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Create a record to capture a patient consultation and generate a letter. Follow the steps below from the dashboard to your first letter.
1

Start from the dashboard

Open your MedWrite dashboard and select New to create a new record.
MedWrite dashboard with the New button to create a record
2

Add patient details, assistant, and input type

On the create letter screen you do four things:
  • Patient details – Enter or select the patient.
  • AI Assistant – Choose the assistant that matches your clinic or letter type.
  • AI Assistant Input – Pick how to add the consultation:
    • Record – Capture by voice. MedWrite transcribes and structures the content.
    • Manual input – Type or paste your notes into the form.
  • Reference Files (optional) – Upload supporting files for extra AI context before generating the letter.
Create letter screen showing patient details, assistant selection, and AI Assistant Input (record or manual)
3

Review on the letter page

After you finish the record, you are taken to the letter page. There you can review, edit, and approve the generated letter before sharing or sending.
Letter page after completing a record
Choose the assistant that matches your clinic or letter type so the output follows your templates and style.

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Next steps

Review Record

Review, clinically approve, and export your letter as PDF or Word.

Clinical Approval

Mark letters as clinically approved before sharing or sending.