When to use this: When you want Flow to draft the consult note while you stay with your client.
▶ Watch the video (about a minute, captions included).
Steps
Step 1 of 9
Ask your client for consent to transcribe, and record it the way your practice requires. Flow does not ask for consent for you.
Step 2 of 9
Open Consult Note (Option or Alt + 2) and select Start Transcription.
Step 3 of 9
On a telehealth call running in another browser tab? Select Capture call audio, choose that tab and tick Also share tab audio, so your client's voice is transcribed too. This works in Chrome and Edge.
Step 4 of 9
As you talk, the Dynamic Note builds a structured draft from your template.
Step 5 of 9
Open the Transcript at any time to check what was heard.
Step 6 of 9
Steer the draft: type shorthand in Context, such as a result or a decision.
Step 7 of 9
Select Link information to add earlier notes, assessments, forms or client data fields.
Step 8 of 9
Select Regenerate note with context to fold your context into the draft.
Step 9 of 9
When the draft reads right, select Push to Consult Note. If the consult note already has text, choose Replace, or Fill template (keep my text below).
Good to know
Audio is processed in region and is not stored after the session.
A transcript from earlier in the same consult is kept on this device. Select Resume transcription to carry on, or Discard.
End session stops the microphone. Pausing only suspends it.
If it doesn't work
"No audio is reaching the microphone."
Check your browser has microphone permission and the right input is selected, then try again.
"Recording paused, reconnecting."
Wait a moment. Flow keeps what it has and carries on when the connection returns.
Your client's voice is missing on a telehealth call.
Select Capture call audio, choose the call's tab and tick Also share tab audio.
"Call audio capture has stopped (tab sharing ended)."
Your microphone is still recording. Select Capture call audio to reconnect the call.
Still stuck? Contact Tacklit support.