Help Center
Updated October 3, 2026
Getting Started
New to Rebrief? Set up your account and find your way around.
- Moving from the classic Rebrief appWhat changes, what carries over, and how both secure migration buttons work.9 min read — Tutorial
- Welcome to RebriefWhat Rebrief is, who it's for, and what you can do with it.2 min read
- Signing in for the first timeCreate your account or accept an invite, then sign in.3 min read — Tutorial
- Completing onboardingFinish first-time setup so the app unlocks for you.2 min read — Tutorial
- Finding your way aroundThe sidebar, the top bar, and how to move between areas.3 min read
- Your home screenYour recent appointments and today's schedule, on the screen Scribe opens.2 min read
- Getting help & troubleshootingCommon issues and how to reach a human.3 min read
Appointments & Charting
Run a visit end to end — the live appointment, ambient scribe, odontogram, perio, and notes.
- Starting an appointmentBegin a new visit and open the live charting appointment.2 min read — Tutorial — For clinical staff
- Tabs on the appointment screenEverything an appointment uses or produces, as a row of tabs under the header.3 min read — For clinical staff
- The live charting appointmentA tour of the appointment screen, from the patient line at the top to the chart beside the note.3 min read — For clinical staff
- Using the ambient scribeLet Rebrief listen and write the clinical note as you work, then polish it when you press End.4 min read — For clinical staff
- Charting the odontogramRead the tooth chart, chart by voice or by hand, and see what End corrects.4 min read — Tutorial — For clinical staff
- Smart dictationDictate in your own words, with dental terms and tooth numbers corrected as you go.3 min read — Tutorial — For clinical staff
- Recording perio measurementsCapture probing depths and perio findings by voice or by hand.4 min read — Tutorial — For clinical staff
- Autocomplete in the noteAs you type in a note, Rebrief can offer the rest of the line in faded text. Press Tab to take it.2 min read — For clinical staff
- Checking the note for medicolegal omissionsAfter End, Rebrief checks the note for missing medicolegal details and offers each as a faded line to add or skip.2 min read — For clinical staff
- Editing the clinical noteType in the note, rebuild it and undo changes, during the visit and after End.2 min read — For clinical staff
- Sources in the noteAfter End, see the exact words from the visit behind a sentence of the note.2 min read — For clinical staff
- A second note in one appointmentPick a template under + Create and Rebrief writes a second note on it, from the appointment so far.2 min read — Tutorial — For clinical staff
- Editing a finished note in placeHighlight part of a finished note, type what to change, and Rebrief rewrites just those words.3 min read — Tutorial — For clinical staff
- Generating & sharing documentsWrite a referral, letter or form from an appointment, then send it to a patient as a protected link.3 min read — Tutorial — For clinical staff
- Copy, PDF and the Export menuCopy the note and the chart, make letterhead PDFs, or push them into your practice software.3 min read — Tutorial — For clinical staff
Patients & Records
Find patients, review history, and work with past appointments.
- Managing PatientsAdd, search, and open patient records — including patients synced from your practice management system.2 min read — Tutorial
- Patient profiles & historyEverything on a single patient: details, AI summary, appointments, and notes.3 min read
- View all appointmentsThe full list of everything you have charted — search it, filter it, reopen it.3 min read — Tutorial
- Using the calendarToday's schedule, on the home screen, and how to start a booked patient from it.2 min read
AI Assistant & Agents
Get instant answers, automate the front desk, and meet Rebrief's AI agents.
- Evidence: asking and reading the answerAsk a clinical question, read a cited answer, and follow it further.3 min read — Tutorial
- The Ask-anything barSearch and ask from anywhere with one keystroke.3 min read
- Meet the Rebrief agentsThe AI agents working in Rebrief today, and what each one does.2 min read
- Rebrief Learn: CE credits from your questionsEvery cited answer in the op becomes a short unit on your Learn path, to read or hear in the evening; passed quizzes bank their minutes, and you download a certificate and its portfolio line whenever you like.8 min read — Tutorial
Templates & Preferences
Tailor note templates, dental notation, and your personal settings.
- Note templatesWhat a note template is, and how to add a template note to an appointment.2 min read
- The template libraryOne library for every note, document and form template your clinic uses.2 min read
- Creating & editing templatesBuild a note, document or form template, and choose who can see it.3 min read — Tutorial
- Remembering how you writeTeach Rebrief how your notes should read, keep your own sign-off, and manage every rule in Settings.4 min read — Tutorial
- Settings & preferencesWhat each category in Settings does, from your profile and charting to remembered rules, Learn and What's new.4 min read
- Sharing a template with the worldPublish a template on its own page, and use one another clinic has published.3 min read — Tutorial
- Dental notation: FDI vs UniversalChoose the tooth-numbering system you chart in.2 min read
Administration & Team
Roles, team members, and clinic-wide settings for administrators.
- Understanding roles & permissionsHow clinic owners, admins, and staff differ in Rebrief.2 min read
- Managing your teamAdd, view, and manage the people in your clinic.2 min read — Tutorial — For administrators
- Inviting staffSend an email invite from Team Access so a colleague can set up their account and join your clinic's workspace.3 min read — Tutorial — For administrators
- Clinic & Organization SettingsClinic-wide controls available to administrators.2 min read — For administrators
Integrations & PMS Sync
Connect your practice-management software through the Rebrief Bridge.
- Connecting your PMS with the BridgeInstall the Rebrief Bridge to link your practice-management software.3 min read — Tutorial — For administrators
- PMS sync explainedWhat syncs from your practice management software, how to read the status, and how to send work back.3 min read
- Supported practice-management systemsWhich PMSs Rebrief works with today, how each connects, and what's coming next.2 min read
Account & Billing
Manage your subscription, profile, and account security.
Concepts & Reference
How Rebrief works, data privacy, and a glossary of terms.