Taking Notes using Kiroku

Once you're happy with your Templates, you can use them to take faster, more personalised Notes.

The process for taking Notes using Kiroku Templates is easy:

  1. Pick your template
  2. Populate your Notes
  3. Copy your Notes
  4. Convert your Notes to Docs requires kiroku pro

Pick your template

Your Note Templates can be found on your Notes dashboard. You can add stock templates from our Template library, or you can have your own templates converted.

Simply click the relevant Note Template from your dashboard to use it. 
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P.S. The Freestyle appointment type is a flexible way to create notes that aren't based on any particular template structure. Freestyle will listen in to your appointment and create compliant notes based on what is said. Freestyle is great for when you're dealing with a situation that might go off-script - like an emergency appointment.


Populate your notes

Kiroku’s Templates make note-taking super simple with a combination of smart AI Voice technology and easy clickable options.

Our Co-pilot Feature can listen in to your appointment (or summary) and complete your notes with the relevant information as it's mentioned. At the same time you (or your nurse) can select additional buttons and free type additional details if required.

You'll need a microphone to use Co-pilot
Find our mic recommendations here

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Kiroku Templates are clearly laid out in logical order, and our linked lines mean follow up questions are only shown where relevant - for instance if it's noted the patient is in pain, follow up questions will appear to capture further detail.

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You can complete notes in any order, although most users like to optimise their templates to act as a linear workflow.

Adding text

Want to add some further detail? You can free-type or use the transcription tool by clicking into any text area. 

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The Transcription tool
can be used to populate any text areas of your notes with just your speech. After you click into a text area of your notes the transcription button will appear at the bottom of your screen. You can click and hold to transcribe, or select the lock button to do a transcription without holding the button. 

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How to undo

Made a mistake? Don’t worry, you can undo individual lines by selecting the undo button to the left of the line, as well as undo your last actions using the undo button found in the top bar

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Deleting lines

You can delete any lines of your notes that are not required. Just hover over the line and click the ‘Delete line’ option to the left of the line. 


Skip remaining lines

There are times when all of the lines in your template might not be relevant. Instead of deleting each line at a time, you can use the 'Skip remaining lines' button to do just that!

Hover over the bottom right-hand side of a section that contains lines to remove. This will bring up the 'Skip remaining lines' button and highlight in blue the lines to be removed from your notes.

Simply click to accept and watch them disappear! The lines in your section will then collapse, letting you easily see a completed section.

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Check out the rest of our Notes articles to see other features within the Note Writing screen that can supercharge your note-writing process!

Finishing notes later

If you're not able to complete the notes for an appointment at that moment, you can also 'Save to drafts'. Drafts are accessible from the main Kiroku sidebar or by clicking the 'See drafts' button within your notes editor. This will open a new tab with your drafts.

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You can then access these drafts again at any time. You can search for saved drafts by the patient's initials or template name. Simply click back in to pick up where you left off.


Copying notes / completing your appointment

Once your appointment notes are complete, click the ‘Copy notes’ button at the top right of the notes screen or in the notes preview at the bottom of your screen.

This will copy the notes to your clipboard. The button will change to 'Notes Copied!' so this is clear. 

You then simply need to paste your notes into your clinical software.

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You can also copy individual sections of your notes by using the '
Copy section' button at the top of each section. Again, the button will change to 'Section copied' so this is clear.


If there are any un-clicked buttons or empty lines in your template, a warning will appear when you click the 'Copy notes' button. This warning does not prevent your noted being copied, however we recommend you review your notes and 'Skip remaining lines' for optimal formatting of your notes.

Starting your next appointment

Once you’ve copied your notes, the template picker in the top left-hand corner will change.  From here, you can pick the template for your next appointment without going back to the dashboard.

Alternatively, you can also preview your notes and pick the template for your next appointment from the end zone of the Note Writing screen.
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Convert your Notes to Docs requires kiroku pro

If your Notes template has Docs templates associated, you can quickly convert your Kiroku Notes into Docs.

Find out more about Kiroku Docs.