--- title: How to Use Video AI for Transcriptions and Treatment Notes description: Use Echo AI in a Pabau video consultation to transcribe the call live and turn it into a treatment note with an AI Scribe prompt. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-use-video-ai-for-transcriptions-and-treatment-notes#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Calendar](https://support.pabau.com/en/pabau2/calendar?hsLang=en) 3. [Managing Appointments](https://support.pabau.com/en/pabau2/calendar?hsLang=en#managing-appointments) # How to Use Video AI for Transcriptions and Treatment Notes ## In this article, we will walk you through how Video AI works in Pabau — from joining a video call to automatically generating a treatment note from your transcription. Echo AI is the assistant built into Pabau's video consultations. It transcribes the call live, then either has Echo AI write a treatment note from the transcript using one of your AI Scribe prompts, or saves the transcript as it is into a treatment note. You stay focused on your client instead of typing notes. **NOTE:** This feature is being rolled out to clinics gradually. If you don't see it in your account yet, message us via the in-app chat. **NOTE:** Echo AI is visible to staff only. Clients never see the panel at any point during the call. **TIP:** Echo AI works best with AI Scribe prompts, which tell it how to write up the consultation. Set them up in **Setup → AI Scribe**; see [How to Set Up AI Scribe](https://support.pabau.com/en/pabau2/how-to-set-up-ai-scribe?hsLang=en). **Step 1: Start Your Video Call** Start the video consultation as usual: in the **Calendar**, click the virtual appointment and choose **Join with Pabau Video**, then click **Start consultation**. See [How to Use Pabau's Video Conferencing Feature](https://support.pabau.com/en/pabau2/how-to-use-pabaus-video-conferencing-feature?hsLang=en) for the details. **Step 2: Open Echo AI** When you join, the **Echo AI** panel opens on the right automatically, as long as your clinic has treatment notes Echo AI can use. 1. If you close the panel with the **X**, reopen it any time with the **Echo AI** button (the wand icon) in the call header. 2. The **Client** field already shows the client the appointment is booked for. It can't be changed, so the note always goes on that client's card. 3. Click **Select a treatment note** under **Treatment note** to choose how the call is written up. ![The Echo AI panel beside the call with the Echo AI button, the Client field and the Treatment note field marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/375163574467-11-echo-panel.png) *Echo AI opens beside the call and is only visible to you* **NOTE:** If the panel reads **No treatment notes were found. Add one in Setup → Medical forms.**, your clinic has no treatment note Echo AI can write into yet. Add one first. **Step 3: Choose a Treatment Note** Type in **Search prompts and treatment notes** to find one quickly. The list has two groups: 1. **Written by Echo AI** - your AI Scribe prompts. Echo AI writes the note from the transcript for you. Under each prompt you see which treatment note it fills, for example *Fills Video consultation note*. 2. **Treatment notes (transcript only)** - the transcript, or its summary with Smart processing, goes into the note's **Comments** box, or its first long answer. ![The treatment note list with the Written by Echo AI and Treatment notes (transcript only) groups marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/375163574467-12-pick-note.png) *Pick a prompt to have Echo AI write the note, or a treatment note for the transcript only* You need to choose one before you start; otherwise the field asks you to **Choose a treatment note**. You can still change your choice when you save. **Step 4: Choose How the Audio Is Processed** 1. Click **Update settings** and choose under **How should the audio be processed?**: - **Smart processing** - Echo AI turns the conversation into clearer, more professional notes. When you stop, you review a summary rather than the word-for-word transcript. - **Word-for-word** - the conversation is transcribed exactly as it was spoken. ![Update settings opened, showing the Smart processing and Word-for-word options](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/375163574467-13-settings.png) *Pabau remembers your choice for your next calls* **Step 5: Start Transcribing** Click **Start transcribing**. The panel reads **Transcription in progress** with a timer, and you and your client are transcribed live, each on your own line. 1. Click **Pause** for any part of the conversation you don't want to capture, then **Resume**. 2. Click **Stop transcribing** when the consultation is finished. 3. Use **Hide live transcript** or **Show live transcript** to hide the running text or bring it back. ![Transcription in progress with the Pause, Stop transcribing and Hide live transcript controls marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/375163574467-14-transcribing.png) *Pause, stop, and follow along as you talk* **NOTE:** If the live transcript drops out, the panel says **Live transcript unavailable — the recording will be transcribed when you stop.** Carry on with the consultation; the full transcript still appears when you stop. **Step 6: Review and Save the Note** When you stop, the panel reads **Transcription complete**. 1. Check the text in **Review before saving** (**Review the summary before saving** with Smart processing, where **Use the word-for-word transcript instead** switches back to the transcript). You can correct anything before it's saved. 2. Under **Save with**, keep or change the prompt or treatment note. 3. For a prompt, click **Finalize Note**. Echo AI applies the prompt to the text and writes the note. ![Transcription complete with Review before saving, Save with and Finalize Note marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/375163574467-15-review.png) *Review the text, then let Echo AI write the note* 1. Under **Review your note**, check how the note will appear on the client's card. Nothing is saved yet. Click **Save to** the client's card, or **Back** to return to the text. ![Review your note showing the filled-in fields and the Save to the client's card button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/375163574467-16-preview.png) *Nothing is saved until you click Save to the client's card* 1. The panel shows **Treatment note created** and **Saved to** the client's card, with each field Echo AI filled in. Click **Done**. ![Treatment note created, saved to the client's card, with the Done button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/375163574467-17-saved.png) *The finished note is on the client's card* If you chose a treatment note (transcript only), the button reads **Save transcript** instead. Click it to save the text into the note. You see **Saved to the client's card as a treatment note.** ![A transcript-only treatment note chosen under Save with and the Save transcript button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/375163574467-18-save-transcript.png) *Save the transcript as it is into a treatment note* **NOTE:** Changed your mind? Click **Discard**. Pabau asks **Discard this transcription?** first, because a discarded transcription can't be recovered. If a prompt finds nothing in the transcript to write, Echo AI tells you, and you can try another prompt or save the transcript into a treatment note instead. **Step 7: Find the Note on the Client Card** Open the client's card and go to **EMR → Treatment notes** (**Chart** in the United States) to see the saved note. During the call, the card icon in the call header opens the client's card beside the call. **What's next?** - [How to Use Pabau's Video Conferencing Feature](https://support.pabau.com/en/pabau2/how-to-use-pabaus-video-conferencing-feature?hsLang=en) - [How to Set Up AI Scribe](https://support.pabau.com/en/pabau2/how-to-set-up-ai-scribe?hsLang=en) - [AI Scribe: Overview, Setup and How It Works](https://support.pabau.com/en/pabau2/ai-scribe-overview-setup-and-how-it-works?hsLang=en) --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. 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