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1

Choose the patient

Sidebar → AI Scribe → Record. Type in “Search or add patient name”. Pick an existing patient or choose Add ”…” (New patient).If your EHR is connected, a From EHR group appears so you can pick the chart directly. Some EHRs get their own Search in … box on this screen.
You cannot start recording without a patient selected. That is what lets HealOS pull prior-visit context.
2

Confirm consent

The first thing on the session screen is Patient Consent for Recording. Tell the patient the visit is being recorded, then click I Confirm Patient Consent.You can turn this prompt off under Account Settings → Show Consent Prompt.
3

Pick the template and note style

  • Choose template: start with New Patient Visit or Follow-Up Patient Visit. Custom templates appear here once you create them.
  • Select note quality: Balanced, Fast, or Detailed. Detailed takes longer but produces the most complete note.
Optional but useful:
  • Patient context: a free-text box for anything the AI should know. Read-only once recording starts.
  • Patient Documents: upload reports, prior notes, or intake forms. The note can pull from them.
4

Record

Click Start recording. Allow microphone access when the browser asks. Pause and Resume as needed. Click End Session when the visit is over.
Record for at least 1 minute. Stopping earlier shows a Recording Too Short warning because very short audio produces thin notes.

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Recording modes

Use the small arrow next to Start recording to pick a microphone and a Recording Mode.
Audio uploads in 30-second pieces while you talk. The transcript appears after you end the session. Works well on ordinary office Wi-Fi.
Keep the device within a few feet of the conversation. Almost every “no note was generated” report turns out to be audio with no audible speech: laptop across the room, another app holding the microphone, or a muted input.

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Other ways to create a note

Below the recorder, under “or use a different input”:

Upload audio

Drop in an existing recording, up to 50 MB. The note generates in the background.

Type the note

Write the encounter as text and click Generate Note.

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What happens next

After End Session, HealOS finalizes the transcript and generates the note. The session page shows a Note tab, a Transcript tab, and a Session Summary card.
  • If generation takes more than a minute you will see “Taking too long? Try again”.
  • If it fails outright you will see Note generation failed with a Regenerate Note button, which rebuilds from the saved audio.
Next: Review and use the note.