Talk instead of typing. Anviik transcribes what you say, writes a short summary and suggests details for the client's record.
Tap Record on your phone's bottom bar, or Record on a client's profile. A quick memo can run up to 10 minutes. Recorded from a client's profile, it's tied to that client. Recorded anywhere else, Anviik suggests a client when exactly one has the name you said, and you confirm it.
Choose Whole visit on a client's profile, or Record the visit on an appointment. Before recording starts, Anviik reminds you to ask, "Mind if I record so I don't miss anything?", and you tick that they said yes. A visit can run up to 2 hours and uploads as you go.
Nothing changes on the client until you approve it in Drafts. You can save any suggestion as a plain note instead.
A recording stays until you delete it. Recordings tied to a Medicare sale (made at a Medicare appointment, or about a client with a Medicare Advantage or drug plan) are kept for 6 years, in line with CMS's rule for sales call recordings, and show their keep-until date.
Email support@anviik.com with what you were trying to do. Leave client details out of the email; we'll ask if we need them.