How to Cancel or Reactivate Your Subscription
Go to Settings -> Subscription -> Overview and click Cancel Subscription. Your plan stays active until the end of your billing period.
How to Change Your Plan or Add-Ons
How to access: Settings -> Subscription -> Plan & Add-Ons.
How to Create a Responsibility Transfer Form
Use this when you hand over patient data to another provider. It creates a PDF that records the transfer of data custodianship.
How to Export Your Data
How to access: Left sidebar -> Settings -> Data Export -> Export Data tab.
How to Manage Data Retention
Data Retention controls how long your encounter records are kept and when they are archived or deleted.
How to Turn On Multi-Factor Authentication (MFA)
MFA adds a verification code to your sign-in for extra security.
How to Update Your Profile
How to access: Left sidebar -> Settings -> Account -> Profile tab.
Resetting Your Password
1. Click Forgot Password on the login page.
Subscription Overview
How to access: Left sidebar -> Settings -> Subscription. It has three tabs.
Troubleshooting Login Issues
Please make sure you are logging in at the following link: app.autochart.ai
Which Features Are Included in Each Plan
Autochart.ai has four plans: Starter, Daily, Intensive and Enterprise. Each higher plan includes everything in the plan below it. For current prices, encount...