Webinar Series: Top Tips for Getting More Out of Pippen

In this week’s webinar, we shared some of the most common tips we give clinicians who want to get better results from Pippen.

These are practical things we’ve noticed after working with family doctors using Pippen in real clinics. Some are simple setup changes. Others are small workflow habits that can make notes more accurate and easier to use

Here are our top tips.

1. Start with the microphone

If your notes aren’t coming out the way you expect, check your audio setup first.

For Pippen, we recommend an omnidirectional microphone because it captures the full conversation — the physician, the patient, and anyone else in the room.

Pippen captures a conversation, not just dictation. Better audio usually means a better transcript, and a better transcript usually means a better note.

The easier it is to start an encounter, the more likely you are to use Pippen consistently.

2. A few simple ways to make Pippen easier to access:

• Keep Pippen bookmarked
• Stay logged in during clinic hours
• Use two screens if possible: one for your EMR and one for Pippen
• Try the Pippen Companion App if you want a faster way to launch encounters

In our own clinic, we try to remove as many clicks as possible. The goal is to walk into the room, start the recording, and focus on the patient.

3. Bring your staff into the workflow

Your staff can make Pippen much easier to use.

For example, medical office assistants can:

• Get patient consent before the visit
• Document that consent in the chart
• Start and pause the encounter before you enter the room
• Add context such as vitals, height, weight, or the reason for visit

Staff can add intake details and clinical context directly into Pippen before the visit, making it easier to start documenting as soon as the encounter begins.

4. Make Your Templates Work for You

Templates are most useful when they’re simple, current, and specific to how you document. If you’ve been using Pippen for a while, review your customization page. Archive templates you no longer use, and move any legacy templates into the newer template system.

When editing templates, keep the instructions direct:

Instead of:

Write the note this way.

Try:

Always write the note this way.

A few examples that work well:

• Use quotation marks for exact phrases you want included
• Use placeholders for values like A1C, blood pressure, or lab results
• Avoid putting too many instructions in global preferences if they conflict with individual templates

5. Use the Transcript to Improve Your Notes

If a note doesn’t look right, check the transcript first.

Look for three things:

Did Pippen capture it?
If the information isn’t in the transcript, it’s usually an audio issue.

Was it clearly said?
Sometimes details are implied, or people talk over each other. Saying key findings out loud can help:

“The rash is on your right forearm. It looks mildly red and there are no concerning features.”

This helps the patient understand what you’re seeing and gives Pippen a clearer record.

Is it a template issue?
If the transcript is accurate but the note format is wrong, try copying the transcript into a new encounter and testing it with another template.

The best results often come from small adjustments that help Pippen fit smoothly into your clinic

If you missed the webinar, you can watch the full recording below.

For questions, support, feedback, or help with templates, contact team@pippen.ai.