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Help Center · Appointments & Charting

Starting an appointment

2 min readFor clinical staff

Starting an appointment opens the screen where Rebrief writes the note and charts what you say while you work. Rebrief starts listening as soon as the screen opens.

Three ways to start

  • In the left rail, select New Appointment. It sits below the areas and works from any page.
  • On the home screen, select the dashed New appointment card. It is the first card in your row of recent appointments.
  • On today's schedule, point at a booked patient. Their card has a Start appointment button.

Today's schedule shows on plans that connect to your practice software. A booking that isn't linked to a patient record yet has no Start appointment button. Its card says so. Click the booking to link it first.

An appointment started from the schedule is linked to that patient from the start. One started from the rail or the home screen has no patient yet. Select Add the patient's name at the top of the screen to add one.

What happens next

  1. Rebrief creates the appointment and its note.
  2. The appointment screen opens on the Note tab.
  3. Rebrief starts listening.
  4. The note starts blank and fills in as you talk.

On a phone, a bar may ask you to Tap to start listening. Tap it once, and Rebrief starts listening.

How to tell Rebrief is listening

On a computer or tablet, the header shows it.

  • The header reads Transcribing, with a clock that counts the time.
  • A chip beside it names the microphone in use. Click it to switch to another microphone. The transcript carries on.
  • A gold bar along the top edge of the header moves with the sound in the room. In silence, a short bar stays in the middle.

On a phone, the gold bar runs along the top edge of the bar at the bottom of the screen. There is no red light while Rebrief listens.

The screen you land on

On a computer or tablet, the screen has three parts.

  • The top line shows the patient and the controls for the whole visit, such as Pause and End.
  • Under it is a row of tabs, starting with Transcript and Note.
  • Below the tabs, the note sits on the left. The tooth chart and the perio chart sit on the right.

On a phone, you see one tab at a time, starting with Note. End sits in the bar at the bottom of the screen.

One appointment at a time

Rebrief listens to one appointment at a time. If one is still listening, New Appointment and the New appointment card open that appointment instead. End it first, then start the next one.

If the other appointment is only paused, Rebrief ends it for you and starts the new one.