WealMD’s AI Encounter supports clinician-reviewed documentation. The ambient recording workflow captures a consultation and generates draft clinical documentation. Clinicians review and edit the draft before signing the encounter. Supporting charting tools include SOAP templates, demographic tags and previous-note review.


Start the AI Encounter recording workflow from the clinical encounter. Confirm recording setup and your clinic’s patient communication process before a pilot.

The ambient workflow generates draft documentation from the consultation. The draft remains subject to clinician review and correction.

Review the generated draft against the encounter and correct missing or inaccurate information before completing the note.

Document the encounter in the SOAP or progress-note editor. These charting tools support the clinician’s documentation workflow.

Use custom SOAP and progress-note templates to match the structure your clinic needs. Templates are supporting EMR tools.

Insert supported patient and location fields with template tags. This documented template function is separate from AI-generated clinical reasoning.

Load or review prior notes while documenting the current encounter. The clinician decides which history is relevant to the visit.

The provider reviews, completes and signs the encounter note. The specifications describe note locking following sign-off.

Lab-review and prescription-signoff queues support care-team work. Prescription authoring and clinical decisions remain clinician workflows.
Ask for an AI Encounter demonstration and confirm the access available to your clinic. Use our AI scribe ROI methodology to plan a pilot and vendor evaluation framework to structure your questions. Review all WealMD features or book a demo to confirm your clinic’s configuration.