How to Save and View Session Transcripts ?

Created by Thibault Breboin, Modified on Mon, 19 Oct at 11:44 AM by Thibault Breboin

Who is this article for?

If you use Colib's video conferencing with artificial intelligence notes, or if you generate artificial intelligence notes for in-person sessions with Colib, you can keep the transcript of the session: the written dialogue between the practitioner and the clients who attended. This article explains how to turn it on, when a transcript is saved, and where to read it.

Before you start: a transcript is only saved for a session whose note is generated by artificial intelligence. The option is in Settings > Telehealth (www.colib.io/settings?show=video), which requires access to the practice settings.

1Turn on transcript saving

  1. Go to www.colib.io/settings?show=video. You can also click the Settings icon (gear) in the top bar, then Telehealth in the Admin menu on the left.
  2. Turn on Save transcript. The change is saved right away.

Save transcript option in Settings > Telehealth

From then on, a transcript is saved for your future sessions that meet one of these conditions:

The transcript itself is not billed. Artificial intelligence notes are: their prices were significantly reduced in April 2026, see How billing works for AI-powered notes.

2Get notified

When the note and the transcript are ready, you receive a Colib notification (bell icon in the top bar): AI note was successfully generated, with the text The note and transcript for your appointment on (date) have been successfully generated and are ready to be reviewed. The View note button opens the client record.

3View the transcript from the appointment

  1. Go to your scheduler (www.colib.io/scheduler) and open the appointment.
  2. Click More actions, then View video conference transcript. This choice only appears when the appointment has a transcript.

View video conference transcript in the More actions menu of the appointment

4View the transcript from a note

  1. Open the record of a client who attended the appointment (from www.colib.io/clients), then the Notes tab.
  2. Open a note linked to the appointment.
  3. Click View video conference transcript.

View video conference transcript link in a note linked to the appointment

In the details of an artificial intelligence note (About this AI result), the Source section also offers View the session transcript.

What the transcript shows

  • The title Appointment Transcript with the name and date of the appointment, and the date the transcript was created.
  • The number of participants and a color for each one: the people who speak are identified as Speaker 0, Speaker 1, and so on (not by name). Speech that cannot be attributed is shown as Unknown.
  • The dialogue, as a conversation, in the order of the session.
  • Download PDF and Download Word to keep a copy, and Back to return to the appointment or the note.

Good to know

  • No artificial intelligence note, no transcript — a session without an artificial intelligence note has no transcript, even with Save transcript turned on.
  • Option off — the transcript is not kept once the note is generated. With the option on, the transcript is kept, encrypted, with the client record, and deleted with it.
  • One transcript per appointment — if a new artificial intelligence note is generated for the same appointment, the new transcript replaces the previous one.
  • Who can read it — team members who are allowed to see and modify the appointment. Each time a transcript is viewed, it is recorded in the audit log. Transcripts are not shown to clients in the client portal.
  • Live subtitles are different — the subtitles shown during a video session are never saved and are not used for the transcript. See How to use live subtitles during a video consultation.

Still have a question?

Write to us at support@colib.io, we will be happy to help.

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