Workflow
Fit intelligent session notes into your working day
The useful question is not whether a draft appears quickly. It is whether the whole note takes less effort to finish.
Before the appointment
Set up the recording process and obtain and document consent. Check the equipment and decide what you will do if recording is unsuitable or fails. Keep that preparation separate from the clinical conversation.
After the appointment
Read the draft while you can still compare it with the session. Correct the content, add your observations and approve the final note. Allow time for review when planning the diary.
At the end of the week
Look at completed notes rather than the number of recordings. If the same corrections keep appearing, consider whether the tool or workflow suits the task. Change one part at a time so you can tell what helped.
Give unfinished notes a visible next step
Decide where a note sits while it is awaiting review, and who is responsible for completing it. If a session runs late, the next action should still be clear. Use the practice’s existing task process if needed; do not assume the documentation tool provides reminders. At the end of the day, distinguish drafts waiting for review from records that have actually been completed.
Put it into practice
Use these prompts to guide your next step.
- Prepare recording and consent arrangements before the session.
- Leave time to read and finish the draft.
- Keep a fallback for failed or unsuitable recordings.
- Check completed records at the end of the day.