Copy from transcript and share exact wording

Purpose: Capture exact phrases from the call when wording matters. 

 Steps 

 

 

 Anywhere in the screen identify the text you want. 

 

 Locate a copy icon and click on it to copy the content 

 

 Paste it into your note or SMS. 

 

 

 If needed, click the play icon to confirm the audio for that line. 

 

 

 Steps to change DOB and phone format for direct copy 

 

 

 Locate the patient info on the right panel where phone and DOB appear. 

 

 

 Hover over them to see setting icon, click on it. 

 

 

 Choose a phone format such as: 

 

 

 (123) 456-7890 

 

 

 123-456-7890 

 

 

 1234567890 

 

 

   

 

 

 Choose a DOB format such as: 

 

 

 MM/DD/YYYY 

 

 

 DD/MM/YYYY 

 

 

 DD-MM-YYYY 

 

 

 

 

 Tips and good practice 

 

 

 Use this for medication names, dates, and quoted instructions.