and transcription
Record a consultation in a note, check the transcript, write it up and understand what happens to the audio.
A transcription belongs to the note or care plan background where you record it. The transcript and the audio are kept separately, and the audio can be deleted while the transcript stays.
Record in a note
You need write access to the patient's clinical records and permission to use AI features. Your practice must have transcription enabled. A patient who is excluded from AI assistance cannot be recorded or transcribed.
- Open the visit, document or care plan background.
- Type
/and choose Transcribe audio. - The first time, read Before you record and choose I understand. Allow the microphone in your browser.
- Check that the block says Recording. Use Pause and Resume when needed.
- Choose Stop. Wait until the status changes from Processing to Ready, then open Full transcript.
Telling the patient about the recording, and getting consent where the law requires it, is your practice's responsibility. Salisan does not ask patients for you.
Only one recording can run in a document at a time. If your microphone is unavailable, open the transcription page and record there. That page also lets you Upload audio. Each take becomes its own chapter of the same session, so check every take rather than assuming they all worked.
Check the transcript
Play the audio and compare the words, numbers and speaker turns that matter. Choose Play from here on a line to hear it.
- Speakers are detected automatically and names are never guessed. Use Rename speaker to label them.
- A take marked Failed was saved but not transcribed. Choose Retry transcription. Other takes are not affected.
- Export transcript and Download audio save copies to your device.
A transcript is raw material. Correct it before you rely on it.
Write up the findings
When recordings are ready, choose Write up in the note. It shows how many recordings it will use. The Agent adds text and draft findings to the note, each linked to the moment in the recording it came from. It also tells you how many items it was unsure about.
Review each change with Keep or Dismiss, correct the draft values, and record the findings you want. Writing up does not sign the note, send a referral or book an appointment. See Visits and notes and Patient documents.
What happens to the audio
By default, audio is kept with the patient's record. Only a practice owner or admin can change this, under Recordings on the Chats tab of Agent settings:
- Keep with the patient record: no automatic deletion.
- Delete after 30 days: the audio is deleted 30 days after the transcript or speaker labels were last saved.
- Delete once the transcript is final: the audio is deleted once speaker matching has finished, within 72 hours at most.
Deleting audio cannot be undone. It removes every stored copy. The transcript stays readable, but you can no longer play the recording back or transcribe it again. The practice setting applies to recordings that are already stored.
Audio from a failed or abandoned take is deleted after its own period under every setting. A legal hold on the patient keeps the audio until it is released. A file that was already a patient document is detached from the transcript, not deleted.
When the audio is gone, the recording block in the note says it was deleted. Tell patients how long your practice keeps recordings.