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How to Use the AI SOAP Notes - Knowledgebase / VSee Clinic for Providers - VSee Health Helpdesk

How to Use the AI SOAP Notes

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This feature streamlines documentation by converting call recordings into structured notes using AI.

Note: This feature requires the Recording feature to be turned ON in your Clinic.

  Please reach out to your Account Manager if you'd like to enable the Recording feature in your Clinic.

  1. Go to the Notes tab.

  2. Click Load Notes.

  3. Select AI assist.

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 On the right side of the screen, it will show the recording of this patient’s visit.

A. You can choose to view the recording first by clicking on the play button.

Note: If you have the Adhoc recording feature turned ON in your Clinic, you can have multiple recording sessions saved and available for selection.

  Please reach out to your Account Manager if you'd like to enable the Adhoc Recording feature in your Clinic.

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It will launch the video recording of the selected call recording.

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B. You can also click the download icon to download the call recording.

C. Click View Transcript to allow AI to provide the transcription of the call recording.

Note: It might take a few minutes to load the transcript depending on how long the call recording is.

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Note: The AI transcription feature is designed to assist with documentation by converting call recordings into text. However, accuracy may vary depending on factors such as audio quality, background noise, speaker accents, and conversational complexity. As a result, some transcribed information may not fully or accurately reflect what was said during the call.

Users are encouraged to review and verify transcriptions before relying on them. The AI transcription tool is intended to support, but not replace, human judgment in ensuring accurate and reliable documentation.

From here you can click Generate SOAP Notes to allow AI to summarize the transcription and include it in the SOAP Notes.

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D. If you did not click “View Transcript”, you can also choose to click Generate SOAP Notes from here without viewing the transcript of the recorded call.

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Click on the checkbox of the information you want to include.

Note: You can also click the checkbox for All to select all the information at once.

Click Merge or Replace the existing SOAP Notes you have for that patient’s current visit.

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You will be routed back to the SOAP Notes field to see the changes made.

Then you can Sign and Send the notes to complete and save changes.

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Note: Please reach out to your Account Manager if you'd like to enable the AI SOAP Notes feature in your Clinic.

 


Need more assistance? Send us an email at help@vsee.com or check out the Help section under the Profile Menu of your VSee Clinic.

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