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Follow-up consult · TodayRecorded · 28 min · Today, 3:00 PM
You

what changes did we discuss for the care plan?

CraftNote

Adjusted medication dosage and added follow-up bloodwork in 2 weeks. Patient mentioned missed doses at 12:08 — flagged for adherence support.

You

draft a SOAP note

CraftNote

SOAP note drafted — Subjective / Objective / Assessment / Plan, ready for chart

Consultation transcript
Clinical note draft

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Q3 Sales Kickoff — Recap & Action Items
May 10, 2026

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IN ACTION

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Ask: “draft a SOAP note”
Follow-up consultRecorded · 28 min

A clinical note, in the format you chart in.

S: Patient reports improvement but missed two doses last week. O: Vitals stable; no new physical findings. A: Adherence concerns identified. P: Dosage adjustment, bloodwork in 2 weeks, adherence support enrollment.

I just forget to take it in the morning when I'm in a rush.Patient · 12:08
SOAP format·1 Action itemAsk AI
Ask — across visits
Patient history · 3 visitsAcross 4 weeks

Multi-visit recall. Without re-reading every chart.

  1. Have they mentioned this symptom before? Yes — same complaint at last visit, 27:14. Pattern, not new.
  2. What have we tried in the last 6 weeks? Two adjustments. Both flagged for adherence concerns.
  3. Any contraindications I should re-check? One allergy noted at intake. Still on file, still active.
3 Recalls· Across visitsAsk AI
Ask: “what did they say in their own words?”
Follow-up consultRecorded · 28 min

The patient's own words, with the timestamp.

I just forget to take it in the morning when I'm in a rush.Patient · 12:08
I felt much better the days I remembered.Patient · 15:43
verbatimwith timestampspatient-consented recording
2 Quotes pulled·1 QuestionAsk AI

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Care plan follow-ups
This week · 5 patients
Review labs for follow-up consult
Update care plan in EHR for established patient
Refill Rx for adherence-support patient
Schedule 2-week follow-up consults
Submit billing for May visits (Fri)

I chart in SOAP, my colleague charts in SBAR, our resident charts in narrative. CraftNote does all three — same recording, different formats.

Dr. A. Patel
Dr. A. PatelFamily Medicine

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Projektbesprechung Q3 — Zusammenfassung & Nächste Schritte
28. Mai 2026

Half my patients speak Spanish, but I chart in English. CraftNote translates the consultation in real time while keeping the medical context intact.

Dr. M. Singh
Dr. M. SinghPediatrician

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Visit summary — follow-up consult
May 28, 2026 · 28 min
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CRM
Notion — Projects
ATS / Candidate notes
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#meeting-notes
Public link
#user-feedback
Email participants
CRM
Notion — Projects
ATS / Candidate notes
1 on 1 notes
PDF Export
DOCX Export
Confluence
Google Drive

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Patient file — visit summary
May 28, 2026 · Clinical archive

End-to-end encryption was the deciding factor for our practice. Patient confidentiality is everything — CraftNote is the only tool that passed our IT review.

Dr. R. Kim
Dr. R. KimClinical Psychologist