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Coaching - How it Works?

This article explains how Amira generates coaching, what the report contains, and how to use it.

Updated today

When coaching is generated

Coaching runs automatically for a visit when all of the following are true:

  • Amira is enabled for your account (see Coaching - Setup and configuration).

  • The visit has a recording that has been transcribed and diarized (speakers identified).

  • The transcript has both a doctor and a client speaker. Amira needs a real conversation to give useful feedback.

Coaching is not generated for dictation-only or single-speaker recordings. If only the doctor or only the client was detected, you’ll see a message that coaching requires a conversation between doctor and client

After the transcript is ready, Amira typically finishes analyzing within about 30–60 seconds. The Coaching tab will show a “Generating coaching insights…” state until the report is ready.


The Calgary-Cambridge Model

Amira’s feedback is based on the Calgary-Cambridge Model, a framework for clinical communication. The report is organized into four phases that mirror a typical consultation:

Phase

Focus

1. Initiation

Opening the visit, rapport, and agenda

2. Gathering Information

How you ask questions and explore the client’s perspective

3. Explanation & Planning

How you explain and check understanding

4. Closing

Confirming understanding, safety netting, and next steps

Each phase is assessed with specific criteria and concrete, actionable feedback.


What you see on the Coaching tab

Coach Summary

At the top of the report, Coach Summary gives a quick overview:

  • Focus Metrics: Customizable metrics you want to track. Can be customized in settings or through the configuration button in the Coach Summary.

  • What went well: What you did well (e.g. establishing connection, agenda screening).

  • Areas for improvement: 1–3 areas to improve, with example phrases or techniques you can use next time.

Hard metrics

Hard metrics are quantitative measures of the conversation:

  • Speech balance (you spoke for X%): Proportion of speaking time. A common target is for the doctor to speak less than about 60% so the client has room to talk.

  • Talking speed (pacing): How your speaking rate compared to the client’s (e.g. delta in words per minute).

  • Jargon count: Number of medical or technical terms used; the report may note which were explained vs. unexplained.

These numbers are meant to support reflection and improvement, not to judge. Use them to notice patterns over time.

Full Analysis (phase-by-phase)

You can open the full analysis to see all four Calgary-Cambridge phases in detail. Each phase includes:

  • Scores or ratings (e.g. Yes/No/Partial, Excellent/Good/Needs Improvement).

  • Feedback with specific examples from the transcript where relevant.

  • Timestamps you can click to jump to that moment in the transcript.


Phase 1: Initiation

Initiation covers the start of the visit:

  • Establishing connection: Did you introduce yourself and acknowledge the pet by name?

  • Golden minute: Did you let the client speak uninterrupted at the start (ideally about 60+ seconds)?

  • Agenda screening: Did you ask if there was anything else the client wanted to cover?

Amira will note what went well and suggest concrete phrases if something could be improved (e.g. “Is there anything else you’d like us to cover today?”).


Phase 2: Gathering Information

This phase looks at how you collect information:

  • Open-to-closed cone: Did you move from open questions (e.g. “Tell me about…”) to more specific or closed questions when appropriate?

  • ICE: Did you explore the client’s Ideas, Concerns, and Expectations (what they think might be wrong, what worries them, what they hope to achieve)?

Feedback may include example questions for ideas, concerns, and expectations.


Phase 3: Explanation & Planning

This phase focuses on how you share information:

  • Chunking and checking: Was information given in small chunks with pauses to check understanding? The report may flag long monologues (e.g. over about 2 minutes without a check-in).

  • Jargon management: Were medical terms explained in plain language? When jargon is noted, Amira will suggest plain-language alternatives (e.g. “infection in both ears” instead of “bilateral otitis”).


Phase 4: Closing

Closing covers how you end the visit:

  • Confirmation of understanding: Did you check that the client understood the plan?

  • Safety netting: Did you explain what to do if things don’t improve (e.g. when to call or return)?

  • Next steps summarized: Were the next steps clearly summarized at the end?

Feedback may include example phrases for confirmation and safety netting.


Multiple transcripts per visit

A visit can have more than one recording/transcript. When it does:

  • Each transcript that meets the eligibility rules gets its own coaching report.

  • On the Coaching tab, use the transcript selector (e.g. dropdown or list) to switch between transcripts and their reports.

  • If a transcript is ineligible (e.g. not diarized, or only one speaker), the UI will explain why and you can use Generate Coaching for eligible transcripts when available.


Downloading a PDF report

You can download a PDF of the coaching report for the currently selected transcript:

  1. Open the visit and go to the Coaching tab.

  2. Select the transcript (if there are multiple).

  3. Click Download PDF (or similar). The file will include the Coach’s Corner, metrics, and phase-by-phase content.


Privacy and visibility

  • Your data only: Coaching insights are private and only visible to you. Other users in your organization cannot see your Amira reports.

  • Use of data: VetRec uses the content to generate your coaching and to improve the product. For details, see VetRec’s privacy policy and vetrec.io/coach.


Giving feedback on Amira

Your feedback helps improve Amira. You may see prompts to indicate whether the coaching was helpful (e.g. thumbs up/down or short survey). Submitting feedback is optional but appreciated.


Summary

Topic

Summary

When it runs

Automatically after a diarized transcript with both doctor and client; typically 30–60 seconds after the transcript is ready.

Framework

Calgary-Cambridge Model: Initiation → Gathering Information → Explanation & Planning → Closing.

What you get

Coach’s Corner summary, hard metrics (speech balance, pacing, jargon), and a full phase-by-phase report with timestamps.

Actions

View summary and full report, jump to transcript via timestamps, choose Focus Metrics in settings, download PDF, trigger or regenerate coaching when needed.

For how to enable Amira and set Focus Metrics, see Coaching - Setup and configuration.

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