Skip to main content

Overview

Paw & Care’s voice-to-SOAP feature is the cornerstone of the platform, reducing documentation time by 70%. This guide covers the complete workflow from recording your examination findings to finalizing a professional SOAP note with AI-generated clinical insights.
SOAP stands for Subjective, Objective, Assessment, Plan — the standard medical documentation format used across veterinary and human medicine.

What You’ll Learn

  • Recording clinical examinations via voice dictation
  • Understanding the AI transcription and SOAP generation process
  • Selecting and using documentation templates
  • Reviewing and editing AI-generated notes
  • Working with clinical insights and recommendations
  • Finalizing and saving medical records
  • Attaching audio, photos, and documents

Prerequisites

  • ✅ Completed patient setup (Max the beagle from First Patient Guide)
  • ✅ Microphone permissions granted (iOS/Web)
  • ✅ Active internet connection (required for AI processing)
  • ✅ Completed or in-progress appointment (recommended)

The Voice-to-SOAP Workflow

Here’s how the AI processes your dictation: Processing Time: 10-30 seconds from recording to initial SOAP draft

Step 1: Start a New Dictation Session

1

Navigate to Dictation

On iOS: Tap the Dictate tab (center of bottom bar, microphone icon)On Web: Click Dictation & SOAP in the left sidebarYou’ll see the dictation workspace.
2

Select Patient

At the top of the screen:
  1. Click Select Patient dropdown
  2. Type “Max” in the search field
  3. Select Max (Beagle, 5 years, Owner: Sarah Johnson)
  4. Patient info displays: Age, weight, allergies, current medications
Critical Safety Feature: Max’s allergies are prominently displayed:
  • ⚠️ Penicillin (Drug)
  • ⚠️ Chicken (Food)
  • ⚠️ Pollen (Environmental)
The AI will flag these in clinical insights if you mention contraindicated medications.
3

Choose Documentation Template

Click Select Template dropdownAvailable Templates:
  • Standard SOAP ✓ (recommended for general exams)
  • Specialist SOAP (detailed)
  • Dental - Canine
  • Dental - Feline
  • Radiograph Report
  • Surgery Report
  • Callback Note
  • Tech Appointment Note
Select Standard SOAPTemplate Structure:
🟦 Subjective (Owner-reported information)
🟩 Objective (Physical exam findings)
🟪 Assessment (Your diagnosis)
🟪 Plan (Treatment and follow-up)
Each template optimizes the AI for specific procedure types. For instance, “Dental - Canine” prompts the AI to focus on periodontal scoring and tooth-specific findings.
4

Select Input Method

Three options available:1. Voice Recording (Recommended)
  • Real-time dictation
  • Hands-free operation
  • Live transcription preview
  • Highest accuracy with medical terminology
2. Upload Audio File
  • Pre-recorded audio from external recorder
  • Supports: MP3, M4A, WAV, WEBM
  • Max file size: 25 MB
  • Max duration: 30 minutes
3. Manual Text Entry
  • Type your notes directly
  • Skip transcription step
  • Still generates SOAP structure
  • Good for brief follow-ups
Choose Voice Recording for this walkthrough.

Step 2: Record Your Examination

1

Prepare to Record

Before You Start:
  • Ensure quiet environment (minimize background noise)
  • Position microphone 6-12 inches from mouth
  • Have patient record available for reference
  • Speak clearly at normal conversational pace
You can pause and resume recording. No need to complete everything in one take.
2

Start Recording

  1. Tap the large 🎤 Microphone button
  2. Grant microphone permission if prompted (iOS)
  3. Recording indicator appears:
    • Red pulsing circle
    • Timer (00:00)
    • Waveform visualization
    • “Recording…” status
Live Transcription (Browser Speech Recognition):
  • Text appears in real-time as you speak
  • Helps verify microphone is working
  • Not the final transcription (Whisper AI is more accurate)
3

Dictate Examination Findings

Speak naturally, including all four SOAP sections.Example Dictation:
This is a wellness examination for Max, a five-year-old male 
neutered beagle.

SUBJECTIVE:
Owner Sarah Johnson reports that Max has been coughing 
intermittently for the past three days. The cough is dry and 
nonproductive. It seems to worsen after exercise or excitement. 
She also notes that his appetite has decreased slightly, eating 
about three-quarters of his normal food intake. No vomiting or 
diarrhea. No lethargy. Activity level is normal otherwise. 
He's current on vaccinations per her records.

OBJECTIVE:
On physical examination, Max is bright, alert, and responsive. 
Body condition score is six out of nine, slightly overweight at 
twenty-eight pounds. Temperature is one hundred one point five 
Fahrenheit, which is within normal limits. Heart rate is one 
hundred ten beats per minute, regular rhythm. Respiratory rate 
is twenty-eight breaths per minute, mildly elevated.

Auscultation of the heart reveals no murmurs or arrhythmias. 
Lung auscultation reveals mild bronchial sounds bilaterally, 
no wheezes or crackles. Tracheal palpation elicits a mild cough.

Oral examination shows moderate tartar accumulation on the molars 
bilaterally. Gingivitis is present, grade two out of four. 
No loose teeth or oral masses noted.

Abdominal palpation reveals no abnormalities, no pain, no masses.

Lymph nodes are normal size and consistency. Skin and coat are 
in good condition, no external parasites visualized.

ASSESSMENT:
Primary diagnosis is infectious tracheobronchitis, commonly known 
as kennel cough, likely viral in etiology given the dry cough and 
tracheal sensitivity. Differential diagnoses include early 
congestive heart failure, allergic airway disease, or foreign body, 
but these are less likely given the acute onset and physical exam 
findings.

Secondary finding is dental disease with moderate tartar and 
gingivitis requiring attention.

The decreased appetite is likely secondary to the respiratory 
discomfort.

PLAN:
I'm recommending supportive care for the kennel cough. Prescribe 
hydrocodone for cough suppression, one five-milligram tablet every 
eight to twelve hours as needed for cough. I'm also starting 
doxycycline one hundred milligrams once daily for seven days to 
cover any secondary bacterial infection.

Recommend strict rest, no dog parks or boarding for two weeks to 
prevent spread and allow recovery.

For the dental disease, I discussed scheduling a dental cleaning 
under anesthesia in the next four to six weeks once the respiratory 
issue has resolved.

Recheck appointment in one week to assess cough progression. 
Advised owner to return sooner if cough worsens, if Max develops 
lethargy, inappetence, or respiratory distress.

Owner was receptive to the plan and has no questions at this time.
Key Tips:
  • Spell out numbers (“one hundred ten” not “110”)
  • Use full medical terms initially, then abbreviations
  • Pause briefly between SOAP sections
  • Include negatives (“no vomiting, no diarrhea”)
  • State medications with dosage and frequency
4

Pause if Needed

During examination, you may need to pause:
  1. Tap the ⏸️ Pause button
  2. Timer stops
  3. Recording is preserved
  4. Tap ▶️ Resume to continue
  5. Final audio combines all segments seamlessly
Pausing is useful when:
  • Restraining the patient
  • Discussing sensitive info with owner
  • Checking reference materials
  • Taking a brief break
5

Stop Recording

When finished:
  1. Tap the ⏹️ Stop button
  2. Recording time displayed: “Total duration: 2:34”
  3. Audio file is saved automatically
  4. Playback controls appear
Review Your Recording:
  • Tap ▶️ Play to listen
  • Verify audio quality is clear
  • If unsatisfactory: Tap 🗑️ Delete and re-record
  • If good: Proceed to next step

Step 3: AI Processing

1

Upload and Transcribe

After stopping the recording:
  1. Click Process Recording button
  2. Audio uploads to Supabase Storage (2-5 seconds)
  3. Audio sent to OpenAI Whisper API for transcription
Processing Screen:
🔄 Transcribing audio...
Progress: ████████████████ 100%
Duration: 2:34
Status: Analyzing speech patterns
Transcription Time: ~8-15 seconds for a 2-3 minute recording
Whisper AI achieves 95%+ accuracy on medical terminology, including drug names, anatomical terms, and condition names.
2

Review Transcription

Once transcription completes:Transcription Tab appears with full text:
This is a wellness examination for Max, a 5-year-old male 
neutered Beagle.

Subjective: Owner Sarah Johnson reports that Max has been 
coughing intermittently for the past 3 days. The cough is 
dry and nonproductive. It seems to worsen after exercise 
or excitement. She also notes that his appetite has decreased 
slightly, eating about three-quarters of his normal food 
intake. No vomiting or diarrhea. No lethargy. Activity level 
is normal otherwise. He's current on vaccinations per her 
records.

Objective: On physical examination, Max is bright, alert, 
and responsive. Body condition score is 6/9, slightly 
overweight at 28 lbs...
Check for Errors:
  • Medical terms correctly spelled? ✓
  • Numbers accurate? ✓
  • Drug names correct? ✓
  • Any missing words? ✓
Edit if Needed:
  • Click in text to make corrections
  • Use search/replace for repeated errors
  • Edits improve AI SOAP generation
Common transcription quirks:
  • “milligram” vs “mg” (both work)
  • “102.5” vs “one hundred two point five” (use numerals in edits)
  • Homophones: “there/their”, “to/too/two”
3

Generate SOAP Note

Click Generate SOAP Note buttonAI Processing:
🧠 Analyzing transcription with GPT-4...

✓ Identified patient: Max (Beagle, 5 years)
✓ Extracted subjective findings
✓ Categorized objective measurements  
✓ Formulating assessment
✓ Generating treatment plan
✓ Checking for drug interactions
✓ Applying Standard SOAP template

Complete! (18 seconds)
The screen transitions to the SOAP Note Editor.

Step 4: Review AI-Generated SOAP Note

The AI has structured your dictation into four sections:
Subjective: Patient History & Owner Observations
Chief Complaint:
Intermittent dry cough for 3 days

History of Present Illness:
Max, a 5-year-old MN Beagle, presented for a wellness 
examination. Owner Sarah Johnson reports intermittent dry, 
nonproductive coughing for the past 3 days. Cough worsens 
after exercise or excitement. Appetite decreased to ~75% of 
normal intake. No vomiting, diarrhea, or lethargy noted. 
Activity level remains normal.

Vaccination Status:
Current per owner's records

Current Medications:
- Rimadyl 75mg PO q24h (hip dysplasia)
- Apoquel 16mg PO q24h (allergies)

Known Allergies:
⚠️ Penicillin (drug)
⚠️ Chicken (food)
⚠️ Pollen (environmental)
AI Enhancements:
  • Formatted chief complaint at top
  • Organized chronologically
  • Included relevant patient history
  • Flagged allergies prominently
  • Used medical abbreviations (MN = male neutered)
The AI-generated SOAP note is marked as DRAFT and requires veterinarian review before finalization. Always verify:
  • ✅ Diagnoses are clinically appropriate
  • ✅ Medications and dosages are correct
  • ✅ Drug interactions checked
  • ✅ No allergy conflicts
  • ✅ Follow-up plan is realistic

Step 5: Review Clinical Insights

Scroll down to the Clinical Insights section.
1

Understanding Insights

The AI generates three types of insights:1. Diagnosis Suggestions 💡
  • Conditions consistent with symptoms
  • Evidence-based differential diagnoses
  • Rare conditions to consider
2. Risk Factors ⚠️
  • Potential complications
  • Drug interactions
  • Contraindications based on patient history
3. Treatment Suggestions 💊
  • Recommended diagnostic tests
  • Alternative treatment options
  • Evidence-based protocols
2

Review Generated Insights

Example Insights for Max:
🟡 MEDIUM PRIORITY | Diagnosis | 78% Confidence

Bordetella bronchiseptica infection

Consider Bordetella as primary pathogen in kennel cough cases. 
While often viral, Bordetella bacterial component is common. 
Doxycycline covers this well (already prescribed).

Reference: ACVIM Consensus Statement on Canine Infectious 
Respiratory Disease Complex (2020)

[Accept] [Reject]
🟪 HIGH PRIORITY | Risk Factor | 92% Confidence

⚠️ Penicillin allergy - Avoid beta-lactam antibiotics

Patient has documented penicillin allergy. Ensure no cross-reactive 
beta-lactams prescribed. Doxycycline is safe (different class). 
Do not use amoxicillin, cephalexin, or clavamox.

[Accept] [Reject]
🟩 LOW PRIORITY | Suggestion | 65% Confidence

Consider thoracic radiographs if no improvement in 7 days

If cough persists or worsens after 1 week of treatment, thoracic 
radiographs indicated to rule out pneumonia, cardiac disease, or 
masses. Current plan appropriately schedules recheck at 1 week.

[Accept] [Reject]
3

Accept or Reject Insights

For each insight:Click 👍 Accept if:
  • Clinically relevant and accurate
  • Adds value to your assessment
  • You want to incorporate into the note
Click 👎 Reject if:
  • Not applicable to this case
  • Incorrect or misleading
  • Already addressed in your plan
Feedback improves the AI:
  • Your accepts/rejects train the model
  • Over time, insights become more relevant to your practice style
  • Rejected insights won’t appear for similar cases
You can also click “Add to Plan” to automatically insert the insight into your SOAP note’s Plan section.

Step 6: Edit and Finalize

1

Make Edits

Click directly into any SOAP section to edit:Common Edits:
  • Fix transcription errors
  • Add forgotten details
  • Clarify ambiguous statements
  • Adjust medication dosages
  • Update based on client questions
Example Edit: In the Plan section, add:
- Recommended humidifier at home to ease respiratory discomfort
- Suggested honey (1 tsp) for natural cough relief if needed
All sections are rich-text editable with:
  • Bold, italic, underline
  • Bullet lists
  • Section headers
2

Attach Supporting Documents

Click + Add AttachmentAttach:
  • Original audio recording (auto-attached)
  • Photos (e.g., oral cavity showing gingivitis)
  • Lab results (PDF uploads)
  • X-rays or ultrasound images
  • Consent forms
For Max’s case:
  • 🎤 Audio recording (2:34) - Auto-attached
  • 📷 Photo: “Oral cavity - moderate tartar”
  • 📷 Photo: “Gingival inflammation - molars”
Each attachment is timestamped and linked to this record.
3

Set Record Status

Status Dropdown (top right):
  • Draft (current): Incomplete, still being edited
  • Pending Review: Ready for another vet to review
  • Reviewed: Reviewed by senior vet, pending finalization
  • Finalized: Complete and locked
Change to Finalized when ready.
Once finalized, records are locked and cannot be edited (only addendums can be added). Ensure accuracy before finalizing.
4

Link to Appointment (if applicable)

If this SOAP note is for today’s appointment:
  1. Click Link to Appointment
  2. Select “10:00 AM - Max - Wellness Check”
  3. The appointment status changes to “Completed”
  4. A link appears on the appointment record to view this SOAP note
5

Save the Record

Click Save Medical RecordConfirmation:
✓ Medical record saved successfully

Record ID: MR-2026-03-06-001
Patient: Max
Date: March 6, 2026
Status: Finalized
Created by: Dr. Sarah Wilson

[View Record] [Create Invoice] [Send to Owner]

Step 7: Post-Documentation Actions

From the saved record:
  1. Click Create Invoice button
  2. System pre-fills based on SOAP note:
    • Wellness examination: $75
    • Hydrocodone 5mg #14: $12
    • Doxycycline 100mg #7: $18
  3. Add additional items:
    • Office visit fee: $50
  4. Subtotal: $155
  5. Tax (6.25%): $9.69
  6. Total: $164.69
  7. Click Generate Invoice
  8. PDF created and linked to record
  9. Send to owner via email
See Billing Guide for details.

Advanced Features

Different templates optimize AI for specific procedures:Dental - Canine Template:
  • Prompts for periodontal scoring (0-4 scale)
  • Tooth-by-tooth notation
  • Anesthesia notes
  • Pre/post-op instructions
Surgery Report Template:
  • Pre-op assessment
  • Anesthesia protocol
  • Surgical procedure details
  • Post-op recovery notes
  • Complications (if any)
Radiograph Report Template:
  • Views obtained
  • Technical quality
  • Radiographic findings
  • Interpretation
  • Recommendations
Multiple team members can contribute:Technician Adds Vitals (before vet exam):
  • Tech records TPR, weight in Objective section
  • Status: Draft
  • Assigned to: Dr. Wilson
Veterinarian Completes Exam:
  • Adds Assessment and Plan via dictation
  • Requests review from senior vet
  • Status: Pending Review
Senior Vet Reviews:
  • Approves or suggests edits
  • Status: Reviewed
Finalizing:
  • Original vet finalizes
  • Status: Finalized
  • All contributors’ names logged
If you need to pause documentation:
  1. Click Save Draft
  2. Record saved with status “Draft”
  3. Return later from Medical Records screen
  4. Filter by: Status = Draft
  5. Continue editing where you left off
Drafts are accessible:
  • Across devices (iOS + Web)
  • Synced in real-time
  • Auto-saved every 30 seconds
  • Preserved for 30 days
During dictation, use voice commands:Section Navigation:
  • “New section: Subjective”
  • “Next section”
  • “Go to Plan”
Formatting:
  • “New paragraph”
  • “Bullet point”
  • “Comma” / “Period” (forced punctuation)
Corrections:
  • “Scratch that” (deletes last sentence)
  • “Correct that to [new text]“

Troubleshooting

Common Causes:
  • Background noise (barking, equipment)
  • Microphone too far away
  • Speaking too fast or mumbling
  • Technical terms spoken unclearly
Solutions:
  • Record in quiet room
  • Use external microphone (better quality)
  • Speak clearly at normal pace
  • Spell out ambiguous drug names: “D-O-X-Y-C-Y-C-L-I-N-E”
  • Review and edit transcription before generating SOAP
If AI doesn’t include expected content:
  1. Check transcription: Was it transcribed correctly?
  2. Ensure you verbally stated all SOAP sections
  3. Use section labels: “Subjective:”, “Objective:”, etc.
  4. Manually add missing info in the editor
  5. Regenerate: Click Regenerate SOAP with edited transcription
The AI learns from your feedback:
  • Reject irrelevant insights 👎
  • Accept good ones 👍
  • Over 10-20 notes, insights improve significantly
  • If persistently bad, contact support for model retraining
Requirements to finalize:
  • ✓ All required sections complete (S, O, A, P)
  • ✓ Patient selected
  • ✓ Date entered
  • ✓ Assigned veterinarian (you)
  • ✓ No critical warnings (drug interactions)
If blocked, check for red warning messages at top of screen.

Best Practices

Dictation Tips

  • Dictate immediately after exam (memory fresh)
  • Speak in complete sentences
  • Use patient’s name frequently
  • State negatives (“no vomiting”)
  • Include owner’s name for context

Accuracy First

  • Always review AI-generated content
  • Verify drug dosages against references
  • Check for allergy conflicts
  • Include all discussed risks/alternatives
  • Document client consent

Efficient Workflow

  • Use templates consistently
  • Create custom templates for common cases
  • Dictate during exam (with permission)
  • Save time, not corners
  • Batch similar appointments

Legal Protection

  • Finalize records within 24 hours
  • Never alter finalized records (add addendum)
  • Document informed consent
  • Include client communications
  • Export for backup monthly

Metrics & Time Savings

Traditional SOAP Note (typed):
  • Average time: 8-12 minutes per patient
  • Prone to typos and omissions
  • Often delayed until end of day
Paw & Care Voice-to-SOAP:
  • Dictation: 2-3 minutes
  • AI processing: 15-30 seconds
  • Review/edit: 1-2 minutes
  • Total: 3-5 minutes (70% time savings)
Additional Benefits:
  • More detailed notes (easier to dictate than type)
  • Clinical insights catch potential issues
  • Immediate documentation (better recall)
  • Consistent formatting across all vets

Next Steps

Documentation Workflow

Learn the complete daily documentation routine

Custom Templates

Create templates optimized for your practice

Daily Workflow

Integrate SOAP notes into your daily routine

Reporting

Analyze documentation patterns and productivity

Congratulations! You’ve created your first AI-powered SOAP note. Max’s wellness examination is fully documented, and you saved 5-7 minutes compared to traditional typing. As you use the system more, you’ll develop a rhythm that makes documentation feel effortless.

Build docs developers (and LLMs) love