AI & Automation

Plaud plus an EMR: how the note actually gets into the chart

What happens between pressing stop on a Plaud recorder and a signed note in the client's chart, with NavixScribe on Navix Hub or alongside another EMR. The pipeline, step by step, and where PHI is at each stage.

IssueVol. I Β· No. 80
Navix HealthOperator Notes
FiledAI & Automation

"Record on a Plaud, get the note in the chart" is the pitch. Clinical directors and compliance officers, reasonably, want to know what happens in between. Here is the whole path, step by step, with where the audio and the PHI are at each stage.

Step 1: the session is recorded on the device

You press record on a Plaud Note Pro or NotePin S. Audio is captured and stored on the device itself. Nothing has left the room. Your phone is not involved, and if it is off, in a drawer, or on a call, nothing changes.

Where the PHI is: on the recorder in your hand.

Step 2: the recording syncs to NavixScribe

When the session ends and the device is in range of a phone or tablet running NavixScribe, the recording transfers to the NavixScribe app. This uses Plaud's device SDK inside the NavixScribe app. The Plaud app is not installed and Plaud's cloud is not contacted. If the device is out of range, or the app is closed, the recording waits on the device and syncs when it can.

Where the PHI is: moving from the recorder into NavixScribe, and nowhere else.

Step 3: transcription

NavixScribe uploads the recording to Navix's infrastructure and runs it through the same transcription pipeline that handles every other Navix session, whether it was captured on a phone, a tablet, or a Plaud. Behavioral health vocabulary, medication names, and ASAM language are handled the same way regardless of the device.

Where the PHI is: inside Navix's HIPAA-covered environment, under the business associate agreement you already have with Navix. No third-party processor has been added.

Step 4: the note is drafted

NavixScribe writes the note in the format the clinician or program uses: SOAP, DAP, BIRP, GIRP, or SIRP for individual sessions, one note per client for a group recording, or a completed custom intake or assessment if that is what the session was. The draft appears in the clinician's review queue, usually before the recorder is back on its charger.

Step 5: review and sign

The clinician reads the draft, edits where needed, and signs. This step is not optional and NavixScribe does not skip it. The AI drafts; the clinician is the author of record.

Step 6: into the chart

This is where the path splits depending on what EMR you run.

On Navix Hub. The signed note is already in the client's chart. There is no export, no paste, no second system. Treatment plan updates, billing codes, and compliance flags run off the signed note automatically.

On another EMR with NavixScribe standalone. The signed note is ready to copy into the chart in your EMR. NavixAI standalone plans exist exactly for clinicians who want NavixScribe without switching systems. It is one paste per note, and it is still hours faster than writing from memory.

What the compliance officer wants to hear

Three sentences cover it:

  1. Session audio is recorded on the device and transferred directly to NavixScribe. Plaud's app and Plaud's cloud are not in the path.
  2. Transcription and note generation happen inside Navix's HIPAA-covered environment under the existing BAA. No new business associate is introduced.
  3. The clinician reviews and signs every note. Nothing enters the chart unreviewed.

What the clinician wants to hear

Press record, run the session, put the recorder down. The note is waiting when you are.

Supported devices, pairing steps, and the full FAQ are on the Plaud + NavixScribe page. If you are not on Navix yet, NavixScribe is included in the free NavixAI trial.

  • #AI & Automation
  • #NavixScribe
  • #Plaud
  • #EMR
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Navix Health Β· Operator Notesβ€” 80 β€”2026
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