Settings & preferences

Settings is where you change how Rebrief works for you and for your clinic. Open it with Settings in the left rail. On a phone, it is in the tab bar along the bottom or under More.

Moving around Settings

On a wide screen, the categories run down the left side. On a narrower screen, they sit in a strip across the top. Select a category to jump to it. The highlight follows you as you scroll.

You can also reach a setting from the Ask-anything bar at the top of every screen. Type what you want, such as "change my password". Then pick the suggestion that appears under the bar, and Settings opens at that row.

How saving works

There is no single save button for the whole page. Each card saves on its own.

• A switch saves the moment you flip it.
• Profile, Charting and Clinic each save with the Save changes button at the foot of their card. The clinic Logo is the exception. It saves as soon as you upload or remove it.
• Notes & dictation has its own Save button, and Discard to undo your typing.
• Under Learn, a typed field saves when you leave it. The other controls save as you change them.
• Changes under Remembered rules take effect at once.

The categories

Profile

Your Name is shown to your team. Rebrief also uses it as the dentist's name in the documents it writes. Your Email is the address you sign in with. Changing it asks for your current password.

Security

• Change password needs your current password and a new one of at least 8 characters, typed twice. Then select Update password.
• Two-factor authentication asks for a code from an authenticator app on your phone each time you sign in. To turn it on, select Set up authenticator app and follow the steps. You scan a code with the app, type the 6-digit code it shows and save your recovery codes. Two-factor is on once you select Enable two-factor authentication.
• Delete account… explains that our support team handles deletion, so nothing is removed by mistake. Contact support opens a message to them, already filled in.

Charting

• Tooth numbering is FDI (International) or Universal (US).
• Probing order is the order the perio chart walks the mouth when you probe by voice. Choose Maxillary first, Facials first or Custom order.

Changes apply to new appointments. Each appointment keeps the order it started with. On a phone, Custom order isn't offered, because the order is drawn by dragging across the teeth.

Clinic

This card holds your clinic's Logo, Clinic name and Specialty. The clinic name is printed on notes, summaries and patient emails. Clinic ID has a copy button, because support may ask for it. Waiting-room sign has Download PDF, a print-ready sign that tells patients your practice uses Rebrief.

Team

This category is for your clinic's admin. Invite a colleague sends an email with a link to create a login. Members lists everyone with access to the clinic, with Remove beside each one.

Plan & billing

This card shows Minutes used this period, which counts transcription. Agent credits used this period counts work such as Evidence answers and documents. The card also shows your Plan, the Current period and the Card on file. Upgrade plan opens the plans page, where the clinic admin can change the plan. On a paid plan, the clinic admin also sees Manage billing, for the card and invoices, and Cancel subscription.

Notifications & sounds

Sound effects during voice charting plays soft tones when a finding is charted by voice. The chart's visual feedback stays on either way.

Practice software

Plans that connect to your practice-management software show this category. Its settings are made in the Rebrief Bridge, the desktop app on the clinic computer. Open Settings there to change them.

Notes & dictation

• My dictation dictionary holds brands, materials and abbreviations you use, one per line. The note and the dictation pad both spell them your way.
• My standard protocols sets what "procedure completed uneventfully" or "standard protocol" writes into the note, in your own words.

Remembered rules

This is the list of rules Rebrief follows when it writes your clinic's notes and documents. Each rule shows who added it and when. A sign-off is followed only in the notes of the person who added it. Forget removes a rule. Add a rule by hand lets you type a new one and save it with Remember. The article on remembering how you write covers rules in full.

Learn

The card is titled Rebrief Learn. It holds your Name as registered, your Role and your Registration number (optional). Earn CE from my questions turns your cited answers into continuing education credit. Units a day caps the checks you can pass in a day, and Evening digest sets your evening email. Your CE record downloads everything you've read for an audit.

Help & tips

• Rebrief on your phone shows how to add Rebrief to your phone's home screen, in three steps with pictures. Select Show me how.
• What's new replays the latest card about a recent change. Select Show me.
• Take the tour again starts the guided tour again on the Scribe screen. Select Start tour.