🌟 Obtain consent

• ChiroUp requires you to document that you've obtained the patient's consent to recording the first time you use Voice to Chart in a patient's encounter. For added protection, consider obtaining written consent. See our guide on Consent to Visit Recording. You can upload this sample consent form to your ChiroUp Forms Library to send out to patients.
•  Always confirm a patient’s preference before initiating a recording. This ensures compliance with consent but does not replace the need for proper verbal and/or written consent where required.

🌟 Record just the Subjective portion of your note

• For best accuracy, record primarily during the subjective portion of the visit— when discussing the patient's complaints. While continuous recording is allowed, avoiding exam and treatment chatter enhances output performance and saves recording minutes. Additionally, the summary output will only populate into the subjective portion of your note.
• If something clinically relevant comes up later in the visit after you've concluded your recording, you can always start an additional recording - Voice to Chart will blend it into the orignal output. 

🌟 Check your microphone

• Make sure your device's microphone is unobstructed so that Voice to Chart can capture the entire conversation. If your computer's built-in microphone does not efficiently pick up your audio, we recommend purchasing a microphone attachment for your computer.  
• We've found that for PC or Mac users, and external boom-style microphone often provides the best results. 

🌟 Restate any unclear statements or gestures

• Voice to Chart can’t interpret gestures or vague statements. If a patient points or gives unclear answers, be sure to restate their comments clearly. 
• For example:
  • If a patient points to their right shoulder and says, “This feels better,” respond with, “So your right shoulder is feeling better.” Or if they wipe their hand over their back and thigh and say, “The pain kind of travels here,” clarify by saying, “So the discomfort travels from your lower back into your right hip and thigh.”
  • When answers are vague or ambiguous, summarize with something like, “To confirm, your right-sided neck pain has gradually improved over the past week.”  These clarifications not only help the Voice to Chart generate a more accurate summary but also ensure better communication with your patient.

🌟 Add clarifying details after recording

• If it’s not practical to clarify something during the natural conversation, you can add details afterward. Simply click Pause (instead of Done) or start a new recording and clearly state what you want emphasized.
• Examples include:
  • “Be sure to emphasize that the patient’s primary complaint of neck pain is still bothersome.”
  • “Include details about the patient’s recent visit to the cardiologist.”

🌟 Voice to Chart is multilingual! 

• Patients may speak in their preferred language and provide as much detail as they like—Voice to Chart will translate and document the information in English.