🧭 Familiarize yourself with Scribeberry’s interface before starting a visit.

📋 Quick-Start Checklist

Explore the left sidebar to view your folders and access templates, forms, macros and agents

Use the middle pane to pick scribes, filter and search

Work in the right panel, where all editing and AI actions happen

Open templates, macros, forms & agents from the left menu

Configure EMR integrations & settings via the bottom bar

Why the Layout Matters

A clear interface keeps your focus on patients, not on software. Scribeberry’s workspace is intentionally divided into three main columns - plus a bottom command bar - so you can jump from recording to note‑generation to EMR export without hunting for menus.

1. Left Sidebar - “Your Control Center”

Element	Icon / Label	What It Does
Scribes	📁	Lists all notes. Filter by All, Folders, or Archive.
Folders	➕ New Folder	Organize notes by clinic, provider, or condition (e.g., Pediatrics 2025).
Templates	📄	Open My Templates or the Template Hub (200 + community templates).
Macros	🔤	Create “dot‑phrases” that expand into full sentences or paragraphs.
Forms	📝	One‑click access to auto‑fillable PDFs (e.g., CRA DTC, AISH).
Agents	🤖	Manage AI voice agents for patient pre‑intakes and form completion.
Add EMR Integration	🔌	Launches setup wizard for Chrome extension or Accuro API link.
Refer & Earn	🎁	Share Scribeberry; track referral credits.
Settings	⚙️	Security, Memories (global formatting rules), language options.
Help 24 / 7	❓	Live chat, tutorials, and FAQ search.
Profile	👤	Manage subscription, logout, or switch clinics.

2. Center Pane - “Your Library”

Dynamic List: Shows every scribe (note) inside the selected folder.

Quick Actions Hover: Mouse over a note to Rename, Duplicate, Move, or Archive.

Draft Indicator: “Draft Saved” signals a draft; click to resume recording or editing.

Blue + New Button

Opens a modal with five encounter types:

In‑Person / Virtual Visit (Ambient AI scribe)

Dictation

Upload Audio

Ask Scribeberry (chat)

Fill Form

3. Right Work Area — “Where the Magic Happens”

Section	What You’ll See	Power Tips
Live Transcript	Real‑time text with optional speaker labels.	Toggle Speaker ID for diarized transcripts.
Context Box	Free‑text field to add private details, instructions, or attach files.	Type “/” to trigger Macros inline.
Attachment Tray	Paper‑clip icon supports PDFs, audio files, images, and EMR screenshots.	Drag‑and‑drop or click.
Generate Button	Creates a polished note using the selected template.	Re‑click to regenerate in a different format (e.g., bullet → narrative).
Output Tabs	Preview, PDF, Clipboard, Secure Email, Send to EMR (if integrated).

4. Bottom Chat Bar — “Command‑Line Superpower”

Natural‑Language Edits: “Shorten this note to 150 words.”

Chained Documents: “Turn this SOAP into a referral letter.”

Clinical Q&A: “Do Ottawa Ankle Rules recommend X‑ray?” (returns citations).

Translation: “Create patient handout in Punjabi.”

File Attach: Quickly drop lab results for the AI to summarize.

5. Secondary Layouts to Know

Chrome Extension Floating Panel

Button	Purpose
🎙 Record	Capture in‑EMR conversations or telehealth audio (select browser tab).
📎 Attach	Screenshot or clip EMR data into the scribe.
⚡ Smart Pull	Scrape medications, allergies, and history from the current EMR page.
🍓 Smart Push	Auto‑fill SOAP fields—no copy‑paste required.
↔ Expand Panel	Opens full Scribeberry workspace without leaving the EMR.

Teams & Groups Workspace

Admins see a Teams icon in the sidebar:

Create Group → invite members → publish shared templates and memories.

Permissions Matrix → set View, Edit, or Admin roles for each asset.

Getting Comfortable Fast

Browse the Sidebar – click each label once; tooltips appear.

Record a 30‑sec Test Note – hit In‑Person Visit → choose SOAP → Record.

Play in the Chat Bar – ask, “Summarize this note in plain English.”

Final Takeaway

Scribeberry’s layout keeps everything exactly where you need it—notes in the middle, tools on the left, real‑time magic on the right. Master these panels once, and every future visit feels almost automatic.

🗺️ Learn where to find what