# AI Notes for Doctor Visits and Family Meetings

_Doctor visits, parent-teacher meetings, contractor walkthroughs. Captured and saved for later._

Alice is your AI Personal Assistant on [Sistava](/en).

The hardest part of a doctor visit is remembering what they said three weeks later. Alice captures it. The visit gets recorded or transcribed, the next steps get pulled out, and the file is saved by person and date so you can find it next time.

Same workflow for parent-teacher conferences, vet appointments, contractor walkthroughs, and any other meeting where the details matter later.

When the appointment happens on a video call, she can be in it. Invite her email address to the Google, Outlook, or Apple calendar event and she joins the Meet, Zoom, or Teams call as a silent participant, writes the transcript to her Drive as it happens, and posts a summary of what was decided, what was agreed, and who is doing what afterwards.

When the appointment happens in a room, the honest path is different. Standalone audio transcription is marked coming soon in our catalog, so for an in-person visit you tell her what was said, or hand her the after-visit summary, the school packet, or the quote as a file or a photo. She reads the document and turns it into the same structured record.

What she produces is a record, not a wall of text: a short summary, the decisions, and the follow-ups as tracked items with dates and owners. Filed under the right family member, and searchable later across everything she holds. The thing to check yourself is the medical detail, because a summary is a summary and the original document is always the authority.

## What you get

- Medical history cleanly logged per family member.
- Action items per visit (refills, follow-ups, next appointments).
- Searchable across years of past visits.
- Shared with whoever in the household needs to know.

## How it works

1. **Records or transcribes:** Phone recording, app capture, or you tell Alice afterward and she structures the notes.
2. **Pulls the next steps:** Prescriptions to refill, follow-ups to schedule, things to monitor. Each one with a due date.
3. **Stores by person, place, and date:** Filed under the right family member, searchable by clinic, doctor, or topic.
4. **Puts the follow-ups on a clock:** A refill, a callback, a six-month recheck: each becomes a tracked item with a due date and the person it belongs to, not a line buried in a note.
5. **Brings it back next time:** Before the next visit with the same person or provider, the open items from last time surface again, which is the whole reason for keeping the record.

## FAQ

### How does she join an appointment?

Phone recording (with consent where required), or you tell her afterward what was said. She also reads after-visit summaries from patient portals.

### What about privacy?

Notes stay in your tenant. Nothing gets used to train shared models. You can delete any record at any time.

### Can she summarize handwritten notes?

Yes. Photo the page, Alice transcribes and structures it the same way as digital records.

### Can she sit in on a video appointment?

Yes. Invite her email address to the calendar event and she joins the Google Meet, Zoom, or Teams call as a silent participant. You get a live transcript written to her Drive while it runs, and a summary of decisions, action items, and who was there once it ends.

### What about a visit that happens in person?

Standalone audio transcription is marked coming soon in our catalog. Until it lands, tell her what was said in chat, or upload the after-visit summary, the photographed page, or the printed packet. She reads the file and produces the same structured record from it.

### What should I still read myself?

The original, whenever the stakes are medical or financial. Her summary is built to save you the second reading, not to replace the document. Every note she writes links back to what it came from, so checking is one click rather than a search.

## Related

- [Doctor, Dentist, Contractor. Booked.](/en/agents/personal-assistant/appointments)
- [Decode the Paperwork.](/en/agents/personal-assistant/document-summaries)
- [The Family Schedule, Synced.](/en/agents/personal-assistant/family-calendar)