Scribeberry - Tutorials & Help | Video Guides & Documentation

🎮 VIDEO TUTORIAL

Watch the complete walkthrough of Scribeberry features and integrations

📹 WATCH COMPLETE TUTORIAL

▶️ Watch Full Video on YouTube

📚 PCN EDUCATION SERIES

Comprehensive training videos covering all aspects of Scribeberry

A Quick Tour

Scribes Part 1

Scribes Part 2

Additional Features

Responsibility, Consent & Privacy

📚 TRAINING MODULES

👋

GETTING STARTED

Quick-start to your first AI Scribe session and clinical note

5 Articles

🔬

NOTE CUSTOMIZATION

Templates, macros, and note preferences

5 Articles

🤖

AUTOMATION TOOLS

Form filling, AI agents, and chat

3 Articles

🩺

EMR INTEGRATIONS

Connect with your EMR system

12 Articles

🏥

GROUP MANAGEMENT

Manage teams and share resources

1 Article

🛠️

👋 GETTING STARTED

A quick-start path to Scribeberry's AI Scribe: logging in, launching your first Live Scribe session, and generating your first clinical note in minutes.

📖 WHAT IS SCRIBEBERRY?

👋 Hey! I'm Zaahir, co-founder of Scribeberry and a family doctor based in Edmonton!

I built Scribeberry to help me in my own clinic. Over time we built new features to help solve other clinical workflow problems.

WHAT IS SCRIBEBERRY?

Scribeberry is an AI-powered medical scribe that listens to the provider's clinical encounter, turns speech into text, then auto-generates structured notes you can review and drop straight into your EMR. You can also:

automate pre-intakes and history with Agents
auto-fill forms
customize templates
or whatever else you wish ✨

WHY SCRIBEBERRY EXISTS 🔍

Paperwork steals up to 2 hours of every clinician's day. Scribeberry is a privacy compliant AI medical scribe that listens to the encounter (in‑person, virtual, or dictation), converts speech to structured text, and drops polished notes straight into your EMR. No extra hardware, no steep learning curve - just hit Record, talk naturally, and review.

CORE BENEFITS AT A GLANCE

Instant ROI

Reclaim ~10 hrs/week - you can see more patients or leave on time.

Works in 40+ languages

Serve multilingual communities without extra staffing.

Forms & PDFs Auto‑Filled

Finish CRA DTC, AISH, disability forms, referral letters, and more in seconds.

Any Workflow, Any Specialty

Family medicine, urgent care, psych, physio, surgical consults - 1000+ templates for all.

True EMR Integration

One‑click Smart Pull/Push for Accuro, TELUS Health, OSCAR Pro, Jane & any web‑based EMR

Enterprise‑grade Security

SOC 2 Type 2, end‑to‑end encryption, zero audio retention, regional data hosting.

HOW SCRIBEBERRY WORKS

Create a "Scribe." Open the web app and choose an encounter type - In‑Person, Virtual, Dictation, or Upload Audio.
Pick (or Build) a Template. Use 200+ ready‑made SOAP, referral, or discharge templates, or auto‑generate one from your own favorite note.
Set your note-taking preferences and memories (style choices)
Hit Record & Talk. Scribeberry transcribes live, tags speakers, and even translates on the fly.
Add Extras on the Fly. Type private context, attach labs/images, or drop a macro (dot‑phrase) for boilerplate text.
Click Generate. In seconds you get a clean, editable note. Copy to clipboard, export as PDF, email securely, or Smart Push into discrete EMR fields.
Automate the Rest. Forms: Map fields once; Scribeberry fills and lets you tweak anything it missed with simple chat commands.

GETTING STARTED IN 3 MINUTES

Sign Up at scribeberry.com.
Create Your First Scribe → choose In‑Person Visit → select a template.
Record, Generate, and Transfer the finished note.
Explore Forms, Agents, and Team templates as your practice grows.

Still Curious?

• Security & Compliance FAQs ➜ SOC 2 & provincial PIA/TRA details. Visit our Trust and Privacy Center
• Template Hub ➜ Browse community‑built notes across all specialties.
• Developer API ➜ Hook Scribeberry into in‑house apps or billing systems.
• 24/7 Support ➜ Live chat & email from a physician‑led Canadian team.

BOTTOM LINE

Scribeberry frees you from the keyboard, trims your charting time, and fits any clinical workflow—while keeping patient data locked down tighter than your EMR. Try it on your next patient and feel the difference before the visit is even over.

🗺️ LEARN WHERE TO FIND WHAT

📹 WATCH VIDEO TUTORIAL

See the layout overview in action:

▶️ Watch: Introduction to Layout (0:00 - 1:58)

🧭 Familiarize yourself with Scribeberry's interface before starting a visit.

📋 QUICK-START CHECKLIST

Log in at app.scribeberry.com
Explore the left sidebar to view your folders and access templates, forms, macros and agents
Use the middle pane to pick scribes, filter and search
Work in the right panel, where all editing and AI actions happen
Open templates, macros, forms & agents from the left menu
Configure EMR integrations & settings via the bottom bar

WHY THE LAYOUT MATTERS

A clear interface keeps your focus on patients, not on software. Scribeberry's workspace is intentionally divided into three main columns - plus a bottom command bar - so you can jump from recording to note‑generation to EMR export without hunting for menus.

1. LEFT SIDEBAR - "YOUR CONTROL CENTER"

📁 Scribes

Lists all notes. Filter by All, Folders, or Archive.

➕ Folders

Organize notes by clinic, provider, or condition (e.g., Pediatrics 2025).

📄 Templates

Open My Templates or the Template Hub (200+ community templates).

🔤 Macros

Create "dot‑phrases" that expand into full sentences or paragraphs.

📝 Forms

One‑click access to auto‑fillable PDFs (e.g., CRA DTC, AISH).

🤖 Agents

Manage AI voice agents for patient pre‑intakes and form completion.

🔌 Add EMR Integration

Launches setup wizard for Chrome extension or Accuro API link.

⚙️ Settings

Security, Memories (global formatting rules), language options.

2. CENTER PANE - "YOUR LIBRARY"

Dynamic List: Shows every scribe (note) inside the selected folder.
Quick Actions Hover: Mouse over a note to Rename, Duplicate, Move, or Archive.
Draft Indicator: "Draft Saved" signals a draft; click to resume recording or editing.
Blue + New Button: Opens a modal with five encounter types: In‑Person / Virtual Visit, Dictation, Upload Audio, Ask Scribeberry (chat), Fill Form

3. RIGHT WORK AREA — "WHERE THE MAGIC HAPPENS"

Live Transcript

Real‑time text with optional speaker labels. Toggle Speaker ID for diarized transcripts.

Context Box

Free‑text field to add private details, instructions, or attach files. Type "/" to trigger Macros inline.

Generate Button

Creates a polished note using the selected template. Re‑click to regenerate in a different format.

Output Tabs

Preview, PDF, Clipboard, Secure Email, Send to EMR (if integrated).

4. BOTTOM CHAT BAR — "COMMAND‑LINE SUPERPOWER"

Natural‑Language Edits: "Shorten this note to 150 words."
Chained Documents: "Turn this SOAP into a referral letter."
Clinical Q&A: "Do Ottawa Ankle Rules recommend X‑ray?" (returns citations).
Translation: "Create patient handout in Punjabi."

GETTING COMFORTABLE FAST

Browse the Sidebar – click each label once; tooltips appear.
Record a 30‑sec Test Note – hit In‑Person Visit → choose SOAP → Record.
Play in the Chat Bar – ask, "Summarize this note in plain English."

📹 AI SCRIBE - HOW TO START A NEW VISIT

📹 WATCH VIDEO TUTORIALS

▶️ Recording a Visit & Selecting Template (2:00 - 3:47) ▶️ Saving Drafts for Multiple Visits (3:48 - 4:15) ▶️ Generating a Note (4:15 - 4:34) ▶️ After-Note Care: Modifying/Exporting (4:34 - 5:23) ▶️ Online/Telehealth/Virtual Visits (8:30 - 9:07)

⚡ QUICK START

Go to app.scribeberry.com
Click New Scribe → Record
When done, hit Generate and watch your note build itself!

① PREP BEFORE YOU HIT RECORD

Confirm mic is working by allowing permissions (only for the first time)
Choose in-person or virtual visit (virtual visits will allow you to select a separate tab or window for your Google Meet, Microsoft Teams, Zoom, doxy, etc. call)
Choose a note template (SOAP, Referral, etc.)—it will remember the last one you used and you can choose more than 1
If pre-charting, include any medical context relevant to your encounter (labs, referrals, etc.)
Ensure you have consent

② START THE VISIT

Hit Record. The transcript appears in real time so you can monitor key points without typing.

💡 QUICK TIP

Add extra context (e.g., "Hx of asthma, needs work note") in the medical context before, during or after recording. Scribeberry also lets you attach files (PDF, Word, images, audio, etc.) to use as context

③ DRAFTS & PRE-CHARTING

Autosave captures everything, so you can pause at any point and move onto a different patient and come back depending on your workflows

Drafts stay in your Scribe list (and will be labelled as a Draft), letting you juggle multiple patient encounters seamlessly across multiple devices

💡 QUICK TIP

Some providers like to pre-chart the day before by adding relevant context to a new scribe and save them as a draft to be used for the next day

④ FINISH & GENERATE YOUR NOTE ✅

Once finished, click Generate
Scribeberry structures the note under your chosen template(s)
Review & edit for accuracy, then push/copy to your EMR (Accuro, Epic, Oscar Pro, etc.).
Attach files or dictate addenda if needed.

💡 QUICK TIP

Use the Talk Back bar at the bottom as your AI-assistant, you can chain notes, look up resources and guidelines or request new patient handouts

🎯 PRO TIPS

Templates: use existing or create your own customized note styles
Macros: save time on common phrases and billing codes (spoken or written triggers)
Languages: Scribeberry can transcribe > 40 languages
Filters: use Past Week / Month filters to find old scribes instantly.
Talk Back to generate patient handouts in any language

🎙️ DICTATION - AI POWERED SMART DICTATION

📹 WATCH VIDEO TUTORIAL

▶️ Watch: Dictation (9:10 - 9:45)

DICTATION WITH SCRIBEBERRY

Hands‑free speech‑to‑text for lightning‑fast charting in Family Medicine, Psychiatry, Pediatrics & every specialty in between.

WHY USE DICTATION INSTEAD OF TYPING? 🎙️

Turbo Speed

Speak 3–4× faster than you type—finish a full SOAP in < 2 minutes.

AI Clean‑Up

Raw speech auto‑punctuated, de‑um'ed & formatted to your chosen template.

Works in 40+ Languages

Dictate in English, French, Spanish, Mandarin, Punjabi, Arabic, etc.

Noise‑Robust Engine

Clinic background sounds? Scribeberry's medical‑tuned model handles it.

STEP‑BY‑STEP: DICTATING A NOTE

Launch Dictation Mode: Click the blue + → Dictation or hit Quick Action → Dictate.
Select Dictation as Your Template
Press 🎙 Record & Speak Naturally: Example: "Subjective colon 35‑year‑old female with three‑day history of… Next line Objective…"
Watch the Live Transcript: Real‑time text appears; pause/resume anytime.
Click Generate: AI cleans punctuation, headings, commands, medication names & units → outputs a polished note.
Review & Smart Push: One‑click to push each section into EMR fields, copy‑paste, or export as PDF/email.

IN‑LINE DICTATION EDITS ("RED‑MIC MODE") 🎙️

Need to add a last‑minute symptom, medication, or impression after the AI note is generated? Scribeberry lets you dictate straight into any section—no re‑generation required.

Open the finished note – hover and double‑click the field you want to tweak (e.g., Plan).
Tap the red 🎤 mic icon that appears top‑right of the edit box.
Speak your update – "Add: start amoxicillin 500 mg TID for 7 days."
Auto‑insert & clean‑up – text appears instantly, punctuated and aligned with your template's formatting.
Save – click outside the box or press Enter; the note is updated in real time.

POWER‑USER TIPS

Insert Macros by Voice – say "Insert dot‑phrase" to auto‑expand boilerplate (e.g., normal cardiac exam).
Hands‑Free Formatting – commands like "New Paragraph" or "Bullet List" translate to markdown structure.
Add Non‑Verbal Data – type vitals or attach images mid‑dictation; the final note merges everything.
Global Memories – tell Scribeberry once: "Always use narrative format in Plan"—every dictation obeys.

GET STARTED IN 60 SECONDS

Open Scribeberry → Dictation.
Choose your specialty template.
Press 🎙 Record & talk—AI handles the rest.

Stop typing. Start talking. Let Scribeberry convert your voice into perfect clinical documentation.

🎧 OFFLINE AUDIO TRANSCRIPTION

📹 WATCH VIDEO TUTORIAL

▶️ Watch: Upload Files from iPhone/Dictaphone (10:15 - 10:50)

OFFLINE AUDIO TRANSCRIPTION WITH SCRIBEBERRY

Turn any dictaphone, phone, or call recording into a structured clinical note—no internet connection required at the point of care.

WHY OFFLINE TRANSCRIPTION? 🎧

Spotty Clinic Wi‑Fi

Record on your smartphone or digital recorder, then upload when you're back online.

Rural & Remote Practice

Capture full encounters in remote communities; transcribe later with medical‑grade accuracy.

Telephone Dictation Habits

Keep your trusted dictaphone workflow while gaining AI‑powered note generation.

Compliance & Ownership

Audio never leaves your device until you choose to upload; encrypted in transit & at rest.

STEP‑BY‑STEP: FROM RECORDER TO READY‑TO‑SIGN NOTE

Total user time: ≈ 60 seconds (upload) + AI processing

Select "Transcribe Audio": Blue + button → Transcribe Audio. Opens file‑picker window.
Upload File: Choose WAV, MP3, M4A, or AAC (≤ 2 GB). File immediately encrypted & queued.
Pick Template: SOAP, Operative Note, Psychiatry MSE, Rehab Progress, etc. Guides AI formatting & headings.
Generate: Click Generate Note. Scribeberry converts speech → text → polished note.
Review & Export: Copy to EMR, Smart Push, PDF for patient, or secure email. Ready to sign or further edit via chat.

SUPPORTED AUDIO SOURCES 📂

Smartphone voice‑memos (iOS & Android)
Olympus / Sony digital dictaphones
Telehealth platform recordings (Zoom, Meet, Doxy)
In‑clinic phone systems (.wav export)
Multitrack conference mics (merges channels automatically)

ACCURACY BOOSTERS 🩺

16 kHz+ Sample Rate → clearer medical terms.
Quiet Room → less background noise to clean.
Name the File Smartly → "2025‑07‑29 – Dr Lee – Prenatal Visit.wav" helps auto‑populate metadata fields.
Use Macros After Upload → "Insert .PE normal" expands full physical exam in one click.

GET STARTED IN UNDER A MINUTE

Record your encounter offline.
Login to Scribeberry → Transcribe Audio.
Upload, Generate.

No signal? No problem. Scribeberry turns offline recordings into ready‑to‑sign clinical notes—whenever you're back online.

🔬 NOTE CUSTOMIZATION

Customize your AI Scribe with custom templates, macros, and universal note preferences. Make Scribeberry speak your language.

📝 CUSTOM TEMPLATES

📹 WATCH VIDEO TUTORIAL

▶️ Watch: Creating & Customizing Templates (10:51 - 13:19)

How to design, save, and reuse personalized note templates so every encounter note aligns with your structure.

📝 HOW TO CREATE CUSTOM TEMPLATES

Open the Template menu: Click My Templates on the left sidebar
Click ➕ New Template to launch the template builder.
Choose Autofill or Build Manually:
- 🤖 Autofill (AI‑assisted): Upload a sample note (PDF, Word, or image). Scribeberry's AI will extract the headings, note type, and style, then auto‑generate a matching template you can fine‑tune.
- ✍️ Build Manually: Manually build the template field‑by‑field.
Name & Choose Note Type: Give your template a clear name (e.g. "My Custom SOAP Note"). Pick a note type—SOAP, Consult Letter, Procedure Note, Follow up, etc.
Add Headings: Create or select the headings you need (Subjective, Objective, Assessment, Plan). Type to add headings, then press Enter to save. Drag and drop headings to reorder them.
Insert Instructions & Dot‑Phrases: Add additional instructions (e.g. "End note with follow‑up in 2 weeks," "Subjective section in bullet points"). Embed macros / dot‑phrases like /Physical Exam or /Plan for rapid expansion.
Preview & Save: Use Preview to see live placeholders expand. Click Save—your template now appears in your library. Click "Default" at the top right to set it as your default. Click "Upload to Template Hub" checkbox to share your template.

BEST PRACTICES

Start small: build a simple template, then add detailed instructions.
Clone & branch: duplicate and tweak templates for variant note styles (e.g. Psychiatry Initial visit & Psychiatry Follow-up).
Refine AI output: if instructions are initially missed, tweak or add instructions.
Avoid repetitive prompts: repeating instructions can create confusion and lead to inconsistent results.

WHY BUILD YOUR OWN TEMPLATES?

Consistency & Quality – guarantee every note follows your preferred headings, wording, and regulatory boiler‑plate.
Speed – pre‑formatted sections mean fewer edits after generation.
Multi‑Specialty Flexibility – switch between SOAP, referral, operative, or rehab templates with one click.
Team‑Wide Standards – share templates across Groups so every provider documents the same way.

TROUBLESHOOTING & FAQs

Headings aren't appearing.

Ensure you've used clear markers in the heading section

The AI ignores my bullet‑point instruction.

Put the directive inside the additional instructions: "Format this section as bullets."

Memories/Preferences take precedence over templates

Ensure your memories/preferences and templates do not clash. To check your memories, visit the settings page in-app

I need different templates for the same visit.

Generate the first note → in the chat bar type "transform this into /Referral Letter" to switch templates on the fly. Alternatively, switch back to the "medical context" tab and choose a new template or form and click generate again

NEXT STEPS

Draft your first custom template today—5 minutes is all it takes.
Add a macro or two to speed up repetitive text.
Invite your colleagues to a Group and standardise documentation across the team.

Creating custom templates turns Scribeberry from a helpful scribe into your scribe - speaking your language, following your rules, and saving even more time each day.

🔤 MACROS

📹 WATCH VIDEO TUTORIAL

▶️ Watch: Creating Macros/Dot-Phrases (15:24 - 16:15)

MASTERING MACROS IN SCRIBEBERRY

Turn single words into fully‑formed clinical text & save minutes on every note.

WHAT ARE MACROS?

Macros - sometimes called dot‑phrases or snippets - are trigger words that instantly expand into larger blocks of text anywhere inside Scribeberry. Whether you're writing a SOAP note, filling a CRA DTC form, or chatting with the AI, typing .pe-exam (or saying "Insert PE Exam") can drop a full physical‑exam template in seconds.

WHY USE MACROS?

Speed: Skip repetitive typing and finish charts faster.
Consistency: Ensure standard phrasing across visits and providers.
Flexibility: Works in notes, forms, AI chat, and even text boxes through Scribeberry
Voice Friendly: Trigger phrases can be spoken—perfect for hands‑free workflows.

CREATING YOUR FIRST MACRO (STEP‑BY‑STEP)

Open the Macros Panel: Left sidebar → Macros.
Click ➕ New Macro
Define the Trigger: Keep it short but unique (e.g., pt‑edu, wound‑care). Triggers are case‑insensitive.
Add Expanded Content: Example:
## Patient Education
- Discussed red‑flag symptoms
- Provided return‑to‑clinic instructions
- Answered all patient questions
Save and you're done! Time investment: < 60 seconds.

USING MACROS IN DAILY WORKFLOW

Inside a Note

Type your trigger + Tab (e.g., pt‑edu ⇥).

Voice Dictation

Say: "Insert [trigger]".

Forms & PDFs

Click into any free‑text field and trigger as above.

Chat Bar

Type the trigger in context or instruct: "Insert pt‑edu into Plan".

POWER TIPS & BEST PRACTICES

Prefix for Clarity: Use a short prefix (dx‑, pe‑, plan‑) to avoid accidental triggers.
Nested Macros: A macro can contain another trigger to build layered content with one keystroke.
Talk-Back Bar: Use the Macros to save longer repeated commands - update or retire old phrases quickly.
Combine with Templates: Embed macro triggers directly into templates for ultra‑fast note generation.

GETTING STARTED CHECKLIST

Create 3 core macros (Subjective boilerplate, Physical Exam, Patient Education).
Test them in a dummy note.
Review usage after one week - make edits add new macros for any phrase you typed three times or more.

Macros are the lowest‑effort, highest‑impact way to accelerate Scribeberry. Spend a few minutes setting them up today and enjoy smoother, more consistent documentation forever after.

🧠 NOTE PREFERENCES/MEMORIES

📹 WATCH VIDEO TUTORIAL

▶️ Watch: Creating Memories (13:44 - 15:23)

PREFERENCES & MEMORIES IN SCRIBEBERRY

Lock‑in your favourite formatting once and watch every note follow suit.

WHAT ARE "MEMORIES"?

Memories (sometimes called global preferences) are clinic‑wide rules that Scribeberry applies to every note—regardless of which template you choose. Think of them as the invisible hand that keeps your documentation style, boiler‑plate text, and compliance statements 100% consistent.

⚠️ IMPORTANT:

Memories take precedence over Templates. So if you notice your Template is "not following instructions" as desired - ensure you check your memories to see if any global rules are overriding your template instructions

WHY USE MEMORIES INSTEAD OF TEMPLATES OR MACROS?

Templates

Best For: Different note types (SOAP, referral, discharge) | Scope: Single note

Macros

Best For: Quick text snippets (dot‑phrases) | Scope: Any text field

Memories

Best For: Always‑on clinic standards (e.g., bullet‑point Plan) | Scope: All notes & forms

TYPICAL USE CASES

Formatting: Force every Plan section into bullet points.
Legal Text: Auto‑append consent statements or provincial disclaimers.
Language Preference: Output all headers in French for bilingual practices.
Section Removal: Globally hide the Diagnosis field if your EMR already captures it.

Pro tip: Use Memories sparingly—only for rules that are true 100% of the time. Over‑using them can override template logic you may actually need later.

SETTING UP MEMORIES (STEP‑BY‑STEP)

Open Settings: Click ⚙ Settings in the left sidebar.
Navigate to Memories: You'll see any existing rules plus a ➕ Add Memory button.
Create a New Memory: Name it clearly—e.g., BulletPointPlan. Instruction Example: "Always format the Plan section as concise bullet points."
Toggle On/Off: Flip the switch next to each memory to enable or disable without deleting.

AUTO‑SUGGESTED MEMORIES

Whenever you manually edit a generated note, Scribeberry detects patterns and pops up a "Save as Memory?" banner. One click converts that change into a reusable rule.

Accept: Adds it to your Memory list.
Edit: Fine‑tune the instruction before saving.
Dismiss: Ignores the suggestion.

BEST PRACTICES & GUARDRAILS

Keep it Simple

Don't overcomplicate memories or they may clash with your templates

Use Precise Language

"Remove the Plan section in every note" is clearer than "Hide plan stuff."

Test After Saving

Generate a dummy note to confirm the rule behaves as expected.

Review Preferences, Memories, and Templates

Make sure your templates and preferences do not clash

QUICK START CHECKLIST

Identify one universal formatting rule you always want to be true
Create a Memory and toggle it on.
Regenerate a recent note to verify.

Memories are the set‑and‑forget backbone of Scribeberry. Configure them once, and every future note, form, or document will mirror the style and wording - no extra clicks required.

🔗 LINKING SESSIONS/BUILDING ON VISITS

📹 WATCH VIDEO TUTORIAL

▶️ Watch: Building on Previous Visits (5:25 - 5:41)

🔗 HOW TO BUILD ON AN EXISTING SCRIBE

Extend a prior scribe by adding new findings, keeping longitudinal care in one seamless document.

WHY BUILD OVER A PREVIOUS SCRIBE?

Maintain continuity of care by building on previous visits, keeping all relevant history in one place.

STEP-BY-STEP PROCESS

Open Your Scribe Library: Log in to Scribeberry. Click "Scribes" in the left sidebar to view past notes.
Choose the Baseline Scribe: Locate the note you want to build on.
Click the Medical Context button in the top‑right corner of that scribe.
Add New Medical Context: A Medical Context panel opens. Dictate new findings, transcribe a new visit, or paste additional details.
Click "Generate" to generate the combined note
Review the combined note; edit as needed.

ALTERNATIVE: COPY A NOTE INTO A NEW SCRIBE

Copy a note you want to build on
Open a new scribe.
Paste the note or sections of it.
Dictate new findings and/or transcribe a new visit
Click "Generate" to create a fresh document that incorporates the pasted history.

💡 TIPS & BEST PRACTICES

Rename clearly

e.g. "FU – Hypertension – 3 mo" for quick search.

Archive originals

Once linked, archive older scribes to declutter your library.

✅ SUMMARY

Use the Medical Context button to extend an existing note or paste context into a new one. It's the fastest way to maintain continuity while adding fresh clinical information.

🌐 SHARING TEMPLATES/THE TEMPLATE HUB

📹 WATCH VIDEO TUTORIAL

▶️ Watch: Template Hub (13:20 - 13:42)

SHARING TEMPLATES & THE TEMPLATE HUB

Crowd‑source best‑practice notes for Family Medicine, Psychiatry, Pediatrics, Orthopedics, Women's Health, Cardiology, Rehab Physio, Dermatology, and more.

WHY USE THE TEMPLATE HUB 🚀

Instant Head‑Starts

Import a verified Family Medicine SOAP, Psychiatry intake, or Orthopedic post‑op template in one click—stop reinventing the wheel.

Evidence‑Backed Quality

Templates climb the ranks by "👍 Likes" & real‑world usage, so the highest‑quality Internal Medicine, Cardiology, and Pediatrics notes rise to the top.

Specialty Diversity

1,000+ templates covering primary care, mental health, surgical consults, OB‑GYN, physical therapy, dermatology, geriatrics, sports medicine, and beyond.

Clinic‑Wide Consistency

Share a single Women's Health prenatal template across all providers—uniform documentation, faster audits.

Localization & Compliance

One‑click swap for ICD‑10 vs. ICD‑9, Canadian spellings, or province‑specific billing codes.

STEP‑BY‑STEP: CLAIM, CUSTOMIZE & SHARE A TEMPLATE

Total time: ≈ 2 minutes

Open the Hub: Left‑hand sidebar → Templates → Template Hub. See endless community‑created note styles.
Search or Filter: 🔍 Search by specialty, language, or keyword; or sort by Most Used / Most Liked / New. Finds a high‑quality starting point fast.
Preview: Click a template → Preview. Mock data shows section headings, formatting & instructions.
Claim: Hit Use This Template. Template moves to My Templates for private editing.
Customise: Edit headings, prompts, logic (paragraphs, bullet lists, tables, disclaimers) → Save. Your flavour of the template is ready for clinic‑specific nuances.
Share: Visibility toggle → Public / Team / Private. Publish to the Hub, a Group/Team, or keep it personal.
Version‑Control: Any edit auto‑creates a new version; rollback anytime via History. Safe experimentation with zero risk of losing the original.

CREATING A TEAM‑ONLY LIBRARY 🏥

Admin → Teams → create or open a team.
Enable "Shared Template Library."
Members can now publish directly to that private hub—perfect for multi‑clinic groups or residency programs.

Tip: Pair Template Hub sharing with Macros & Global Memories for a fully standardised documentation workflow.

FAQs

Does publishing expose PHI?

Never. Templates contain instructions, not patient data. All notes remain local to the user.

What if I update a shared template?

You create a version of that template - so the original template is not impacted.

Can I revert to the original template?

Absolutely

BOTTOM LINE

The Template Hub turns Scribeberry into a living, ever‑growing ecosystem of expertly crafted note styles. Share yours, swipe others', and watch documentation time—and variation—drop across your entire practice.

🤖 AUTOMATION TOOLS

Beyond AI Scribes - document faster with automatic form filling, AI agents, and clinical chat. Your robot army awaits.

📋 AUTOMATIC FORM-FILLING

📹 WATCH VIDEO TUTORIAL

▶️ Watch: Auto-Filling Forms (16:17 - 18:57)

Guide to auto‑populate forms directly from scribe data. No manual entries required.

WHY FORM AUTOMATION MATTERS

From CRA Disability Tax Credit certificates, ODSP, and AISH forms - to insurance paperwork - clinicians can spend 20‑30% of their day keying the same data into repetitive forms. Scribeberry's AI‑powered Forms feature captures information directly from your EMR, live interview, or dictation, then fills each field automatically - saving time and reducing errors.

KEY HIGHLIGHTS

Library + Custom Uploads – choose from a growing catalog (CRA DTC, AISH, MVA, TBQ, etc.) or upload your own PDF.
Smart Field Mapping – map once; Scribeberry remembers for every future form.
Multi‑Source Data Pull – EMR pull, typed text, file-upload, or recorded patient interview.
Chat‑Editable – use plain English commands to fix or expand any section once generated - or manually edit in-line if you prefer
Download, Print, or Push – export as a flattened PDF or (where supported) send directly to Accuro & other EMRs.
HIPAA / PIPEDA Secure – end‑to‑end encryption, zero long‑term storage of PHI.

STEP‑BY‑STEP: FILLING A FORM

Open Forms: Left sidebar → Forms → browse library or hit ➕ Upload Form.
Select or Upload: Pick CRA Disability Tax Credit or drop a custom PDF.
Enter / Import Data:
- Upload from patient chart/other source or
- Type notes manually or
- Hit Record Interview to capture answers in real time.
- Or combine all three if desired!
Click Generate: Scribeberry auto‑populates every mapped field.
Review & Refine with Chat: "Please expand Section B with more detail on mobility limitations." or "Shorten 'Activities of Daily Living' answer to 75 words." Fields update instantly.
Export: Download PDF for fax/email, Print for signature, or Send to EMR (if integration enabled).

PRO TIPS & BEST PRACTICES

Paste Complex Data as context

Paste in chaotic data in any disorganized fashion into the medical context box. When you press generate - the form will organize everything for you.

Leverage Macros

Drop complex phrasing (e.g., dx-diabetes) into any form field.

Use Agents for Pre‑Intake

Let AI call patients to gather history and pre‑fill forms before the visit.

Group Sharing

Admins can share form templates so every clinician starts with the same mapped PDF.

RETURN ON INVESTMENT

Complex forms (e.g., CRA DTC) traditionally take 20‑40 minutes; Scribeberry users average ≤ 5 minutes.
Clinics completing 5 disability forms/day reclaim ≈ 12.5 hours/month—nearly two full workdays.

FREQUENTLY ASKED QUESTIONS

Q: Can I edit the PDF after download?

A: Yes—fields remain interactive until you choose to export the PDF.

Q: What about provincial or insurer‑specific forms?

A: Upload any fillable (or scanned) PDF and create a custom template

Q: How does form data stay private?

A: Audio is transcribed in real time and never stored; data is encrypted in transit and at rest.

Q: Does Scribeberry sign the form?

A: Electronic signatures must be applied in your EMR or PDF tool; Scribeberry fills the text fields.

QUICK START CHECKLIST

Upload your most time‑consuming form or browse the form-library
Map key fields (Name, DOB, Diagnosis). Forms are usually prepared in 24-48 hours
Record or type a sample interview and add context
Generate, review with chat edits, and download.
Share the mapped form with your Group for clinic‑wide use.

Scribeberry turns tedious form‑filling into a one‑click task—freeing you to focus on clinical care instead of paperwork. Load a form once, and let the AI handle the heavy lifting forever after.

🤖 AGENTS

📹 WATCH VIDEO TUTORIAL

▶️ Watch: Hiring AI Assistants (18:59 - 22:13)

WORKING WITH AGENTS IN SCRIBEBERRY

Let virtual assistants pre‑screen, pre‑chart, and pre‑fill—before the patient walks in.

WHAT EXACTLY ARE "AGENTS"?

Agents are voice‑ and chat‑based AI assistants you spin up inside Scribeberry.

They phone, text, or web‑chat with patients to gather history, complete forms, and draft notes—all asynchronously and securely.

WHY AGENTS SAVE THE DAY

Zero Chair Time

Patient intake and form completion happen while you sleep.

Cleaner Visits

Arrive at the encounter with HPI, meds, and ROS already in the scribe.

Seamless Form Automation

Agents can fill CRA DTC, AISH, MVA, and custom PDF forms hands‑free.

Flexible Outreach

Patients can call a dedicated number, click a link, or receive a scheduled callback.

Compliant & Secure

Same HIPAA/PIPEDA safeguards as core Scribeberry; calls are not stored.

HOW TO LAUNCH AN AGENT (5‑MINUTE SETUP)

Open the Agents Tab: Sidebar → Agents → Create Agent.
Give It a Role & Name: e.g., Pre‑Op History Taker.
Choose Agent Type: History Taker (collects CC/HPI/ROS) / Form Filler (focuses on specific PDF) / Front‑Office Staff (coming soon).
Configure Behavior:
- Opening Statement: "Hi, I'm Dr. Chen's assistant calling to gather your medical history."
- Instructions: Bullet points on tone, question order, escalation rules.
- Clinic Knowledge: Upload policies, hours, or custom instructions.
Select Output: Pick a Template (SOAP, consult, or custom form).
Save & Deploy: Scribeberry assigns a phone number and shareable URL. Optionally schedule automatic calls based on your EMR calendar. The agent can be called, call out, or can be sent via a secure link

PATIENT INTERACTION WORKFLOW

Patient Connects – dials the agent's number, gets called, or clicks the web link
Conversational Interview – agent asks dynamic, branching questions.
Real‑Time Transcription & Logic – answers are parsed, validated, and inserted into the chosen template or PDF.
Clinician Review – final note/form appears in your Scribes list for one‑click approval, editing, or chaining to further documents.

POWER FEATURES & BEST PRACTICES

Knowledge Injection

Paste knowledge so the agent can answer scheduling or prep questions on the fly.

Slot‑Filling Logic

Describe critical fields as required; the agent will re‑prompt until completed.

Multilingual Support

Patients can interact in 40+ languages; final note returns in your default language.

Cost Control

Current pricing ≈ FREE; monitor usage in Agents → Analytics.

Template Chaining

Use a background agent to pre‑fill ROS, then your live visit generates the final SOAP with all context included.

Dynamic Agents

Create conditional statements to let your agent follow different pathways depending on the questions asked

COMPLIANCE & SECURITY NOTES

No Audio Storage: Conversations are transcribed live; raw audio is never saved.
End‑to‑End Encryption: Patient answers travel the same encrypted channels as core notes.
BAAs in Place: Microsoft Azure, Google Cloud, OpenAI, Anthropic - all under healthcare data agreements.

FREQUENTLY ASKED QUESTIONS

Can an agent call my patient automatically?

Yes - use the Schedule Call option, pick date/time, and enter the patient's number.

What if the patient hangs up early?

Partial data still saves; the agent flags incomplete fields for your follow‑up.

Can I review or edit the script?

Absolutely. Update the Opening Statement or Instructions anytime; changes take effect instantly.

QUICK‑START CHECKLIST

Create one "New Patient History" agent today.
Map it to your preferred intake form or template.
Share the link in your appointment confirmation emails.
Review the generated notes; adjust questions or knowledge as needed.

Scribeberry Agents work like tireless digital interns—collecting histories, populating forms, and handing you a pristine note before the visit even starts. Set them up once, and let the automation run while you focus on higher‑value patient care.

💬 "ASK SCRIBEBERRY" - YOUR ON‑DEMAND CLINICAL CHAT ASSISTANT

📹 WATCH VIDEO TUTORIALS

▶️ Talking to the AI: Clinical Decision Support (5:47 - 8:30) ▶️ Clinical Decision Making Support (9:44 - 10:15)

USE THE BUILT‑IN CHAT ASSISTANT

Answer clinical questions, suggest diagnoses, and pull evidence‑based references in real time. Edit notes, chain documents, and get evidence‑based answers—without leaving the keyboard.

WHAT IS ASK SCRIBEBERRY?

Ask Scribeberry is the bottom chat bar that lives inside every Scribeberry note. Think of it as a conversational chat-GPT style command line: type or speak plain‑English requests and the AI instantly edits, transforms, or augments your documentation—while also serving as a real‑time clinical decision‑support tool.

WHERE TO FIND IT

Look for the persistent text field at the bottom of the right‑hand work panel. Available in the web app and the Chrome extension, so you can use it inside your EMR.

CORE SUPERPOWERS

Natural‑Language Edits

"Shorten this SOAP note to 120 words."

Mass Re‑formatting

"Convert tables to bullet points and remove bold text."

Document Chaining

"Turn this visit into a referral letter" or transform this into /Referral_Letter.

Clinical Decision Support

"According to the Ottawa Ankle Rules, does this patient need an X‑ray?" (returns citations).

Multilingual Handouts

"Create a patient handout in Punjabi summarising today's visit."

Attachment Summaries

Drop a lab PDF and ask, "Summarise key abnormalities in one sentence."

HOW TO USE ASK SCRIBEBERRY (STEP‑BY‑STEP)

Finish or Pause Your Recording: You can chat while recording or after a note is generated.
Type or Speak Your Request:
- Voice trigger: "Hey Scribeberry…" (hands‑free mode).
- Text example: "Please rewrite the Assessment in plain English for patient understanding."
Hit Enter (or click the send icon): The AI processes context from the entire note, attachments, and any prior chat messages.
Review the Response: Edits apply in‑place; chained documents appear in a new tab within the scribe. Clinical Q&A answers include source citations so you can double‑check.
Iterate or Accept: Run follow‑up commands ("make it shorter", "add references") until satisfied.

PRO TIPS & BEST PRACTICES

Use Slash Command (/)

Quickly insert another template without typing its full name.

Chain Multiple Steps

e.g., "Summarise → translate to French → convert to PDF" in a single conversation.

Attach Files First

The AI will automatically factor in PDFs, images, or screenshots you clip from your EMR.

Ask for Citations

"Provide PubMed links" ensures evidence‑based answers.

Voice vs. Typing

Voice is faster in clinic; typing is quieter during telehealth.

Full Historical Notes

View all the iterations of notes in one single scene - Chat-GPT style

SAFETY & COMPLIANCE

Clinical Guardrails: The model references guideline databases but always prompts for missing context before giving advice.

FREQUENTLY ASKED QUESTIONS

Q: Can Ask Scribeberry change multiple notes at once?

No. Commands apply only to the open scribe, keeping edits traceable.

Q: Does it understand medical abbreviations?

Yes—Scribeberry is trained on clinical terminology, but you can ask it to expand acronyms for patients.

Q: How do I cite its suggestions?

Responses include inline citations; copy‑paste them or export with the note.

Q: Will it overwrite my manual edits?

Never; AI edits always create a new version you can accept or discard.

QUICK‑START CHECKLIST

Open any completed note.
Type "Summarise this note in 3 bullet points."
Ask "Translate summary to Spanish."
Attach a recent lab PDF and request a one‑line abnormality summary.
Save or export the results.

Ask Scribeberry is your always‑on clinical co‑pilot—ready to refine documentation, generate follow‑up letters, or answer guideline questions with citations. The more you chat, the smarter (and quicker) your workflow becomes.

🩺 EMR INTEGRATIONS

Connect Scribeberry with your EMR system. Push notes, pull patient data, and streamline your clinical workflow.

🔌 HOW TO INTEGRATE ACCURO WITH SCRIBEBERRY

📹 WATCH VIDEO TUTORIAL

▶️ Watch: Accuro Integration via API (29:00 - 31:31)

📋 COMPLETE THE VENDOR INTAKE FORM

User expresses interest in integrating with Accuro. Complete the Accuro Marketplace Vendor Intake Form.

Important Notes:

If onboarding multiple providers, click the "+" to add entries under "Onboarding provider details"
Select "Scribeberry AI Scribe" under Marketplace Vendor
Fill in all required clinic information (name, address, contact details)
Provide training contact information

⚡ STEP-BY-STEP INTEGRATION PROCESS

1️⃣ Choose Account Type

When completing the Vendor Intake Form, select one of the following:

"Add to existing account" — If you need to be added to an office that's already integrated
"Create New Account" — If no providers from that office have been integrated yet

2️⃣ Complete DocuSign from QHR

Check your email for a DocuSign from QHR and complete it to confirm the integration.

3️⃣ Wait for QHR Configuration

Wait 7–14 days for QHR to configure the accounts. You'll receive an email notification when setup is complete.

4️⃣ Get Login Credentials from QHR

When the initial setup/provider add email arrives:

Call QHR Client Services at the provided number and extension
Request login credentials (username, password, and tenant ID)
Note: Clinics often share login credentials; all physicians may use the same username and password

5️⃣ Send Email Addresses to Scribeberry

Send Scribeberry the email address tied to each provider's Pro Scribeberry account.

⚠️ Important: Do not share user credentials with Scribeberry—only email addresses.

6️⃣ Connect in Scribeberry

In Scribeberry:

Go to Settings → Integrations
Open the Accuro dropdown
Click Connect

7️⃣ Enter Credentials and Connect

Enter the Accuro login credentials and tenant ID you received from QHR, then connect.

8️⃣ Set Default Provider and Office

Once connected, set yourself as the default provider and select your office. All changes will autosave.

That's it! You're ready to send notes directly to Accuro from Scribeberry 🎉

❓ NEED HELP?

For any functionality questions, contact Scribeberry Support via the "Need Help?" button in the app.

EVERYDAY WORKFLOW INSIDE ACCURO

Start a Visit

Pick a patient from the Accuro Calendar inside Scribeberry. Click Record for Ambient AI Scribe. Smart Pull → import current meds & past history with one click.

Generate, Review & Push

Generate your note. Press Send to Accuro → fields auto‑populate. Sign & submit inside Accuro—done!

WHAT YOU GET IN THE SCRIBEBERRY X ACCURO INTEGRATION

Ambient AI Scribe: Real‑time SOAP/consult notes, 40+ languages
Smart Pull: One‑click import of your schedule, patients, meds, allergies, problems, vitals
Smart Push: Auto‑maps and transfers notes from Scribeberry to Accuro with a click
PDF Auto‑Fill: CRA DTC, AISH, MVA & custom forms saved back to the chart (coming soon)
Zero Copy‑Paste: Secure OAuth write‑back via the official Accuro REST API

FAQ FOR ACCURO USERS

Does this replace Accuro's built‑in dictation?

Scribeberry handles ambient scribing, dictation, form filling, and AI chat.

Is the integration secure?

Yes—OAuth 2.0 token exchange, SOC 2 Type 2 hosting, HIPAA/PIPEDA encryption, no audio storage.

What if I use multiple offices?

Set a default, then override on a per‑visit basis when you press Send to Accuro.

Can I keep my custom Accuro templates?

Absolutely—Scribeberry templates can mirror or extend any Accuro encounter type.

🔌 SCRIBEBERRY X MEDACCESS INTEGRATION

QUICK‑GLANCE BENEFITS

Ambient AI Scribe: Real‑time SOAP/consult notes in 40+ languages
Smart Pull: Imports on‑screen data—meds, allergies, problems, vitals—with one click
Smart Push: Drops SOAP or custom‑template sections into the correct Med Access encounter fields
Works Anywhere: Web‑based Med Access + any browser tab—perfect for telehealth or home charting
Limited‑Beta Chrome Extension: Lightweight, no IT install; request access in Settings → Integrations

HOW TO JOIN THE CHROME‑EXTENSION β‑PROGRAM

Total time: ≈ 5 min (plus wait‑list approval)

Open Scribeberry → Settings → Integrations
Click Request Access under Med Access (Chrome Beta).
Join Wait‑List – enter clinic name & Med Access version.
Install Extension – follow the emailed Chrome‑Web‑Store link when approved.
Log in to Med Access and look for the floating 🍓 panel on the right side of your screen.

EVERYDAY WORKFLOW INSIDE MED ACCESS

Smart Pull

Click ⚡ to auto‑grab meds, allergies, problem list, vitals—or highlight any text in Med Access & click the 📎 paper‑clip to add it to the scribe context.

Record the Visit

Floating panel → 🎙 Record. Choose In‑Person or Virtual; for telehealth, select the correct browser tab (Zoom, Meet, Telus Virtual Care).

Generate the Note

Pick your template (SOAP, consult, referral, or specialty custom). Click Generate; Scribeberry drafts a structured note in seconds.

Smart Push into Med Access

Click inside the Subjective, Objective, or any other encounter field—note the 🍓 berry icon. Press Fill Note to auto‑split sections into their respective boxes.

🔌 SCRIBEBERRY X JANEAPP INTEGRATION

QUICK‑GLANCE BENEFITS

Ambient AI Scribe: Real‑time SOAP or narrative notes in 40+ languages
Smart Pull: One‑click capture of on‑screen data—treatments, ICD‑10 codes, invoices, chart entries
Smart Push: Places Subjective → Objective → Assessment → Plan (or any custom template) into the right chart fields
Works Anywhere: Web‑based Jane + any browser tab—ideal for telehealth or mobile charting
Limited‑Beta Chrome Extension: Lightweight, no IT install; request access in Settings → Integrations

HOW TO JOIN THE CHROME‑EXTENSION β‑PROGRAM

Total time: ≈ 5 min (plus wait‑list approval)

Open Scribeberry → Settings → Integrations
Click Request Access under Jane App (Chrome Beta).
Fill wait‑list form (clinic name & Jane version).
Install Extension via the emailed Chrome‑Store link.
Sign in to Jane and spot the floating 🍓 panel on the right.

STEP‑BY‑STEP WORKFLOW IN JANE

Smart Pull

Click ⚡ to grab active‑page data (treatment codes, previous chart entries, balances). Highlight + 📎 any text to clip into the scribe.

Record the Encounter

Floating panel → 🎙 Record (In‑Person or Virtual). For telehealth, choose your video‑call tab; both sides of audio are captured.

Generate Your Note

Select a template: SOAP, consult, exercise plan, counselling session, etc. Click Generate; a structured note appears in seconds.

Smart Push Back to Jane

Click into Subjective, Objective, etc.—watch for the 🍓 icon. Hit Fill Note; Scribeberry splits sections into the correct chart blocks.

🔌 SCRIBEBERRY X INPUT HEALTH/CHR INTEGRATION

QUICK‑GLANCE BENEFITS

Ambient AI Scribe: Real‑time SOAP/consult notes in 40+ languages
Smart Pull: One‑click capture of on‑screen data—allergies, meds, past visits, vitals
Smart Push: Auto‑drops Subjective → Objective → Assessment → Plan (or any custom sections) into the right CHR chart blocks
Works Anywhere: Web‑based CHR + any browser tab—perfect for TELUS Virtual Care sessions
Limited‑Beta Chrome Extension: Lightweight, no IT ticket; request access in Settings → Integrations

HOW TO JOIN THE CHROME‑EXTENSION β‑PROGRAM

Total time: ≈ 5 min (plus wait‑list approval)

Scribeberry → Settings → Integrations
Click Request Access under CHR (Chrome Beta).
Fill wait‑list form (clinic name & CHR version).
Install Extension via the emailed Chrome‑Store link.
Open CHR and find the floating 🍓 panel on the right‑hand edge.

STEP‑BY‑STEP WORKFLOW IN CHR

Smart Pull

Click ⚡ to import allergies, medications, demographic data, recent encounters. Highlight + 📎 to clip any text block (e.g., referral letter) into the scribe.

Record Your Encounter

Floating panel → 🎙 Record (choose In‑Person or Virtual). For TELUS Virtual Care, select the video tab; audio from both sides is captured.

Generate the Note

Pick a template: SOAP, consult, e‑referral, immunization summary, etc. Click Generate; Scribeberry drafts the note in seconds.

Smart Push Back to CHR

Place your cursor in Subjective, Objective, or other chart fields—look for the 🍓 badge. Click Fill Note to drop the relevant section.

🔌 SCRIBEBERRY X MYLE INTEGRATION

QUICK‑GLANCE BENEFITS

Ambient AI Scribe: Real‑time SOAP / consult notes in 40+ languages
Smart Pull: One‑click capture of on‑screen data—meds, allergies, diagnoses, vitals
Smart Push: Auto‑drops Subjective → Objective → Assessment → Plan (or any custom template) into the right MYLE chart blocks
PDF Auto‑Fill: CRA DTC, AISH, MVA & custom PDFs saved back to the Documents tab
Works Anywhere: Cloud‑based MYLE + any browser tab—ideal for telehealth or mobile charting

HOW TO JOIN THE CHROME‑EXTENSION BETA‑PROGRAM

Total time: ≈ 5 min (plus wait‑list approval)

Scribeberry → Settings → Integrations
Click Request Access under MYLE (Chrome Beta).
Fill wait‑list form (clinic name & MYLE version).
Install Extension via the emailed Chrome‑Store link.
Sign in to MYLE and spot the floating 🍓 panel on the right side.

STEP‑BY‑STEP WORKFLOW IN MYLE

Smart Pull

Click ⚡ to import allergies, medications, vitals, previous encounters. Highlight + 📎 to clip any text into the scribe context.

Record the Encounter

Floating panel → 🎙 Record (choose In‑Person or Virtual). For telehealth, select the video‑call tab; audio from both sides is transcribed.

Generate Your Note

Select a template—SOAP, consult, rehab follow‑up, mental‑health session, etc. Click Generate; Scribeberry drafts a structured note in seconds.

Smart Push Back to MYLE

Click inside Subjective, Objective, or other chart fields—look for the 🍓 badge. Hit Fill Note to drop the relevant section.

🔌 SCRIBEBERRY X AVA INTEGRATION

QUICK‑GLANCE BENEFITS

Ambient AI Scribe: Real‑time SOAP / consult notes in 40+ languages
Smart Pull: One‑click capture of on‑screen data—meds, allergies, diagnoses, vitals
Smart Push: Auto‑drops Subjective → Objective → Assessment → Plan (or any custom template) into the right Ava chart fields
PDF Auto‑Fill: CRA DTC, AISH, MVA & custom PDFs saved back to the Documents tab
Works Anywhere: Cloud‑based Ava + any browser tab—ideal for telehealth or mobile charting

HOW TO JOIN THE CHROME‑EXTENSION BETA‑PROGRAM

Total time: ≈ 5 min (plus wait‑list approval)

Scribeberry → Settings → Integrations
Click Request Access under AVA (Chrome Beta).
Fill wait‑list form (clinic name & Ava version).
Install Extension via the emailed Chrome‑Store link.
Sign in to Ava and spot the floating 🍓 panel on the right edge.

STEP‑BY‑STEP WORKFLOW IN AVA

Smart Pull

Click ⚡ to import allergies, medications, vitals, previous encounters. Highlight + 📎 to clip any text into the scribe context.

Record the Encounter

Floating panel → 🎙 Record (In‑Person or Virtual). For telehealth, select the video‑call tab; audio from both sides is transcribed.

Generate Your Note

Select a template—SOAP, consult, rehab follow‑up, mental‑health session, etc. Click Generate; Scribeberry drafts a structured note in seconds.

Smart Push Back to Ava

Click inside Subjective, Objective, or other chart fields—look for the 🍓 badge. Hit Fill Note to drop the relevant section.

🔌 SCRIBEBERRY X OSCAR PRO INTEGRATION

QUICK‑GLANCE BENEFITS

Ambient AI Scribe: Real‑time SOAP / consult notes in 40+ languages
Smart Pull: One‑click capture of on‑screen data—meds, allergies, diagnoses, vitals
Smart Push: Auto‑drops Subjective → Objective → Assessment → Plan (or any custom template) into the right OSCAR chart fields
PDF Auto‑Fill: CRA DTC, AISH, MVA & custom PDFs saved back to the Documents tab
Works Anywhere: Web‑based OSCAR Pro + any browser tab—ideal for telehealth or home charting

HOW TO JOIN THE CHROME‑EXTENSION BETA

Total time: ≈ 5 min (plus wait‑list approval)

Scribeberry → Settings → Integrations
Click Request Access under OSCAR Pro (Chrome Beta).
Complete the wait‑list form (clinic name & OSCAR version).
Install Extension using the emailed Chrome‑Store link.
Sign in to OSCAR Pro and look for the floating 🍓 panel on the right‑hand edge.

STEP‑BY‑STEP WORKFLOW IN OSCAR PRO

Smart Pull

Click ⚡ to import allergies, medications, vitals, past encounters. Highlight + 📎 to clip any text into the scribe.

Record the Encounter

Floating panel → 🎙 Record (In‑Person or Virtual). For telehealth, select the video‑call tab; audio from both sides is transcribed.

Generate Your Note

Choose a template—SOAP, consult, chronic‑disease follow‑up, etc. Click Generate; Scribeberry drafts a structured note in seconds.

Smart Push Back to OSCAR

Click into Subjective, Objective, or other chart fields—watch for the 🍓 badge. Hit Fill Note to drop each section.

🔌 SCRIBEBERRY X PLEXIA INTEGRATION

QUICK‑GLANCE BENEFITS

Ambient AI Scribe: Real‑time SOAP / consult notes in 40+ languages
Smart Pull: One‑click capture of on‑screen data—meds, allergies, vitals, referrals
Smart Push: Drops Subjective → Objective → Assessment → Plan (or custom template) into the right Plexia chart blocks
PDF Auto‑Fill: CRA DTC, AISH, MVA & custom PDFs saved back to the Documents tab
Works Anywhere: Cloud‑based Plexia + any browser tab—perfect for telehealth or home charting

HOW TO JOIN THE CHROME‑EXTENSION BETA‑PROGRAM

Total time: ≈ 5 min (plus wait‑list approval)

Scribeberry → Settings → Integrations
Click Request Access under Plexia (Chrome Beta).
Fill wait‑list form (clinic name & Plexia version).
Install Extension via the emailed Chrome‑Store link.
Log in to Plexia and find the floating 🍓 panel on the right edge.

STEP‑BY‑STEP WORKFLOW IN PLEXIA

Smart Pull

Hit ⚡ to import meds, allergies, vitals, referrals. Highlight + 📎 to clip any text into the scribe.

Record the Encounter

Floating panel → 🎙 Record (In‑Person or Virtual). Telehealth? Choose the call tab; both sides of audio are transcribed.

Generate the Note

Pick a template—SOAP, surgical consult, dermatology follow‑up, etc. Click Generate; structured note appears in seconds.

Smart Push Back to Plexia

Click inside Subjective, Objective, etc.—look for the 🍓 badge. Hit Fill Note to drop each section.

🔌 SCRIBEBERRY X JUNO INTEGRATION

QUICK‑GLANCE BENEFITS

Ambient AI Scribe: Real‑time SOAP / consult notes in 40+ languages
Smart Pull: One‑click capture of meds, allergies, vitals, past encounters
Smart Push: Drops Subjective → Objective → Assessment → Plan (or any template) into the correct Juno chart blocks
PDF Auto‑Fill: CRA DTC, AISH, MVA & custom PDFs saved to Documents
Works Anywhere: Cloud‑based Juno + any browser tab—perfect for telehealth

HOW TO JOIN THE CHROME‑EXTENSION β‑PROGRAM

≈ 5 min (plus wait‑list approval)

Scribeberry → Settings → Integrations
Click Request Access under Juno (Chrome Beta).
Fill wait‑list (clinic + Juno version).
Install Extension via emailed Chrome‑Store link.
Log in to Juno EMR and spot the floating 🍓 panel.

STEP‑BY‑STEP WORKFLOW IN JUNO

Smart Pull

⚡ imports meds, allergies, vitals, encounters; Highlight + 📎 clips text; 📷 screenshots labs.

Record

🎙 (In‑Person or Virtual).

Generate

Any template → structured note in seconds.

Smart Push

Click chart field → 🍓 Fill Note (drag‑and‑drop / paste still work).

🔌 SCRIBEBERRY X HEALTHQUEST INTEGRATION

QUICK‑GLANCE BENEFITS

Ambient AI Scribe: Real‑time SOAP / consult notes in 40+ languages
Smart Pull: One‑click capture of meds, allergies, vitals, past encounters
Smart Push: Auto‑drops Subjective → Objective → Assessment → Plan (or custom template) into the right HQ chart fields
PDF Auto‑Fill: CRA DTC, AISH, AB Health forms & custom PDFs saved to Documents
Works Anywhere: Cloud‑based HQ + any browser tab—ideal for rural telehealth

HOW TO JOIN THE CHROME‑EXTENSION β‑PROGRAM

Scribeberry → Integrations → Request Access under HealthQuest (Chrome Beta).
Fill wait‑list (clinic + HQ version) → install extension from email.
Sign in to HealthQuest → find the 🍓 panel.

STEP‑BY‑STEP WORKFLOW

Smart Pull

⚡ imports meds, allergies, vitals, encounters; Highlight + 📎 clips text; 📷 screenshots labs.

Record

🎙 (In‑Person or Virtual).

Generate

Any template → structured note in seconds.

Smart Push

Click chart field → 🍓 Fill Note (drag‑and‑drop / paste still work).

🌐 CHROME EXTENSION

📹 WATCH VIDEO TUTORIALS

▶️ Extension Introduction/Installation (22:20 - 23:48) ▶️ EMR Integration Functionality (23:50 - 25:14) ▶️ Recording & Pulling from EMR (25:15 - 26:42) ▶️ Generating a Note in Extension (26:42 - 27:20) ▶️ Pushing Note into EMR (27:21 - 28:30) ▶️ Chaining Notes in Extension (28:31 - 29:00)

SCRIBEBERRY CHROME EXTENSION – INTEGRATE WITH ANY WEB‑BASED EMR

Turn any browser‑based EMR into an Ambient AI Scribe in five minutes.

WHY USE THE EXTENSION?

Works on Any Tab

OSCAR forks, eClinicalWorks, DrChrono—if it runs in Chrome, it scribes.

No API Needed

Screen‑context parsing, Smart Pull, and Smart Push—zero vendor paperwork.

Ambient & Dictation Modes

Hands‑free scribing or classic dictation for meticulous notes.

Form Auto‑Fill

Upload any PDF → AI fills it → save back to EMR or download.

Clinical Q&A

Ottawa Ankle Rules? Drug dose? Ask in chat; get cited answers.

5‑MINUTE SETUP

Scribeberry → Settings → Integrations
Click Request Access under Chrome Extension (Generic EMR).
Install from the Chrome Web Store.
Pin the 🍓 icon → open your EMR → the floating panel appears.

CORE WORKFLOW

Smart Pull / Highlight / Screenshot to collect context.
🎙 Record the visit (In‑Person or choose a telehealth tab).
Generate with any template (SOAP, consult, referral…).
Smart Push (🍓 Fill Note) or drag‑and‑drop into your EMR fields.
Chat for edits, referrals, patient handouts, translations.

💳 DOCNOTE INTEGRATION

WHAT IS DOCNOTE?

DocNote is a patient billing platform that integrates seamlessly with Scribeberry, allowing you to:

Get paid directly for sick notes, medical forms, and uninsured services
Eliminate awkward payment conversations with patients
Automate billing and note delivery — patients receive notes after payment
Streamline your workflow without leaving Scribeberry

🎯 QUICK SETUP OVERVIEW

Connect your DocNote account to Scribeberry (3 minutes)
Contact support to apply your $50/month discount (1 minute)
Set up services in DocNote (5 minutes)
Start earning by sending notes from Scribeberry

STEP 1: CONNECT YOUR DOCNOTE ACCOUNT

If You Don't Have a DocNote Account Yet

Go to app.DocNote.com/physician and Sign Up. Complete your profile with MPC Number (Medical Practitioner Certificate), Digital Signature, and Practice Information.

Connect to Scribeberry

In Scribeberry: Go to Settings → Integrations. Find the DocNote card and click Connect. Sign in with your DocNote email and password. Enter the 6-digit verification code sent to your email. Success! Your integration is now connected.

✅ Auto-Setup: Scribeberry automatically fetches your office details, MPC number, and sets you as the default provider.

STEP 2: GET YOUR $50/MONTH DISCOUNT

After connecting DocNote:

Click "Need Help?" in the bottom left of Scribeberry
Tell support: "I connected DocNote, please apply my discount"
Receive: $50 off your Pro subscription for 6 months

💡 Important: This discount is only available for a limited time and requires manual application by support.

STEP 3: SET UP SERVICES IN DOCNOTE

Access Your DocNote Dashboard:

Go to app.DocNote.com and log in
Navigate to Service Management → Services
Create Essential Services:

Sick Note: Name: "Medical Certificate/Sick Note", Price: $25-50 CAD, Billing: Patient

Medical Forms: Name: "Medical Forms & Letters", Price: $30-60 CAD, Billing: Patient

Prescription Renewals: Name: "Prescription Renewal (Private)", Price: $20-40 CAD, Billing: Patient

STEP 4: USING DOCNOTE IN YOUR WORKFLOW

Creating and Sending Notes

Create your note in Scribeberry (dictation, templates, or manual)
Click the $ "Send to DocNote" button on any completed note that you would like to bill the patient for
Select or create patient (search by OHIP, name, or email)
Select service (e.g., "Sick Note")
Adjust price if needed (optional)
Click "Send & Earn $XX"

What Happens Next

Patient receives an email with payment link
Patient pays securely through DocNote
Note is automatically delivered to patient after payment
You get paid directly to your account

🏥 GROUP MANAGEMENT

Onboard your clinic in one step. Groups centralizes admin, shared templates, and auto‑adjusted billing.

👥 GROUPS

HOW TO CREATE AND USE GROUPS IN SCRIBEBERRY

Groups are designed to onboard and manage entire clinics/organizations within the app, with a central administrator.

WHAT ARE GROUPS?

Groups allow clinics, practices, or teams to collaborate under one administrative account.

Admins can:

Manage team licenses
Share templates and forms that are private to the group
Add users, even if they don't have a Scribeberry account yet

WHERE TO FIND GROUPS

Go to: Settings → Groups

CREATING A GROUP

Navigate to Settings > Groups
Click "Create Group"
Name your group (e.g., "Downtown Pediatrics")
Invite team members using their email addresses

ADDING USERS TO A GROUP

You can add users even if they don't have a Scribeberry account yet.
They'll receive an email invitation prompting them to create an account.
Once registered, they'll be automatically added to the group.
If users have existing accounts, they will receive a group invitation via email

LICENSE & BILLING MANAGEMENT

The Group Admin controls all licenses and access.
Billing is adjusted automatically based on how many users are active.
Volume discounts are applied as more users join the group.

PRIVATE TEMPLATE & FORM SHARING

Templates and forms created by the Admin can be shared exclusively within the group. This helps standardize documentation across your clinic or department.

ADMIN CONTROLS

Group Admins can:

View member status (active/invited)
Reassign or revoke licenses
Share or restrict internal resources (templates, macros, forms)

ALREADY USING SCRIBEBERRY?

If your clinic is using Scribeberry but not yet in a group, contact us via "Need Help" in the app or email us at hello@scribeberry.com.

🛠️ TROUBLESHOOTING

Common issues and solutions. Fix it fast, get back to patient care.

🎤 MICROPHONE NOT WORKING?

HAVING ISSUES RECORDING?

✅ TL;DR (60‑SECOND FIX)

Click the lock icon to the left of the URL → set Microphone = Allow → Reload.
In Scribeberry, open the device dropdown above the red record button and pick your actual mic (not a virtual device).
If it still fails: Reset site permissions and ensure your OS privacy settings allow the browser to use the mic.

🧭 QUICK DECISION TREE

Symptom: Browser never asks for mic

Likely cause: Permission previously denied or blocked by policy

Fastest next step: Click lock icon → Site permissions → Microphone = Allow, then reload

Symptom: Works in Scribeberry but not for Zoom/Teams/Meet (virtual)

Likely cause: Sound not enabled for virtual sharing OR you're not using web version

Fastest next step: When sharing tab/window, ensure Share Sound is enabled. Ensure you use web version.

Symptom: Mic listed but no waveform / no transcript

Likely cause: Wrong input (e.g., ZoomAudioDevice, Teams virtual device, or iPhone mic)

Fastest next step: Choose Built‑in or your USB/Headset mic in Scribeberry

Symptom: Mic very quiet / cuts out

Likely cause: Input level low, physical mute, noise‑suppression app

Fastest next step: Unmute hardware, raise input level, temporarily quit audio utilities

Symptom: Works on phone but not computer

Likely cause: Desktop browser permissions

Fastest next step: Reset permissions on desktop, allow mic for the site

Symptom: Suddenly stopped mid‑visit

Likely cause: Browser lost permission / app slept

Fastest next step: Reload the tab and restart recording

Symptom: Edge/Safari users unsure where to set mic

Likely cause: Didn't find the URL lock menu

Fastest next step: Click the 🔒 lock left of the address, set Microphone = Allow, then reload

🛠️ OTHER POSSIBLE ISSUES BY BROWSER

After each change, reload the page

Google Chrome & Microsoft Edge

Go to the Scribeberry tab → click the 🔒 lock left of the URL.
Set Microphone → Allow (or Ask, then allow when prompted).
Click Site settings → Reset permissions (if things look messy).
Open chrome://settings/content/microphone (or edge://settings/content/microphone) and:
- Pick the Default input you actually use.
- Remove Scribeberry from the Blocked list if present.
Reload the Scribeberry tab and pick the correct input from the in‑app dropdown.

Safari (macOS)

With Scribeberry open, go to Safari ▸ Settings for This Website…
Set Microphone = Allow.
Open System Settings ▸ Privacy & Security ▸ Microphone and make sure Safari is enabled.
Reload the tab and choose the correct mic in Scribeberry.

Firefox

Click the permission icon in the URL bar → Allow Microphone for the site.
Open Settings ▸ Privacy & Security ▸ Permissions ▸ Microphone ▸ Settings… and remove any Blocked entry for Scribeberry.
Reload and re‑select the mic.

✅ SUMMARY

90%+ of "mic not working" issues are browser permission or wrong input. Allow the mic in the URL lock menu, reset permissions if needed, reload, then pick the correct device in Scribeberry.

⚡ QUICK TIPS & TRICKS

Level up your gameplay with these pro moves

💡

TIP #1

Use keyboard shortcuts to navigate faster. Press "N" for new note, "S" to save.

💡

TIP #2

Create custom templates for your most common visit types to save even more time.

💡

TIP #3

Use the mobile app for bedside rounds. It works offline and syncs when you're back online.

STUCK? WE'RE HERE.

Can't find what you're looking for? Our support team is standing by.

EMAIL SUPPORT