Setup Guide

Set up noctune’s core workflow with these eight essentials. Follow them in order or jump to the feature you need.

Record or upload audio

Choose New Encounter in the top bar or Start an encounter on the Dashboard. Select the patient and templates, then choose Record from web or drop in an existing audio file. Nothing is processed until you submit the queued recording.

New Encounter drawer with patient, SOAP template, discharge template, browser recording, and file upload controls

Start an encounter in noctune →

See New Encounter for the complete recording and upload workflow, including supported formats and limits.

Create a SOAP template

Open Templates, stay on SOAP Templates, and choose New Template. A SOAP template structures the internal clinical record: the clinician-facing note that noctune drafts from the encounter.

Create a custom SOAP template dialog with Copy a template, Blank, and Import starting-point tiles

Create a SOAP template in noctune →

See Create a custom template for editing, saving, quality review, and template-writing guidance.

Create a discharge template

Open Templates, select Discharge Templates, and choose New Template. A discharge template structures patient-specific take-home instructions, such as medication directions, warnings, home care, and recheck timing.

Create a custom discharge template dialog with the Discharge Templates tab selected and Copy a template active

Create a discharge template in noctune →

Keep reusable education and delivery copy—client literature, greetings, cover messages, and signatures—in an Email Template. Email Templates are reusable message content; they are neither the internal SOAP record nor the patient-specific generated discharge.

See SOAP templates and Discharge templates for defaults, placeholders, and the full workflow.

Import an existing template

Already have a template from another scribe or practice system? Open Templates, choose New Template, and select the Import tile. Name the template, paste the complete source, then choose Organize this. The organizer is available to every authenticated user.

Create a custom template dialog with the Import tile selected and a pasted template ready to organize

noctune reads the paste’s structure without rewriting it. Your full paste opens as an unsaved draft with Preview still selected. An import banner above the editor keeps View original paste available and shows anything that may belong in a template of its own—for example, client-facing discharge content inside a clinical template.

Choose Preview to inspect the exact proposed markdown, Create SOAP template or Create discharge template to save that companion draft and remove its matched source blocks from the current draft, or Dismiss to keep everything together. The receipt offers Open and Undo; Undo remains available only until you edit the current draft after accepting. If the banner flags client-education or unassigned passages, use View original paste to identify and preserve anything you need before accepting, then verify both drafts afterward. If analysis fails, the complete paste still opens unchanged so you can organize it manually.

Import banner suggesting a discharge template with Create, Preview, and Dismiss choices above the unsaved editor

Import a template in noctune →

See Review an imported template for the complete proposal workflow and Choose the right place for each job for when content belongs in a SOAP template, a discharge template, or an email template.

Send a discharge

Open a ready encounter, review Discharge Notes, then choose Send Email → Send discharge notes. Add the recipient and send; noctune never sends a draft automatically.

Send Discharge Summary dialog with the patient owner email prepared and Send enabled

Open encounters in noctune →

See Copy, email, and complete for completion behavior and sending options.

Go fullscreen

Open any encounter note and choose Full screen beside the View/Edit control. The note fills the window and hides the patient header and transcript; press Esc to leave. You can also use ⌘⇧F on macOS or Ctrl+Shift+F on Windows.

Mochi SOAP note in the distraction-free full-screen encounter view

Open encounters in noctune →

See Review & Edit for the complete note-review workspace.

Format with Markdown

Choose Edit on a SOAP note or discharge summary. The toolbar above the editor adds headings, bold, italics, lists, and inline code, or you can type Markdown directly. Choose Save when the note is ready.

Mochi encounter with the SOAP Markdown editor, formatting toolbar, Save, and Cancel controls

Open encounters in noctune →

See Edit the SOAP note for editing and audited save behavior.

Meet your inbox

Open Messages in the sidebar to see client replies, their patient context, and assignment status. Use New Message to start a conversation; encounter-linked replies stay connected to the visit.

noctune Messages inbox with client threads, selected Mochi conversation, encounter link, assignment, and reply actions

Open Messages in noctune →

See Messages for inbox workflows and Messaging & Email Relay for delivery and reply routing.