Volition AI sessions turn a recorded consult or dictation into draft clinical documents you review and finalise — nothing is saved to the record without your sign-off.
Open the patient’s Notes page and click AI Session. The AI Clinical Documentation page opens.
Link the session to an appointment so the generated notes attach to it, and check the Document Templates pickers — these control the structure of each generated document.
Choose Record now or Upload a file. For live recording, pick Ambient (consult) to capture a conversation with the patient, or Dictation (solo) for talking straight to the mic, then click Start recording.
Click Stop & process when done. The Processing Status stepper runs through Upload, Transcribe, Extract, and Generate.
Review the results: the full Transcript, the Extracted Clinical Data (editable before regenerating), and the Generated Documents — clinical note, referrer letter, and patient summary, with imaging requests and GP letters available on demand.
Click Edit in Notes to open the draft note in the editor, polish it, and save. AI-generated drafts are tagged “ai-generated” and listed under Outstanding Notes until finalised.
An AI session can also draft an exercise plan from what was discussed — generate it from the Exercise Plan section on the session page, or enable automatic drafting per practitioner under My Account → AI Exercise Plans.
Transcription and generation are assistive. Always review the extracted data and the generated documents against your own recollection of the session before saving.