The day before
- Every provider can sign in on their recording device.
- Microphone access is on for the app on every device. See common issues.
- Tomorrow’s schedule is in the app, with patient names on each visit.
- The front desk knows how to send an intake link and open it on the clinic iPad.
- Each provider has reviewed and signed one test note.
Go-live morning
- Devices are charged.
- Each provider knows where to tap to start recording. See record a visit.
- Someone is named to answer staff questions during clinic.
End of the day
- Every visit has a note in Reports, or a recording that’s still processing.
- Nothing shows Processing failed in More → Recordings. If it does, tap Retry.
- Unsigned notes are either signed or assigned to a provider for tomorrow.
- Write down what slowed anyone down, for the end-of-day check-in.