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Creating Multiple Documents from One Encounter

Generate different document types from the same encounter without reprocessing your note.


What This Means

Once Wavo has generated a document from an encounter, you can create additional documents using different templates—all from the same transcript or dictation.

For example, a single encounter can generate:

  • Clinical Note

  • SOAP Note

  • Referral Letter

  • Patient Instructions

  • Follow-up Summary

  • Specialty-specific Note

Each document uses the same encounter data but formats the information differently.

Important: In most cases, you do not need to reprocess your encounter to use another template.


When to Create Another Document

Create another document whenever you want a different version of the same encounter.

Common examples include:

  • Creating a SOAP note after generating a Clinical Note

  • Generating a referral letter from the same visit

  • Creating patient instructions or an after-visit summary

  • Comparing multiple templates using the same encounter

  • Keeping both a detailed note and a shorter summary

Creating another document preserves your existing work and simply adds a new document tab.


When to Reprocess an Encounter

Reprocessing serves a different purpose.

Use Reprocess only when:

  • The original document did not generate correctly

  • The transcript or dictation was incomplete

  • The encounter content has changed

  • A support representative asks you to reprocess during troubleshooting

Do not reprocess an encounter just to use a different template. Creating another document is faster and preserves your existing documents.


How to Create Another Document

  1. Open the encounter.

  2. Make sure a transcript, dictation, or document has already been generated.

  3. Click the + button beside the document tabs.

  4. Select the template you want to use.

  5. Wavo creates a new document tab and begins generating it in the background.

You can continue reviewing your transcript or existing documents while the new one is generated.

Once complete, the new document appears as its own tab.


What Happens to the Original Document?

Nothing is replaced.

The new document is simply added as another tab within the same encounter, allowing you to keep multiple outputs together.

For example, one encounter might contain:

  • Clinical Note

  • SOAP Note

  • Referral Letter

  • Patient Instructions

Each document remains independent while sharing the same encounter data.


Tips

  • Use your Clinical Note as your primary documentation.

  • Create additional documents for referral letters, summaries, patient instructions, or specialty-specific formats.

  • Reprocess only when the encounter needs to be regenerated because something went wrong or the source content changed.

  • If you frequently create the same type of document, consider creating a custom template for it.


Frequently Asked Question

Do I need to reprocess my encounter to use a different template?

No.

If your encounter has already been processed, simply click the + button and create another document using a different template.

Reprocessing should only be used when the original generation failed or the encounter data has changed.


Need Help?

If you're unsure whether to create another document or reprocess an encounter, contact us at [email protected]. Our team will help you choose the right workflow.

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