DocuCare Workflow Guide | DocuCare Help Center

1. The One-Stop Shop Workflow

A streamlined approach for handling patient encounters efficiently.

Select Patient: Begin by selecting the patient in the app or desktop.
Record Entire Encounter: Record the whole patient encounter.
Generate Note in Exam Room: Initiate the note generation process immediately after the encounter.
Utilize Generation Time: Use the brief note generation period to complete other related tasks.
Final Edits: Make the final edits using voice or keyboard functions.
Push to EHR: Conclude by pushing the completed note to the EHR (If supported) or Copy/Pasting Fields into appropriate EHR fields

Ideal for healthcare professionals who need to start a recording, pause, and resume later while preserving the context.

Start Recording: Begin by recording the patient encounter using the app.
Pause as Needed: If an interruption occurs or a pause is needed, press the "pause" button to save the current state of the recording.
Resume Recording: When ready to continue, simply resume the recording by pressing the "unpause" button.
Complete Session: After the encounter, press the stop checkmark to end the recording session and generate the note.
<aside> 💡 NOTE: You can leave the app while it is generating the note.
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Final Edits: Make the final edits using voice or keyboard functions.
Push to EHR: Conclude by pushing the completed note to the EHR.

For professionals who prefer to record on mobile but do detailed editing on a larger desktop screen.

Record on Mobile: Start by recording the patient encounter on the mobile app.
Initiate Note Generation: Press the stop checkmark after the encounter to start the note generation process.
Access Dashboard: Log in to your dashboard on DocuCare Admin from a desktop computer.
Select Encounter: Choose the specific encounter you recorded on the mobile app.
Desktop Editing: Use the larger screen and advanced editing tools on the desktop to make final edits to the note.
Sync and Save: The changes made on the desktop will sync with the mobile app, ensuring consistency across devices.
Finalize and Push: Once editing is complete, push the finalized note to the Electronic Health Record (EHR) system.

For scenarios involving a Medical Assistant or Nurse collecting initial patient information.

Assistant/Nurse Preparation: The Nurse or Assistant uses the app on their phone to record the conversation with the patient, asking necessary questions.
Pause Recording: After their conversation, they pause the recording to save the current state.
Doctor Joins: The Doctor enters, opens the app to the ongoing encounter, and unpauses the recording to continue.
Complete Recording: Press the stop checkmark to start the note generation process.
AI Integration: The AI will consider both the Nurse/Assistant and Doctor's conversations in the note creation.

For doctors preferring to gather information from the Nurse or Assistant directly.

Initial Patient Interaction: The Nurse or Assistant converses with the patient without recording.
Briefing the Doctor: The Nurse or Assistant then briefs the doctor about their findings.
Record Briefing: The Doctor records this briefing.
Doctor-Patient Encounter: The Doctor proceeds to record the conversation with the patient.
Comprehensive AI Analysis: The AI will analyze both the Doctor-Nurse/Assistant and Doctor-Patient conversations.

Ideal for non-verbal patients or doctors preferring a monologue approach.

Start Recording: Enter the exam room and begin recording your observations aloud.
Acknowledge Non-Verbal Cues: Verbally acknowledge any non-verbal communications from the patient.
Alternative Approach: Alternatively, step into the hallway to speak your findings aloud.
Flexible Dictation: The app does not require verbatim dictation; speak as if conversing with a person.