Patient Checklist

The Patient Checklist is a quick list of the points you want to hit during a visit. It fills the Voice Scribe screen while you record, so you can run through the visit and confirm you covered everything that matters for that patient and discipline. It is designed to pair with Voice Scribe so your dictated note ends up complete.

Plan requirement: Voice Scribe. The Patient Checklist is part of the Voice Scribe experience, which is included in the Voice Scribe plan. If you are on a free trial of Voice Scribe, you have it during the trial; trials of other plans do not include it.

How to Use It

1. The Scribe screen opens on your visit checklist: one card per topic, with that topic’s points inside it. Pick the patient and the visit type at the top (the visit type switches the checklist template, or lets you create a new one). A patient is required to record: pick an existing one or choose + New Patient. If you tap Start recording first, the patient list opens and recording begins once you pick.
2. For a patient with an eval summary or a previous note, a Generate questions for button appears once you pick them. Tap it to have the AI add patient-specific questions under each topic, such as remeasuring a prior finding or checking a goal. It does not appear on a first visit, where there is no history to draw from yet. It only runs when you tap it, and the questions stay with the checklist while you record.
3. Tap Start recording. After a 3, 2, 1 countdown on the button, the screen shows who the visit is for, a “Topics covered” progress bar (for example “3 of 8”), and the same cards. The button at the bottom shows live voice bars and the timer.
4. Tap a point (or a topic that has no points) to check it off as you cover it. Checked items are crossed out.
5. Tap the button at the bottom to pause. You stay on the checklist, and the button splits into Resume and Finish. Finish transcribes the recording right away and shows you the transcript. To throw a recording away instead, tap the back arrow at the top left (it works while recording or paused) and confirm.
6. Each topic has a menu (the three dots) to Add point, Edit points, Move up, Move down, Rename topic, or Remove topic. Edit points turns that topic’s points into text you can change, remove, reorder, or add to, then tap Done. Add topic at the end of the list adds a new topic. To reorder, long press a topic or point in the app, or drag it by the handle that appears when you hover over it in the extension. Every change saves to your template for next time.

Templates and Custom Items

Each discipline ships with checklist templates alongside the note templates. You can use a template as-is, edit it, or create your own from scratch. Items you add yourself are saved and reused; AI-generated sub-points are specific to that session and are not saved to the template.

Scribe names the routine visit by what it is: Daily Visit for therapy disciplines and Routine Visit for nursing, physician, and social work (they are the same templates as SOAP Note and Visit Note elsewhere in the app). Each discipline has its own lists, including OT, SLP, LPN, chiropractic, and athletic training. Items that apply only to home health end in “(home health)”; skip them in other settings, or remove them from your template.

Name a template with “OASIS” in it and it starts with an OASIS list: Start of Care by default, Recertification if the name includes “recert” or “follow”, and Discharge if it includes “discharge”. A template with “supervisory” in its name starts with an aide supervisory visit list. Templates you have already edited keep your version.

Build or Edit a Checklist with Buddy

Under Add topic on the Scribe screen, tap Chat with Buddy and describe what you want in plain language. Buddy can add, rename, remove, and reorder topics, change the points under a topic, or build a whole checklist for a visit type, for example “build me an OASIS discharge checklist” or “add home safety with fall hazards and DME”. You can also paste in a form or a list of required items and Buddy turns it into a checklist, or tap the paperclip next to the message box to upload the form itself (PDF, Word document, or an image). If you ask for a visit type you don’t have yet, Buddy creates it and switches to it. Changes save to your template right away, the same as editing by hand. Buddy is available before you start recording, not during a recording.

How It Works with Voice Scribe

The checklist is a coverage aid, not a separate note. As you talk through the visit, the points on the checklist remind you what to address. After recording, the transcript flows into AI Note or Fill EHR the same way it always does, so the checklist simply helps make sure that transcript is complete before it becomes your note.

Why This Matters

Missed details are the main reason a generated note needs heavy editing. Walking into a visit with the right checklist, especially one primed with patient-specific points for a follow-up, means you capture the things that matter the first time and spend less time fixing notes afterward.