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AI Scribe: Managing Recordings

  1. AI Scribe
  2. AI Scribe: Managing Recordings

    3. 3 min read
Staff Access Level: All levels
Jane Plan: All plans
Add-on Required: Yes — AI Scribe Free (5 notes/month at no cost) or AI Scribe Unlimited (unlimited notes for $15/£15 per month per practitioner, pricing varies by region)
Geography: 🇺🇸 US, 🇨🇦 CA, 🇬🇧 UK & more. See Where is AI Scribe Available? for the full list and pricing.

This guide covers how to access, download, and delete recordings, including a recording that hasn't been connected to a chart entry yet.

Accessing a Recording Waiting to Be Connected to a Chart Entry

If you started a recording from the Chart tab and haven't chosen a destination for it yet, a notice stays on the patient's Chart tab reminding you it's waiting.

  1. Open the patient's Chart tab.
  2. Find the notice reading "AI Scribe transcribed a session," along with the date and time it was created or uploaded.
  3. Click Manage Recording to open the recordings panel.

the AI Scribe transcribed a session message with the Manage Recording button underneath

Accessing Recordings and Transcripts from a Chart Entry

To access the recordings and transcripts already connected to a chart entry, follow these steps.

  1. Open the patient's Chart tab and open the chart entry.
  2. Click the microphone icon at the top of the chart entry.
  3. Click Manage Recordings.

The top of a Smart SOAP Note chart entry showing the microphone icon with the Manage Recordings option available.

What to Expect

A panel opens on the right side of the screen showing all recordings and transcripts from this session. Recordings and transcripts from other appointments, practitioners, or patients are not shown here.

Deleting a Recording Manually

To delete a recording from a chart entry, follow these steps.

  1. Open the Manage Recordings panel using the steps above.
  2. Click the three dots to the right of the recording date and time.
  3. Click Delete.

The Manage Recordings panel showing the three dots menu open next to a recording with the Delete option highlighted.

What to Expect

The recording is immediately removed from the clinic account and is no longer accessible. A copy remains in Jane’s secure backup servers and is permanently deleted after one week.

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