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Help Center · Appointments & Charting

Editing the clinical note

2 min readFor clinical staff

Rebrief writes the note on the Note tab as you talk. You can type in it, rebuild it and undo changes, during the visit and after End. This article covers the bar above the note and how editing works.

The note bar

A row of controls sits above the note.

  • Regenerate rebuilds the note from the appointment's transcript.
  • A chip with a shield shows the medicolegal check. Before End it reads Checks for medicolegal omissions at End.
  • After End, a second chip counts the sentences that have a source in the conversation, such as 12 sources.
  • The Undo and Redo arrows sit at the right end.

The medicolegal check and sources each have their own article.

A note written on one of your templates shows the template's name at the start of its bar. It has no medicolegal chip.

Rebuilding the note

Regenerate rebuilds the note from what was said in the appointment. Rebrief asks first, because the rebuild replaces the note. Your manual edits are kept. Select Rebuild note to go ahead, or Cancel.

While it runs, a band across the top of the note says so. You can regenerate during the visit or after End. After End, Rebrief also checks the rebuilt note for medicolegal omissions again.

Undo and redo

The Undo arrow takes back the last change in the note. That includes text Rebrief just wrote. It also takes back changes you make by hand on the tooth chart and the perio chart. To undo voice charting, say "undo" out loud. The Redo arrow puts a change back.

While typing in the note, you can also press Ctrl+Z to undo and Ctrl+Y to redo. On a Mac, use ⌘Z and ⌘⇧Z.

Typing in the note

Click anywhere in the note and type. What you type is kept as you wrote it. Rebrief's later passes work around your words.

While Rebrief is not listening, it may offer to finish the line you are typing. The rest of the line shows in faded text. Press Tab to take it. Autocomplete has its own article.

Changing a passage after End

Once the appointment has ended, you can change part of the note in place.

  1. Highlight the words you want to change. A small bar appears by them.
  2. Click the bar and type what you want, such as "shorter".
  3. Press Enter. The new words land in place and count as your own typing.

If the words already read the way you like, use the Remember button beside the bar instead. The edit bar and remembered rules each have their own article.

Saving

There is no Save button. The note saves itself as you go.

Finding the note later

The note stays with its appointment. Open the appointment again from the home screen or from View all appointments. The Note tab has everything you and Rebrief wrote.