Clara AI Help Center

This folder contains end-user help articles for Clara AI (AI Scribe) and Clara Templates.

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

• Troubleshooting & FAQ

• Privacy, HIPAA & AI Training Data 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.