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Help Center · Appointments & Charting

The live charting appointment

3 min readFor clinical staff

The appointment screen is where you run a visit. Rebrief writes the note from what is said, and it charts the findings you name on a tooth. This tour goes from the top of the screen down, as it looks on a computer or tablet. The phone layout comes last.

The header

One line across the top shows who you are seeing and how the visit is going.

  • The patient's name is on the left. Click it to edit it. Enter saves the name and Escape puts the old one back.
  • A short line under the name shows the age, sex and date. When known, it also shows what was booked and your practice software.
  • Transcribing and a running clock show that Rebrief is listening. A chip beside them names the microphone in use.
  • End sits in the middle of the header.
  • Pause sits to the right of End while Rebrief is listening.
  • While Rebrief is working on something, a small counter shows the credits it uses.

Adding a date of birth

  1. Click the age, or Add date of birth when there is none.
  2. Type the date in the field that opens. Forms like 1986-11-02 and 2 Nov 1986 both work.
  3. Or pick the day in the calendar under the field. Click the month's name to choose the year.
  4. Press Enter to save it, or Escape to cancel.

The tabs

A row of tabs runs under the header. Transcript comes first, then Note. Anything else the appointment makes gets a tab after them. + Create and Export close the row. The article on the appointment screen's tabs covers the row in detail.

The note and the chart

Below the tabs, the screen splits into two columns.

  • The left column shows the tab you chose. That might be the note, the transcript or a document.
  • The right column always shows the tooth chart and the perio chart.

On a computer, drag the line between the columns to resize them. You can also move to the line with the Tab key and use the left and right arrow keys.

As you talk, the note fills in on the left. Findings you say with a tooth number go on the chart on the right.

Pausing

Pause stops listening without ending the appointment. Resume picks up where you left off. While the appointment is paused, the header also offers End appointment.

While Rebrief stays open, a paused appointment ends itself after ten minutes. Typing or clicking on its page restarts that clock.

Ending the appointment

Press End when the visit is over. Rebrief stops listening, saves the note and the chart, and marks the appointment completed.

Rebrief then gives the note one more careful pass. The note's tab shows a turning mark while it works. A green check appears when the polished note lands. Anything you typed stays as you wrote it.

End also opens + Create once, in case the visit needs a document. To stop that, switch on Don't open this at End at the foot of that menu.

Once the appointment has ended, a few more things open up.

  • Export can copy the note and make a PDF of it.
  • Rebrief checks the note for medicolegal omissions.
  • The note's bar shows how many sentences have a source in the conversation.

Resume takes the place of End once the appointment is over. Press it to start listening to the same appointment again.

On a phone

A phone shows one column instead of two. Its tabs start with Note and Transcript, and plans that include the chart add Chart. The bar at the bottom holds End while Rebrief listens and Resume when it doesn't. There is no Pause on a phone's appointment screen.