AI SOAP Notes helps providers turn patient conversations into clinical documentation and billing codes faster, using Live Transcribe, AI-generated SOAP Notes, and AI-generated ICD/CPT codes—all within a unified workspace.
Accessing AI SOAP Notes
AI SOAP Notes is available within the Notes tab in the Visit Details view.
To activate:
Navigate to the Visit Details of any patient encounter.
Click the Spark icon button, located next to the Templates button at the top-right corner of the main container.
A side panel will open on the right-hand side, divided into three tabs:
Conversation
Notes
ICD
Conversation Tab
In-Person Visits
For in-person visits (no prior meeting or recording), the Conversation tab starts empty. You'll need to record and transcribe the conversation before you can generate notes or codes.
To start Live Transcribe:
Click the red Play button at the bottom of the Conversation tab to open the recording and transcription interface.
Once Live Transcribe is running, you can:
Action | Description |
|---|---|
Pause | Pause the transcription at any time |
Resume | Resume transcription when ready |
Keyword Search | Search for specific terms within the transcript |
Highlighting | Keywords are highlighted, and the number of occurrences is shown |
Clear Content | Clear all transcribed content to start a new Live Transcribe session |
Note: Only one Live Transcribe session can be active at a time.
Until there is transcript content, the Notes and ICD tabs will be disabled, with the tooltip message:
"Conversation content is required to generate ICD/CPT (SOAP) codes."
Video Visits / Telemedicine
For video visits, the Visit Details already include an existing recording or meeting source.
Automated Processing:
A notice appears at the top of the page:
"The meeting summary and AI SOAP notes are ready. View them now >"Click "View them now" to open the AI SOAP interface directly.
Asset States:
State | Description |
|---|---|
Processing | The asset is being processed to generate a transcript. AI SOAP Notes and ICD codes cannot be generated. |
Ready | The transcript is available. Full functionality is enabled. |
Asset Management:
The Provider can download the transcript asset directly.
A three-dots button next to the Download button contains additional actions (functionality not yet defined—excluded from this version).
Important: Live Transcribe is not supported for Video Visit recordings—it is only available for in-person visits.
Generating SOAP Notes
Once a transcript is available:
Switch to the Notes tab.
Click "Generate SOAP Notes from Transcript".
Post-Generation Interface
After generation, the following elements are displayed:
Element | Description |
|---|---|
Reasoning | An explanation of how the SOAP Note was generated from the transcript (expandable, scrollable up to 214px) |
SOAP Content | The generated Subjective, Objective, Assessment, and Plan sections |
Like / Dislike | Feedback buttons to help improve future generation quality |
Applying the Generated Note
Choose how to apply the note:
Action | Description |
|---|---|
Replace All | Replaces all existing content in Notes |
Append All | Adds the generated content to your existing notes |
Individual Field Actions:
Hover over any individual field in the AI-generated SOAP to reveal Replace or Append buttons, allowing that specific field to be updated independently without affecting other sections.
Reasoning Section Behavior
Only one Reasoning section is generated per session.
When expanded, the Reasoning section is limited to 214px in height and is scrollable.
The button group (Replace All, Append All, Like, Dislike) is fixed at the bottom of the interface.
Generating ICD & CPT Codes
Switch to the ICD tab. AI ICD follows the same interaction pattern as AI SOAP Notes.
Interface Includes:
Element | Description |
|---|---|
Reasoning | Explains how the ICD/CPT codes were generated |
ICD & CPT Tables | Displays generated codes |
Like / Dislike | Feedback buttons to improve future generation quality |
Table Columns
Table | Columns Displayed |
|---|---|
ICD | Code, Modifiers, Description |
CPT | Code, Description |
Adding Codes
Action | Behavior |
|---|---|
No rows selected | Button displays "Add All" – adds all codes |
Rows selected via checkboxes | Button displays "Add Selected" – adds only selected codes |
Applying Codes
Action | Description |
|---|---|
Replace All | Replaces all existing ICD/CPT content in Notes |
Append All | Appends ICD/CPT content to existing Notes |
Key Benefits
Benefit | Description |
|---|---|
Faster documentation | Generate comprehensive SOAP Notes with one click |
Full control | Replace or append entire notes—or just individual fields |
Transparent AI | Reasoning section explains how notes and codes were generated |
Continuous improvement | Like/Dislike feedback helps refine AI quality over time |
Seamless workflow | Integrated workspace keeps everything in one place |
Flexible coding | Add all codes or select specific ones with checkboxes |
Frequently Asked Questions
Q: Can I use Live Transcribe for video visits?
A: No. Live Transcribe is only available for in-person visits. Video visits use existing recordings to generate transcripts.
Q: Can I have multiple Live Transcribe sessions?
A: No. Only one Live Transcribe session can be active at a time.
Q: What happens if I clear the transcript?
A: All transcribed content is removed, allowing you to start a fresh Live Transcribe session.
Q: Can I edit individual sections of the generated SOAP Notes?
A: Yes. You can replace or append individual fields by hovering over them and using the buttons that appear.
Q: How does the Reasoning section help me?
A: The Reasoning section explains how the AI arrived at the generated SOAP content, providing transparency and allowing you to verify the logic behind the notes.
Q: Can I add specific codes instead of all codes?
A: Yes. Use the checkboxes to select specific rows, then click "Add Selected".
Related Articles
How to Generate SOAP Notes Using AI (coming soon)
How to Generate ICD/CPT Codes Using AI (coming soon)
Managing Visit Details (coming soon)