Record a consultation and write it up
Record audio inside a note, check the transcript and review what the Agent writes from it.
After this lesson you can record inside a note, check the transcript and review the text and draft findings that come from it. It takes about 15 minutes. You need a microphone and write access to the patient's clinical records.
Why it matters
Recording lets you talk to the patient instead of typing. The recording is raw material: a transcript can mishear a number or a name, and the text written from it is a proposal. Your review is what turns it into documentation.
Recording is also something you tell the patient about. Salisan does not ask patients for consent. Telling them, and getting consent where the law requires it, is your practice's job.
How it works
Anna de Vries agrees to the recording. Her doctor opens the visit note, types / and chooses Transcribe audio.
Before the first recording
The first time you record, a notice titled Before you record appears. Read it and choose I understand. Then allow the microphone in your browser. You confirm the notice once.
You can record when these are true: your role has the Use AI features permission, which every default role has, your practice has transcription enabled, and the patient is not excluded from AI assistance. Patients under 18 are excluded automatically. If the patient is excluded, the block says so and its Record button stays off. If transcription is not enabled for the practice, Salisan tells you to ask an administrator. Only one recording can run in a note at a time.
Record and check
The block shows Recording with a timer, Pause or Resume, and Stop. After you choose Stop, the block shows Processing… and then a player. Choose Full transcript to read it. Play the audio and compare the numbers, names and speaker turns that matter. Speakers are detected automatically and never named for you. Use Rename speaker to label them.
If a take fails, the audio is kept. Choose Retry transcription. Other takes are not affected.
Write up
When a recording is ready, the button Write up · 1 appears at the bottom of the note. The number is how many recordings it will use. Choose it. The Agent adds text to the note and draft findings, each linked to the moment in the recording it came from. It also tells you how many items it was unsure about, for example 1 unsure.
You review every change with Keep or Dismiss. A kept finding is still a draft. It reaches the record only when you add it with Add 1 to the record or sign the note, as in the previous lesson. Writing up never signs the note, sends a letter or books an appointment.
The audio afterwards
By default the audio stays with the patient's record. An owner or admin can change this under Agent settings, on the Chats tab, under Recordings. They can delete audio after 30 days or once the transcript is final. The transcript stays when the audio is deleted.
Try it
Use your own voice. Do not record a real patient for an exercise.
- Open Sam Testpatient. Check in Patient actions → Edit that Exclude from AI assistance is not ticked.
- Choose Start visit.
- Type
/and choose Transcribe audio. If the notice Before you record appears, choose I understand and allow the microphone. - Say a few sentences, for example: "Blood pressure one twenty-eight over eighty-two. Heart rate seventy-two. No headaches this week." Use Pause and Resume once, then choose Stop.
- Wait for Processing… to finish. Choose Full transcript and compare it with what you said.
- Choose Write up · 1. Wait until the line below the note reads that it was written from 1 recording.
- Review each change. Check the values against the transcript. For this exercise, choose Dismiss on each change, or Dismiss all if a strip offers it.
- Sign the visit if you are done, or leave it open for the next lesson.
If you see a message that transcription is not enabled, or that credits are used up, ask an administrator. Both are practice settings.
Check yourself
- Who tells the patient about the recording?
Answer
Your practice does. Salisan does not ask patients for consent. The notice before the first recording says so.
- After Write up, the note contains a new diagnosis block. Is the diagnosis in the record?
Answer
No. It is a draft. Check it against the transcript, then add it with Add 1 to the record or sign the note.
- What happens to the audio by default, and who can change that?
Answer
It stays with the patient's record. An owner or admin can change it in Agent settings under Recordings. The transcript stays if the audio is deleted.
Next
Continue with Ask the Agent and review its work. For the full steps, see Recording and transcription.