How-to Guide

Recording a Patient Visit & Generating a Report

Learn how to record patient visits, generate reports, and send them to your EMR.

10 steps·~5 min read

Select the correct clinic, choose the language, and select the patient.

Why this matters

Each clinic is connected to its own schedule and workflow. Selecting the right clinic ensures you're working with the correct patient list and EMR context — especially important if you practice across multiple locations.

Step 1 — Select the correct clinic, choose the la (1)

Step 1 — Select the correct clinic, choose the la (2)

On the patient list, you'll see name, room number, and visit type — helping you prioritize who to see next.

Why this matters

You can quickly identify urgency and location, so you spend less time searching and more time seeing patients.

Step 2 — On the patient list, you'll see name, ro

When you select a patient, you'll see their Patient Summary — generated from the information your staff collected during the conversation.

You can control what questions your staff ask by customizing the Patient Summary template (see Step 4). This helps ensure all relevant information is captured consistently, saving you time and supporting complete, compliant documentation.

Staff do not need to interpret medical details — they simply guide the conversation, ask the questions, and let the patient respond while MD Voice records everything.

Step 3 — When you select a patient, you'll see th

The default Patient Summary is designed for general practice and includes medical history, review of systems, and structured symptom assessment (OLDCARTS).

Specialists can customize this template to match their workflow.

To customize your Patient Summary:

Go to Settings → Templates → Patient Summary Template, then edit and save your template.

Why this matters

You standardize how information is collected across your team — ensuring every visit starts with a complete, structured summary tailored to your specialty.

Step 4 — The default Patient Summary is designed (1)

Step 4 — The default Patient Summary is designed (2)

Step 4 — The default Patient Summary is designed (3)

When needed, you can tap Add Instructions to record instructions for your staff related to that specific patient. Speak naturally — MD Voice will capture and organize your instructions.

Why this matters

Your instructions are instantly linked to the patient and shared with the right staff member. This makes communication much smoother between you and your team — not only before the visit, but also afterward when follow-up is needed.

You can use this for clinic follow-ups or hospital inpatient workflows. For example, you can ask staff to repeat vitals in a few hours, remind a patient about a follow-up after a few days, administer medication at a specific time, or check in on a patient daily. Staff will be notified at the right time and can mark the task as done once completed.

This creates a true two-way workflow:

staff prepare the patient summary before the visit
the doctor sends follow-up instructions after reviewing or seeing the patient

It helps reduce missed steps, improves coordination, and keeps patient care organized.

Step 5 — When needed, you can tap Add Instruction

Select the report type — SOAP note, consultation note, or a custom template — then tap Record.

Step 6 — Select the report type — SOAP note, cons

Allow microphone and speech recognition access when prompted.

Step 7 — Allow microphone and speech recognition (1)

Step 7 — Allow microphone and speech recognition (2)

Speak naturally with your patient while MD Voice captures the conversation in real time. Tap Summary anytime to review patient information without stopping the recording.

Why this matters

You stay focused on the patient — not the screen. The system captures everything while giving you quick access to key information when needed.

Step 8 — Speak naturally with your patient while (1)

Step 8 — Speak naturally with your patient while (2)

Tap Generate Report to create a structured note combining your conversation with the staff-prepared summary.

Why this matters

Your report is already structured and complete — reducing manual documentation and improving consistency across visits.

Step 9 — Tap Generate Report to create a structur (1)

Step 9 — Tap Generate Report to create a structur (2)

Review the final report and tap Send to EMR to save it directly in the patient's chart, or tap Copy to paste manually.

Why this matters

You can complete your documentation immediately after the visit — no extra steps, no delays.

Step 10 — Review the final report and tap Send to