How to Use Encounter Settings

Encounter Settings control how the note for a single visit is written. They load from your My Defaults or a preset, and you can change them before or after recording.

How to access: Start a New Encounter -> click Encounter Settings at the top left of the recording card. Click the double arrow to close the panel.

Settings explained

| Setting | What it does | | --- | --- | | Preset | Loads a saved group of settings. Without one, My Defaults is used. | | Recording Mode | Dictate is for you speaking your notes. Dialogue is for a conversation with the patient. | | Note Type | The template the note follows, such as SOAP or Progress Note. | | Note Brevity | How short or detailed the note is. | | Provider Communication | Optional letter or referral created alongside the note. | | Specialty and Visit Type | Gives the AI context about your work and this visit. | | Input Language 1 and 2 | Languages spoken in the visit. Language 2 is optional. | | Output Language | The language the note is written in. | | Real-time Translation (beta) | Translates live during the visit. Needs the add-on or Intensive plan. | | Pronouns | Pronouns for this encounter only. |

Plan availability: Real-time Translation is included on the Intensive plan and is an add-on on Starter and Daily plans. Full multilingual support is available on the Intensive plan. See pricing and plans.

To save a combination of settings for reuse, see Presets under AI Settings.