Group Session

Guide

Group Session Onboarding Guide

This guide helps clinicians create an account, complete onboarding, and start a group session in Scribing.io. It is written as a quick reference for first-time users.

1. Create Your Account

Visit the app

Go to app.scribing.io in your browser. If your organization has already invited you, sign in using the same email address that received the invitation.



Choose your sign-up method

Select Sign Up to create a new account, or continue with your Google account.

Enter your details

If signing up with email, enter your email address and create a secure password, then click Continue.



2. Verify Your Email

Check your inbox

Scribing.io sends a six-digit verification code to your email.

Enter the code

Copy the code into the verification screen. If it doesn't arrive within a few minutes, check your spam or junk folder, or click Resend.



3. Complete the Onboarding Questions

Profile details

Select your specialty and title, and enter the name that should appear on notes.

Practice details

Add your clinic name, location, practice size, EHR, and your role in the organization.


Finish onboarding

Click Finish Onboarding to open your dashboard.

4. Add Your First Patient

Open Patients

From the left sidebar, click Patients.

Add a patient

Click Add Patient and enter the patient's name and age, then save the record. You'll only need to do this once per patient.

Go to Scribe

Return to the sidebar and click Scribe to begin your first session.

5. Start a Group Session

Switch to group mode

From the Scribe page, click Switch to Group Session.

Give a voice briefing (optional)

Use Dictate Briefing or Upload Voice Note to tell Scribing.io who is attending. Simply say each participant's name — this helps the model recognize and separate speakers accurately once the session starts. This step is optional but strongly recommended for groups.

Select a note template

Choose the template you want the session to follow (e.g., SOAP, DAP, CBT, DBT), or upload your own.

Confirm participants

Review the participant list Scribing.io detected from your briefing. If anyone wasn't detected, add them manually.

Start recording

Click Start Recording to capture the session live, or upload an existing audio file in a supported format such as MP3 or WAV.

6. Review the Transcript

To edit the FAQ, first open the FAQ component. you’ll see all questions listed as layers. Select each question/layer and update the text as needed - changes will automatically apply across all pages.

Check the review tabs

Once processing finishes, use Draft Notes, Full Transcript, and Speaker Review to inspect the session.

Fix anything flagged

Correct any flagged items, including speaker names or transcript issues, before moving on.

Finalize notes

Click Confirm & Finalize Notes once everything looks correct.

7. Review and Save the Generated Notes

Review each participant's note

Scribing.io generates an individual note for every participant, plus a group session overview. Open each patient's note and review the subjective, objective, assessment, and plan sections.

Finalize notes

Save the notes to the database, or push each patient's note to your EHR.

Note: For group sessions, notes are pushed to your EHR one patient at a time — this ensures each note lands in the correct patient's chart.

Helpful Notes

  • Group Session mode is used whenever multiple people are part of the same session.

  • The voice briefing greatly improves speaker recognition, but it isn't required every time.

  • If participants aren't detected automatically, you can always add them manually.

  • You can review and edit any note before saving or exporting it.

  • Each participant receives their own individual note once the session is finalized.

  • Past sessions for each patient are stored under their profile, so you always have a full session history.

Support

If anything is unclear, reach out at support@scribing.io, or book a support call directly with the Scribing.io team.



Still not sure? Book a free discovery call now.

Frequently

asked question

Answers to your asked queries

Can we get started today?

Can I edit or review notes before they go into my EHR?

Does Scribing.io work with telehealth and video visits?

Is Scribing.io HIPAA compliant?

Is patient data used to train your AI models?

Still not sure? Book a free discovery call now.

Frequently

asked question

Answers to your asked queries

Can we get started today?

Can I edit or review notes before they go into my EHR?

Does Scribing.io work with telehealth and video visits?

Is Scribing.io HIPAA compliant?

Is patient data used to train your AI models?

Still not sure? Book a free discovery call now.

Frequently

asked question

Answers to your asked queries

Can we get started today?

Can I edit or review notes before they go into my EHR?

Does Scribing.io work with telehealth and video visits?

Is Scribing.io HIPAA compliant?

Is patient data used to train your AI models?

Image

Clinical Precision.
Zero Documentation Debt

Finish Your Charts - Go Home on Time.

Clinical Precision.
Zero Documentation Debt

Finish Your Charts - Go Home on Time.