Help Center · Appointments & Charting
Tabs on the appointment screen
Each appointment keeps everything it uses or makes in one row of tabs under the header. Click a tab to show it in the left column. The tooth chart and perio chart stay on the right whichever tab you pick.
What's in the row
From left to right, the row holds these tabs.
- Transcript shows the words of the visit.
- Note holds the note Rebrief writes as you talk.
- A note you added on one of your templates comes next. Its tab carries the template's name.
- Documents, filled forms, AfterCare summaries and dictation pads follow, in the order you made them.
- + Create makes something new.
- Export takes the note and the chart out of the appointment.
Each tab has a small icon for its kind. After End, the Transcript tab shows a more careful version once it is ready. It is headed Transcript (refined).
Marks on note tabs
- A gold pen means the note is live. Rebrief is still writing it as you talk.
- A turning mark means Rebrief is working on the note. You see it while a template note is being written, and while notes are polished after End.
- A green check means the note is finished.
Once it is written, a note on one of your templates has no mark while the appointment runs. It gets the green check after End.
Making something new
+ Create opens a menu in two groups.
Inputs holds Smart dictation. It opens a dictation pad as a new tab. Your words land there as you say them, with dental terms and tooth numbers corrected.
Outputs holds what Rebrief can write for you.
- Suggested for this appointment lists up to three ideas that fit what was said. Rebrief never makes one on its own. Click a row to start it.
- Note, Document and Form each open your templates of that kind. Search them, or pick from Favourites, Your clinic and Rebrief.
- AfterCare™ summary is for post-visit instructions for the patient.
New template at the foot of the menu opens the editor for a new note template. It takes you off the appointment screen. Rebrief keeps listening meanwhile.
Picking a note template adds a second note, written from the appointment so far. A document, form or summary opens as its own tab. Nothing is written until you ask for it in that tab.
When End opens + Create
Pressing End opens + Create once, in case the visit needs a document. To stop that, switch on Don't open this at End at the foot of the menu.
Closing and removing tabs
Documents, forms, AfterCare summaries and dictation pads have an × on their tab. It closes the tab but keeps what is in it. The tab comes back when you open the appointment again.
To delete a document, form or summary, open the ⋯ menu at the top right of its page. Then choose Remove. It deletes right away, without asking.
The Transcript and note tabs cannot be closed.
Moving with the keyboard
Click a tab, then use the left and right arrow keys to move along the row. The arrow keys also reach + Create. The Home and End keys jump to either end of the row.
On a phone
On a phone, the row starts with Note and Transcript. Plans that include the chart add a Chart tab. Documents and other outputs follow. + Create opens the same menu as a sheet.
Taking things out
Export takes the note and the chart out of the appointment. The other tabs have their own copy and PDF buttons. The article on Copy, PDF and the Export menu covers both.