Add details appends clinical information to an existing consult — typed, dictated, recorded, or uploaded as an audio file — and generates a fresh note from it, without re-recording the appointment. Your new information is merged into the consult's key information, and a new note is generated against the template you choose. Your existing notes are never changed — the new note appears as an extra tab alongside them.
How to add details
Open the consult and wait for the first notes to finish generating.
Click Add details in the toolbar above the notes panel.
Pick a tab and add your information:
Type or dictate — quick text such as lab values or a phone call with the owner. Type or paste, or click Dictate to speak (where supported); dictation stops after 3 minutes. Press Cmd/Ctrl+Enter to submit from the text box.
Record — speak a longer addendum. Click the record button (allow microphone access if asked), pause and resume as needed, then click Stop. You need at least 20 seconds of audio — shorter clips can't be transcribed reliably.
Upload file — audio you already have. Drag it onto the dropzone or click to browse. Accepted formats: .mp3, .m4a, .mp4, .wav, .webm, .ogg, .flac, .aac, .opus, up to 500 MB.
Check the Template near the bottom. It defaults to the one used for your most recent note on this consult; click Change if a different note type fits better (a recheck might need a progress template).
Click Generate updated note.
Switching tabs keeps your typed text and selected files; only an in-progress recording asks whether to discard it when you leave the Record tab.
How the merge works
Your addition isn't simply appended to the key information — conflicts are resolved so the summary stays coherent, and the new note is drafted from the result. It works best when you add only what's new and are specific: "Chemistry: creatinine 220, started IV fluids" works better than "bloods back, treating."
Usage limits
Recorded and uploaded audio counts toward your practice's monthly recording minutes, the same as a primary consult recording; typed or dictated text does not. If you've hit your limit the upload fails with an error — contact your practice admin or upgrade your plan if this happens often.
If something goes wrong
The Add details button isn't visible. The consult is still processing its first recording; refresh the page once the initial notes appear.
The button is greyed out. Another add is already generating — wait for it to finish.
Dictation mic doesn't appear. Live dictation needs a supported browser and microphone permission; you can still type, paste, record, or upload.
Generate is disabled after stopping a recording. You need at least 20 seconds of audio — record a bit longer, or use Type or dictate for very short updates.
"Failed to upload". Check your internet connection and click Retry. If you've hit your monthly minute limit, wait for the next billing cycle or upgrade.
The new note fails or looks wrong. Your additions and existing notes are safe — try again with clearer wording or audio, or edit the note once it appears. If transcription fails on a recording, check the right mic is selected and the clip isn't silent.
What this doesn't do (yet)
Start a brand-new consult. Adds always attach to an existing, fully processed consult.
Replace or edit key information by hand. The AI merges your additions automatically; there's no direct key-information editor.
Regenerate client summaries or billables. Only a new clinical note is created.
Show added audio in the transcript panel. The transcript still shows the original recording only.
Work on mobile. Web dashboard only for now.
Attach images or documents. Text and audio only in this flow.
For the full picture of post-consult updates, see Updating a Consult After Processing.