Overview

Recording a consultation with Lupa Notes captures the entire conversation between you and the client, then uses AI to generate structured clinical notes automatically. This eliminates manual note-taking during the consultation, letting you focus entirely on the patient. The recording can be started from your phone or your computer.

Before You Record

Important: Always ask for and receive client consent before recording any consultation. This is a legal and ethical requirement. Confirm consent verbally at the start of the recording so it's captured on the transcript.

Starting a Recording

Selecting a Template

Before starting, you select a template from the drop down list. You can always choose different templates after recording your consult if you decide you want a different format:

Recording from Your Phone

You can use Lupa Notes from your phone as well, which allows you to move around and record on the go. Simply log in from a browser on your phone, use the same log in details and the exact same screen will come up. Whatever you record here will sync with the Lupa Notes on your computer - as long as you have internet access so your notes can be accessed and edited from your phone or computer.

During the Recording

Control What It Does
Recording indicator Shows that audio is actively being captured
Pause Temporarily stops recording. Use when leaving the room, handling an interruption, or during a private conversation not relevant to the consult
Resume Click the play button to restart your recording after a pause
Generate Consult Ends the recording and generates a consult from your transcript

Tips for Good Recordings