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SeriousMD AI Assistant

Written by Reinna

Keeping up with patient conversations while simultaneously jotting down notes can be challenging. The need to stay attentive while capturing every detail often means documentation becomes a time-consuming task that piles up by the end of the day.
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That’s where the SeriousMD AI Assistant comes in. Currently in its beta phase, this tool is specially designed to assist you during face-to-face consultations by transcribing and summarizing patient conversations in real time.


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Ready to give it a try? 👀 Here’s how:

Step 1: Open the patient's record and click AI Assistant (Beta).

Step 2: Click Start to begin. If you want to check your mic first, click Test Microphone.

If the patient has past encounters, you'll also see a short summary of their Recent Visits above the Start button, so you can catch up before the consult begins.

Step 3: Go ahead with your consultation. The timer and the word Listening... show that the AI Assistant is recording.

Tip: Need more room? Click the minimize (–) icon at the top of the panel. A small bar stays at the bottom of the screen showing the recording is still running. Click OPEN to bring the panel back.

Step 4: When the consultation is done, click the red Stop button. The AI Assistant will start working on your summary.

Note: Finalizing may take a few minutes, especially after longer consults. Keep this tab open while it works. If you need to start with your next patient, open them in a new browser tab.

Step 5: Once the status shows Complete, your summary appears. Click Copy All to SOAP to add the whole summary to your SOAP note, or click Copy beside a section to add just that part.

The summary is added under Assistant Notes in your SOAP note, where you can review and edit it.

Step 6: Review the note, make any edits, then click Save.


Switching views

Use the View dropdown at the top of the panel to switch between:

  • Timeline: the live view while recording

  • Summary: the organized summary of the consult

  • Transcript: the full conversation, labelled by speaker

  • Action Plan: medicines mentioned during the consult

Further down the Summary view, you'll also find Evidence, Objective / Exam Findings, Diagnosis, and Remarks, each with its own Copy button.


Creating a prescription from the Action Plan

Step 1: Switch the View to Action Plan. Medicines mentioned during the consult are listed under Prescription List.

Step 2: Click Create Prescription.

Step 3: The prescription is created with those medicines.

Note: Always double-check the medicine, dosage, and instructions before saving. The AI Assistant only lists what it heard in the conversation.


Closing the AI Assistant

Click the X at the top of the panel, then click YES to confirm. Save your SOAP note first so nothing is lost.


Frequently Asked Questions:

  1. What happens to the raw audio or transcription after a consultation?

    • We discard the raw transcription once you close AI assistant. It is not stored, saved, or used to train the AI. Your consultation data remains private and secure.

  2. What if I forget to save the summary and close the window?

    • The summary is not automatically saved. If you close the window without saving, the data will be lost. Be sure to copy it into your SOAP Note and click Save before closing.
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  3. Does this feature work during teleconsultations?

    • While it’s possible to use the AI Assistant for virtual consults, it’s currently best used for in-person consultations. The AI can clearly hear your voice, but it may not fully capture the patient’s side of the conversation in an online setting.

  4. Is the AI Assistant 100% accurate?

    • While the assistant is trained to understand medical conversations, it’s still AI—so we recommend reviewing and editing the summary before saving it to ensure accuracy.

  5. Can I use this with patients who speak in a local dialect?

    • The AI currently performs best with English or Taglish. It can also understand Bisaya.

  6. Can I start the AI Assistant for my next patient while the last one is still finalizing?

    • Yes. Open your next patient in a new browser tab and start the AI Assistant there. Leave the first tab open so it can finish. Starting a new session in the same tab while the last one is still finalizing won't work.

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