Submit a Recording & Generate a Note

Use this workflow from the Submit Recording page after recording audio, uploading a file, or entering a transcript.

Before Submitting

Confirm:

• A recording, uploaded file, or transcript is present.

• The correct Recording Type is selected (if uploading audio):

  • Dictation → Single speaker

  • Conversation → Two speakers

Generate a Note (Step-by-Step)

1. Select the Client.

2. Choose how Clara should generate the output:

   • Use Transcript Only

   • Apply a Clara Template

3. (Optional) Enable Link to Visit and select the associated appointment.

4. (Optional) Select up to 2 Previous Notes for Context.

5. 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:

  • AI Scribe → Jobs

  • The streaming panel (when enabled)

All generated content must be reviewed before finalizing.

Important Limits

• Only one active AI Scribe job per staff user at a time.

• Transcript submissions must contain meaningful content. Very short or empty transcripts will be rejected.

• Clara generates draft content only — it does not finalize or sign notes automatically.