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Tips and tricks on how to make the best of scribeMD
Elie Toubiana
By Elie Toubiana
9 articles

How to use ScribeMD.ai on mobile

Step 1: Download the App and Sign Up - Download ScribeMD.ai: Start by downloading the ScribeMD.ai application from your smartphone’s app store. - Create an Account: Open the app, enter your email and password to sign up. Once registered, you’ll be able to access the main features. Step 2: Start a New Visit - Initiate a Visit: When you’re ready to start a patient visit, tap on the 'New AI Private Visit' button. - Configure Settings: Select the appropriate settings for your visit. You have the option to show patient consent forms directly on your device. Step 3: Obtain Consent - Display Consent Form: You can choose to show the consent form prior to the visit or during the visit on your device. - Patient Signature: Allow the patient to sign the consent form directly on your smartphone or tablet. Step 4: Record the Visit - Begin Recording: Enter the patient’s room and press the 'Start Recording' button. The app will begin transcribing everything spoken. - Continue Interaction: You can safely put your phone into sleep mode while recording. Engage with the patient and conduct your visit up to two hours. Step 5: Transcribe and Summarize - Automatic Transcription: The app will transcribe the conversation in real-time. - Summarize Notes: After the visit, press the 'Summarize' button to generate concise medical notes automatically. Step 6: Review and Save Notes - Review Notes: Check the automatically generated notes for accuracy. These will include chief complaints, patient reports, and the planned course of action. - Edit if Necessary: You can edit the notes directly within the app to add more details or correct any inaccuracies. Step 7: Integrate with EHR - Copy to EHR: Once you’re satisfied with the notes, you can copy and paste them into your Electronic Health Record (EHR) system. Step 8: Follow-Up - Set Follow-Up Appointments: Schedule follow-up appointments as needed and advise any additional precautions like quarantine measures if required. Conclusion This quick and efficient method ensures that your patient interactions are well-documented and easily integrated into your medical records system. With ScribeMD.ai, managing medical documentation on the go has never been simpler. Additional Tips - Battery Management: Ensure your device is fully charged or has sufficient battery life to last through long recording sessions. - Privacy Settings: Always ensure that your privacy settings comply with healthcare regulations to protect patient information. By following these steps, you can effectively use ScribeMD.ai to enhance your clinical practice, ensuring thorough and secure patient documentation. ▶ Watch the video

Last updated on Aug 26, 2026

How to use ScribeMD chrome plugin

Step 1: Install the ScribeMD Chrome Plugin 1. Access the Chrome Store: - Open Google Chrome on any computer equipped with a microphone. - Go to the Chrome Web Store by searching for "Chrome Store" on Google. 2. Find and Install ScribeMD: - In the Chrome Web Store, search for "ScribeMD". - ScribeMD should appear as the first option. Click on it. - If it's not already installed, you'll see an option to install it. Click "Install". - After installation, close the installation tab. Step 2: Starting a Recording 1. Access the Plugin: - After installation, navigate to the webpage where you want to use the plugin. - Locate the ScribeMD tab or icon on the website. 2. Initiate a New Visit: - Click on the ScribeMD icon or tab. - Press the button to start a new visit or session. 3. Record the Conversation: - Click to begin recording the session between you and your patient. - Conduct your patient interview or consultation as normal. The plugin will record and transcribe the conversation in real-time. Step 3: Review and Use the Transcription 1. Pause and Stop Recording: - When the conversation ends, click to pause or stop the recording. 2. View the Transcript: - Wait a few seconds after stopping the recording. - The plugin will display a summary of the conversation, including chief complaints and recommendations. 3. Edit and Integrate with EHR: - You can review the transcription directly within the plugin. - Copy and paste the relevant information into your Electronic Health Records (EHR) system for documentation. Step 4: Connect to Telehealth (Optional) 1. Create a New Visit for Telehealth: - If conducting a telehealth session, start a new visit using the ScribeMD plugin. 2. Connect the Plugin to Telehealth: - Select the option to connect to telehealth within the plugin. - Choose the telehealth software you are using from the provided options. 3. Record Both Voices: - The plugin will now record audio from both you and your patient during the telehealth session, capturing the complete interaction. By following these steps, you can effectively use the ScribeMD.ai Chrome plugin to record, transcribe, and summarize patient conversations, integrating seamlessly with your workflow and EHR systems. ▶ Watch the video

Last updated on Aug 26, 2026

How to use a Dot Phrase

▶ Watch the video Dot phrases are a powerful feature in scribeMD.ai that can significantly enhance your productivity by allowing you to quickly insert pre-defined text into your notes. This guide will walk you through the steps to create and use dot phrases effectively. Benefits of Dot Phrases - Time-Saving: Quickly insert commonly used phrases, reducing the time spent typing repetitive information. - Consistency: Ensure that standard phrases and terminology are used consistently across all patient notes. - Efficiency: Streamline the documentation process, allowing more time for patient care. Step-by-Step Guide Step 1: Accessing Dot Phrases 1. Open scribeMD.ai: Start by logging into your scribeMD.ai account. 2. Navigate to Settings: From the main menu, go to the Settings section. 3. Select Dot Phrases: Click on the Dot Phrases option to manage your dot phrases. Step 2: Creating a New Dot Phrase 1. Create a New Dot Phrase: Click on the button to create a new dot phrase. 2. Name Your Dot Phrase: Enter a name for your dot phrase. For example, you can call it normal_exam. 3. Enter the Content: In the content field, type the text that you want the dot phrase to insert. For example, "normal examination, patient is feeling good." 4. Save the Dot Phrase: Click on the save button to create your dot phrase. Step 3: Using Dot Phrases 1. Select a Visit: When documenting a patient's visit, select the visit you are working on. 2. Use the Dot Phrase: In the documentation area, type the trigger for your dot phrase. For example, if your trigger is nor, type .nor. 3. Automatic Insertion: The system will automatically replace the trigger with the full text of your dot phrase. In this case, ".nor" will be replaced with "normal examination, patient is feeling good." Example - Creating a Dot Phrase - Name: normal_exam - Content: "normal examination, patient is feeling good." - Using a Dot Phrase - Trigger: .nor - Result: "normal examination, patient is feeling good." By using dot phrases, you can streamline your workflow and ensure that your documentation is both efficient and consistent. This feature is particularly useful for frequently used phrases, allowing you to focus more on patient care and less on repetitive typing. Implementing dot phrases in your daily routine can lead to significant productivity gains and help maintain high standards in your medical documentation.

Last updated on Aug 26, 2026

Customize the ScribeMD.ai note

▶ Watch the video Step 1: Access Note Templates 1. Start a New Visit: - Initiate a new visit within the ScribeMD system to bring up the template options. - Click to create a new visit. 2. Select a Note Template: - A list of available note templates within your organization will appear. - You can browse and select from these templates depending on your needs. Step 2: Manage and Customize Templates 1. Manage Templates: - Click on "Manage Templates" to view and edit available note templates. - Even if you initially see only a few options, typically there are over 50 template choices in a full setup. 2. Copy a Template for Customization: - Choose a template that closely matches your needs. For example, select the "regular sub note template." - Click on "Copy" to create a duplicate of the template for personalization. Step 3: Edit and Personalize the Template 1. Customize the Template Structure: - After copying, modify the order and structure of the template as required for your workflow. - You can rearrange sections and adjust the content to better fit your practice’s needs. 2. Edit Template Content: - Go into the detail of what is prompted within each section. For example, edit the "Chief Complaint" section to change how patient symptoms are recorded or presented. - Modify instructions to the AI on what and how information should be captured. 3. Enable or Disable Features: - Adjust the template by enabling or disabling certain functions or fields, tailoring it to what is relevant for your practice. Step 4: Save Changes 1. Finalize Your Template: - Once you are satisfied with the changes and customizations, click "Save Changes" to update your template. - The newly personalized template will now be available for use in future visits. By following these steps, you can effectively customize note templates in ScribeMD to better serve your specific medical documentation needs, ensuring that the outputs are aligned with your operational workflow and clinical requirements.

Last updated on Aug 26, 2026

Use ScribeMD with Athenahealth

▶ Watch the video Step 1: Install ScribeMD from Athena Marketplace 1. Open Athena Marketplace: Log in to your Athena health account and navigate to the Athena Marketplace. 2. Search for ScribeMD: Use the search function to find the ScribeMD application. 3. Install ScribeMD: Follow the prompts to install the ScribeMD app on your Athena account. Step 2: Grant Access to Users 1. Access Settings: Go to the settings section of your Athena account. 2. User Management: Navigate to user management and find the ScribeMD app. 3. Assign Access: Assign access to the necessary users, ensuring they have the required permissions to use the ScribeMD app. Step 3: Using ScribeMD in a Patient Encounter 1. Log In to Athena: Log in to your Athena health account. 2. Navigate to Patient Encounter: Go to the patient encounter section where you want to use ScribeMD. 3. Select a Patient: Choose the patient whose encounter you want to document. Step 4: Launch ScribeMD 1. Open Exam Section: Within the patient encounter, navigate to the exam section. 2. Launch ScribeMD: Find the ScribeMD launch location and click to open the app. Step 5: Authenticate ScribeMD 1. Initial Authentication: If it's your first time using ScribeMD, authenticate the connection between your ScribeMD and Athena accounts. - Enter Credentials: Enter your ScribeMD credentials if prompted. - Receive OTP: You may receive a one-time password (OTP) for verification. Enter the OTP to complete the authentication. - First-time Setup: This first-time authentication ensures that your ScribeMD and Athena accounts are linked for future sessions. Step 6: Document the Patient Encounter 1. Start a Session: Begin a new session in ScribeMD. 2. Input Patient Information: Enter the patient's information and details of the encounter. - Example Entry: "I've been sick for the last couple of days with headaches. The doctor suggested taking ibuprofen and staying hydrated." 3. Generate Note: Click on the "Generate Note" button to create a clinical note based on the input. Step 7: Review and Edit Notes 1. Review Notes: Examine the generated notes for accuracy. 2. Edit if Necessary: Make any necessary edits to the notes to ensure they are accurate and complete. Step 8: Send Notes to Athena 1. Approve Notes: Once the notes are accurate, approve them. 2. Send to Athena: Click "Send Notes to Athena" to transfer the notes back to the Athena health system. 3. Confirmation: You should receive a notification confirming that the notes have been successfully sent to Athena. Step 9: Verify Notes in Athena 1. Reload Frame: Reload the frame in your Athena account. 2. Check History: Go to the patient's history to verify that the notes have been properly uploaded. 3. Check Exam and Assessment Sections: Ensure that the notes appear in the physical exam and assessment and plan sections. By following these steps, you can efficiently use ScribeMD to document patient encounters within the Athena health platform, ensuring that all notes are accurately recorded and easily accessible.

Last updated on Aug 26, 2026