Recording a consultation with Lupa Notes captures the entire conversation between you and the client, then uses AI to generate structured clinical notes automatically. This eliminates manual note-taking during the consultation, letting you focus entirely on the patient. The recording can be started from your phone or your computer.

Important: Always ask for and receive client consent before recording any consultation. This is a legal and ethical requirement. Confirm consent verbally at the start of the recording so it's captured on the transcript.

Before starting, you select a template from the list. You can always choose a different template after recording your consult if you decide you want a different format:

If you have already recorded for an appointment and want to add another recording, you will see a microphone button in the header of the Clinical Notes section. Click it to start a new Lupa Notes recording for the same appointment without leaving the page.

You can use Lupa Notes from your phone as well, which allows you to move around and record on the go. Simply log in from a browser on your phone, use the same log in details and the exact same screen will come up. Whatever you record here will sync with the Lupa Notes on your computer - as long as you have internet access so your notes can be accessed and edited from your phone or computer.

Once you stop the recording, the AI processes it and the generated notes appear automatically in the Clinical Notes section of the appointment — no extra steps needed. The notes are appended directly into the editor, so any notes you had already written are preserved above a dividing line.

To read the word-for-word transcript, click View in the recording bar and choose View transcription. This opens the View Transcription pop-up, where you can:

If a recording didn't pick up any speech, you'll see a message confirming no transcript was captured. If there are no recordings yet for the appointment, the pop-up will say so.

To review notes or transcripts from earlier recordings for the same appointment, click View and choose View History.

If you need to add more details or new findings to the entry - instead of starting a whole new Lupa Notes entry you can use the 'add recording option'. Find this in 'files' tab.

The AI produces notes structured according to your chosen template. For a SOAP template, this typically includes:

Always review AI-generated notes before finalizing:

If you try to switch to a different practice while a recording is active, Lupa will show a Recording in progress pop-up before making the switch. You have two choices:

Always choose Keep recording if you want to preserve the consultation — switching will permanently discard whatever has been captured so far.