> ## Documentation Index
> Fetch the complete documentation index at: https://help.operanthealth.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Record a visit

> Capture the conversation so your note is drafted for you.

Start from **Home** in the app, or from the visit on the web. The audio is saved on your device first, so a dropped connection doesn't lose the visit.

> [tab] iPhone
>
> **1. Find the visit**
>
> Open **Home**. Each visit on today's schedule has its own card.
>
> **2. Start recording**
>
> Tap **Start recording** on the visit card. Recording starts right away and is linked to that visit.
>
> To record without a scheduled visit, tap **+** and choose **New recording**.
>
> **3. Pause or stop**
>
> Use the pause and stop buttons on the recording screen. If you move to another screen, a bar at the bottom shows **Recording** or **Paused** with **Finish**.

> [tab] iPad
>
> **1. Start recording**
>
> On **Home**, tap **Record Patient Visit**.
>
> **2. Pause or finish**
>
> Use pause and play while you talk. Tap **Finish** when the visit ends.
>
> Only one recording can run at a time. If you start a second one, the app tells you a recording is already active.

> [tab] Web
>
> Open the visit and click **Start recording**. Allow microphone access when your browser asks.
>
> The audio is saved in your browser while you record. Stay in the same browser until it has uploaded.

## After you finish

The app opens the post-visit checklist. It tracks four things for the visit:

1. **The note.** Tap **Review & sign** when it's ready.
2. **Your own note.** Tap **Add note** to dictate or type anything you want on the record.
3. **Forms.** Tap **Open forms**.
4. **The patient guide.** Tap **View**.

While the note is drafted, the **In flight** section on the record screen shows its progress: uploading, transcribing, then **Report ready**.

> [!TIP]
>
> Recording keeps your iPhone or iPad screen awake, so it won't lock mid-visit.

If nobody has spoken for 5 minutes, you'll be asked whether you're still recording. If no one answers within a minute, recording pauses.

## Dictate a note of your own

A **provider note** is separate from the visit recording. Use it to dictate your own findings or plan.

* On iPad, tap **Provider Note** on **Home**.
* After a visit, tap **Add note** on the post-visit checklist.

## Related

> [card] [If the network drops](https://help.operanthealth.com/docs/visits/when-the-network-drops.md)
>
> How audio is kept safe and uploaded later.

> [card] [Review and sign notes](https://help.operanthealth.com/docs/notes/review-and-sign.md)
>
> Edit the draft, then sign and file it.


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