Skip to main content
On the mobile app you can open and review your records and letters. Edit the content if needed, then approve or mark as complete when you are done.
1

View records on the app

Open the records or letters section in the app to see your list. Tap a record to open it and view the transcript and generated letter.

Tapping one opens the full letter and transcript. You should see a list of records or letters, often with patient name and date.

Mobile app records list or letter view
2

Edit and approve

Edit the letter text in the app as you would on the web. When you are happy with it, use Clinically approve or Mark as complete.

Changes sync to the dashboard so you can also export as PDF or Word from the web.

Edit letter or approve on app

Next steps

Approve Records

Clinically approve records from the mobile app.

Search Records

Search for records or letters on the mobile app.