All feature guides

Workspace

New Consultation

Capture a consultation and turn it into an editable SOAP draft for clinician review.

Open New ConsultationSign-in required for workspace tools.

Where to find it

Sign in Open the menu WorkspaceNew Consultation

On a phone, tap the menu icon at the top left. Expand the section above, then select the tool. On a computer, use the left sidebar.

How to use it

  1. 01

    Confirm the patient and active clinic before starting a consultation.

  2. 02

    Select the relevant language and capture or provide the conversation.

  3. 03

    Generate the note and review every SOAP section against the source.

  4. 04

    Correct and approve the document before copying or exporting.

Continue in your workspace