Tabs on the appointment screen

One row of tabs sits under the header on the appointment screen. Whichever tab you pick shows in the left column. The tooth chart and perio chart stay on the right no matter which tab is up, so you can always see the chart while reading a document, filling a form, or checking the transcript.

What's on the row

Left to right, the row holds:

• Transcript — what was said, word for word. After you end the appointment, this can switch to Transcript (refined), a more careful pass over the same conversation.
• Note — the note Rebrief writes as you talk.
• Any note you've added from one of your templates, titled with that template's name.
• Documents, filled forms, AfterCare summaries, and dictation pads, in the order you made them.
• + Create and Export, at the end of the row, styled like tabs but each one opens a menu.

Each tab carries a small icon showing what kind of tab it is.

Note marks

A note's tab carries a mark showing its state:

• A gold pen means the note is live — Rebrief is still writing it as you talk.
• A turning mark means Rebrief is working on it — a template note being written, or the polish that runs after you end the appointment.
• A green check means it's finished.

A template note carries no mark while the appointment is still running, then picks up the check once you end the appointment.

Using + Create

+ Create is grouped into two sections:

• Inputs — Smart dictation opens a dictation pad: your words as spoken, with dental terms and tooth numbers corrected.
• Outputs — Suggested for this appointment lists up to three ideas based on what was said. Rebrief never makes one of these on its own; a suggestion only runs when you click it. Below that are Note, Document, and Form — each opens your templates of that kind, searchable, with Favourites, Your clinic, and Rebrief sections. AfterCare™ summary writes post-visit instructions for the patient.

New template, at the foot of the menu, opens the template editor for a brand-new note template. This takes you off the appointment screen, but Rebrief keeps listening while you're away.

Picking a note template adds a second note, written from the appointment so far, as its own tab. Picking a document, form, or AfterCare summary opens it as a tab with nothing written yet — the work starts once you ask for it in that tab.

Note: Ending the appointment opens + Create once automatically. The "Don't open this at End" switch at the foot of the menu turns that off.

Closing and removing tabs

Documents, forms, summaries, and dictation pads each have an × that closes the tab. Closing keeps everything inside it — the tab comes back when you reopen the appointment.

To delete a document, form, or summary for good, open its ⋯ menu in the top right of the tab and choose Remove. This deletes it immediately, with no confirmation. Dictation pads have no Remove option.

Transcript and note tabs can't be closed.

Keyboard navigation

With a tab focused, the arrow keys move along the row, all the way to + Create. Home and End jump straight to the first or last tab.

On your phone

On a phone, the row starts with Note and Transcript. If your plan includes the chart, Chart follows. Then come the output tabs, in the same creation order as on desktop. + Create opens as a sheet instead of a dropdown.

Exporting

Export takes the note and the chart out of the appointment. Every other tab — documents, forms, summaries, dictation pads, and the transcript — has its own Copy and PDF buttons for getting just that tab's content out.