Generating Notes

Transform your patient encounter recordings into structured clinical documentation with AI-powered note generation.

Last updated: December 2025

How Note Generation Works

VetVisit AI uses advanced AI to analyze your transcript and generate structured clinical documentation. The AI understands medical context, extracts relevant information, and organizes it according to your chosen template format.

AI-Powered Intelligence

The AI doesn't just copy text—it intelligently summarizes, organizes, and formats your conversation into professional clinical documentation.

Selecting a Template

After recording, switch to the Notes tab and click "Create Note" to open the template picker. Search or browse your 29 vet note templates and click one to select it. The template determines the structure and format of your generated note.

Search or browse templates, then select one to generate your note

Available Template Types

Vet SOAP

Subjective, Objective, Assessment, Plan format. The most common format for clinic visits.

Wellness / Annual Exam

Comprehensive format for routine wellness and annual visits, including detailed history sections.

Recheck

Streamlined format for follow-up visits focusing on interval changes and treatment progress.

Specialty & Custom Templates

Vaccination, Dental Procedure, Surgical Report, Euthanasia, Client Discharge Instructions, and fully custom formats across 18 vet specialties.

Choosing the Right Template
Select the template that matches your visit type. A follow-up visit works better with a Recheck note than a full Wellness Exam. When in doubt, Vet SOAP is a safe default for most clinic visits.

Generating Your Note

Once you've selected a template, click "Generate" to create your clinical note. The AI processes your transcript and produces structured documentation.

Generation Time

Note generation typically takes 10-30 seconds depending on the length of your transcript and complexity of the visit.

What Happens During Generation

  1. Analysis: The AI analyzes your transcript to identify clinical information
  2. Extraction: Key details are extracted: symptoms, findings, diagnoses, plans
  3. Organization: Information is organized according to your template structure
  4. Formatting: The note is formatted with proper medical terminology and style
  5. Review: The completed note appears for your review

Viewing Your Generated Note

After generation, your complete clinical note appears in its own tab, named after the template you chose (e.g. "Vet SOAP Note"). Review the content to ensure accuracy before exporting.

A completed note with all sections filled in, ready to review and export

Understanding Note Sections

Generated notes typically include relevant sections based on your template and the content of your conversation:

Subjective

The presenting complaint and history as reported by the client, including onset, duration, and associated signs

Objective

Physical exam findings, vitals, and weight mentioned during the encounter

Assessment

Your clinical assessment and differential diagnoses as discussed during the visit

Plan

Treatment plan, medications, and follow-up recommendations

Generating Multiple Notes

You can generate different note types from the same recording. This is useful when you need documentation in multiple formats.

Regenerating Notes

If you want to try a different template or regenerate with the same template:

  1. Click on the template selector
  2. Choose the same or different template
  3. Click "Generate" again

Previous versions are saved, so you can compare different outputs.

Note Versions
VetVisit AI saves each generated note version. You can switch between versions or go back to a previous generation if needed.

Tips for Better Notes

Verbalize your exam findingsduring the encounter ("Lungs clear bilaterally") for more complete documentation.

State your assessment clearly("I think this is...") to help the AI identify your clinical reasoning.

Review the transcript first and correct any major errors before generating for the most accurate notes.

Choose the right template for your visit type to get the most relevant structure.

Common Issues

The note is missing information I discussed

Check your transcript to see if the information was captured. If it was, try regenerating the note. If it wasn't in the transcript, the audio may not have captured that portion clearly. You can add missing information manually when editing the note.

The note includes incorrect information

This usually stems from a transcription error. Check the transcript for the source of the error, correct it, and regenerate. You can also edit the note directly to fix issues.

The note is too brief or too detailed

Try a different template—some templates produce more concise output than others. You can also use the AI assistant to expand or condense specific sections after generation.

Generation is taking a long time

Longer transcripts take more time to process. Very long sessions (over 60 minutes) may take up to a minute to generate. If generation seems stuck, refresh the page and try again.

Next Steps

With your note generated, learn how to review, edit, and refine the content to match your documentation standards.

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