> ## Documentation Index
> Fetch the complete documentation index at: https://docs.medwrite.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Record

> Create a new clinical record from the dashboard and generate your letter

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

<Steps>
  <Step title="Start from the dashboard">
    Open your MedWrite dashboard and select **New** to create a new record.

    <Frame caption="Dashboard with the **New** button to create a record.">
      <img src="https://mintcdn.com/medwriteai/R5Bs1ncwatpjoUpI/images/create-record/dashboard.jpg?fit=max&auto=format&n=R5Bs1ncwatpjoUpI&q=85&s=2229abd16576102207c03f7077f05d05" alt="MedWrite dashboard with the New button to create a record" style={{ borderRadius:"0.5rem" }} width="1488" height="700" data-path="images/create-record/dashboard.jpg" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame caption="Create letter screen: patient details, assistant selection, and record vs manual input.">
      <img src="https://mintcdn.com/medwriteai/5wp1zTLvuLiTjDfk/images/Screenshot_5-5-2026_141550_dev.medwrite.ai.jpeg?fit=max&auto=format&n=5wp1zTLvuLiTjDfk&q=85&s=3402fe633dcea31e0d400255a90975b4" alt="Create letter screen showing patient details, assistant selection, and AI Assistant Input (record or manual)" style={{ borderRadius:"0.5rem" }} lightAlt="Create letter screen showing patient details, assistant selection, and AI Assistant Input (record or manual)" darkAlt="Create letter screen showing patient details, assistant selection, and AI Assistant Input (record or manual)" className="dark:hidden" width="2542" height="955" data-path="images/Screenshot_5-5-2026_141550_dev.medwrite.ai.jpeg" />

      <img src="https://mintcdn.com/medwriteai/5wp1zTLvuLiTjDfk/images/Screenshot_5-5-2026_141550_dev.medwrite.ai-1.jpeg?fit=max&auto=format&n=5wp1zTLvuLiTjDfk&q=85&s=2a264b388907e62432a0fb30bdd62cfa" alt="Create letter screen showing patient details, assistant selection, and AI Assistant Input (record or manual)" style={{ borderRadius:"0.5rem" }} lightAlt="Create letter screen showing patient details, assistant selection, and AI Assistant Input (record or manual)" darkAlt="Create letter screen showing patient details, assistant selection, and AI Assistant Input (record or manual)" className="hidden dark:block" width="2542" height="955" data-path="images/Screenshot_5-5-2026_141550_dev.medwrite.ai-1.jpeg" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame caption="Recording in Progress">
      <img src="https://mintcdn.com/medwriteai/R5Bs1ncwatpjoUpI/images/create-record/record.jpg?fit=max&auto=format&n=R5Bs1ncwatpjoUpI&q=85&s=a0f4e968b0dd3ac74ea1a3eb8990fa65" alt="Letter page after completing a record" style={{ borderRadius:"0.5rem",maxWidth:"560px" }} width="835" height="748" data-path="images/create-record/record.jpg" />
    </Frame>
  </Step>
</Steps>

<Tip>
  Choose the assistant that matches your clinic or letter type so the output follows your templates and style.
</Tip>

## Next steps

<Columns cols={2}>
  <Card title="Review Record" icon="file-lines" href="/essentials/review-record">
    Review, clinically approve, and export your letter as PDF or Word.
  </Card>

  <Card title="Clinical Approval" icon="badge-check" href="/essentials/clinical-approval">
    Mark letters as clinically approved before sharing or sending.
  </Card>
</Columns>
