---
title: How to Use Echo AI to Transcribe Patient Conversations in Treatment Notes
description: This article explains how to use the Echo AI transcription tool in treatment notes to capture and transcribe conversations between a practitioner and a patient.
---

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# How to Use Echo AI to Transcribe Patient Conversations in Treatment Notes

## This article explains how to use the Echo AI transcription tool in treatment notes to capture and transcribe conversations between a practitioner and a patient.

Echo AI provides automatic transcriptions of conversations during consultations and treatments, capturing every word in real time. This transcription feature also includes timestamps and designates speakers as Speaker A and Speaker B for each sentence or paragraph.

#### Step 1: Navigate to the Client Card

Start by [logging into your Pabau account](http://app.pabau.com/) 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.  

![How to Use Echo AI to Transcribe Patient Conversations in Treatment Notes\_1](https://support.pabau.com/hs-fs/hubfs/EchoAI/How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_1.webp?width=630&height=285&name=How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_1.webp)

#### 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. 

![How to Use Echo AI to Transcribe Patient Conversations in Treatment Notes\_2](https://support.pabau.com/hs-fs/hubfs/EchoAI/How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_2.webp?width=674&height=336&name=How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_2.webp)

You can also create a treatment form directly from the appointment menu in the [Calendar](https://app.pabau.com/calendar). Simply click on the appointment, select "Quick Actions," then choose "Add Treatment Note," and pick the relevant form from your list.

![How to Use Echo AI to Transcribe Patient Conversations in Treatment Notes\_3](https://support.pabau.com/hs-fs/hubfs/EchoAI/How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_3.webp?width=335&height=481&name=How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_3.webp)

#### 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](https://support.pabau.com/en/pabau2/how-to-format-treatment-forms-for-ai?hsLang=en).

![How to Use Echo AI to Transcribe Patient Conversations in Treatment Notes\_4](https://support.pabau.com/hs-fs/hubfs/EchoAI/How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_4.webp?width=688&height=338&name=How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_4.webp)

#### 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.

![How to Use Echo AI to Transcribe Patient Conversations in Treatment Notes\_5](https://support.pabau.com/hs-fs/hubfs/EchoAI/How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_5.webp?width=618&height=571&name=How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_5.webp)

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. In the "Save audio" field, choose if you wish to save the recorded audio.

![How to Use Echo AI to Transcribe Patient Conversations in Treatment Notes\_6](https://support.pabau.com/hs-fs/hubfs/EchoAI/How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_6.webp?width=443&height=355&name=How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_6.webp)

**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 red microphone icon to select a speech mode—Dictation, Transcription, or Consultation. For this process, choose Transcription.

![How to Use Echo AI to Transcribe Patient Conversations in Treatment Notes\_7](https://support.pabau.com/hs-fs/hubfs/EchoAI/How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_7.webp?width=564&height=498&name=How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_7.webp)

#### Step 6: Start Recording

After selecting the speech mode, the system will start recording. The AI tool will record and convert your conversation to text. 

If you need to take a break while speaking, click the blue "Pause" button. When you're ready to continue recording, simply click "Play" again.

Once you're done, click on "Stop" to stop recording.

If you need to make changes to the transcription, hover over the sentence you want to edit, click the pen icon, make your edits, and save your changes.

![How to Use Echo AI to Transcribe Patient Conversations in Treatment Notes\_8](https://support.pabau.com/hs-fs/hubfs/EchoAI/How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_8.webp?width=551&height=322&name=How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_8.webp)

 

To replay the recording, click the Play button on the generated audio.

![How to Use Echo AI to Transcribe Patient Conversations in Treatment Notes\_9](https://support.pabau.com/hs-fs/hubfs/EchoAI/How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_9.webp?width=688&height=108&name=How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_9.webp)

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.

![How to Use Echo AI to Transcribe Patient Conversations in Treatment Notes\_10](https://support.pabau.com/hs-fs/hubfs/EchoAI/How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_10.webp?width=653&height=406&name=How%20to%20Use%20Echo%20AI%20to%20Transcribe%20Patient%20Conversations%20in%20Treatment%20Notes_10.webp)

**NOTE:** Each use of the AI tool for transcription 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 utilize the AI transcription tool to create treatment notes in Pabau.

---

For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), 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.

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- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

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