TaloeMed
User Guide

On first sign-in, open Settings → Profile to confirm:

• Full name (used on exported SOAP notes and prescriptions)
• Specialty (drives the reasoning context the AI applies)
• Clinic name and address (appears on exported documents)
• Medical registration number (used on exports for clinical legitimacy)
• Consultation timings (used by your patient-facing booking flow if you opt in later)

Settings → Clinic and Settings → Specialty are editable any time. Changes apply to the next consultation; documents already generated are not retroactively updated.

Before recording, you are asked to capture the patient's consent. The consent screen presents the purpose plainly: audio is recorded, transcribed, and used to generate a clinical note that you will review and edit. The patient may withdraw consent at any time.

Consent capture is a requirement under the Digital Personal Data Protection Act 2023 (DPDP Act). The app records when consent was obtained alongside the session so that the audit trail is complete.

ABDM linkage (linking the consultation to the patient's ABHA health identifier) is listed in Settings as Sandbox approval pending — this flow is not yet active in production.

When the SOAP note is ready, tap into the session from the dashboard or Patient Hub. The note is structured into four sections:

• Subjective: chief complaint, history of present illness, past medical history, social history.
• Objective: vitals (if dictated), examination findings, observations.
• Assessment: primary impression, differential considerations, clinical reasoning.
• Plan: medications (structured: drug, dosage, frequency, duration, route, instructions), investigations, procedures, referrals, patient education.

Each section has an Edit button that opens a focused editor. Make corrections, then save. Each save records the correction so that future model improvements learn from your edits.

Behind the Assessment panel sits a transparent reasoning trace: a clinical-completeness check, a Bayesian differential ranking, an adversarial self-critique, per-axis confidence inputs, an error-taxonomy tag, and an outcome decision. Each stage runs in order on every SOAP draft.

From the SOAP screen, tap Sign & Send to export. Formats include:

• PDF: the standard clinical note for filing, sharing with the patient, or printing.
• DOCX: editable Word document if you need to combine notes with other clinic templates.
• Prescription (Rx): medication-focused export sized for the patient to carry to a pharmacy.
• After-Visit Summary (AVS): patient-facing handout in plain language, with the prescription and follow-up advice.

Exported files open in the iOS share sheet. From there you can save, AirDrop, email, or send via WhatsApp. Patient identifiers on the export reflect what you entered during patient registration — verify them before sharing.

Bulk export of multiple sessions as a ZIP is available from Settings → Subscription → Data export. The ZIP includes a MANIFEST.csv with patient name and identifier columns so large archives are scannable.

TaloeMed is designed for clinics with variable connectivity. The app records audio to local storage first and uploads it when the network is available. If you lose connection mid-session, recording continues and the upload queues for later.

SOAP generation requires a live connection to the AI pipeline — once the audio is uploaded, generation typically completes within a minute. If generation fails for network reasons, the session is preserved and retry is offered from the SOAP screen.

Exports and sharing work fully offline once the SOAP note has been generated and persisted to the device.

Sign-in fails: verify your Google account matches the one registered with TaloeMed. If you recently changed it, contact support.

Recording stops unexpectedly: check that microphone permission is granted (Settings → TaloeMed → Microphone on iOS). If you take a phone call during recording, recording pauses; resume manually after the call ends.

SOAP note did not generate: open the session from the dashboard and tap retry on the SOAP screen. If retry fails repeatedly, check connectivity and try again when the network is stable.

Export shows wrong patient details: open Patient Hub, correct the demographics, and re-export. The export reads live patient data, not a snapshot at recording time.