In this guide, you'll learn how to use the AI-powered consultation summary tool in treatment notes to create concise and informative summaries of patient interactions.
The consultation summary mode captures the entire conversation between you and your client, ensuring that no important information is overlooked.
Once the conversation is recorded, the AI tool analyzes the dialogue to extract key details, such as symptoms, concerns, and recommendations. It then compiles this information into a concise and well-organized treatment note, making it easy for you to reference the most relevant points in your ongoing care.
This process not only streamlines documentation but also enhances the accuracy and efficiency of your patient records.
Step 1: Navigate to the Client Card
Start by logging into your Pabau account using your login credentials. Then, use the search bar at the top of the page to find the client for whom you wish to create a treatment note.
Step 2: Write a Treatment Note
Once you're in the client card, navigate to the Create button, represented as a blue plus sign, at the bottom right corner of the screen. The option to write a treatment note will be revealed.
You can also create a treatment form directly from the appointment menu in the Calendar. Simply click on the appointment, select "Quick Actions," then choose "Add Treatment Note," and pick the relevant form from your list.
Step 3: Select the Form Template
Be sure to select a treatment note template that includes a Long Answer component, as the AI tool can only function within this type of component, which generates detailed responses.
For more details on how to add a Long Answer component to your forms, please read this article.
Step 4: Select the Audio Input
To get started, click on the grey microphone icon located in the bottom right corner of the Long Answer field.
You’ll be prompted to choose your audio input and language. In the audio input field, select the microphone you want to use for recording. In the output language section, you can choose whether you’d like the audio to be translated into another language.
NOTE: For the best experience, we recommend using a USB microphone to enhance clarity and ensure high-quality, reliable audio every time.
Click "Close" after you've completed the selection.
Step 5: Choose the Speech Mode
After setting up the audio input and output language settings, click the microphone icon to select a speech mode—Dictation, Transcription, or Consultation Summary. For this process, choose Consultation.
Next, click the brain icon to select your AI processing preference for the speech:
- Left Hemisphere: No AI processing will be applied to the speech.
- Right Hemisphere: The AI will process the speech to make it sound more professional.
To save your preferences for future uses, toggle the "Remember" switch on. This will retain:
- The selected hemisphere (left or right) for AI processing.
- The type of speech mode you choose.
Step 6: Start Recording
To begin recording, click the red microphone icon in the bottom right corner and start your consultation. The AI tool will capture your conversation and generate a summary of what was discussed.
To replay the recording, click the Play button on the generated audio.
NOTE: Playback is only supported in the Chrome browser and is not available in Safari.
Click "Save Form" to save the form in the client card.
Step 7: Review the Treatment Note
To review the treatment note, expand the Chart/EMR section in the client card and switch to the Treatment Notes tab. Your treatment note will be shown here.
NOTE: Each use of the AI tool for consultation summaries will deduct 5 credits from your Pabau balance. Additionally, making edits to the generated text using the chatbox will incur an extra 5 credits per prompt.
By following these steps, you can use the Consultation Summary tool to create treatment notes in your Pabau account.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.