Creating a Visit Recap

A Patient Recap is a patient-friendly summary of a clinical visit. Unlike the clinical note, which is written for the chart, the Recap is written for the patient. It explains what was discussed, what was found, and what comes next, in clear and accessible language.

There are two ways to create a Recap:

• Scribe Recap — Automatically generated by AI when you finish a Scribe recording.
• Manual Recap — Written by you using templates and snippets, available on any clinical note.

The Recap lives inside the clinical note as its own tab.

Creating a Recap with Scribe

If you use Scribe to document a visit, the Recap is generated automatically; no extra steps needed.

1. Start and complete your Scribe session as usual.
2. When the note is generated, switch to the Recap tab. The Recap will be ready for your review.
3. Edit the content if needed using the text editor.

The Scribe Recap is generated from the recording and chart data, not from the clinical note itself. This means the Recap reflects the full context of the conversation.

Note: If a Recap has already been generated for a note, editing the clinical note will not trigger a new Recap. The existing Recap is always preserved.

Creating a Manual Recap

You can create a Recap for any clinical note, even without Scribe.

1. Open the clinical note and switch to the Recap tab.
2. Click into the editor to start writing.
3. You can use the Templates/Snippets shortcuts to insert a pre-built Recap template.
4. Edit the content as needed.

Sharing the Recap with the Patient

You can share a Recap at any time; you don't need to sign the note first.

1. Switch to the Recap tab.
2. Review the content and make any final edits.
3. Click Share Recap.
4. A confirmation message will appear: "Recap shared successfully."
5. When shared, the patient is notified through the Patient App and Email.

Editing a Shared Recap

You can update a Recap after it has been shared.

1. Open the note and switch to the Recap tab.
2. Click the pencil icon called Edit Recap to enter edit mode.
3. Make your changes in the editor.
4. Click Share Recap to publish the update.

The patient will receive a notification that their Recap has been updated.

Note: Once shared, Recaps cannot have their visibility changed with Lock/Unlock option, like clinical notes, only by archiving the entire note (both the clinical note and the Recap will be archived).

Archiving and Visibility

If you need to hide it from the patient, use Archive Note. Notes and Recaps can be archived at any time, whether they are drafts or signed/shared.

• Archive Note: Hides the entire note from the list and makes it read-only, so it can't be edited or signed/shared to patients. Signed notes and shared Recaps are also hidden from the patient.

• Unarchive Note: Restores the note to the list so it can be edited and sent to the patient. Signed notes and shared Recaps become visible to the patient again.

To view archived notes, toggle Show Archived in the clinical notes list.

Important Notes

• The Recap is separate from the clinical note. Editing your note after generating a Recap will not change the Recap content.
• You don't need to sign the note before sharing. If the note is a draft, sharing a Recap will still keep the note as a draft.
• Archived notes hide both the note and any shared Recaps from the patient.
• Patients do not receive SMS notifications for Recaps — only push notifications and email.
• Recaps do not have a version history. When you update a shared Recap, the new version replaces the previous one.