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:
Aug 8, 2025
How to Apply an Air Scribe
AI Scribe and Tooling
Provider Workflows
The Scribe Application Page allows you to preview and select which generated outputs to apply to the patient chart note.

Here’s a breakdown of this page:
Clicking the Patient Name at the top will redirect you to the appointment details page for that patient. If you’re already on the appointment detail page, this link will not do anything.
The tab menu allows you to easily scroll to a specific section that was generated by EHR Scribe
Each section generated by EHR Scribe has a checkbox that allows you to select whether or not to apply that section’s outputs to the patient chart note. By default, all sections are checked. Make sure to scroll through all the sections and uncheck the sections that you do not wish to apply to the patient chart note.
Most sections allow you preview their outputs, such as in the Daily SOAP Note example below. Most simple text outputs can be copied to clipboard using the “Copy” button.

After you have unchecked all the sections you do not want to apply, click “Apply Scribe” to apply all checked sections to the patient’s chart note. The application process should be quick, but it may take some time to refresh the page. If you notice it taking too long to refresh, you can manually refresh by clicking the refresh button in your web browser.
Additional actions are available in the “More Actions” button menu:
Record Again - Allows you to start a new recording for the same appointment. NOTE: The previous scribe will be lost when a new recording is uploaded for the same appointment.
Regenerate - Allows you to regenerate the scribe using the same audio recording and the latest sections in the patient chart.
Re-Record a Scribe
If you would like record again for an appointment that already has a scribe, follow the steps below:
When the widget opens, you should see the scribe outputs from the previous recording. At the bottom, click “More Actions”:

Click “Record Again” and can now start recording again


Regenerate a Scribe
If you add sections to a patient chart note after a recording is already uploaded, you will need to regenerate the scribe for those newly added sections. Regeneration is only available after the initial scribe for that appointment has been generated.
Click the blue button in the bottom-right corner of the screen to show the new EHR Scribe widget
When the widget opens, you should see the scribe outputs from the previous recording. At the bottom, click “More Actions”:

Click “Regenerate”

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:
Aug 8, 2025
How to Apply an Air Scribe
AI Scribe and Tooling
Provider Workflows
The Scribe Application Page allows you to preview and select which generated outputs to apply to the patient chart note.

Here’s a breakdown of this page:
Clicking the Patient Name at the top will redirect you to the appointment details page for that patient. If you’re already on the appointment detail page, this link will not do anything.
The tab menu allows you to easily scroll to a specific section that was generated by EHR Scribe
Each section generated by EHR Scribe has a checkbox that allows you to select whether or not to apply that section’s outputs to the patient chart note. By default, all sections are checked. Make sure to scroll through all the sections and uncheck the sections that you do not wish to apply to the patient chart note.
Most sections allow you preview their outputs, such as in the Daily SOAP Note example below. Most simple text outputs can be copied to clipboard using the “Copy” button.

After you have unchecked all the sections you do not want to apply, click “Apply Scribe” to apply all checked sections to the patient’s chart note. The application process should be quick, but it may take some time to refresh the page. If you notice it taking too long to refresh, you can manually refresh by clicking the refresh button in your web browser.
Additional actions are available in the “More Actions” button menu:
Record Again - Allows you to start a new recording for the same appointment. NOTE: The previous scribe will be lost when a new recording is uploaded for the same appointment.
Regenerate - Allows you to regenerate the scribe using the same audio recording and the latest sections in the patient chart.
Re-Record a Scribe
If you would like record again for an appointment that already has a scribe, follow the steps below:
When the widget opens, you should see the scribe outputs from the previous recording. At the bottom, click “More Actions”:

Click “Record Again” and can now start recording again


Regenerate a Scribe
If you add sections to a patient chart note after a recording is already uploaded, you will need to regenerate the scribe for those newly added sections. Regeneration is only available after the initial scribe for that appointment has been generated.
Click the blue button in the bottom-right corner of the screen to show the new EHR Scribe widget
When the widget opens, you should see the scribe outputs from the previous recording. At the bottom, click “More Actions”:

Click “Regenerate”

Last updated:
Aug 8, 2025
How to Apply an Air Scribe
AI Scribe and Tooling
Provider Workflows
The Scribe Application Page allows you to preview and select which generated outputs to apply to the patient chart note.

Here’s a breakdown of this page:
Clicking the Patient Name at the top will redirect you to the appointment details page for that patient. If you’re already on the appointment detail page, this link will not do anything.
The tab menu allows you to easily scroll to a specific section that was generated by EHR Scribe
Each section generated by EHR Scribe has a checkbox that allows you to select whether or not to apply that section’s outputs to the patient chart note. By default, all sections are checked. Make sure to scroll through all the sections and uncheck the sections that you do not wish to apply to the patient chart note.
Most sections allow you preview their outputs, such as in the Daily SOAP Note example below. Most simple text outputs can be copied to clipboard using the “Copy” button.

After you have unchecked all the sections you do not want to apply, click “Apply Scribe” to apply all checked sections to the patient’s chart note. The application process should be quick, but it may take some time to refresh the page. If you notice it taking too long to refresh, you can manually refresh by clicking the refresh button in your web browser.
Additional actions are available in the “More Actions” button menu:
Record Again - Allows you to start a new recording for the same appointment. NOTE: The previous scribe will be lost when a new recording is uploaded for the same appointment.
Regenerate - Allows you to regenerate the scribe using the same audio recording and the latest sections in the patient chart.
Re-Record a Scribe
If you would like record again for an appointment that already has a scribe, follow the steps below:
When the widget opens, you should see the scribe outputs from the previous recording. At the bottom, click “More Actions”:

Click “Record Again” and can now start recording again


Regenerate a Scribe
If you add sections to a patient chart note after a recording is already uploaded, you will need to regenerate the scribe for those newly added sections. Regeneration is only available after the initial scribe for that appointment has been generated.
Click the blue button in the bottom-right corner of the screen to show the new EHR Scribe widget
When the widget opens, you should see the scribe outputs from the previous recording. At the bottom, click “More Actions”:

Click “Regenerate”
