Begin by selecting an existing client by clicking on the Client List on the left sidebar or add a new client with the Add Client link.

• Use the search function to find an existing client within the client list.
• Ensure the correct client is selected before proceeding with any tasks:
• A green active bar should be visible within the client list, next to the client name at the top of the screen below the navigation bar.
• On the right sidepanel a card with the client details should be displayed. You may have to swipe to the right on smaller screens to reveal the client card.

The Dashboard is your central hub for viewing a client's clinical status at a glance. After selecting a client, the dashboard will populate with their information.

Patient Clinical Overview

• This is the main, scrollable text box on the dashboard. It contains an AI-generated summary of the patient's entire clinical history stored in AURALIT-i.
• This summary is automatically updated every time you sign a new document, providing you with the most current, high-level overview of the patient's condition.

Last Consultation Notes

• Below the main summary, you will find a section dedicated to the notes from the patient's most recent consultation day.
• It displays key fields like Chief Complaint, Assessment, and Plan for a quick review.
• Click on Show Full Note to expand the view and read the complete, detailed text of that specific clinical note.

Navigation and Client Info

• Use the **left sidebar** to switch between clients or access features like the Recorder and Client Folder.
• The **right-hand panel** always displays the active client's key demographic information for easy reference. On mobile devices, you may need to swipe left to reveal this panel.

Capture new audio using the built-in recorder for direct processing.

Recording Audio:

• From the Dashboard, navigate to the 'Recorder' section in the left sidebar.
• Click 'Start' to begin recording.
• Allow access to your device's microphone if prompted.
• Speak clearly into your microphone.
• Click 'Stop' to end the recording.
• You can listen to, delete, or save the recording for later processing.
• Once processed, you can find the transcript in the Client Folder and proceed to create documents.

Incorporate existing clinical documents, reports, or letters into a patient's record by uploading them as a PDF.

How to Upload a PDF:

1. Navigate to the PDF Upload page from the left sidebar.
2. Drag and drop your PDF file into the upload area, or click to select it from your device.
3. If the PDF is password-protected, enter the password into the provided field before uploading.

Creating a Draft from Your PDF

• After uploading, the system automatically extracts all the text from your PDF.
• A new Draft File is created using this extracted text. You can find this new draft in the Client Folder.
• This new draft can be edited, refined with Voice Edit, and most importantly, signed to add its contents to the patient's permanent clinical history, just like a document created from a recording.

Note: While the text is fully extracted, complex formatting like images, tables, or handwritten notes from the original PDF will not be included in the editable draft. The original, untouched PDF file is always saved and can be viewed in the Client Folder or by following the link in the All Files tab.

Enhance your transcriptions by adding voice notes to include additional information in new draft documents.

Steps to Add Voice Notes:

1. Scroll to the available'Transcripts' within the Client Folder or the Create Drafts link in the All Files tab.
2. Locate the transcript you wish to enhance and click 'Add Voice Note'.
3. The Voice Note recorder interface will open.
4. Click the 'Start' button to begin recording your voice note.
5. Speak clearly and provide any additional information or clarifications you would like to include in the transcript.
6. You can pause and resume recording if needed.
7. Click the 'Stop' button to end the recording.
8. You can listen to your voice note, delete it, or click 'Process Voice Note' to integrate it into the transcript.
9. Wait for the processing to complete. The enhanced transcript will be updated accordingly.
10. Follow the "Create Document" link in the green pop-up to create a new draft document or find the new transcription in the client folder or "Create Drafts" in the All Files tab.

Tips:

• Keep your voice notes concise and relevant to the content.
• Ensure you're in a quiet environment to improve audio quality.

Create formatted draft documents from a consultation transcription by selecting a document template.

• Scroll to the available'Transcripts' within the Client Folder or the Create Drafts link in the All Files tab.
• Locate the transcript and click 'Create Document' navigate to the document selection page.
• Select a document template that suits your needs (e.g., reports, letters).
• The system will generate a document based on the transcription and template.
• Follow the "Preview Document" quick-link in the green pop-up or find the Draft File in the Client Folder or by following the Draft Files link in the "All Files" tab.
• The preview allows for further editing of the document before signing.

Use the edit features to make further refinements to your document through voice commands or basic text editing.

Steps to Use Voice Edit:

1. After creating your document, follow the "Preview Document" quick-link in the green pop-up or find the Draft File in the Client Folder or by following the Draft Files link in the "All Files" tab.
2. Locate the document you wish to edit and click 'View & Edit'.
3. Click on the Voice Edit tab.
4. Below the document preview, you'll find the Voice Edit interface.
5. Click the 'Start' button to begin recording your edits.
6. Provide specific instructions for changes, such as corrections, additions, deletions or request translation of the document.
7. Example: "In the second paragraph, replace 'ABC' with 'XYZ'"; or "Under the vital signs heading add blood pressure 135 over 90"; or "Translate the entire document into Afrikaans"
8. Click the 'Stop' button to end the recording.
9. You can listen to your recording, delete it, or click 'Process Voice Edit' to apply the changes.
10. Wait for the processing to complete. The document will be updated with your edits.

Tips for Best Results:

• Ensure your instructions are clear, concise, and directly related to the content of the document.
• Speak slowly and enunciate to improve transcription accuracy.

NEW: AI-Augmented Sign-out

When you click Sign Document the system now performs three actions automatically:

1. Creates the tamper-proof, password-optional PDF as before.
2. Extracts key clinical data from the signed report (diagnoses, medications, vital signs, etc.) and appends it to the patient’s Clinical History.
3. Regenerates an up-to-date Patient Clinical Overview that appears on your dashboard within a few seconds.

This means every signed report instantly updates the patient’s history—no manual data entry required. If you delete a signed document, the corresponding history entry is also removed automatically.

How to finalize your document and add it to the client history by signing it digitally:

• After creating your document, follow the "Preview Document" quick-link in the green pop-up or find the Draft File in the Client Folder or by following the Draft Files link in the "All Files" tab.
• Click 'View & Edit' to preview the document.
• To copy an unsigned document, click 'Copy Text' tab and find the "Copy Text" button below the draft document.
• To sign the document, click on the 'Sign Document' tab. Find and click the "Sign and Create PDF" button below the draft document.
• Confirm by clicking the "Sign Document" button.
• To add a password to the PDF document, toggle the switch before signing.
• The client profile must contain a client ID to password protect the PDF document
• Signed documents are stored securely and cannot undergo further editing.

Note: Only the information contained in a signed document is added to the client history.

You can view signed documents in the Client Folder or by following the 'Signed Documents' link in the "All Files" tab.

Access all files related to a client by using the Client Folder.

• Access the 'Client Folder' on the Dashboard tab from the side panel menu.
• Files are organized by date and type (Audio, PDf Uploads, Transcripts, Draft Documents, etc.).
• Use the date selector to find files from a specific date.
• Follow the links for to access features related to each file type.
• Use the All Files tab on the top right menu of the screen to access lists of all files associated with the client.
• Follow the link to each file category find a list of the files associated with the client and to access or manage file features.
• Follow the Delete Drafts link to delete individual transcripts or draft documents.

Use the 'Delete' option responsibly, as deleted files cannot be recovered.

Note: Audio files are automatically deleted after 3 days.

Manage your profile, subscriptions, and account settings.

• Click the Account dropdown menu on the top navigation bar.
• Update your profile information in the 'Profile' section to personalize your documents.
• Change your password and security settings in the 'Security' section.
• Manage your subscriptions in the 'My Subscriptions' section.
• Contact support if you need any assistance with your account.