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Managing Your Notes and Recordings

This article covers how to find, edit, save, and delete your Pearl Voice notes and recordings.

Saving a note

After Pearl Voice generates your note, review it inline. When you're ready:

  1. Make any edits to the note
  2. Click Save

Once saved, the note is stored in your Pearl Voice account and can be accessed from the Recordings list.

Compressed vs. full notes

Pearl Voice generates two views of every note:

  • Full note: The complete, detailed clinical documentation
  • Compressed note: A concise summary version

Accessing previous recordings

Click the Recordings dropdown or navigate to your recordings list to view past appointments. Recordings are listed by patient name and date.

Editing a saved note

You can return to a saved note and edit it at any time. Open the recording from your list and click into the note to make changes.

Deleting notes and recordings

To delete an individual note or recording, open it and use the delete option. 

Switching templates after recording

If you recorded under the wrong template, you can switch to the correct template after the recording is complete. Pearl Voice will reprocess the transcript using the new template. The original recording is not lost.