Support & Info

Reach the support team for help with your account, recordings, or visit results.

Support hours: Monday–Friday, 9:00am–5:00pm (PT)

Bolder AI Powered Care helps medical assistants and physicians manage patient visits. During an exam you can record audio, which is automatically transcribed, and record vitals and the chief complaint. After the visit, processed outputs — a patient summary, SOAP note, exam findings, and suggested billing codes — are available to view, copy, and print.

Transcription runs entirely in your browser. The audio is turned into text on your own device and only the text is uploaded — the recording itself is never sent to Bolder AI Powered Care.

Everything Bolder AI Powered Care generates — the note, the summary, the findings, the codes, and the guidance — is a draft for the treating clinician to review and edit before it is signed. The software does not practice medicine, and nothing it produces is a diagnosis.

1. 1

   Create your account

   Sign up personally, register your organization (you become its administrator), or accept a teammate's invitation. Confirm the emailed code and you're signed in immediately — see “Accounts, organizations & roles” below for the difference.

2. 2

   Identify your EMR

   Tell us which EMR system your practice uses today — by emailing support@bolder-i.com or calling (858) 367-3868. Bolder AI Powered Care will integrate with your practice's EMR to the extent supported by that EMR's available interfaces and integration capabilities.

3. 3

   Add a patient now — no EMR required

   You don't have to wait for an EMR connection to start. Add a patient from the dashboard and begin recording exams right away — native patient records work on their own from day one.

4. 4

   Use your seven-day trial

   Every practitioner account starts with 7 days of full, free access, beginning the moment the account or practitioner role is created. Nothing is held back during the trial.

5. 5

   Our team reaches out

   Using the contact details you gave us at registration, our team follows up to confirm your EMR and start scoping the integration. Want to move faster? Email support@bolder-i.com or call (858) 367-3868 any time.

6. 6

   EMR integration proceeds

   Bolder AI Powered Care will integrate with your practice's EMR to the extent supported by that EMR's available interfaces and integration capabilities. OpenEMR is our reference integration and runs end to end today: patients and encounters come in, the finished note goes back out to the chart. It is the working example of the connection we build.

7. 7

   Temporary data retention while you wait

   During a trial with no EMR connected, Bolder AI Powered Care is the only place a visit's information lives, so we hold it within 7 days rather than within 24 hours. Once your EMR is connected, finished notes are filed to the chart as the permanent record and our temporary copy drops back to within 24 hours. Longer retention can be arranged during integration. See Data & privacy below for the full policy.

8. 8

   Normal, integrated operation

   Your practice's EMR is the system of record. The official, permanent patient record is retained there and is not affected by Bolder AI Powered Care's deletion schedule. Once connected, the temporary copy is deleted within 24 hours instead of within 7 days, and everyday use is the walkthrough in “Using the dashboard” below.

There are three ways to get access, depending on how your practice is set up:

• Personal account — sign up on your own under any clinical role, from Physician to Medical Receptionist. You manage your own patients.
• Register an organization — create a clinic or company account and become its administrator. You can then invite your team.
• Join by invitation — if your administrator invited you, open the invitation link from your email and set your password to join their organization.

Inside an organization, your role controls what you can see and do:

• Organization Administrator — manages members, roles, and organization settings, plus full clinical access.
• Physician — full clinical access: patients, records, scheduling, and reports.
• Nurse Practitioner — full clinical access, the same as a Physician.
• Physician Assistant — full clinical access, the same as a Physician.
• Registered Nurse — patients, clinical records, and scheduling.
• Licensed Practical Nurse — patients, clinical records, and scheduling.
• Medical Assistant — patients and vitals, reads clinical context, and scheduling.
• Medical Receptionist — patient demographics, scheduling, and billing (no clinical records).

Which roles count toward your bill:

An organization administrator can see the current count in the Organization section of Settings, where every member row shows whether it occupies a billable seat. Deactivating a member frees their seat; their record is kept for the audit trail. Billing questions go to support@bolder-i.com.

1. 1

   Sign in or create an account

   Create a personal account, register an organization, or accept an invitation from your clinic — confirm your email with the code we send, then sign in. Your role determines what you can access (see “Accounts, organizations & roles” above).

2. 2

   Open a patient

   Search the patient list on the dashboard and select a patient to open their detail view.

3. 3

   Record the exam

   Use Start Exam Recording to capture audio. Each clip is saved and can be played back immediately; its transcript is added automatically a moment later. The recording is never uploaded. Bolder AI Powered Care has no way to receive an audio file: the audio is turned into text on your own device, and only that text is sent to us.

4. 4

   Enter vitals and chief complaint

   On the Overview tab, fill in vitals and the chief complaint, then Confirm to save them for the visit. Confirming is also what opens the Exam Checklist and Differential Diagnoses tabs — both are built from the saved chart — so do it at the start of the visit if you want them during the exam.

5. 5

   Review results

   Open the Results tab to view the processed summary, SOAP note, exam findings, and billing codes. Use Copy, Copy all, or Print. Note generation usually finishes a minute or two after checkout, and can take longer for a long visit. Press Refresh to check again.

• Overview — vitals and chief complaint.
• Results — processed summary, SOAP note, billing codes.
• Visit History— the patient's prior encounters.
• Exam Checklist — what to do and ask for the complaint, ticked off as you go. Available once vitals and the chief complaint are confirmed.
• Differential Diagnoses — AI suggestions from the vitals and history, to accept or dismiss. Available once vitals and the chief complaint are confirmed.

One Settings link in the dashboard header, holding two clearly separated sections. Nothing appears in both.

• Your account — applies only to you: your profile (email and role), which organization you belong to, Appearance (the colour theme, saved in your browser — Clinical, Warm, Dark, or one that matches your device's light or dark mode), and the actions that end your own access — deactivate a personal account or leave an organization. These disable your sign-in and are reversible: your medical records are retained as required, so contact support if you need an account restored.
• Organization— applies to everyone in it: the organization's name, type and contact details, its EMR site, the member roster, invitations, and delete organization. This section is shown only to organization administrators; everyone else sees the account section alone.

In the Organization section, administrators can:

• Invite members by email, assign or change their roles, reset a member's password, and deactivate or reactivate members.

Exam audio is recorded by your browser and stays on the device you recorded it on. Each clip is held in that browser's local storage, where you can play it back or delete it.

Speech-to-text runs on your own device, inside the browser, using a Whisper speech-recognition model that Bolder AI Powered Care loads into a background worker. There is no transcription server and no speech-to-text vendor involved. The recording is never uploaded. Bolder AI Powered Care has no way to receive an audio file: the audio is turned into text on your own device, and only that text is sent to us.

The first time a browser transcribes, it downloads the speech-recognition model files from the public Hugging Face model hub and caches them for later visits. That is a one-way download of the model itself — no audio, no transcript, and no patient information is sent with it.

What reaches Bolder AI Powered Care is text: the transcript of each clip, the vitals and chief complaint you enter, and the patient and encounter identifiers the visit is filed under. These travel over an encrypted connection to our AWS US West (Oregon) environment, where checking the patient out hands the transcript and visit context to Amazon Bedrock to draft the note, summary, exam findings, and suggested billing codes.

Because the recording never reaches us, it is not on our deletion schedule — and we cannot retrieve or restore it. It stays in the browser that made it until the clip is deleted or that browser's site data is cleared, and it is not available from another browser or another device.

If transcription fails, the recording is unaffected — it is saved and playable before transcription even starts. The clip is marked as failed, no text is sent for it, and nothing from it reaches the drafted note. Record the passage again to add a transcript, or continue without one; if no clip in a visit produced a transcript, there is nothing for checkout to process and the Results tab stays empty.

Your practice's EMR is the system of record. The official, permanent patient record is retained there and is not affected by Bolder AI Powered Care's deletion schedule. What Bolder AI Powered Care holds is a temporary working copy — the transcript and the drafted output for a visit in progress. It is deleted automatically, and deleting it never removes anything from your EMR.

Once your EMR is connected, that temporary copy is deleted within 24 hours of the visit. During a trial with no EMR connected, Bolder AI Powered Care is the only place a visit's information lives, so we hold it within 7 days rather than within 24 hours. Once your EMR is connected, finished notes are filed to the chart as the permanent record and our temporary copy drops back to within 24 hours. Longer retention can be arranged during integration.

Deletion is automatic — no action is needed. Anything you want to keep outside the EMR should be saved now — use Copy on a single section, or Copy all / Print for the whole visit.

The recording is not part of what Bolder AI Powered Care holds or deletes — it never leaves your browser. What is deleted on that schedule is the text we received: the transcript and the drafted output. Recordings & transcription above has the detail.

Account information and the HIPAA access log are kept separately from visit data and are not on this clock; where an account is closed, records we are required to preserve are retained rather than erased.

For safety on shared devices, you're automatically signed out after a few minutes of inactivity. A warning appears first with a “Stay signed in” option, so it's never a surprise mid-task.