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Stopping a session and what happens next

J
Written by Jason

Confidant transcribes while you record, on your computer, and nothing is sent anywhere. By the time you stop, most of the transcript is already done.

Stopping

Click Stop & transcribe in the session panel. The audio is saved and transcription begins.

Recorded something you didn't mean to keep? Open the session, go to the Details tab and click Delete session…. Confidant shows what will be deleted before it asks you to confirm.

To clear audio automatically, open Settings › Privacy › Data & retention and choose an option under Audio recordings:

  • Keep forever

  • Delete once transcribed

  • Delete when the note is finalized

During and after the session

While you record, a live transcript appears in the session panel, with the first lines in about 30 seconds. It's a rough draft.

When you stop, the panel shows Transcribing while Confidant finishes the last few lines and labels who said what. Because most of the work happened during the session, this is usually a short wait.

CPT check. Confidant compares the session's CPT code with its length. If they don't match, it tells you, for example "52 min session. 90837 covers 53+ min; 90834 covers 38–52 min." Click Use 90834 to switch.

You don't have to wait. Close the panel or keep working in Confidant. You'll hear a chime when it's done. Keep Confidant open until then, because quitting stops transcription.

Imported recordings are transcribed from start to finish after you import them, so they take longer. You'll see a progress bar and a percentage.

When it's done

The session shows Needs note until you write its note. From the session panel you can:

  • Read the transcript on the Transcript tab.

  • Generate the note. Check the format, add any instructions for this session, and click Generate note.

  • Add a mental status exam first, if you use one. See Recording a mental status exam.

The transcript stays on your computer whether or not you generate a note. How long it's kept depends on Transcripts in Settings › Privacy › Data & retention.

If it fails or stalls

Your audio is saved either way. If transcription stopped, or Confidant quit before it finished, open the session. It shows Not transcribed yet. Click Try again (or Transcribe) to start over.

If it's slow or stuck, your computer is probably busy with other apps. Try:

  • Quitting video and audio apps you aren't using

  • Closing browser tabs, especially ones playing video

  • Quitting other AI apps

Still stuck? Click "chat with us" in Confidant or email [email protected].

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