Understanding the Interface

Here’s a quick tour of the main screen and features you’ll use in SOAP Note Buddy.

Prefer an in-app walkthrough? In the extension or the app, tap the ? icon in the top-right corner, open Guided tours, and pick Overview (or the Voice Scribe, AI Note or Fill EHR tour). The Overview also launches automatically the first time you open the extension or the app as a new user.

The Visit Screen (extension)

The extension window opens on one screen, the Visit screen. Everything for a visit happens here.

Patient Switcher

The top row holds the patient switcher. Each time the window opens, the patient and template start blank, so pick both for this visit. Click the switcher to:

• Search your patients and pick one.
• Add a patient with + New Patient.

In the patient list, the edit icon to the right of each name opens that patient’s details: name, background summary, Add Context, Archive, and Delete.

The menu icon at the top left opens Saved Notes, your saved notes listed by patient.

Visit Summary

The Visit Summary box is where you describe what happened during today’s visit. You can:

• Type your summary directly.
• Record the visit. Click Voice Scribe in the bottom-right corner of the box to open Voice Scribe. When you save the transcript, it is added to the end of whatever is already in the box.
• Pull in a saved recording from the dropdown next to Voice Scribe.

The summary stays for the rest of the day after you write a note, so you can still fill the EHR from the same visit. The next day it is cleared automatically, so each visit starts with an empty box. To start over sooner, clear the box. Notes you already generated stay in Saved Notes.

The visit summary is the primary input the AI uses alongside the patient’s background summary and note history.

Main Actions

At the bottom of the Visit screen, you’ll find two buttons:

• Write Note. Opens a Which template? list: tap a note type and the note is written (the edit icon beside each template opens its sections). Fill EHR never needs a template. You get a formatted note you can edit, copy, share, or print. The visit summary stays in the box for the rest of the day, so you can still Fill EHR.
• Fill EHR. Detects and fills fields directly in your web-based EMR from the visit summary. No note is needed first. Open your EMR’s note page in the browser before you click it.

Additional Features

• Chat with Buddy. Ask follow-up questions or request changes to a generated note or a fill. You can also open a general chat from the ? menu with Chat with AI.
• Note History. Previous note summaries are stored for each patient, giving the AI context to maintain continuity across visits.
• Custom Instructions. Set preferences for writing style, terminology, or specific documentation requirements. Find this in Settings.
• Settings. Access your account, subscription, and documentation preferences from the gear icon.

In the App

The iOS and Android apps open on the same kind of Visit screen. There is no tab bar.

• Select Patient at the top picks the patient for this visit. Its list also has + New Patient, and the edit icon to the right of each name opens that patient’s details.
• The visit summary box is where you type or record the visit. While it’s empty, it shows Record with Voice Scribe and Recordings (that patient’s recordings, grouped by day). Once it has text, Recordings moves to the bottom-left corner of the box and a Voice Scribe button sits in the bottom-right corner.
• Write Note opens Which template?. Tap a note type and the note is written.
• Fill EHR opens your EMR inside the app with the patient and visit summary ready. Go to the note page, tap the floating patient button, then tap Fill Page.
• The menu icon at the top left opens Saved Notes. The gear and ? icons at the top right open Settings and Help. Tap the back arrow to return to the Visit screen.