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Appointment Creation

Prep each appointment so the surgeon can go straight to recording and the AI can generate a clean note instantly.

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Written by Enam Rabbani

1. Create an Appointment

  1. Tap +New Appointment.

  2. Choose how to enter info:

    • Dictate (preferred), or

    • Type using the keypad.

  3. If dictating, simply say:
    ​First + last name, sex, date of birth, MRN/ID, PCP (if known), reason for visit, new or established patient.

    • Example: “John Cena C E N A, male, July 7 1975, ID 12345, PCP Dr. J. Jones, follow-up for PSA, established patient.”

  4. Tap Stop Recording when done.

  5. In a few seconds, the form will auto-fill.

  6. Verify and correct anything as needed.

  7. Tap Save Appointment. You should see the appointment in the list.

  8. Repeat the steps for each patient.

Issues? We’re here to help. Click the chat button in the bottom-right corner of the app!
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