---
title: Using Voice Assessments in Welbi
description: Voice Assessments in Welbi allow you to record a conversation with a resident, upload the audio, and have Welbi automatically suggest answers for assessment questions based on that conversation.
---

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3. [Resident Assessments](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#resident-assessments)

# Using Voice Assessments in Welbi

## Voice Assessments in Welbi allow you to record a conversation with a resident, upload the audio, and have Welbi automatically suggest answers for assessment questions based on that conversation. This helps reduce duplicate work and saves time while keeping assessments conversational and resident-centered. You remain fully in control — all answers must be reviewed and confirmed before publishing.

 

#### What You’ll Need

- A device with a microphone (phone, tablet, Chromebook, or computer)
- Access to the resident’s **Assessment** tab in Welbi
- Resident consent to record the conversation

#### Where to Find Voice Assessments

1. Go to **Residents**
2. Select a resident
3. Click the **Assessments** tab
4. Choose **Start** (new assessment) or **Continue** (in-progress assessment)

![Screenshot 2026-02-11 at 1.59.03 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-11%20at%201.59.03%20PM.png?width=670&height=94&name=Screenshot%202026-02-11%20at%201.59.03%20PM.png)

       5. At the top of the assessment page, you’ll see options to **record or upload audio**.

![Screenshot 2026-02-11 at 1.56.03 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-11%20at%201.56.03%20PM.png?width=670&height=163&name=Screenshot%202026-02-11%20at%201.56.03%20PM.png)

#### Option 1: Record Directly in Welbi

1. In the assessment, select **Record or Upload Audio**
2. Allow microphone access when prompted. Click **Start Recording. ![Screenshot 2026-02-11 at 2.01.19 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-11%20at%202.01.19%20PM.png?width=670&height=256&name=Screenshot%202026-02-11%20at%202.01.19%20PM.png)**
3. Have your assessment conversation with the resident.
4. You can select **'Pause'** and **'Resume'** as needed throughout the conversation.
5. Click **Stop Recording** when finished
6. You can decide to 'Play' to listen to the recording, download the recording, or delete if needed. If you would like to keep the recording, select '**Upload'.** You can upload multiple recordings if needed. Keep the tab open until upload completes.

![Screenshot 2026-02-11 at 2.06.36 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-11%20at%202.06.36%20PM.png?width=670&height=238&name=Screenshot%202026-02-11%20at%202.06.36%20PM.png)  
        7.  Once the upload is complete, you can then select '**Return to the Assessment'.**

**![Screenshot 2026-02-11 at 2.13.11 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-11%20at%202.13.11%20PM.png?width=383&height=399&name=Screenshot%202026-02-11%20at%202.13.11%20PM.png)**

#### Option 2: Upload a Saved Audio Recording

This option is helpful if you recorded the conversation on a phone or tablet earlier.

### Upload from a computer

1. Select  **Record or Upload Audio.** Scroll to the bottom.

**![Screenshot 2026-02-11 at 2.08.10 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-11%20at%202.08.10%20PM.png?width=670&height=307&name=Screenshot%202026-02-11%20at%202.08.10%20PM.png)**

        2. Click **Browse Files**

       3. Choose your saved audio file.

        4. Click **Upload.** 

**![Screenshot 2026-02-11 at 2.10.06 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-11%20at%202.10.06%20PM.png?width=670&height=472&name=Screenshot%202026-02-11%20at%202.10.06%20PM.png)**

   

       5. You can decide to 'Play' to listen to the recording, download the recording, or delete if needed. If        you would like to keep the recording, select '**Upload'.** You can upload multiple recordings if needed. Keep the tab open until upload completes.

        6. Once the upload is complete, you can then select '**Return to the Assessment'.** 

**![Screenshot 2026-02-11 at 2.13.11 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-11%20at%202.13.11%20PM.png?width=383&height=399&name=Screenshot%202026-02-11%20at%202.13.11%20PM.png)**

 

### Upload from a mobile device (QR code)

1. Scan the QR code using your phone
2. Upload the audio file from your device
3. You can decide to 'Play' to listen to the recording, download the recording, or delete if needed. If you would like to keep the recording, select '**Upload'.** You can upload multiple recordings if needed. Keep the Welbi tab open until processing finishes.
4. Once the upload is complete, you can then select '**Return to the Assessment'.**

**![Screenshot 2026-02-11 at 2.13.11 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-11%20at%202.13.11%20PM.png?width=383&height=399&name=Screenshot%202026-02-11%20at%202.13.11%20PM.png)**

#### Reviewing the Transcript

After upload:

- Click **Show Transcript** to review the conversation![Screenshot 2026-02-11 at 2.18.19 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-11%20at%202.18.19%20PM.png?width=402&height=156&name=Screenshot%202026-02-11%20at%202.18.19%20PM.png)
- You can:
  
    - Read the transcript
    - Play the audio recording
    - Confirm you uploaded the correct file
- The Transcript will be stored in the assessment it was uploaded to, should you wish to review it at any point.

---

#### Using Suggested Answers

Based on the transcript, Welbi will suggest answers for assessment questions.

![Screenshot 2026-02-11 at 2.19.41 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-11%20at%202.19.41%20PM.png?width=670&height=339&name=Screenshot%202026-02-11%20at%202.19.41%20PM.png)

### How to review suggestions

- Each suggested answer includes a **timestamp**
- Click the timestamp to jump to the exact moment in the transcript where it was mentioned

![Screenshot 2026-02-11 at 2.20.26 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-11%20at%202.20.26%20PM.png?width=670&height=382&name=Screenshot%202026-02-11%20at%202.20.26%20PM.png)

- Confirm accuracy before accepting.

### Accepting or editing suggestions

- Click **Use Suggestion** to apply it.
- You can also skip suggestions and enter answers yourself

> Welbi supports you — but **you are always the decision-maker**.

---

#### For 'Plans' in Assessments:

Welbi may suggest:

- Participation barriers
- Engagement opportunities
- Important notes about the resident

![Screenshot 2026-02-11 at 2.21.48 PM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202026-02-11%20at%202.21.48%20PM.png?width=670&height=619&name=Screenshot%202026-02-11%20at%202.21.48%20PM.png)

You can:

- Accept suggestions
- Edit wording
- Add your own notes

These appear later in the resident’s **Summary** tab for quick reference.

---

#### Publishing the Assessment

1. Confirm all required questions are complete
2. Click **Publish**
3. Choose Assessment Publication Date
4. Once published:
   
     - The assessment is saved to the resident’s history

---

#### Helpful Tips

- You can upload **multiple recordings** if the conversation happens in parts
- Audio recordings remain accessible through assessment revisions

 

**Note:** If you wish to enable this feature, please reach out to your Customer Success Team. If you have any questions, please don’t hesitate to reach out — we’d be happy to connect and hear your feedback.

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