From "Hello" to signed note
in 3 simple steps

No workflow changes. No training required. Just faster, better documentation — and a team that stays in sync after the visit.

1

Press Record

Takes 15 seconds to start

What You Do

  • Click "New Visit" button
  • Enter patient name and MRN (or leave blank)
  • Confirm verbal patient consent to record
  • Click "Start Recording"

What Happens

  • Consent timestamp stored immutably
  • Note record created in database
  • Real-time audio stream initiated
  • You're ready to see your patient
2

See Your Patient

Talk naturally — we handle the rest

What You Do

  • Have a normal patient encounter
  • No dictation, no trigger words, no pausing
  • Focus 100% on your patient
  • Click "Stop Recording" when done

What Happens

  • Ambient transcription captures everything
  • Speaker diarization (you vs patient)
  • Rolling draft note builds in real-time
  • Audio immediately discarded (never stored)
3

Review & Sign

Complete note ready in under 60 seconds

What You Do

  • Review complete SOAP note with codes
  • Edit anything that needs adjustment
  • Copy sections to your EHR or print
  • Electronically sign when satisfied

What's Included

  • Complete SOAP note (S/O/A/P)
  • ICD-10 diagnosis codes
  • CPT procedure codes + modifiers
  • E/M level with justification
  • Patient care plan (plain language)
  • Full timestamped transcript
  • Task list auto-generated from treatment plan
4

Your Team Takes It From HereNew

Close the loop without lifting a finger

For the Provider

  • Orders and referrals appear as tasks in your dashboard sidebar
  • See task status at a glance — pending, in progress, or done
  • View notes your MA left on each task
  • Assign tasks to specific MAs or leave them unassigned
  • Tasks persist until checked off — nothing falls through the cracks

For Your MA

  • Signs up with your 6-character practice code or invite link
  • Gets their own MA portal showing all pending tasks
  • Marks tasks In Progress or Completed as they work through them
  • Leaves notes on each task (e.g. "Referral faxed to Dr. Smith")
  • Can work for multiple providers from one account

The complete workflow

Visit recorded→Note generated→Tasks auto-created→MA notified→Tasks completed→Provider sees update

Time Saved Per Visit

See how much faster ClinicalOps really is

Traditional Documentation
During visit (multitasking)10 min
After visit charting8 min
Finding codes3 min
Review & corrections4 min
Total Time25 min
With ClinicalOps
During visit (just listening)0 min
Note generation (automatic)1 min
Codes (automatic)0 min
Review & sign2 min
Total Time3 min
22 minutes saved
per patient visit

At 20 patients/day, that's 7+ hours saved per week

Or 2–3 extra patient slots per day, if you prefer

See it work yourself

Book a live demo or start your free account — takes 2 minutes.

Book a DemoStart Free Today