Overview
Paw & Care’s voice-to-SOAP feature is the cornerstone of the platform, reducing documentation time by 70%. This guide covers the complete workflow from recording your examination findings to finalizing a professional SOAP note with AI-generated clinical insights.SOAP stands for Subjective, Objective, Assessment, Plan — the standard medical documentation format used across veterinary and human medicine.
What You’ll Learn
- Recording clinical examinations via voice dictation
- Understanding the AI transcription and SOAP generation process
- Selecting and using documentation templates
- Reviewing and editing AI-generated notes
- Working with clinical insights and recommendations
- Finalizing and saving medical records
- Attaching audio, photos, and documents
Prerequisites
- ✅ Completed patient setup (Max the beagle from First Patient Guide)
- ✅ Microphone permissions granted (iOS/Web)
- ✅ Active internet connection (required for AI processing)
- ✅ Completed or in-progress appointment (recommended)
The Voice-to-SOAP Workflow
Here’s how the AI processes your dictation: Processing Time: 10-30 seconds from recording to initial SOAP draftStep 1: Start a New Dictation Session
Navigate to Dictation
On iOS: Tap the Dictate tab (center of bottom bar, microphone icon)On Web: Click Dictation & SOAP in the left sidebarYou’ll see the dictation workspace.
Select Patient
At the top of the screen:
- Click Select Patient dropdown
- Type “Max” in the search field
- Select Max (Beagle, 5 years, Owner: Sarah Johnson)
- Patient info displays: Age, weight, allergies, current medications
Choose Documentation Template
Click Select Template dropdownAvailable Templates:
- Standard SOAP ✓ (recommended for general exams)
- Specialist SOAP (detailed)
- Dental - Canine
- Dental - Feline
- Radiograph Report
- Surgery Report
- Callback Note
- Tech Appointment Note
Select Input Method
Three options available:1. Voice Recording (Recommended)
- Real-time dictation
- Hands-free operation
- Live transcription preview
- Highest accuracy with medical terminology
- Pre-recorded audio from external recorder
- Supports: MP3, M4A, WAV, WEBM
- Max file size: 25 MB
- Max duration: 30 minutes
- Type your notes directly
- Skip transcription step
- Still generates SOAP structure
- Good for brief follow-ups
Step 2: Record Your Examination
Prepare to Record
Before You Start:
- Ensure quiet environment (minimize background noise)
- Position microphone 6-12 inches from mouth
- Have patient record available for reference
- Speak clearly at normal conversational pace
Start Recording
- Tap the large 🎤 Microphone button
- Grant microphone permission if prompted (iOS)
- Recording indicator appears:
- Red pulsing circle
- Timer (00:00)
- Waveform visualization
- “Recording…” status
- Text appears in real-time as you speak
- Helps verify microphone is working
- Not the final transcription (Whisper AI is more accurate)
Dictate Examination Findings
Speak naturally, including all four SOAP sections.Example Dictation:Key Tips:
- Spell out numbers (“one hundred ten” not “110”)
- Use full medical terms initially, then abbreviations
- Pause briefly between SOAP sections
- Include negatives (“no vomiting, no diarrhea”)
- State medications with dosage and frequency
Pause if Needed
During examination, you may need to pause:
- Tap the ⏸️ Pause button
- Timer stops
- Recording is preserved
- Tap ▶️ Resume to continue
- Final audio combines all segments seamlessly
Pausing is useful when:
- Restraining the patient
- Discussing sensitive info with owner
- Checking reference materials
- Taking a brief break
Stop Recording
When finished:
- Tap the ⏹️ Stop button
- Recording time displayed: “Total duration: 2:34”
- Audio file is saved automatically
- Playback controls appear
- Tap ▶️ Play to listen
- Verify audio quality is clear
- If unsatisfactory: Tap 🗑️ Delete and re-record
- If good: Proceed to next step
Step 3: AI Processing
Upload and Transcribe
After stopping the recording:Transcription Time: ~8-15 seconds for a 2-3 minute recording
- Click Process Recording button
- Audio uploads to Supabase Storage (2-5 seconds)
- Audio sent to OpenAI Whisper API for transcription
Whisper AI achieves 95%+ accuracy on medical terminology, including drug names, anatomical terms, and condition names.
Review Transcription
Once transcription completes:Transcription Tab appears with full text:Check for Errors:
- Medical terms correctly spelled? ✓
- Numbers accurate? ✓
- Drug names correct? ✓
- Any missing words? ✓
- Click in text to make corrections
- Use search/replace for repeated errors
- Edits improve AI SOAP generation
Step 4: Review AI-Generated SOAP Note
The AI has structured your dictation into four sections:- Subjective
- Objective
- Assessment
- Plan
Subjective: Patient History & Owner ObservationsAI Enhancements:
- Formatted chief complaint at top
- Organized chronologically
- Included relevant patient history
- Flagged allergies prominently
- Used medical abbreviations (MN = male neutered)
Step 5: Review Clinical Insights
Scroll down to the Clinical Insights section.Understanding Insights
The AI generates three types of insights:1. Diagnosis Suggestions 💡
- Conditions consistent with symptoms
- Evidence-based differential diagnoses
- Rare conditions to consider
- Potential complications
- Drug interactions
- Contraindications based on patient history
- Recommended diagnostic tests
- Alternative treatment options
- Evidence-based protocols
Accept or Reject Insights
For each insight:Click 👍 Accept if:
- Clinically relevant and accurate
- Adds value to your assessment
- You want to incorporate into the note
- Not applicable to this case
- Incorrect or misleading
- Already addressed in your plan
- Your accepts/rejects train the model
- Over time, insights become more relevant to your practice style
- Rejected insights won’t appear for similar cases
Step 6: Edit and Finalize
Make Edits
Click directly into any SOAP section to edit:Common Edits:All sections are rich-text editable with:
- Fix transcription errors
- Add forgotten details
- Clarify ambiguous statements
- Adjust medication dosages
- Update based on client questions
- Bold, italic, underline
- Bullet lists
- Section headers
Attach Supporting Documents
Click + Add AttachmentAttach:
- Original audio recording (auto-attached)
- Photos (e.g., oral cavity showing gingivitis)
- Lab results (PDF uploads)
- X-rays or ultrasound images
- Consent forms
- 🎤 Audio recording (2:34) - Auto-attached
- 📷 Photo: “Oral cavity - moderate tartar”
- 📷 Photo: “Gingival inflammation - molars”
Set Record Status
Status Dropdown (top right):
- Draft (current): Incomplete, still being edited
- Pending Review: Ready for another vet to review
- Reviewed: Reviewed by senior vet, pending finalization
- Finalized: Complete and locked
Link to Appointment (if applicable)
If this SOAP note is for today’s appointment:
- Click Link to Appointment
- Select “10:00 AM - Max - Wellness Check”
- The appointment status changes to “Completed”
- A link appears on the appointment record to view this SOAP note
Step 7: Post-Documentation Actions
- Generate Invoice
- Email to Owner
- Schedule Follow-Up
- Print or Export
From the saved record:
- Click Create Invoice button
- System pre-fills based on SOAP note:
- Wellness examination: $75
- Hydrocodone 5mg #14: $12
- Doxycycline 100mg #7: $18
- Add additional items:
- Office visit fee: $50
- Subtotal: $155
- Tax (6.25%): $9.69
- Total: $164.69
- Click Generate Invoice
- PDF created and linked to record
- Send to owner via email
Advanced Features
Using Specialized Templates
Using Specialized Templates
Different templates optimize AI for specific procedures:Dental - Canine Template:
- Prompts for periodontal scoring (0-4 scale)
- Tooth-by-tooth notation
- Anesthesia notes
- Pre/post-op instructions
- Pre-op assessment
- Anesthesia protocol
- Surgical procedure details
- Post-op recovery notes
- Complications (if any)
- Views obtained
- Technical quality
- Radiographic findings
- Interpretation
- Recommendations
Collaborative Editing
Collaborative Editing
Multiple team members can contribute:Technician Adds Vitals (before vet exam):
- Tech records TPR, weight in Objective section
- Status: Draft
- Assigned to: Dr. Wilson
- Adds Assessment and Plan via dictation
- Requests review from senior vet
- Status: Pending Review
- Approves or suggests edits
- Status: Reviewed
- Original vet finalizes
- Status: Finalized
- All contributors’ names logged
Draft Saving
Draft Saving
If you need to pause documentation:
- Click Save Draft
- Record saved with status “Draft”
- Return later from Medical Records screen
- Filter by: Status = Draft
- Continue editing where you left off
- Across devices (iOS + Web)
- Synced in real-time
- Auto-saved every 30 seconds
- Preserved for 30 days
Voice Commands (Experimental)
Voice Commands (Experimental)
During dictation, use voice commands:Section Navigation:
- “New section: Subjective”
- “Next section”
- “Go to Plan”
- “New paragraph”
- “Bullet point”
- “Comma” / “Period” (forced punctuation)
- “Scratch that” (deletes last sentence)
- “Correct that to [new text]“
Troubleshooting
Poor Transcription Accuracy
Poor Transcription Accuracy
Common Causes:
- Background noise (barking, equipment)
- Microphone too far away
- Speaking too fast or mumbling
- Technical terms spoken unclearly
- Record in quiet room
- Use external microphone (better quality)
- Speak clearly at normal pace
- Spell out ambiguous drug names: “D-O-X-Y-C-Y-C-L-I-N-E”
- Review and edit transcription before generating SOAP
SOAP Note Missing Information
SOAP Note Missing Information
If AI doesn’t include expected content:
- Check transcription: Was it transcribed correctly?
- Ensure you verbally stated all SOAP sections
- Use section labels: “Subjective:”, “Objective:”, etc.
- Manually add missing info in the editor
- Regenerate: Click Regenerate SOAP with edited transcription
Clinical Insights Seem Irrelevant
Clinical Insights Seem Irrelevant
The AI learns from your feedback:
- Reject irrelevant insights 👎
- Accept good ones 👍
- Over 10-20 notes, insights improve significantly
- If persistently bad, contact support for model retraining
Cannot Finalize Record
Cannot Finalize Record
Requirements to finalize:
- ✓ All required sections complete (S, O, A, P)
- ✓ Patient selected
- ✓ Date entered
- ✓ Assigned veterinarian (you)
- ✓ No critical warnings (drug interactions)
Best Practices
Dictation Tips
- Dictate immediately after exam (memory fresh)
- Speak in complete sentences
- Use patient’s name frequently
- State negatives (“no vomiting”)
- Include owner’s name for context
Accuracy First
- Always review AI-generated content
- Verify drug dosages against references
- Check for allergy conflicts
- Include all discussed risks/alternatives
- Document client consent
Efficient Workflow
- Use templates consistently
- Create custom templates for common cases
- Dictate during exam (with permission)
- Save time, not corners
- Batch similar appointments
Legal Protection
- Finalize records within 24 hours
- Never alter finalized records (add addendum)
- Document informed consent
- Include client communications
- Export for backup monthly
Metrics & Time Savings
Traditional SOAP Note (typed):- Average time: 8-12 minutes per patient
- Prone to typos and omissions
- Often delayed until end of day
- Dictation: 2-3 minutes
- AI processing: 15-30 seconds
- Review/edit: 1-2 minutes
- Total: 3-5 minutes (70% time savings)
- More detailed notes (easier to dictate than type)
- Clinical insights catch potential issues
- Immediate documentation (better recall)
- Consistent formatting across all vets
Next Steps
Documentation Workflow
Learn the complete daily documentation routine
Custom Templates
Create templates optimized for your practice
Daily Workflow
Integrate SOAP notes into your daily routine
Reporting
Analyze documentation patterns and productivity