Clara AI is the AI Scribe workflow in QuickerNotes. It allows you to record or upload audio, generate draft documentation, and apply that content directly to progress notes or form notes.
Before You Begin
Confirm the following:
You are signed in as a staff user
Your browser microphone permissions are allowed (if recording live)
If microphone access is blocked, recording will not start.
Where to Access Clara
You can open Clara from two locations:
Sidebar
Go to AI Scribe → Jobs or AI Scribe → Templates
Header Button
Click the sparkle icon in the header to open the Clara recorder popover.
Recording & Input Options
From the Clara menu, you can choose:
Record Session
Multi-speaker conversation format (ideal for provider + client sessions)Dictate Notes
Single-speaker dictation formatUpload Session Audio
Upload a previously recorded audio file for processing
Submit a Recording
After recording or uploading audio:
Select the client
Choose the note target (progress note or form note)
Select a Clara Template (optional, if applicable)
Click Submit
The recording will be processed and added to your job list.
Track Job Status
Go to AI Scribe → Jobs to:
View processing status
Open completed jobs
Preview generated draft content
Apply output to the selected note
View All Jobs for a Client
When submitting a recording for a client, you can now view all Clara jobs associated with that client — not just the current recording.
This allows you to:
Review prior recordings
Preview previous generated content
Apply output from earlier sessions if needed
You can toggle between:
Jobs for This Note (recordings tied to the current note)
All Jobs for This Client (all recordings for that patient)
This makes it easier to reference past sessions during documentation.
Manage Clara Templates
Go to AI Scribe → Templates to:
Create new Clara Templates
Edit existing templates
Customize formatting instructions for note generation
Templates can be reused across multiple recordings.
What Clara Does Not Do Automatically
It does not finalize or sign notes.
It does not bypass provider review.
It does not allow non-owners to edit another user’s private template.
All generated content must be reviewed before finalizing documentation.
Privacy & HIPAA
For full details on data handling and compliance, see:
This policy outlines:
No customer data is used for AI model training
HIPAA-aligned data handling practices
Transcript and audio access controls
Data retention and deletion policies