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Overview

Professional services require accurate, detailed documentation for compliance, quality assurance, and client records. Manual note-taking during client interactions reduces engagement and often misses important details. SkyScribe automatically creates structured documentation so professionals can focus on clients while maintaining comprehensive records.

Common Challenges

Reduced Client Engagement

Taking notes during calls reduces eye contact and active listening

Incomplete Records

Important details get forgotten or missed in manual documentation

Compliance Requirements

Regulatory requirements demand detailed, accurate records

Time-Consuming Documentation

Professionals spend hours on documentation instead of serving clients

Use Cases

Customer Support

Document support calls for quality assurance, training, and customer records. What SkyScribe captures:
  • Call summary and customer information
  • Issue description and symptoms
  • Troubleshooting steps taken
  • Resolution and outcome
  • Follow-up actions required
Example template output:
CALL SUMMARY
Customer reported login issues with mobile app after recent update.
Troubleshooting revealed cached data conflict. Issue resolved by clearing
app cache and reinstalling. Customer verified successful login.

CUSTOMER INFORMATION
• Name: Sarah Johnson
• Account ID: CUS-47392
• Product: Mobile App Pro
• Priority: Medium (affecting daily work)
• Previous tickets: 2 (both resolved)

ISSUE DESCRIPTION
Customer cannot log into mobile app after updating to version 3.2.0.
Error message: "Authentication failed. Please try again."

Started occurring: September 8, immediately after app update
Frequency: Every login attempt (100% reproduction rate)
Impact: Cannot access work documents on mobile device

TROUBLESHOOTING STEPS

1. Verified credentials work on web version - Successful
2. Checked server status - No outages reported
3. Requested app version - Confirmed 3.2.0 (latest)
4. Cleared app cache - Issue persisted
5. Uninstalled and reinstalled app - Issue resolved

ROOT CAUSE
Corrupted cache data from version 3.1.8 incompatible with 3.2.0 update.
App failed to clear cache automatically during update process.

RESOLUTION
Complete app reinstall cleared corrupted cache. Customer successfully
logged in and verified all features working. Issue resolved in 15 minutes.

FOLLOW-UP REQUIRED
• Escalate cache migration bug to engineering team
• Monitor for similar reports from other customers on 3.2.0
• Follow up with customer in 24 hours to confirm continued functionality

CUSTOMER FEEDBACK
"Thank you for the quick resolution. I appreciate the detailed explanation
of what went wrong."

Satisfaction rating: 5/5

Medical Consultations

Document patient consultations for medical records and treatment planning. What SkyScribe captures:
  • Patient information and chief complaint
  • Symptoms and medical history
  • Examination findings
  • Diagnosis and assessment
  • Treatment plan and prescriptions
  • Follow-up instructions
Example template output:
PATIENT INFORMATION
Name: [Redacted for privacy]
Date of Birth: [Redacted]
Date of Visit: September 10, 2024
Chief Complaint: Persistent headaches for 2 weeks

SYMPTOMS & HISTORY

Current Symptoms:
- Frontal headaches, moderate intensity (6/10 pain scale)
- Occurring daily, worse in afternoons
- Occasional nausea, no vomiting
- Light sensitivity when headache is severe
- Duration: Started 2 weeks ago

Triggers Identified:
- Screen time at work (8+ hours daily)
- Stress from project deadline
- Poor sleep (5-6 hours per night)

Medical History:
- No history of migraines or chronic headaches
- Occasional tension headaches in past (2-3 times per year)
- No current medications
- No known allergies

EXAMINATION FINDINGS

Vital Signs:
- Blood pressure: 128/82 mmHg
- Heart rate: 74 bpm
- Temperature: 98.4°F

Physical Examination:
- Neurological exam: Normal, no focal deficits
- Pupillary response: Normal and equal
- Neck: No stiffness, full range of motion
- Visual acuity: Normal
- No signs of infection or inflammation

DIAGNOSIS & ASSESSMENT

Primary Diagnosis: Tension-type headaches
Contributing Factors:
- Prolonged screen time without breaks
- Sleep deprivation
- Work-related stress
- Poor ergonomic setup at workstation

Differential Diagnoses Considered:
- Migraine: Ruled out (no aura, pattern inconsistent)
- Sinusitis: Ruled out (no nasal symptoms, exam negative)
- Vision problems: Ruled out (visual acuity normal)

TREATMENT PLAN

Immediate Management:
- Ibuprofen 400mg as needed for pain (max 3 times daily)
- Rest in dark, quiet room when severe

Lifestyle Modifications:
- Take 10-minute breaks every hour from screen
- Practice 20-20-20 rule (every 20 min, look 20 feet away for 20 sec)
- Improve sleep hygiene, aim for 7-8 hours nightly
- Stress management techniques (deep breathing, meditation)
- Ergonomic assessment of workstation

FOLLOW-UP INSTRUCTIONS

Return Visit: 2 weeks if symptoms persist or worsen
Red Flag Symptoms - Seek Immediate Care:
- Sudden severe headache (thunderclap)
- Headache with fever, confusion, or vision loss
- Headache after head injury
- Progressive worsening despite treatment

Next Steps:
- Track headache frequency and triggers in journal
- If no improvement in 2 weeks, consider referral to neurologist
- Re-evaluate if pattern changes or new symptoms develop
Important Note:
Medical documentation must comply with HIPAA and local privacy regulations. Always de-identify transcripts and store securely. SkyScribe should supplement, not replace, official medical record systems.
Document legal proceedings, depositions, and client consultations. What SkyScribe captures:
  • Proceeding details and participants
  • Questions asked and answers given
  • Key testimony and statements
  • Objections and rulings
  • Important admissions or inconsistencies
Example template output:
DEPOSITION DETAILS
Case: Smith v. TechCorp, Inc.
Case Number: CV-2024-8372
Date: September 10, 2024
Time: 10:00 AM - 12:30 PM
Location: Law Offices of Johnson & Associates

PARTICIPANTS
Deponent: Robert Martinez (Former TechCorp Employee)
Plaintiff's Attorney: Jennifer Wong, Esq.
Defense Attorney: Michael Chen, Esq.
Court Reporter: Lisa Anderson

BACKGROUND
Deposition of former TechCorp employee regarding alleged discriminatory
practices in promotion decisions. Deponent worked as Senior Engineer
from 2019-2023, left company after being passed over for promotion.

KEY TESTIMONY

Employment History:
- Hired as Senior Engineer, Level 2 in March 2019
- Received "Exceeds Expectations" on all performance reviews
- Applied for Principal Engineer promotion in 2021, 2022, and 2023
- All three applications denied despite meeting stated criteria
- Resigned in June 2023 after third denial

Promotion Criteria Discussion:
Q: Were you aware of the promotion criteria for Principal Engineer?
A: Yes, it was clearly documented. You needed 4+ years experience,
   lead two major projects, and get "Exceeds Expectations" rating.

Q: Did you meet all three criteria?
A: Yes. I had 4 years experience, led the mobile app rewrite and the
   API v2 migration, and had top ratings every review.

Q: Why do you believe you were denied promotion?
A: The feedback was always vague. "Not quite ready" or "need more time."
   But I met all the written criteria, and junior engineers with less
   experience were promoted.

Critical Admission:
Q: Do you have evidence others were promoted with less experience?
A: Yes. Sarah Chen was promoted to Principal in 2022 after only 3 years.
   She led one major project. I had twice her experience and led more
   projects.

Q: Were there others?
A: Three others promoted in 2022-2023, all with 3 years or less
   experience. All fit a certain demographic pattern.

Manager Communications:
Q: Did your manager explain the denials?
A: In our 1-on-1, he said I was "too aggressive" and needed to be "more
   of a team player." But my performance reviews praised my leadership
   and collaboration.

Q: Did you receive different feedback in written vs. verbal form?
A: Yes. Written reviews were excellent. Verbal feedback for promotion
   was consistently negative about "soft skills" that weren't mentioned
   in reviews.

OBJECTIONS

Defense counsel objected to questions about:
- Other employees' promotion decisions (Overruled - relevant to pattern)
- Manager's personal opinions about deponent (Sustained - speculative)
- Company-wide diversity statistics (Deferred pending discovery)

POTENTIAL INCONSISTENCIES

1. Company claims "objective criteria" but applied inconsistently
2. Performance reviews conflict with promotion denial reasons
3. Less experienced employees promoted while deponent denied

NEXT STEPS
- Request personnel files for Sarah Chen and three other promoted
  engineers for comparison
- Depose deponent's direct manager regarding promotion decisions
- Request company-wide promotion statistics 2019-2023

ATTORNEY NOTES
Strong testimony. Deponent credible and well-prepared. Admission about
specific comparisons to other promoted employees strengthens disparate
treatment claim. Follow up on "demographic pattern" comment in
supplemental discovery.
Important Note:
Legal documentation is subject to attorney-client privilege and confidentiality rules. Transcripts should be treated as work product and stored securely. Always consult with supervising attorney about record retention policies.

Pre-built Templates

Best for: Support calls, technical assistance, service requestsExtracts:
  • Call summary
  • Customer information
  • Issue description
  • Troubleshooting steps
  • Resolution
  • Follow-up required
When to use:
  • Quality assurance review
  • Training new support agents
  • Customer record documentation
  • Issue pattern analysis
Best for: Patient consultations, follow-up appointmentsExtracts:
  • Patient information and chief complaint
  • Symptoms and history
  • Examination findings
  • Diagnosis
  • Treatment plan
  • Follow-up instructions
When to use:
  • Supplementing medical records
  • Treatment planning
  • Patient communication
  • Compliance documentation

Best Practices

For Customer Support Teams

  1. Get customer consent - Inform customers calls may be recorded
  2. Enable speaker diarization - Separate customer from agent
  3. Review for accuracy - Verify technical details before closing ticket
  4. Build knowledge base - Analyze patterns across support calls
  5. Use for training - Share exemplary call transcripts with team

For Healthcare Professionals

  1. Obtain patient consent - Required for recording medical consultations
  2. De-identify immediately - Remove PHI before sharing or storing
  3. Supplement, don’t replace - Use alongside official EMR/EHR systems
  4. Verify medical terms - Review transcripts for medical terminology accuracy
  5. Secure storage - Use HIPAA-compliant storage for all records
  1. Verify privilege - Ensure recordings subject to attorney-client privilege
  2. Court reporter comparison - Cross-check against official court reporter transcript
  3. Redact appropriately - Remove privileged information before sharing
  4. Secure archival - Maintain records per court and ethical requirements
  5. Timestamp verification - Use timestamps to locate specific testimony

Compliance Considerations

Important Compliance Notes:Healthcare (HIPAA):
  • Obtain written consent before recording
  • De-identify all transcripts (remove names, dates, identifiers)
  • Use encrypted storage for all recordings and transcripts
  • Maintain audit logs of access
  • Follow organization’s record retention policies
Legal (Attorney-Client Privilege):
  • Mark all transcripts as attorney work product
  • Restrict access to privileged team members only
  • Follow ethical rules for recordkeeping in your jurisdiction
  • Maintain confidentiality of client information
  • Consult supervising attorney on storage and sharing
Customer Support (Consumer Privacy):
  • Disclose call recording at beginning of conversation
  • Comply with state-specific recording laws (one-party vs two-party consent)
  • Follow company data retention policies
  • Redact PII when sharing outside support team
  • Enable customers to request deletion of recordings

Get Started

1

Obtain consent

Get appropriate consent for recording (customer, patient, or client)
2

Record the interaction

3

Choose appropriate template

Select Customer Support, Medical Consultation, or Legal Deposition
4

Review and comply

Verify accuracy, redact as needed, and store per compliance requirements
5

Customize as needed

Create custom templates for your specific professional needs

Need Help?

Questions about using SkyScribe for professional services?