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Remote and phone visits

The scribe is not limited to in-person visits. It works for video consults and for telephone visits, with one important difference between them: video is a direct capture, phone is not.

Both start from the same place — the Record Scribe bar at the top of the right panel, which offers two modes:

The Record Scribe bar, showing the two modes: In-Person / Phone Visit, and Video Visit

Telephone visits use In-Person / Phone Visit — the same mode as a face-to-face appointment, because in both cases the scribe is listening to the room. Only video consults use Video Visit.

Video consults (Zoom, Google Meet, and similar)​

Run the meeting in your browser rather than in a desktop app, then share it to CleverConsult.

  1. Start the video call in a browser tab.
  2. In CleverConsult, click Video Visit in the Record Scribe bar.
  3. When prompted to pick what to share, select the window or tab the call is running in — this is what gives the scribe access to the call audio.
  4. Run the visit as normal.

Step 3 is the one that matters. Picking the wrong window is the usual reason a video consult comes back with no audio, because the scribe captures audio from whatever you selected, not from the call itself.

Beyond that it is straightforward — no separate setup, no dial-in, no bridge.

Telephone visits​

There is no native phone integration yet — no VoIP, no SIP. So the scribe cannot join a call as a participant; it hears the call the same way a person in the room would.

That means speakerphone.

Use the In-Person / Phone Visit mode — there is no separate phone mode, because the scribe is listening to your room either way.

The approach that works in practice: put the phone on speakerphone and set it close to your microphone. Both sides of the conversation come through the room, and the scribe picks up both.

What to expect on quality​

Phone quality is genuinely variable, and it depends on how clear the audio coming out of the handset is. A caller on a poor mobile connection, in a noisy place, or on a phone with a weak speaker will produce a weaker capture than an in-person visit.

Practical things that help:

  • Speakerphone volume high enough to be clearly audible in the room, not just barely.
  • Phone positioned close to your microphone rather than across the desk.
  • The usual room conditions — door closed, no competing conversation.

Treat a phone note as needing a slightly closer read than an in-person one.

Consent requirements for recording apply on remote and phone visits as they do in person. See Patient consent.