Help Center
Updated August 6, 2026
Getting Started
New to Rebrief? Set up your account and find your way around.
- Moving from the classic Rebrief appWhat changes, what carries over, and a before-and-after tour of the new Rebrief.4 min read — Tutorial
- Welcome to RebriefA guided tour of Rebrief: what the ambient scribe does, where everything lives, and how to chart your first appointment.3 min read
- Signing in for the first timeCreate a new clinic account or accept an invite, then sign in and reset your password.3 min read — Tutorial
- Completing onboardingFinish Rebrief's one-time setup to create your clinic workspace and save your charting preferences.3 min read — Tutorial
- Finding your way aroundGet oriented in Rebrief: the left navigation rail, the live status section, and the Ask-anything bar at the top.3 min read
- Your dashboardA tour of the Rebrief home screen: your greeting, clinic stats, agent statuses, today's patients, alerts, and recent appointments.3 min read
- Getting help & troubleshootingHow to send a support ticket from Rebrief, what it attaches, and quick fixes for sign-in, sync, and loading issues.3 min read — Tutorial
Appointments & Charting
Run a visit end to end — the live appointment, ambient scribe, odontogram, perio, and notes.
- Starting an appointmentStart a visit in one click. Rebrief opens the live charting screen and the ambient scribe begins listening.2 min read — Tutorial — For clinical staff
- The live charting appointmentTour the live charting screen: the note panel, the tooth and gum charts, autosave, and ending the appointment.3 min read — For clinical staff
- Using the ambient scribeStart the ambient scribe, pause and resume it, read its status indicators, and get the cleanest notes.3 min read — Tutorial — For clinical staff
- Charting the odontogramRead the tooth chart, let your spoken findings fill it in, and edit any tooth by hand.4 min read — Tutorial — For clinical staff
- Recording perio measurementsChart a full periodontal exam by voice or by hand: read depths aloud, mark bleeding and recession, and fix mistakes fast.4 min read — Tutorial — For clinical staff
- Chart history & perio trendsCompare exams over time, watch for perio progression, and copy a prior exam forward.3 min read — Tutorial — For clinical staff
- Editing the clinical noteEdit the note as it drafts, rely on autosave, and reopen, refine, send, or delete it under Documents.3 min read — For clinical staff
- AI note-editing toolsHighlight text in a document or summary to reword it or ask a question with the AI assistant.3 min read — Tutorial — For clinical staff
- Generating & sharing documentsGenerate a document from an appointment, edit it with AI help, and send it as a secure, password-protected link.3 min read — Tutorial — For clinical staff
Patients & Records
Find patients, review history, and work with past appointments.
- Managing patientsFind, open, and add patients, see how their record connects to charting, and import patients from your practice software.3 min read — Tutorial
- Patient profiles & historySee a patient's details, AI summary, and full appointment history in one place — and start a new appointment.2 min read
- Appointments & recordsFind past appointments, preview notes, and reopen a record to read, edit, or delete the full charting note.2 min read
- Using the calendarSee your day at a glance, switch between Day, Week, and Month views, and import your schedule from your PMS.3 min read
AI Assistant & Agents
Get instant answers, automate the front desk, and meet Rebrief's AI agents.
- Using the AssistantAsk the Rebrief Assistant about patients, appointments, and clinical notes — and review your saved chats.3 min read — Tutorial
- The Ask-anything barSearch and ask from anywhere with one keystroke.2 min read
- The AI receptionistAnswer after-hours and overflow calls, book from your live Open Dental schedule, and review every call.3 min read
- Calls & voicemailReview every call your AI receptionist handled — outcome, recording, transcript, the actions it took, and its reasoning.3 min read
- Meet the Rebrief agentsWho's working for you in Rebrief today, the Scribe, Receptionist, and Assistant, and which agents are still on the way.3 min read
Templates & Preferences
Tailor note templates, dental notation, and your personal settings.
- Note templatesHow note templates scaffold your clinical notes, where default and clinic templates live, and how to apply one during an appointment.2 min read
- Creating & editing templatesBuild, edit, and copy templates, use placeholders and generators, and let Rebrief draft a template from an existing note.2 min read — Tutorial
- Settings & preferencesTune your charting defaults, account and password, notifications, clinic details and plan, and how to save changes or delete your account.3 min read
- Dental notation: FDI vs UniversalPick FDI/ISO or Universal tooth numbering, where to set it, and how Rebrief applies your choice everywhere.2 min read
Administration & Team
Roles, team members, and clinic-wide settings for administrators.
- Understanding roles & permissionsHow access works in Rebrief: members use the clinical app, clinic admins manage the team, and the Rebrief team handles ownership.3 min read
- Managing your teamInvite teammates, see who has access, and remove members from your clinic's workspace as the clinic admin.3 min read — Tutorial — For administrators
- Inviting staffSend an email invite from Team Access so a colleague can set up their account and join your clinic's workspace.3 min read — Tutorial — For administrators
- Clinic & organization settingsManage your clinic's details, logo, billing, and team roster, plus the owner Dashboard and upcoming organization controls.3 min read — For administrators
Integrations & PMS Sync
Connect your practice-management software through the Rebrief Bridge.
- Connecting your PMS with the BridgeInstall the Rebrief Bridge on your PMS computer and import your patients and schedule into Rebrief.3 min read — Tutorial — For administrators
- PMS sync explainedHow Rebrief pulls patients and notes from your PMS, how to read the sync status, and how to fix detection problems.3 min read — Tutorial
- Supported practice-management systemsThe practice-management systems Rebrief connects to today, and the cloud systems coming next.2 min read
Account & Billing
Manage your subscription, profile, and account security.
Concepts & Reference
How Rebrief works, data privacy, and a glossary of terms.
- How Rebrief worksHow Rebrief listens during an appointment, understands what you say, fills in the chart and note, and saves it automatically.3 min read
- Data privacy & securityHow Rebrief keeps your clinic's records private: clinic-scoped access, required sign-in, password-gated sharing, and expiring intake links.3 min read
- GlossaryPlain-language definitions of the words you'll see across Rebrief, from the live appointment screen to clinic settings.3 min read