home

Browse documentation

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

Automatically make notes from a recorded consultation

After you complete a consultation recording, the AI-Assisted Notes feature automatically makes written SOAP notes that you can approve.

Make sure that the applicable clinical record:
  • Has a case owner set
  • Is not locked
  • Is not deactivated
Make sure that you have these user account permissions:
  • Clinical > Clinical Exam > Health Status > Add/Edit
  • Clinical > Clinical Exam > History > Add/Edit
  • Clinical > Clinical Exam > Physical Exam > Add/Edit
  • Clinical > Clinical Exam > Assessments > Add/Edit
  • Clinical > Clinical Exam > Plan > Add/Edit
To start and complete a recording, do this procedure.
  1. Select Clinical.
    The Clinical tab
    The left sidebar shows clinical records of your ezyVet site.
  2. In the left sidebar, find and select the applicable clinical record.
    ezyVet shows settings and information of the clinical record.
  3. Select AI-Assisted Notes.
    The AI-Assisted Notes button
  4. Select I have consent from all the applicable persons to record.
    Note: If the clinical record has recordings that you previously made with the AI-Assisted Notes feature, select New recording. Then continue from step 6 of this procedure.
  5. Select Start recording.
    The Start recording button
  6. When applicable, select Done.
    ezyVet shows a waveform view of the recording:
    A waveform view of the recording
  7. Select Review notes.
    The Review notes button
    ezyVet automatically makes a written SOAP note from the recording.
  8. Examine the note and make corrections and changes as necessary.
  9. When the SOAP note is accurate, select Add to notes.
    The Add to notes button
    ezyVet syncs the note to the clinical record.
    Note: After the sync, you cannot make changes to the notes as shown in the AI-Assisted Notes sidebar. But you can make changes to the notes as shown in the clinical record.
  10. To make more recordings for the notes, select New recording, then do steps 6 thru 9 as necessary.
    The New recording button
  11. When you are sure that you are done, select Mark as complete.
    Mark as complete
    Note: If you select Add to notes for the all of the SOAP notes, ezyVet automatically sets the notes as completed.
The clinical record has the notes.