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Clara AI Help Center

Updated this week

This folder contains end-user help articles for Clara AI (AI Scribe) and Clara Templates.
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Use the links below to navigate by workflow.

Start Here

  1. Getting Started with Clara AI

  2. Submit a Recording & Generate a Note

  3. Use the Live Transcript Panel

  4. Manage Jobs & Apply Output

These articles cover recording, transcript handling, and applying generated documentation.

Template Guides

  1. Template Library & Selection

  2. Create & Edit Clara Templates

  3. Template Syntax Reference

  4. Sharing, Permissions & Governance

These articles explain how to structure, manage, and standardize Clara Templates.

Support & Policy

Use these articles for issue resolution and data-handling guidance.

Recommended Workflow

  1. Record or upload audio using the Clara icon.

  2. Submit the recording to a client (and note target if applicable).

  3. Select a Clara Template or choose Transcript Only.

  4. Track progress in AI Scribe → Jobs.

  5. Preview and apply output to your draft note.

  6. Refine and standardize templates over time.

Following this workflow ensures consistent documentation and clean job management.

Related Articles
Activating Clara AI
Getting Started with Clara AI
Submit a Recording & Generate a Note
Use the Live Transcript Panel
Privacy, HIPAA & AI Training Data Policy
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