Call Transcription

Created by PX Marketing, Modified on Tue, 19 Aug at 3:40 PM by PX Marketing

Overview

The Call Transcription feature in PXME automatically converts recorded calls into text, giving you accurate documentation, faster reviews, and stronger compliance support. This eliminates the need for manual note-taking, allows quick access to key details, and ensures every conversation is securely logged in one place.


Pre-Requisite

  • Calls must be recorded in order for transcriptions to be generated.


Key Features

  • Automatic Transcriptions – All recorded inbound, outbound, and IVR calls are transcribed automatically.

  • Easy Activation – Enable with a single toggle under Advanced Settings > Voice Calls.

  • Seamless Access – Transcriptions appear directly in the Conversation page, alongside the audio file.


How It Works

  1. Go to Settings > Phone Numbers.

  2. Select Advanced Settings > Voice Calls.

  3. Enable Call Transcription.

  4. From that point forward, every recorded call will include both the audio file and the text transcription.


Benefits

  • Efficient Documentation – Automates note-taking and reduces clerical work.

  • Compliance Support – Keeps accurate, time-stamped records for regulatory and legal needs.

  • Convenient Review – Allows scanning of text transcripts instead of replaying entire recordings.


Notes on Usage

  • Accuracy – Automated transcriptions are highly reliable but not perfect. Review for critical details.

  • Privacy – Ensure compliance with call-recording and transcription regulations in your jurisdiction.

  • Integration – Both the transcript and audio recording are stored together under the contact’s Conversation page.


FAQs

Q1: What does the Call Transcription feature do?
A: It generates written transcriptions of all recorded inbound, outbound, and IVR calls.

Q2: How do I enable Call Transcription?
A: Go to Settings > Phone Numbers > Advanced Settings > Voice Calls and toggle it on.

Q3: Where can I find transcriptions?
A: In the Conversation page, alongside the corresponding call recording.

Q4: Can I turn it off?
A: Yes. Follow the same steps and toggle off Call Transcription.

Q5: Do I need extra setup after enabling?
A: No. Once enabled, all recorded calls will automatically be transcribed.

Q6: How accurate are the transcriptions?
A: They are generally very accurate but may have occasional errors. Double-check important details.


✅ Key Takeaway

With Call Transcription enabled, your practice saves time, reduces documentation errors, and ensures a reliable written record of every patient or lead conversation.

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