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How to Generate Your Note

Step-by-step guide to capturing your sessions with Twofold Health.

📱 Platform Availability

  • Conversation (Live Recording): Available on both web and mobile app

  • Dictate Session Summary: Available on both web and mobile app

  • Text to Note: Web version only (app.trytwofold.com)

  • Upload Recording: Web version only (app.trytwofold.com)

There are four ways to use Twofold Health for generating clinical notes. Use the dropdown on the capture conversation button to choose the method you'd like:

1. Conversation

Document your patient interactions in real-time by recording the entire session. This approach captures the natural flow of dialogue.

Available on web and mobile app

2. Dictate Session Summary

Allows you to summarize the session afterward, speaking directly into the app to note key points and observations.

Available on web and mobile app

3. Text Input

Allows you to convert text-based key points or quick notes you took into clear, detailed and clinically structured notes.

⚠️ Web version only - Access at app.trytwofold.com

4. Upload Recording

Upload audio files from any source—whether it’s a phone call, third-party app, or separate recording device—and automatically generate a clinical note from it.

⚠️ Web version only - Access at app.trytwofold.com

All four methods provide flexibility in how you capture and generate your clinical notes. To start recording:

Step 1: Select the Note Template

Before starting the recording, choose the appropriate note template type from the dropdown menu. This ensures that the generated note aligns with your documentation needs.

Option 1: Conversation

Click the 'Capture Conversation' button to start recording.

  • Sound Indicator: There’s a sound indicator to let you know that Twofold can hear your audio, ensuring the recording is functioning properly.

  • Minimum Recording Time: Note that the minimum recording time is 20 seconds. This ensures that the AI has enough data to generate a comprehensive note.

Manage Your Recording

During the recording, you have full control over the session:

  • Pause: Need to take a break? Simply click pause, and you can resume the recording when ready.

  • Resume: After pausing, click resume to continue where you left off.

  • Discard: If the session didn’t go as planned, you can discard the recording entirely and start over.

  • End Session: Once the conversation is complete, click End to finalize the recording.

Option 2: Dictate Session Summary

Choose the 'Dictate Session Summary' option in the dropdown next to the blue button and click "Dictate Summary"

  • Sound Indicator: There’s a sound indicator to let you know that Twofold can hear your audio, ensuring the recording is functioning properly.

  • Minimum Recording Time: Note that the minimum recording time is 20 seconds. This ensures that the AI has enough data to generate a comprehensive note.

Option 3: Text Input

Choose the 'Text to Note' option in the dropdown next to the blue button.

A window will appear in which you can enter your key points and or brief notes you took during a session.

  • Minimum Words: The app requires at least 20 words to create the note. Until you’ve entered 20 words, the Generate note from text button stays greyed out and can’t be clicked. If the button won’t respond, add a few more key points from the session.

Option 4: Upload Recording

  1. Go to the New Note Page

    • Click the microphone icon on the left navigation panel.

    • Use the dropdown arrow next to "Capture Conversation".

    • Select "Upload Recording".

  2. Fill Out Session Details

    • Patient Name: Add the name or alias of the client.

    • Template: Choose the note style you prefer (e.g., SOAP, BIRP, DAP).

    • Session Type: Select whether the session was in-person, virtual, or phone.

    • Duration (Optional): Enter the length of the session in minutes.

    • Session Time: Set the session’s actual date and time.

  3. Upload Your File

    • Drag and drop your audio file, or click the upload box to select it manually.

    • Supported formats include most common audio types (MP3, M4A, WAV, etc.).

  4. Click “Generate Note from Audio Recording”

    • Our AI will transcribe the file and generate a structured note based on your selected template.

What Recordings Can You Use?

You can upload audio recorded with:

  • Voice Memos (iPhone or Android)

  • Zoom/Google Meet/Telehealth recordings

  • Phone call recordings (if legally recorded)

  • Any third-party recording app or device

Supported audio file types: “.mp3”, “.mpeg”, “.mpga” “.mp4", “.m4a” “.wav” “.webm”

Generating the Note

After ending the session, Twofold Health’s AI will begin processing the recording to generate your note. This process typically takes up to 30 seconds.

You can monitor the note generation progress on the sidebar. Once the note is ready, it will appear in your session list.

Accessing the Generated Note

Once the note is generated, simply click on the session in the sidebar to view and edit the note as needed.

💁‍♀️ Pro Tips

Adding Details

If there are additional details you want to include that weren’t covered during the session, you can pause the recording at any point to add these details before ending the session.

FAQ

Can I use my headphones with Twofold?

You can! Please refer to this article for instructions.

Is there a limit on the duration of session recordings?

Recordings are limited to 90 minutes by default. If your sessions run longer, contact us through chat and we'll extend the limit for your account.

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