Use this workflow from the Submit Recording page after recording audio, uploading a file, or entering a transcript.
Generate a Note (Step-by-Step)
Select a Patient
Choose the patient you would like to create a note for.
Select a Recording Type
Choose the appropriate recording type:
Dictation → Single speaker
Conversation → Two speakers
Record
Record the visit, conversation, or dictation.
Add Missing Details
Include any information you would like Clara to incorporate that was not mentioned in the recording.
Click Generate
Continue to the note generation screen.
Choose an Output Format
Select how you would like the recording applied:
Text Note
Form Note
Document
(Optional) Link to a Visit
Associate the generated note with a specific appointment.
(Optional) Apply a Clara Template
If Text Note or Document is selected, choose a Clara template to guide how the note is generated.
(Optional) Add Previous Notes for Context
Select up to two previous notes for Clara to reference during note generation.
Generate Note
Once your settings have been configured, click Generate Note.
Clara will begin processing immediately.
Applying a Recording to a Form Note
There is no note-type selector on the Submit Recording page.
If you want Clara to generate content for a Form Note, you must:
Record directly inside the Form Note, or
Select the target Form Note after recording (when prompted)
Clara applies output to the note that is actively targeted.
What Happens After You Click Generate
Clara creates or targets a draft note.
An AI job is started.
You may be redirected to the target note (if applicable).
Job progress appears in:
Recordings
You can also view and apply other Clara recordings for the same client, not just the one you just submitted.
Within the note view, you can toggle between:
This Note (recordings tied to the current note)
This Client (all recordings for that client)
All Recent (all recordings made by the provider)
This allows you to review or apply output from prior recordings if needed.
All generated content must be reviewed before finalizing.
Important Limits
Only one active AI Scribe recordings per staff user at a time.
Transcript submissions must contain meaningful content. Very short or empty transcripts will be rejected.
Date of Service for a Clara-Generated Note
If you select an appointment, the new note is linked to that appointment and uses its date.
If you select a class, the new note is linked to that class visit and uses its date.
If you save the result as a standalone note without selecting a visit, it is unlinked and uses its own saved Date of Service. Clara does not automatically match it to a nearby appointment.
Linking the standalone note later changes its Date of Service to the selected visit's date.
See Date of Service on SOAP Notes for complete rules and troubleshooting.
Clara generates draft content only — it does not finalize or sign notes automatically.