History provides access to all your past transcription sessions and their summary notes. Use it to continue editing summaries, reference previous encounters, or clean up completed sessions.
What appears in history
Each session is listed as a single item with key metadata:
| Field | Description |
|---|
| Date and time | When the session was recorded |
| Session length | Duration of the recording |
| Template | Which template was used to structure the note |
| Status | Current state (summary, edited, finalized) |
| Label | Optional custom label for your own tracking |
Avoid entering patient identifiers (names, MRN, DOB) into custom labels. Use your electronic medical record system for patient identification and linking.
Viewing your sessions
Sessions are listed in reverse chronological order, with the most recent at the top.
Navigation:
- Scroll to browse older sessions
- Use search or filters (if available) to find specific encounters
- Select a session to view its summary note
Editing past notes
You can return to any summary to continue editing:
1. Open the session
- Navigate to History
- Select the session you want to edit
- The summary note opens for review
2. Review and edit
Follow the same review workflow as for new summaries:
- Read the entire note
- Fix transcription errors
- Verify clinical safety items
- Edit for completeness and clarity
If you’re returning to a note hours or days later, pay extra attention to time-sensitive details like lab results, medication changes, and follow-up plans. Your memory may be less fresh.
3. Save changes
Save your edits. The session status updates to reflect your changes.
Review the full editing workflow →
Deleting sessions
Remove sessions you no longer need from your working list.
Before deleting
Confirm that you have:
- ✓ Completed all required documentation in your medical record
- ✓ Saved any information you need to retain
- ✓ Met your organization’s record retention requirements
How to delete
- Select the session you want to remove
- Choose the delete option
- Confirm the deletion
Deleted sessions cannot be recovered. Ensure you’ve saved all necessary information to your medical record before deleting.
Best practices
Regular maintenance
- Review and finalize summaries within 24-48 hours while the encounter is fresh
- Archive or delete completed sessions weekly to keep your list manageable
- Use consistent labeling conventions for easier searching
Audit trail
Your electronic medical record system should serve as the official audit trail for clinical documentation. Quiver Transcribe history is a working tool, not a permanent record.
Troubleshooting
| Issue | Solution |
|---|
| Can’t find a session | Check date range filters, verify you’re logged into the correct account |
| Summary won’t open | Refresh the page, check your internet connection |
| Changes not saving | Verify you have an active connection, try saving again |
| Session disappeared | Check if it was accidentally deleted |