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After ending a session, Quiver Transcribe generates a structured summary. You must review and edit this summary before it enters your electronic medical records system. This page outlines an efficient review workflow and critical safety checks.
You are clinically and legally responsible for every note that enters the medical record. Always treat Quiver’s output as a summary requiring thorough review.

When summaries are available

Summaries typically take 30-60 seconds after you end a transcription session. Access summaries from:
  • The session completion screen (immediately after ending a sessiion)
  • Your History tab (for past sessions)

Fast review workflow

Follow this systematic approach to review summaries efficiently:

1. Read the entire note

Read from top to bottom without editing. Get a sense of completeness and flow before making changes.

2. Fix transcription errors

Correct obvious mistakes:
  • Misspelled words
  • Incorrect medical terminology
  • Garbled phrases or incomplete sentences

3. Verify clinical safety items

Check high-risk elements that commonly cause adverse events or administrative rework:
ItemWhat to verify
MedicationsNames, doses, routes, frequencies, durations
MeasurementsLaterality (left/right), sizes, quantities, vital signs
AllergiesDocumented allergies and adverse reactions
Red flagsSafety netting, warning signs, escalation criteria
Follow-upTiming, responsible party, specific instructions
Key negatives”No”, “denies”, “absent” qualifiers and their context
Time courseOnset, duration, progression of symptoms

4. Edit for completeness

Add missing information that was discussed but not captured:
  • Examination findings stated briefly
  • Results reviewed during the encounter
  • Clinical reasoning or differential considerations
  • Patient questions or concerns addressed

5. Edit for style and clarity

Refine the note to match your documentation standards:
  • Use short, specific sentences
  • Make the assessment and plan explicit
  • State uncertainty clearly rather than implying certainty
  • Remove conversational filler or off-topic content

6. Finalize

Save the edited note and transfer it to your medical record system using your usual workflow.

Critical safety checks

Always verify these elements before finalizing:
  • Generic and brand names spelled correctly
  • Doses with proper units (mg, mcg, mL, etc.)
  • Routes specified (PO, IV, IM, topical, etc.)
  • Frequencies clear (daily, BID, PRN, etc.)
  • Durations stated when applicable
  • Interactions or contraindications noted
  • Left vs. right specified for paired structures
  • Sizes include units (cm, mm, inches)
  • Vital signs with proper units and context
  • Lab values with reference ranges when relevant
  • Red flag symptoms explained to patient
  • Return precautions documented
  • Follow-up timing specified (days, weeks, months)
  • Responsible party identified (patient, clinic, specialist)
  • Escalation criteria clear
  • Known allergies documented
  • Reaction types specified (rash, anaphylaxis, intolerance)
  • Severity noted when relevant
  • Cross-reactivity considered for new prescriptions

Editing best practices

Be specific

Vague: “Patient has pain.”
Specific: “Patient reports sharp, intermittent right lower quadrant pain for 6 hours, worsening with movement.”

State uncertainty

Avoid: “Patient has appendicitis.”
Better: “Clinical presentation concerning for appendicitis. Surgical consult requested.”

Remove non-clinical content

Delete anything that doesn’t belong in the medical record:
  • Small talk or social conversation
  • Interruptions or side conversations
  • Administrative discussions unrelated to care
  • Personal information not relevant to treatment

Keep it concise

Wordy: “The patient stated that they have been experiencing symptoms of nausea and vomiting that have been ongoing for approximately three days.”
Concise: “Patient reports nausea and vomiting for 3 days.”

Common issues and fixes

IssueHow to fix
Missing sectionAdd content manually if it was discussed but not captured
Wrong sectionMove content to the appropriate heading
Duplicate informationRemove redundancy, keep the most complete version
Unclear speaker attributionClarify who said what (patient vs. clinician)
Incomplete differentialAdd considerations you stated verbally

Optimizing for future sessions

If the summary is significantly incomplete or inaccurate, consider whether:
  • Audio quality was poor (background noise, distance from device)
  • Multiple overlapping speakers made transcription difficult
  • Technical issues interrupted the session
  • The consultation was unusually complex or non-linear
For future sessions, adjust your setup or speaking style to improve capture quality.
If you’re unsure whether something was said, don’t guess. Re-check with the patient, review your memory while it’s fresh, or document the uncertainty explicitly.

Next steps

After finalizing your note:
  • Save it to your electronic medical record
  • Complete any required attestations or signatures
  • File or archive the session in Quiver Transcribe
Learn how to manage your session history →