FIELD GUIDE 03
Set clinical review ownership
Compare scribe options for a whole practice.
Practice-wide adoption adds governance, templates, onboarding and support to the individual clinician’s requirements. Evaluate team operation separately from a solo-user trial.
Define training and rollout.
Write down the current process, the expected output and the person responsible for approving it. For practice operations, make training and rollout an explicit part of the brief rather than an assumption hidden in a demo.
Give each provider the same task.
- Practice administration: state the requirement, ask for evidence and record any limitation before the pilot.
- Shared templates: state the requirement, ask for evidence and record any limitation before the pilot.
- Training and rollout: state the requirement, ask for evidence and record any limitation before the pilot.
- Data governance: state the requirement, ask for evidence and record any limitation before the pilot.
Questions for the shortlist.
Heidi: A low-friction starting trial; advanced templates, team features and EHR integration have separate plan boundaries. Read the official product description ↗
Twofold: Transparent individual pricing; compare the template and treatment-plan workflow for your specialty. Read the official product description ↗
Freed: Check the note allowance: Starter is capped; Core includes unlimited note generation. EHR push is a higher-tier feature. Read the official product description ↗
Nabla: Another individually priced option; assess its own workflow instead of assuming every scribe has the same EHR integration. Read the official product description ↗
Check the exception path.
Include missing inputs, ambiguous requests and a failed integration in the evaluation. Record the result and the recovery steps. A system that works for the routine case still needs an accountable route for the rest of the work.
Decide what would justify proceeding.
Agree an acceptance threshold for data governance with the people who operate the process. Keep the input set, result notes and unresolved questions so the decision can be revisited when the product or requirements change.