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AI Scribe: Recording a Session

  1. Charting
  2. AI Scribe: Recording a Session

    3. 7 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.

AI Scribe lets you record a session directly in Jane and use the audio to generate a chart draft automatically. This guide covers how to start, pause, and finish a recording in Jane.

🩵 Jane Tip: Prefer not to record a live session? You can dictate a summary instead, using either option below. Just record yourself talking through the appointment instead of the conversation itself.

Getting Started

Before you hit record, a few tips to make sure things go smoothly:

  • Make sure your device and browser are up to date.
  • Close any other applications that use a microphone, including other AI scribes or video conferencing tools like Zoom.
  • This feature works best with Chrome or Firefox on Windows, and Chrome, Safari, or Firefox on macOS. Other browsers may not work optimally.
  • If you're on a mobile device, open Jane directly in your browser app rather than from a home screen shortcut.
  • Position your microphone with a clear line of sight to everyone being recorded. Headsets are designed to pick up only the wearer's voice, so avoid them if you need to capture both sides of the conversation.
  • We recommend trying this out with your Test Patient profile before recording a real session.
  • Take backup notes just in case something goes wrong.

Option 1: Record from the Patient's Chart Tab

Use this option to start recording right away, and choose which chart entry the note belongs in once you're done.

  1. Open the patient's Chart tab.
  2. Click the microphone icon to start recording immediately with your default microphone.
  3. To choose a different microphone or upload an audio file instead, click the arrow next to the microphone icon, then click Start Recording or Upload Audio File.

The patient's Chart tab showing the microphone icon and the arrow for choosing a different microphone or uploading a file

  1. Allow access to your microphone if prompted.
  2. Click Start Record.

What to Expect

A banner appears at the top of Jane confirming the recording is in progress. The banner stays visible no matter which page in Jane you navigate to. You can pause or finish the recording from the banner or from the patient's charting area.

the screen where you enter your verification code with a link underneath to use your recovery code instead

Once the recording finishes processing, a notice appears at the top of the charting area reading "AI Scribe transcribed a session," along with the date and time the recording was created or uploaded. From there:

  1. Click Generate Summary, or click Manage Recording to open the recordings panel.
  2. Choose one of the following:
    • Create New Chart Entry, then select a template from the dropdown menu. Templates must be enabled for your profile and include an AI Scribe Smart SOAP note to appear on this list.
    • Add to Draft Entry, then select the draft from the dropdown menu. Only drafts with an AI Scribe Smart SOAP note will be selectable.

The AI Scribe transcribed a session notice with Generate Summary and Manage Recording options

The chart draft fields are populated based on your prompt. You can edit the generated text as much as you like or use Highlight to Refine to edit your note.

Option 2: Record from an Existing Chart Entry

Use this option if you've already set up a chart entry with a Smart SOAP Note or other AI Scribe template, and want to record directly into it.

  1. Open the patient's Chart tab and open the chart entry with your Smart SOAP Note.
  2. Click the microphone icon at the top of the chart entry.
  3. Click Record Audio.

The top of a Smart SOAP Note chart entry showing the microphone icon selected with the Record Audio button available.

  1. Allow access to your microphone if prompted.

A browser prompt asking the user to allow microphone access for Jane.

  1. Select your microphone from the dropdown if needed, and check the Mic Check bars to confirm audio is being picked up.
  2. Click Start Record.

The recording setup screen showing the microphone dropdown and Mic Check bars confirming audio input.

What to Expect

A banner appears at the top of Jane confirming the recording is in progress. The banner stays visible no matter which page in Jane you navigate to. You can pause or finish the recording from the banner or from the patient's charting area.

Once the recording finishes uploading, the chart draft fields in your chart entry are populated based on your prompt. You can edit the generated text as much as you like.

Important Notes

  • You can record for up to 90 minutes at a time. You'll receive a warning at the 80-minute mark, and the recording will stop automatically at 90 minutes.
  • You can pause the recording at any time from the banner if you want to avoid capturing personal information or any other content you don't want included in your chart draft.
  • Only one session can actively record at a time. If you need to record for multiple patients, pause the current recording before switching to another patient's tab.
  • The recording banner is only visible to you. Other practitioners won't see it.
  • AI Scribe is not recommended for group appointments. It works best with a one-to-one conversation between a practitioner and a single patient.

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