Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Last updated:
Oct 14, 2025
Additional Context Feature
AI Scribe and Tooling
Provider Workflows
Overview
The Additional Context feature allows healthcare providers to enhance AI-generated documentation by adding supplementary information to scribe notes.
You can provide context in two ways:
Audio Recording – Capture additional conversation or dictate details
Text Input – Type additional context or patient details
Adding context helps improve the accuracy and completeness of documentation.
Accessing the Additional Context Feature
Location
The feature is available on the Completed Scribe Page after a scribe session is completed.
How to Use
Navigate to a completed scribe session
Click on the new “Transcription & Context” Tab
Click “Add Context”
The Additional Context dialog will open
Add context via text or audio (click the drop-downs below ↓ for specific details on both methods)
Click regenerate scribe after adding all relevant context

Using Audio Mode 🎙️
When to Use
Use audio when you want to:
Capture additional patient conversation (such as a multi-part appointment)
Capture lab or test results after the initial recording
Longer additions
Add context while multitasking
Steps to Use
Click the “Add Context” button
“By Audio” is selected by default
Start Recording
Click “Record Audio”
Grant microphone permissions if prompted
Recording begins immediately
End Recording
Click “End Recording”
Audio uploads automatically
Upload progress bar shows percentage
Completion
Success notification appears
Dialog closes automatically
Audio context begins processing
Recording Controls
End Recording → Saves and uploads
Cancel & Discard → Stops recording without saving
Tips For Audio Recording
Record in a quiet environment
Use a good quality microphone
Check the mic level indicator
Speak clearly and at a moderate pace

Using Text Mode 💬
When to Use
Use text input for:
Specific patient details
Structured or concise information
Quick additions
Steps to Use
Click the “Add Context” button
Switch to Text Mode
Click “By Text”
Enter Context
Type additional information (max 2,000 characters)
Submit Context
Click “Add Context”
Context is added
Dialog closes automatically
Tips For Text Input
Be clear and concise
Organize logically
Include relevant terminology
Use abbreviations when appropriate
Monitor character counter

Troubleshooting
Audio Recording Issues 🎙️
Problem: “Failed to start recording”
Solution: Check browser microphone permissions
Click the lock icon in your browser
Allow microphone access
Refresh the page and try again
Problem: Low audio levels
Solution:
Check microphone connection
Adjust input settings
Ensure correct microphone is selected
Problem: Upload fails
Solution:
Check your internet connection
Retry recording
Contact support if issue persists
Text Input Issues 💬
Problem: “Add Context” button disabled
Solution:
Type at least one character (not just spaces)
Problem: Reached character limit
Solution:
Remove unnecessary text
Or submit current entry and start a new one
What Happens Next ⏭️
Click “Regenerate Scribe”
The AI processes a new scribe with your existing transcript along with your additional context
Check the “Scribe Notes” tab to see your scribe progress
Updated scribe appears with new context applied

Multiple Context Entries 📚
You can add multiple entries (audio or text)
All added context is used during regeneration

Reminders❕
Be Specific — Include precise missed details
Ensure Completeness — Add all info before regenerating
Review Before Regenerating
Prioritize Quality — Relevant and accurate over length
If issues persist:
Contact your system administrator
Submit a support ticket
Report bugs or feature requests to the dev team
Table of Contents
Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Last updated:
Oct 14, 2025
Additional Context Feature
AI Scribe and Tooling
Provider Workflows
Overview
The Additional Context feature allows healthcare providers to enhance AI-generated documentation by adding supplementary information to scribe notes.
You can provide context in two ways:
Audio Recording – Capture additional conversation or dictate details
Text Input – Type additional context or patient details
Adding context helps improve the accuracy and completeness of documentation.
Accessing the Additional Context Feature
Location
The feature is available on the Completed Scribe Page after a scribe session is completed.
How to Use
Navigate to a completed scribe session
Click on the new “Transcription & Context” Tab
Click “Add Context”
The Additional Context dialog will open
Add context via text or audio (click the drop-downs below ↓ for specific details on both methods)
Click regenerate scribe after adding all relevant context

Using Audio Mode 🎙️
When to Use
Use audio when you want to:
Capture additional patient conversation (such as a multi-part appointment)
Capture lab or test results after the initial recording
Longer additions
Add context while multitasking
Steps to Use
Click the “Add Context” button
“By Audio” is selected by default
Start Recording
Click “Record Audio”
Grant microphone permissions if prompted
Recording begins immediately
End Recording
Click “End Recording”
Audio uploads automatically
Upload progress bar shows percentage
Completion
Success notification appears
Dialog closes automatically
Audio context begins processing
Recording Controls
End Recording → Saves and uploads
Cancel & Discard → Stops recording without saving
Tips For Audio Recording
Record in a quiet environment
Use a good quality microphone
Check the mic level indicator
Speak clearly and at a moderate pace

Using Text Mode 💬
When to Use
Use text input for:
Specific patient details
Structured or concise information
Quick additions
Steps to Use
Click the “Add Context” button
Switch to Text Mode
Click “By Text”
Enter Context
Type additional information (max 2,000 characters)
Submit Context
Click “Add Context”
Context is added
Dialog closes automatically
Tips For Text Input
Be clear and concise
Organize logically
Include relevant terminology
Use abbreviations when appropriate
Monitor character counter

Troubleshooting
Audio Recording Issues 🎙️
Problem: “Failed to start recording”
Solution: Check browser microphone permissions
Click the lock icon in your browser
Allow microphone access
Refresh the page and try again
Problem: Low audio levels
Solution:
Check microphone connection
Adjust input settings
Ensure correct microphone is selected
Problem: Upload fails
Solution:
Check your internet connection
Retry recording
Contact support if issue persists
Text Input Issues 💬
Problem: “Add Context” button disabled
Solution:
Type at least one character (not just spaces)
Problem: Reached character limit
Solution:
Remove unnecessary text
Or submit current entry and start a new one
What Happens Next ⏭️
Click “Regenerate Scribe”
The AI processes a new scribe with your existing transcript along with your additional context
Check the “Scribe Notes” tab to see your scribe progress
Updated scribe appears with new context applied

Multiple Context Entries 📚
You can add multiple entries (audio or text)
All added context is used during regeneration

Reminders❕
Be Specific — Include precise missed details
Ensure Completeness — Add all info before regenerating
Review Before Regenerating
Prioritize Quality — Relevant and accurate over length
If issues persist:
Contact your system administrator
Submit a support ticket
Report bugs or feature requests to the dev team
Last updated:
Oct 14, 2025
Additional Context Feature
AI Scribe and Tooling
Provider Workflows
Overview
The Additional Context feature allows healthcare providers to enhance AI-generated documentation by adding supplementary information to scribe notes.
You can provide context in two ways:
Audio Recording – Capture additional conversation or dictate details
Text Input – Type additional context or patient details
Adding context helps improve the accuracy and completeness of documentation.
Accessing the Additional Context Feature
Location
The feature is available on the Completed Scribe Page after a scribe session is completed.
How to Use
Navigate to a completed scribe session
Click on the new “Transcription & Context” Tab
Click “Add Context”
The Additional Context dialog will open
Add context via text or audio (click the drop-downs below ↓ for specific details on both methods)
Click regenerate scribe after adding all relevant context

Using Audio Mode 🎙️
When to Use
Use audio when you want to:
Capture additional patient conversation (such as a multi-part appointment)
Capture lab or test results after the initial recording
Longer additions
Add context while multitasking
Steps to Use
Click the “Add Context” button
“By Audio” is selected by default
Start Recording
Click “Record Audio”
Grant microphone permissions if prompted
Recording begins immediately
End Recording
Click “End Recording”
Audio uploads automatically
Upload progress bar shows percentage
Completion
Success notification appears
Dialog closes automatically
Audio context begins processing
Recording Controls
End Recording → Saves and uploads
Cancel & Discard → Stops recording without saving
Tips For Audio Recording
Record in a quiet environment
Use a good quality microphone
Check the mic level indicator
Speak clearly and at a moderate pace

Using Text Mode 💬
When to Use
Use text input for:
Specific patient details
Structured or concise information
Quick additions
Steps to Use
Click the “Add Context” button
Switch to Text Mode
Click “By Text”
Enter Context
Type additional information (max 2,000 characters)
Submit Context
Click “Add Context”
Context is added
Dialog closes automatically
Tips For Text Input
Be clear and concise
Organize logically
Include relevant terminology
Use abbreviations when appropriate
Monitor character counter

Troubleshooting
Audio Recording Issues 🎙️
Problem: “Failed to start recording”
Solution: Check browser microphone permissions
Click the lock icon in your browser
Allow microphone access
Refresh the page and try again
Problem: Low audio levels
Solution:
Check microphone connection
Adjust input settings
Ensure correct microphone is selected
Problem: Upload fails
Solution:
Check your internet connection
Retry recording
Contact support if issue persists
Text Input Issues 💬
Problem: “Add Context” button disabled
Solution:
Type at least one character (not just spaces)
Problem: Reached character limit
Solution:
Remove unnecessary text
Or submit current entry and start a new one
What Happens Next ⏭️
Click “Regenerate Scribe”
The AI processes a new scribe with your existing transcript along with your additional context
Check the “Scribe Notes” tab to see your scribe progress
Updated scribe appears with new context applied

Multiple Context Entries 📚
You can add multiple entries (audio or text)
All added context is used during regeneration

Reminders❕
Be Specific — Include precise missed details
Ensure Completeness — Add all info before regenerating
Review Before Regenerating
Prioritize Quality — Relevant and accurate over length
If issues persist:
Contact your system administrator
Submit a support ticket
Report bugs or feature requests to the dev team