Skip to main content

Updating a consult after your notes are ready

Your first recording doesn't have to be the last word on a case. Once Whippet has finished transcribing and drafting your notes, you can add more clinical detail and generate additional notes on the same consult — without starting over or losing…

Your first recording doesn't have to be the last word on a case. Once Whippet has finished transcribing and drafting your notes, you can add more clinical detail and generate additional notes on the same consult — without starting over or losing what you already have.

Once your first notes are ready to view and edit, an Add details button appears in the consult toolbar. It's temporarily disabled while an add is generating a new note, so you don't start a second run on top of the first.

The Add details button highlighted in the consult toolbar, next to the Archive button

Choosing how to add detail

The Add details dialog has three tabs:

  • Type or dictate — information you already have in text form: lab results pasted from your practice management system (PMS), a quick bullet list from a recheck, or a few sentences dictated (up to 3 minutes). If you're unsure which tab to use, start here — it's the quickest path for a sentence or two.

  • Record — when speaking is faster: dictating after a phone call with the owner, or capturing a short addendum you'd rather say than type.

  • Upload file — audio you already have: a phone voice memo, a dictaphone clip, or a recording a colleague sent you.

For the full steps in each tab, see Adding details to a consult.

What gets updated — and what doesn't

Whichever tab you use, each add updates:

  • Key information — the structured summary Whippet extracted from the consult (findings, treatments, medications, follow-ups, and so on). This is the source material for generating notes.

  • Notes — a brand-new note tab is created each time. Pick the same template as before or choose a different one.

Not regenerated (for now):

  • Your original notes and letters — never overwritten.

  • Client summary and billable items from the first run — these stay as they were unless you regenerate them separately.

  • The transcript panel — still shows the original consultation recording only.

What this doesn't do (yet)

  • Mobile app. Adding details is web-only for now; mobile is planned.

  • Edit key information directly. Key information is rebuilt by the AI from your adds — there's no manual editor for it today.

  • Replace an existing note. Each add creates a new note. To rework a note you've already edited, use the editor or regenerate from the consult page.

  • Bulk adds. One add at a time — run a second add after the first note has finished generating.

If any of these would change how you work day to day, we'd love to hear about it.

Did this answer your question?