Frequently Asked Questions

The Clinical Documentation Assistant (CDA) from AI4Docs.AI transforms voice recordings, text notes, and files into structured medical documentation in seconds. It's designed to save doctors 2+ hours daily on paperwork.

Key features:

• Record patient conversations in any language - output in 13 languages with full RTL Arabic support
• Chat to Notes - convert WhatsApp/Telegram patient chat history into clinical documentation
• 6 input methods: patient conversation, doctor's notes, dictation, investigation files, previous visits, custom instructions
• Smart Case Review with differential diagnosis and evidence-based recommendations

Start your 7-day free trial - $0 today with full access to all features and 20 notes included. Test all documentation types including First Visit, Follow-up, Medical Reports, Chat to Notes, and Smart Case Review.

No installation needed - CDA runs in your web browser. However, you can optionally install it as a Progressive Web App (PWA) on your device:

• iOS: Open in Safari → Tap Share → "Add to Home Screen"
• Android: Open in Chrome → Tap Menu → "Install app"
• Desktop: Click the install icon in your browser's address bar

Yes! This is one of our most powerful features. You can record patient conversations in Arabic, English, French, Spanish, Hindi, Chinese, or any other language. The AI automatically transcribes and generates documentation in your chosen output language (13 languages available, English is the default).

This means you can speak naturally with your patient in their preferred language, and get professional medical documentation in English or any of our 13 supported output languages.

CDA features two separate language controls in the Settings modal (click the ⚙️ gear icon → General tab). Your preferences auto-save immediately when changed:

• Medical Note Language: Controls the language of the entire clinical note output (headings, content, Clinical Snapshot)
• Patient Instructions Language: Controls prescriptions and investigation instructions

Output languages (13 available): English, Arabic, French, Spanish, German, Italian, Hindi, Chinese, Russian, Portuguese, Japanese, Korean, Swahili. Note: You can speak/record in 100+ languages - these 13 are for output only.

Full RTL support: Arabic output displays with proper right-to-left formatting in both the app and Print/PDF export.

CDA combines up to 6 different input sources for comprehensive documentation:

1. Patient Conversation: Record or upload audio of your consultation (any language)
2. Doctor's Notes: Type additional observations (examination findings, abbreviations)
3. Doctor's Dictation: Record your own summary or findings
4. Investigation Files: Upload up to 400 files (labs, imaging, PDFs, images)
5. Previous Visits: Upload files, type text, or record audio (for follow-ups)
6. Custom Instructions: Type or voice-record special formatting requirements

Two options:

• Record directly (preferred): Click "Start Recording" - the button turns red with a pulse animation while recording. Speak with your patient, use Pause/Resume during examination. Click "Stop Recording" when done. Recordings stay in your computer's RAM and are never saved to disk.
• Upload audio: Drag and drop an audio file (MP3, WAV, M4A, etc.)

You can upload up to 400 files including:

• Images: JPEG, PNG, GIF, WebP, BMP (photos of lab results, scans)
• Documents: PDF, plain text files
• Audio: MP3, WAV, M4A, Opus, WebM, OGG, FLAC
• ZIP files: Including WhatsApp/Telegram chat exports with media

On mobile: You can capture paper lab results directly with your camera!

Chat to Notes converts your chat history (WhatsApp, Telegram, or other messaging apps) with a patient into clinical documentation. This feature is primarily used to transfer unsecured or non-compliant chat conversations into secured, private clinical notes for your EMR.

How to export on Android:

1. Open chat → tap 3 dots (top right) → More → Export chat
2. Select Include media
3. Save the ZIP file

How to export on iOS:

1. Open chat → tap patient name at top
2. Scroll down → tap Export Chat
3. Select Attach Media
4. Save the ZIP file

Then in CDA: Upload the ZIP to "Investigation Files" → Click the Chat to Notes button

The AI extracts all messages, transcribes voice notes, analyzes shared images, and creates a chronological timeline with case summary. Phone numbers and names are automatically removed for privacy.

Custom Instructions let you tailor the AI output. You can type or voice-record instructions like:

• "Write as an operative note" (best with Dictation)
• "Write a discharge summary" (best with Dictation)
• "Format for insurance documentation" (best with Medical Report)
• "Refer to Dr. Ahmed in Cardiology" (best with Referral Letter)
• "Include only data for the patient, not his wife" (best with Chat to Notes)
• "Check for drug interactions" (best with Smart Review)

• First Visit: Comprehensive initial consultation with full history, examination, and plan
• Follow-up: Focused note documenting only what has changed since the last visit

For best follow-up results, provide previous visit information using the "Previous Visits" section.

• Patient Conversation: Record the actual consultation with the patient (any language)
• Dictation: Much more versatile! Use for:
  • Summarizing cases in your own words (SOAP format)
  • Creating operative notes (with custom instruction)
  • Dictating lab/imaging results quickly
  • Any custom note type

You can use both together - the AI combines all inputs. Default Dictation output is SOAP format, but combine with Custom Instructions for any format.

Recap creates a chronological summary from multiple documents. Ideal for:

• Compiling a patient summary from multiple visit records
• Creating a problem list and medication history
• Preparing for MDT meetings
• Digitizing handwritten notes - upload photos of years of handwritten patient records and get an organized digital summary

Yes! This is a powerful use case:

1. Take photos of your handwritten patient notes (or scan them)
2. Upload up to 400 images to Investigation Files
3. Click the Recap button
4. The AI extracts text, organizes chronologically, and creates a digital summary

Important: Always review the output for accuracy - results depend on handwriting legibility. But this is a huge time saver for digitizing years of paper records!

These generate formal documents with your professional letterhead. First, fill in your Doctor Information (name, title, specialty, institution). Then:

• Medical Report: Formal "To Whom It May Concern" report for insurance, legal, or administrative purposes
• Referral Letter: Professional letter to another specialist (use Custom Instructions to specify who and why)

Smart Case Review provides AI-powered literature review tailored to your medical note, including:

• Differential diagnoses ranked by likelihood with evidence from your note
• Diagnostic reasoning and key distinguishing features
• Red flags and critical conditions to rule out
• Recommended investigations with rationale
• Treatment options based on current guidelines
• References to relevant guidelines (ACC/AHA, NICE, etc.)

Custom Instructions: Use with instructions like "Check for drug interactions" or "Check renal dosing" for additional analysis.

Important: Smart Review is for educational and informational purposes only and does not replace clinical judgment.

Clinical Snapshot is a concise summary with:

• Active Problems: Current diagnoses with severity/control status
• Key Findings: Most important clinical and test results
• Action Plan: Immediate actions and pending items
• Summary: One sentence capturing patient status

Standalone use: Click the Clinical Snapshot button when you need ONLY the quick overview without a full note - perfect for shift handovers, MDT meetings, or quick reviews.

When checked, the AI suggests billing codes based on your clinical documentation:

• ICD-10 codes: Primary and secondary diagnoses with evidence from notes
• CPT codes: For procedures performed or planned (e.g., imaging, biopsies)

Note: Codes are suggestions only. Always verify before submission. Primarily useful for USA and Gulf markets.

After generating a medical note:

• Prescription: Extracts all medications from your plan (existing and new - clearly labeled). Instructions appear in your selected language.
• Investigations: Extracts ordered tests from your plan with test names and preparation instructions in your selected language.

Both can be added to your main note using "Add to Note". Use Edit Mode to remove medications outside your specialty if needed.

Voice Add lets you add information to an existing note by speaking. The AI automatically places the information in the correct section:

• Say "blood pressure 140 over 90" → goes to Physical Exam
• Say "prescribed metformin 500mg" → goes to Assessment & Plan

How to use: Click "🎤 Voice Add" → speak → click "⏹️ Stop & Add" (red button, won't stop on its own) → "🎤 Transcribing..." → "📝 Adding to note..." → "✅ Voice note added!" → back to "🎤 Voice Add"

Query your generated note by typing or speaking a question:

• "What was the blood pressure?"
• "What medications were prescribed?"
• "What is the diagnosis?"

You can copy the answer or add it to your note.

1. Click "Edit Mode" to enable editing with formatting toolbar
2. Make your changes (bold, headings, lists, etc.)
3. Click anywhere outside the editor or click "View Mode" - your changes auto-save!

• Copy: Formatted text (rich text) for pasting into EMR - preserves headings, bold, bullets
• Print: Open browser print dialog - select "Save as PDF" to create PDF files with clean formatting
• Share: Plain text with capitalization/hyphens - optimized for messaging apps
• MD (Markdown): Copy in Markdown format for Notion or other Markdown-compatible systems

Yes! Open multiple browser tabs - each tab maintains its own patient data independently. You can have Patient A in one tab, Patient B in another. Data never mixes between tabs, and your login session is shared so you don't need to log in again.

We follow a strict zero-storage policy:

• Patient data is processed in memory and never stored on our servers
• Audio recorded in the app stays in your computer's RAM (not saved to disk)
• Names, phone numbers, and identifiers are automatically stripped from outputs
• Each browser tab session is independent; closing clears all data
• All transmissions are encrypted using SSL/TLS

Yes, always obtain verbal consent before recording patient conversations. Inform the patient that you're recording for documentation purposes. A simple "I'll be recording this for my notes" is sufficient.

The app does not record automatically - you must explicitly click "Start Recording" to begin.

Yes, always. AI-generated content should be reviewed by the medical professional before use in patient records. The AI assists with documentation but does not replace clinical judgment. You are responsible for verifying accuracy.

Uses credits: First Visit, Follow-up, Dictation, Recap, Medical Report, Referral Letter, Chat to Notes, Smart Review, Clinical Snapshot

Unlimited (free): Edit Mode (auto-save), Voice Add, Revert, Prescriptions, Investigations, Q&A, Copy, Print, Share

You'll receive notifications as you approach your limit. You can:

• Upgrade to a higher plan
• Purchase extra credits: $25 for 100 notes (never expire)

We never cut off access unexpectedly.

Yes, we offer a 30-day money-back guarantee. If you're not satisfied for any reason, contact us within 30 days of your purchase for a full refund. See our Refund Policy for details.

No EMR? No problem! Here are practical solutions:

• WhatsApp Business: (Recommended for MENA) Send notes to patients, use labels and starred messages for organization
• Google Keep: Cross-platform with labels, reminders, and Google Calendar integration
• Apple Notes: Best for iPhone/Mac users with iCloud sync
• Samsung Notes: Best for Samsung users with S-Pen support

Yes! If you prefer paper documentation:

• Generate your notes in CDA
• Click Print → print directly to your printer
• For digital copies: In print dialog, select "Save as PDF"

Print → Save as PDF produces clean formatting for all languages including Arabic and other RTL languages.

• Desktop: Chrome (recommended), Firefox, Safari, Edge
• Mobile: iOS Safari, Android Chrome
• Tablets: iPad, Android tablets

Chrome or Edge recommended for best voice recording compatibility.

• Allow microphone permission when prompted
• Check your browser's site settings for microphone access
• Try Chrome or Edge for best compatibility

• Desktop: Press Ctrl+Shift+R (Windows) or Cmd+Shift+R (Mac) to force refresh
• iPhone/iPad: Settings → Safari → Clear History and Website Data
• Android: Chrome → Menu (⋮) → Settings → Privacy → Clear browsing data

When starting with a new patient in the same browser tab, always click the Reset All button first. This clears all inputs and any generated note from the previous patient, preventing data mixing between patients.

The Reset All button is located on the Capture tab. Use it every time you begin documenting a new patient.

Don't worry - your recording isn't lost! Here's how to recover:

1. Click the 3 vertical dots (⋮) beside your recording
2. Select "Download audio" to save your recording
3. Open a new browser tab and go to clinic.ai4docs.ai
4. Upload the downloaded audio file
5. Regenerate your note