By Breva Health. Updated September 18, 2026. Based on Breva's documented workflow and fictional sample visit.
Start with where the note needs to go
Write down the steps you use today: record or dictate, edit the note, review the codes, prepare patient instructions and enter the visit in your EMR. During a demo, follow those same steps and note where someone still needs to copy, check or enter information.
With Breva, standalone notes finish with copy or PDF export. A configured Meditab IMS connection adds chart access and sending to an open visit; other direct EMR connections are not currently available.
Compare standalone notes and Meditab IMSUse a sample conversation you can check
Start with a fictional visit whose details you know. Include a medication change, follow-up instructions and more than one problem, then compare the draft with what was said.
Breva's sample visit includes the source conversation, a complete SOAP note, suggested codes and a patient summary. It is an illustration of the workflow, not a report of results from a practice.
- Check names, doses, timing and negations against the conversation.
- Look for details that are missing and statements the conversation does not support.
- Check that the patient instructions agree with the plan you intend to share.
Try the corrections yourself
Read the full note, then inspect a suggested correction and the evidence behind it. Try applying the suggestion, keeping the original wording and making your own edit.
In Breva, Stat compares the note with the recorded conversation and presents recommendations for review. The interactive example lets you inspect a medication-dose correction and undo it.
Try the note review exampleInspect each document separately
Open the clinical note and the patient summary, and download both. Check whether their format and language fit how your practice reviews, stores and shares documents.
Breva prepares suggested diagnosis and procedure codes alongside the note. Review those suggestions and the visit-level reasoning as part of your coding workflow; a generated code is not a coverage or payment decision.
- Can the physician edit the note before it enters the chart?
- Can your team review the suggested codes and supporting documentation?
- Can you edit and export the patient summary in the language you plan to share?
Confirm setup and data handling
Name your EMR and ask which steps are connected directly. Clarify who configures the connection, what the practice must supply and what happens if the intended chart visit is not open.
Ask for the data-handling and agreement details your practice needs to review. Keep questions about clinical records separate from questions about cookies and contact forms on the public website.
Read the Meditab IMS setup requirementsAgree on what a successful evaluation means
Choose what you will measure before starting: time spent reviewing each note, corrections needed, extra steps before chart entry and whether staff can use the patient documents. Record the same measures for your existing workflow so you have a useful comparison.
Ask about pricing, access and support for your practice. Breva is in early access; pricing and setup are discussed directly, and no setup-time guarantee has been established.
Read the access and pricing questions