Help Center
Updated October 30, 2026
Getting started
New to Rebrief? Start here, set up your account and find your way around.
- Your first week with RebriefA day-by-day path for your first week: your first appointment, the note, perio by voice and asking on Home.5 min read — Tutorial
- Signing in for the first timeAccept your clinic's invite or create an account, then sign in with your email, Google or Microsoft.2 min read — Tutorial
- Completing onboardingFill in one short setup form for your clinic, book an optional call, then start from Home's Get started list.2 min read — Tutorial
- Finding your way aroundThe rail on the left, the prompt bar at the top, and the cards in the corner that bring you notices.3 min read
- The Scribe pageStart an appointment, start the next patient on your schedule, and find every appointment your clinic has had.3 min read
- Getting help & troubleshootingWhere to find answers, how to report a problem, and what to try first when something isn't working.2 min read
- Moving from the classic Rebrief appOnly for clinics moving from the classic Rebrief app: how to move your account, and what comes with you.3 min read — Tutorial
Appointments & charting
Start an appointment, chart by voice, and check your note when it ends.
- Starting an appointmentStart from the Scribe page, Up next, Home or the rail, and see how to tell Rebrief is transcribing.4 min read — Tutorial — For clinical staff
- Ending an appointment and checking the notePress End, wait for Note ready, check what Rebrief flagged, then copy the note or send it to your practice software.5 min read — Tutorial — For clinical staff
- Tabs on the appointment pageEverything an appointment uses or makes, as tabs under the patient line, plus + Create and Export at the end of the row.4 min read — For clinical staff
- The appointment pageA tour of the appointment page: the status at the top, the patient line, the tabs, and the chart beside the note.5 min read — For clinical staff
- Transcribing an appointmentRebrief transcribes with this computer's mic, writes and refines the note while you work, and finishes it when you press End.4 min read — For clinical staff
- Charting the odontogramRead the tooth chart, chart by voice or by hand, and see what End corrects.5 min read — Tutorial — For clinical staff
- Smart dictationDictate in your own words, with dental terms and tooth numbers corrected as you go.3 min read — Tutorial — For clinical staff
- Charting a perio exam by voiceCall out probing depths as you go. Rebrief walks the mouth, fills the perio chart, and reads the probing again at End.6 min read — Tutorial — For clinical staff
- Autocomplete in the noteAs you type in a note, Rebrief can offer the rest of the line in faded text. Press Tab to take it.2 min read — For clinical staff
- Checking the note for medicolegal omissionsAfter End, Rebrief checks the note for missing details and for lines that contradict each other, so you can fix them before you sign.3 min read — For clinical staff
- Editing the clinical noteType in the note, rebuild it and undo changes, during the appointment and after End. The note saves itself.3 min read — For clinical staff
- Sources in the noteAfter End, see the exact words from the visit behind a sentence of the note.2 min read — For clinical staff
- A second note in one appointmentPick a template under + Create and Rebrief writes a second note on it, from the appointment so far.2 min read — Tutorial — For clinical staff
- Changing a finished noteAfter End, answer a few quick questions, ask in the prompt bar, or highlight words and type the change.5 min read — Tutorial — For clinical staff
- Making documents, forms and aftercare sheetsWrite a referral, letter, form or AfterCare™ summary from an appointment, then copy it, make a PDF or send it as a protected link.3 min read — Tutorial — For clinical staff
- Copying the note or sending it to your practice softwareCopy the note or chart, make a letterhead PDF, or have Rebrief send the note and chart into your practice software.4 min read — Tutorial — For clinical staff
- Using Rebrief on more than one computerOne appointment transcribes per computer. Name each computer, set auto-start and auto-end, and choose where tasks and routines run.4 min read
Patients & records
Find patients, review history, and work with past appointments.
- Managing patientsFind, open and add patients on the Patients page, including the ones Rebrief brings in from your practice software.2 min read — Tutorial
- A patient's pageOne page per patient, with their details, a summary, the chart, perio history, past visits and your chats about them.4 min read
- Finding a past appointmentSearch, filter and reopen any appointment from the list on the Scribe page.3 min read — Tutorial
- Your chats about a patientRebrief files each chat about a patient under that patient, on Home, on their appointments and on their page.3 min read
- The calendar on HomeSee your schedule on Home, check a patient before they arrive, and start their appointment from the calendar.3 min read
- Follow-ups after each appointmentThe follow-ups Rebrief writes from each note when an appointment ends, and where to tick them off.4 min read — Tutorial
Home and asking Rebrief
Ask about a patient or a treatment, and hand Rebrief a task, from one prompt bar.
- Home and the prompt barHome is the first screen in Rebrief. Ask a question, hand Rebrief a task or pick up where you left off, from one prompt bar.5 min read
- Asking a clinical questionAsk a clinical question on Home or in the prompt bar, and read a cited answer you can check source by source.4 min read — Tutorial
- Rebrief Learn: CE credits from your questionsThe clinical questions you already ask count toward continuing education credit, with a certificate you can download any time.6 min read — Tutorial
- What Rebrief can doWhat Rebrief does for you today, from the note it writes to the jobs it can do in your practice software.3 min read
Templates & preferences
Tailor note templates, dental notation, and your personal settings.
- Note templatesWhat a note template is, and how to add a template note to an appointment.2 min read
- The template libraryOne library for every note, document and form template your clinic uses.3 min read
- Creating & editing templatesBuild a note, document or form template, and choose who can use it.4 min read — Tutorial
- Remembering how you writeTeach Rebrief how your notes should read, let it learn from your edits, and manage it all in Settings under Memory.5 min read — Tutorial
- Settings & preferencesWhat each part of Settings holds, and how to find a setting fast.5 min read
- Sharing a template with the worldPublish a template on its own page, and use one another clinic has published.3 min read — Tutorial
- Dental notation: FDI vs UniversalChoose the tooth numbering you chart in, and what changes when you switch.1 min read
Administration & team
Roles, team members, and clinic-wide settings for administrators.
- Understanding roles & permissionsWhat members, the clinic admin and organization owners can each see and change in Rebrief.2 min read
- Managing your teamOpen Team in Settings to see who can sign in, remove someone who leaves, cancel invites and manage Enterprise seats.2 min read — Tutorial — For administrators
- Inviting staffSend a colleague an email invite from Team in Settings, and see what they do to join your clinic.2 min read — Tutorial — For administrators
- Clinic and organization settingsThe settings that apply to your whole clinic, and the pages organization owners use for the clinics they own.2 min read — For administrators
The Windows app and your practice software
Install Rebrief on a clinic computer and connect it to the software you use for patients and schedules.
- Getting the day's appointments ready (Prep my day)Before clinic, bring the day's schedule in from your practice software and get a short prep for each patient.4 min read — Tutorial
- Installing Rebrief on a Windows computerInstall the Windows app on the computer where your practice software runs, sign in, and bring in your schedule.4 min read — Tutorial
- Syncing with your practice softwareWhat a sync brings in from your practice software, how to read its status, and how to start one.4 min read
- Supported practice-management systemsThe practice software Rebrief works with today, and what to do if yours is not on the list.2 min read
- Updates and notices in the Windows appHow the Windows app keeps itself up to date, and the notices it shows in the corner and at the top of your screen.4 min read
Account & billing
Manage your subscription, profile, and account security.
- Plans and pricesThe four plans and their prices, how to upgrade or change billing, Enterprise seats, and what to do if a payment fails.5 min read
- Agent creditsThe monthly allowance that pays for Rebrief's answers, documents and tasks, where to see it, and what happens when it runs out.3 min read
- Your profile & securityChange your name, email or password, turn on two-factor authentication, and reset a forgotten password.3 min read — Tutorial
Concepts & reference
How Rebrief works, data privacy, and a glossary of terms.
- How Rebrief worksWhat happens from the moment the mic turns on to the note you paste into your chart.5 min read
- Data privacy & securityWho can see your clinic's data, what happens to appointment audio, and where Rebrief's compliance work stands.4 min read
- GlossaryPlain-language definitions of the words you'll see in Rebrief, from Home to the appointment page and Settings.9 min read