How it works

Five steps, and you only do two of them.

SimaNotes runs in a browser side panel next to the chart you already have open. There is no new device, no separate application to switch to, and no new place the note lives.

01

Consent, out loud

The medical assistant tells the patient the visit may be recorded to help with the note, and that she can decline. Florida requires the consent of everyone recorded, so this is a spoken step at an existing point in the visit — not a checkbox nobody reads.

02

Press record

One button in the side panel. Audio is captured on the laptop already in the room and streamed to encrypted storage as it is recorded, so a dropped connection or a closed lid does not cost the visit.

03

Transcribe

Speech goes to a medical speech-recognition model that separates the speakers, so the clinician’s words and the patient’s are never merged into one voice. Usually under a minute.

04

Draft

The transcript is drafted into a structured note by Claude, running inside the same cloud account as everything else. The draft follows the clinician’s own formats, and each section is separate and labelled.

05

Review, copy, sign

The panel shows the draft one section at a time. Read a section, edit it if you want it different, press Copy and paste it where it belongs. Then sign in your EHR exactly as you do today.

Why a side panel and not an EHR integration

Writing into an EHR through its vendor marketplace effectively requires a SOC 2 Type II report before the first line of code ships — six to twelve months and tens of thousands of dollars, paid before anyone has decided whether the product is any good.

A side panel with per-section Copy buttons is a different pattern with a real advantage: the clinician performs every write, by pasting it. SimaNotes never touches the record, so there is no class of bug where it silently changes one — and an EHR interface change cannot break the path a note takes into the chart, because that path is the clipboard.

What the draft actually contains

Not just prose. The draft separates what a clinician reads from what a biller reads, because they are different jobs:

SectionWhat it carries
History Multi-paragraph, organised by topic rather than by the order things were said.
Exam The clinician’s own template, with anything actually stated in the room overriding it.
Assessment & plan Diagnosis, a leading assessment sentence, then sub-bulleted actions.
Recaps Prescriptions written and follow-up intervals given, pulled back out of the conversation.
Coding Kept out of the chart. The preventive-versus-problem classification, the evidence for each code quoted from the visit, and what was considered and deliberately not billed separately.
On coding Everything SimaNotes says about coding is an observation, not a recommendation. It reports what the visit supports and what it does not. The clinician and the biller decide what is submitted.

What happens to the recording →