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After you create a record, you are taken to the letter page to review the output. Follow these steps to review and clinically approve your letter.
1

Letter page

After you create a record, you are directed to the letter page. The page shows patient details, the record you captured, the transcript, and the Record output tabs.Each output tab shows a status dot next to its name:
  • White – Draft (Clinical Draft).
  • Amber – In progress (Clinically Approved).
  • Green – Finished (Complete).
Letter page showing patient details, record, transcript, and record outputLetter page showing patient details, record, transcript, and record output

Letter page with patient details, record, transcript, and Record output.

2

Review the AI-generated content warning

When you create a letter, a reminder appears. It tells you that the content was generated by AI and that you need to review it before use.
Reminder that content is AI-generated and must be reviewed

Warning that content is AI-generated and must be reviewed.

3

Refine with AI Assist

To adjust the output, press the AI Assist button (magic-wand icon) in the letter toolbar. You can:
  • Make it shorter
  • Make it longer
  • Or type your own instruction (for example, “use a formal tone”) and press Refine.
AI Assist (magic tool) in the letter toolbar

AI Assist (magic tool) in the letter toolbar.

Select part of the text first to have the AI focus on that section. Use Undo to revert, or Save at any time.
4

Clinically approve the letter

When you have reviewed the letter and are happy with it:
  • One letter – Press Clinically approve.
Clinically approve button on the letter page

Clinically approve button on the letter page.

  • Multiple letters – Press Clinically Approve All, tick the letters you want to approve, and confirm. Any edits you made are saved automatically.
Clinically approve all on the letter pageClinically approve all on the letter page

Clinically approve all on the letter page

Screenshot 2026 11 02 104632Screenshot 2026 11 02 104632
On the letter page you can add audio if you forgot something, then press Regenerate to update the letter with the new content.
Letter page option to add audio and regenerate

Letter page option to add audio and regenerate the transcript.

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Next steps

Clinical Approval

Export approved letters as PDF or Word, or approve multiple letters at once.

Mark as Complete

Mark the record or letter as complete when you have finished with it.