Docs

Recordings

Recordings holds every recorded consultation: from video calls, from the room, or uploaded. Transcribe one, and Olly drafts notes and tasks from what was said, for your team to check.

Your recordings

Open Recordings from the sidebar. Recordings are listed by day, each with its time, length, title, who it's with, and how far along it is: Transcribing, Not transcribed, Speakers not named, tasks to check, or how many notes it has. Search by a name, a title or words from a note.

Recording in person, or uploading

New recording
Records a consultation in the room, through your computer's microphone. Choose who it's with, tick that they and anyone with them have agreed to being recorded, and start it. Pause, Resume, and Stop recording when you're done.
Upload
Adds a recording made elsewhere. Choose the file, tick that everyone on it agreed to being recorded, and upload it. You can keep it in Secure Documents.

Recordings from video calls arrive here by themselves.

A recording

Click one to open it: where it came from, who it's linked to (Link to a patient if nobody yet), and the player. More has Rename, Change link, Download recording and Delete recording. Below are three tabs:

Transcript
Transcribe sends the audio to Priorly's transcription service and writes out what was said. Who's speaking? names each voice, and Correct the transcript fixes a word, then Save corrections.
Notes
Choose a template and click Write, and Olly writes a note from the transcript, using only what was said; or Write your own note. Only your team sees a note until someone shares it. Check it and click Mark as checked.
Tasks
Find tasks asks Olly for the follow-ups that were agreed, each with Play from the moment it was said. Tick the ones to keep and click Create; Add a task adds your own. They go to Tasks, made from a recording.

Sharing a note

A note's Quick share can save it to the patient's documents, add it to their notes, send it to them as a message, or send a link to a colleague; Change what Quick share does picks which. Before a note Olly wrote goes to the patient, Priorly asks you to confirm you've checked it and it's right to send. A note's menu also has Copy text, Download PDF, Print and Delete note.

Olly drafts; you decide. Always read a note Olly wrote before you share it.

Note templates

A template is the shape of a note, like a consultation summary for your team or an aftercare letter for the patient. Open Templates, under Recordings in the sidebar. Priorly's own templates are marked Priorly: use Make a copy to change one.

  1. New template

    Give it a Name and a Description, and choose Who is it for? (Your team or The patient) and Who can use it? (everyone at your business, or only you).

  2. What Olly writes

    Write the note's sections, with Insert a detail for things Priorly fills in afterwards, like the patient's name, and Add an instruction for Olly for what to write there. Draft with Olly starts one for you.

  3. Try it

    Write preview tries it on a made-up consultation. Then click Save template.