Your first consultation: record → letter → send

Audience: Doctor

This guide shows the whole journey, from recording to sending the letter.

1. Open the patient

• Go to Patients and click the eye icon (View Profile) next to the patient.
• New patient? Click Quick Record in the sidebar instead and enter their details.

2. Record

1. On the Start Recording tab, choose In-Person or Telehealth.
2. Press the record button and speak normally. Use pause and stop as needed.

3. Create the letter

1. Press stop, then click Generate Letter.
2. Choose the type in Select Letter Type (for example Initial Consultation).
3. Click Process Recording. Arvi secures the recording, processes the audio and creates the letter. This usually takes 25–50 seconds.
4. When you see All Done!, you're taken to the Letters page.

4. Check and approve

1. Open the letter in My Drafts and read it carefully.
2. Edit anything that needs changing.
3. Click Approve.

5. Send

1. Click Send Letter.
2. Choose the recipients and send.

[Screenshot: each step]

Every letter is a draft written by AI. Always check it before you approve and send it.