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Practice Management on Embodia - Part 1: Charting

This feature is currently in beta and is not available for general use. If you are interested in being a beta-tester you can reach out to us at support@embodiaapp.com 

You can use Artificial Intelligence (AI) to generate the starting point of a chart entry based on the recording of the consult.

The process involves the following steps:

  1. Recording the consult with the patient
  2. Uploading the recording to the consult page on Embodia
  3. Using the recording to generate the starting point of the chart

 

Recording the consult with the patient

In person-consults

For in-person consults, you can record the consult directly from the consult page. For this to work properly, please ensure that both the practitioner and the patient are in close proximity to the device microphone.

From the consult page, locate the Consult recording section, and then click on Record.

Record or upload a recording

Next, you will be able to test if the microphone is working properly, by speaking into it and seeing if there is any activity in the microphone indicator (the indicator bars will turn green). If all is good, click on the Record button to start recording

Testing the microphone activity

Once the recording starts, the recording button will turn red and display and count-up timer.

Recording a consult

Click on the recording button again to pause the recording. Once paused, you will be able to:

  • Listen to the current recording. It is recommended for the first few recordings to pause the recording after a minute or so and listen to it to ensure that the audio is clear. If all is good, you can resume recording.
  • Resume: resume the recording;
  • Save: Save the recoding and upload it to Embodia for processing. Once the recording is saved, no further modifications can be made to it and no new recording can be recorded/uploaded for this consult
  • Discard: Discard the current recording and restart the recording from scratch.
  • Download: Download the current recording to your device. You will no longer be able to download the recording once it is saved or discarded.

Listen, resume, discard, download, or save the recording

If your browser does not support recording audio, or you do not wish to use your browser, you can record the consult using another device (such as your phone), and then upload the recording by clicking on the Upload button in the Consult recording section.

 

Virtual consults

Important: Using the "record" functionality described above might not be suitable for virtual consults since it will only record the audio captured by the device microphone, which will lead to only recording the audio of one participant.

For virtual consults, we recommend using the recording functionality from the telerehab solution. This will ensure that the recording will capture both sides of the virtual consult. 

If you are using Zoom as the telerehab solution to run the consult, can learn more about how to record the consult on the Zoom support website.

If you are using the Embodia Telerehab solution, you will be able to record the consult locally by clicking on the "Record" button once you join the call.

Recording the virtual consult on Embodia

Note: If the record button is not showing up, this could be due to your browser not supporting the recording feature. Trying switching your browser (to use Google Chrome, or Brave). 

After the consult, you can upload the recording by clicking on the Upload button in the Consult recording section

 

Transcribing the recording

Once the recording is saved/uploaded, Embodia will automatically transcribe it to text. The time to complete the transcription depends on the length of recording. It usually takes about 2 minutes per hour of recording.

Transcription in process of the consult recording

 

Once the transcription is done, you will be able to download the transcript (if you wish to keep a record of it), and provide a rating for the quality of the transcript.

Downloading and rating the transcript

 

Using the recording to generate the starting point of the chart

Once the recording is transcribed, start a new chart entry for the consult. You can use a charting template or manually add the chart items to the chart. Keep the chart items blank. Once all the chart items have been added, click on the "Use AI to generate a chart for this consult!" link in the top banner.

Generate the starting point of the chart with AI


It will take a few moments to populate the chart items. As the information is AI-generated, it may contain incorrect information. Always verify the content and make any necessary changes. If inclined, you can also provide a rating. This will provide valuable feedback to help improve automated chart generation.

Rating the AI generation

 

Which questions will get populated?

Not all questions in the chart will get populated with AI. To get populated, the following criteria need to be met:

  1. The question should be blank, i.e. not previously answer. 
  2. The question should be one of the following types: Free text, Single answer, Multiple answers, and Range.

 

Customizing the generation for your chart items

A Large Language Model (LLM) is used to generate the chart using AI. To generate the proper content, the LLM needs to be given instructions of what task they need to accomplish. This is referred to as a prompt. Each question in each chart item will have its own prompt that will let the LLM know how to answer it.

By default, Embodia will use the question as part of the prompt. If you wish to override that prompt, when building/editing your chart items, click on the Change LLM prompt link.

Changing the LLM prompt

In the popup form, you can override part of the prompt (the text in bold):

Overriding the prompt of a question

 

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