Account Management
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...
Advanced Features
FAQ
FAQ for Advanced Tips and Tricks
Q: How can I fine-tune AI-generated notes?
FAQ for Formatting Your Notes
Healthcare professionals rely on efficient note-taking, and with Autochart.ai, you're empowered to format and customize your documentation experience. But wh...
FAQ for Patients: How Autochart.ai Protects Your Privacy and Enhances Your Care
Autochart.ai is an AI-powered medical assistant that helps healthcare providers efficiently and accurately document patient information. During your appointm...
FAQ For Providers: Getting Started with Autochart.ai
Autochart.ai captures patient-provider conversations or dictations, organizes them into clinical notes, and automates follow-up tasks like referrals and hand...
FAQ on Security and Compliance
Yes, Autochart.ai prioritizes the privacy and security of your data. We comply with SOC 2, HIPAA, GDPR, and PIPEDA, meeting stringent privacy regulations acr...
Troubleshooting & Best Practices
If your generated notes are blank or incomplete:
Getting Started
A Quick Tour of Autochart.ai
This guide shows where everything lives so you can find any feature in a few clicks.
AI Settings Overview
AI Settings is where you teach Autochart.ai how you work and how you like your notes written. A few minutes here saves editing time on every note.
App Settings Overview
App Settings control how Autochart.ai behaves and how your finished notes look. They apply to your account on every device.
First-Time Registration
After signing up, a welcome modal walks you through setting up your account. Complete these steps to get started:
How to Change the Language or Sign Out
At the bottom of the left sidebar:
How to Create an Account?
Getting started with Autochart.ai is quick and easy! Signing up takes less than 2 minutes, requires no credit card, and involves no complicated onboarding. Y...
How to Get Help and Contact Support
- Help Centre: Left sidebar -> Settings -> Help Centre.
How to Subscribe to Autochart.ai
This guide will help you navigate the subscription process so you can start enjoying the full benefits of Autochart.ai quickly and easily.
How to Use the Command Palette and Keyboard Shortcuts
The command palette is a searchable menu that lets you jump to any page or run common actions without using the mouse. Type what you want, pick it from the l...
Patient Consent: Tips, Tricks, and Recommendations
Patient consent in this context is an agreement given by a patient to allow the use of Autochart.ai’s automated charting application during their clinical in...
Recording a Sample Consult
Now that you've signed up and set up your account, follow this walkthrough to record a sample consult and see Autochart.ai in action.
System Requirements
Desktop and laptop computers:
How To Customize
Customize Note Types & Output Formats
Autochart.ai's Note Types feature lets you customize the appearance of your AI-generated clinical documentation. Default note types include SOAP, Narrative N...
Default Brevity, Languages, Diagnostic Codes and More
Defaults allow you to set preferred values for options like brevity, input/output languages, and diagnostic codes, ensuring a consistent and efficient docume...
How to Create and Edit Note Types
A note type is a template. It tells the AI what sections to write and how.
How to Create and Use Presets
A preset saves a group of encounter settings so you do not have to pick them every time. For example, a Telehealth Sessions preset or a Morning Clinic preset.
How to Manage Provider Communication Types
Provider communications are letters and documents sent to other providers, such as referrals, consult notes and transfer of care letters.
How to Set Up Your Specialities and Visit Types
Specialties give the AI context about your work. Each specialty has its own visit types, such as Follow up or Chronic Disease Management.
How to Use Learn My Style
Learn My Style builds a note type from an example of your own writing, so notes sound like you.
How to Use Snippets
Snippets teach Autochart.ai words that a general AI would not know, such as colleagues' names, acronyms, clinic services and short forms. Snippets are privat...
Snippets to Personalize Documentation and Reduce Repetitive Tasks
Snippets in Autochart.ai act as a reference list that the AI uses when it hears specific words, phrases, or acronyms during recording. Based on your instruct...
Specialties and Visit Types
Autochart.ai's Specialties feature enables clinicians to customize documentation by adding multiple specialties aligned with their practice. This provides ac...
How To Use
Autochart.ai New UI Update Overview
Autochart.ai has released a refreshed interface designed to streamline clinical documentation. The update maintains all existing features while improving usa...
BETA Version: Real-Time Clinical Dictation With Voice Commands
Editing your notes after they’re generated can sometimes feel time-consuming especially when you just want to add a quick detail. Our Real-Time Clinical Dict...
Chat Tab: Real-Time Note Customization
The Chat Tab streamlines editing, ensures accuracy, and saves time. Use it to ask information about notes, add customization for your notes, ask about guidel...
Encounters Overview
An encounter is one patient visit. Autochart.ai listens to the conversation, then writes a clinical note you can review, edit, and copy into your EMR. From t...
How to Add a Patient
Adding a patient record lets you link their encounters to a profile, so Autochart.ai can reference their name, date of birth, and visit history when writing ...
How to Add Context or Use AI Chat During a Visit
The right side of the encounter screen lets you give the AI extra information that is not said out loud, and ask it questions or request edits while you work...
How to Book an Encounter for a Patient
Booking an encounter from the Patients page creates a scheduled visit and links it to that patient's record. When you start the visit later, Autochart.ai alr...
How to Create a Note From an Uploaded Recording or Transcript
Use this to turn an existing audio file or text document into a clinical note.
How to Edit a Patient
You can update a patient's details at any time — for example if their phone number changes, you need to add their MRN, or you want to correct a date of birth.
How to Find and Filter Scheduled Visits
The Scheduled page lists all upcoming visits linked to patient records. As your schedule fills up, the search and filter tools help you find a specific visit...
How to Find and Manage Completed Encounters
Completed Encounters lists every visit that has a generated note, newest first.
How to Find Saved Recordings and Resume Incomplete Recordings
Saved recordings were stopped with Save for Later before a note was generated.
How to Link an Encounter to a Patient
Linking an encounter to a patient record connects that visit to their history. Once linked, the patient's name appears in the encounter header and their deta...
How to Manage Patient Communication Types
Patient communications are letters written for the patient, such as a visit summary letter.
How to Schedule an Encounter
Scheduling creates an upcoming visit linked to a patient record. It appears in your Scheduled list so you can find it quickly when the appointment time comes...
How to Search and Sort Your Patients
The Patients page lists every patient record you have added. As your list grows, search and filter options help you find the right patient quickly.
How to Set Up Telehealth
Telehealth lets you call patients or host video visits from Autochart.ai, with live transcription and notes from the visit.
How to Start a New Encounter and Record a Visit
How to access: Click the blue New Encounter button at the top of the left sidebar, or the blue button at the bottom of the Encounters list.
How to Turn On Patient Management
Patient Management lets you store patient details, schedule encounters and link visits to a patient so the AI can use their history when writing notes.
How to Use Encounter Settings
Encounter Settings control how the note for a single visit is written. They load from your My Defaults or a preset, and you can change them before or after r...
How to Use the Right-Hand Tools
Once a note is generated, the right pane of the encounter screen gives you a set of tools for turning that visit into everything you need — letters, referral...
How to Work With a Generated Note
Click any encounter in Completed to open its note. The note is on the left and tools are on the right.
Patients Overview
The Patients page is your list of patient records. Linking an encounter to a patient lets Autochart.ai use their details and past visits to write more accura...
Provider Communication Tab: Automatically Generate Referrals for any Specialty
The Provider Communication Tab streamlines the process of creating not only referrals but many other types of communication like transfer of care letters, se...
Provider Communications
We’re excited to introduce Provider Communication, a powerful enhancement that replaces the previous Referral tab in the Documents view. This update expands ...
Resources Tab: Guidelines, Forms, and Helpful Handouts
The Resources Tab streamlines sharing health advice from trusted sources. For BC-based providers, Pathways Integration offers localized resources to enhance ...
Scheduled Encounters Overview
Scheduled Encounters is your list of upcoming visits. Each one is linked to a patient record, so Autochart.ai can use that patient's details and history when...
Start Dictation: Real-Time Clinical Dictation
The Real-Time Clinical Dictation feature enables users to "quickly add or edit note content using your voice, making editing faster, easier, and hands-free."
Transcript Tab: Raw and Formatted Transcripts for Easy Parsing
The Transcription Tab in Autochart.ai's Document View enables toggling between two transcript versions by clicking the eye icon.
Transcription Tab: Raw and Formatted Transcripts for Easy Parsing
In the Document View, the Transcription Tab on the right-hand side shows the formatted transcript by default. Click the eye icon to toggle between the origin...
Resources
Conclusion & Future Updates
1. Transcription Tab: Efficiently document conversations with plain and formatted transcriptions.
Cookie Policy
Autochart.ai uses cookies to enhance your browsing experience and improve its services. The Cookie Policy provides detailed information on the types of cooki...
Patient Consent Form
It is the responsibility of healthcare providers to ensure their patients are informed and give consent before using Autochart.ai. Transparent communication ...
Privacy Policy
The Privacy Policy outlines how Autochart.ai manages the personal information of healthcare practitioners and their patients. It describes the measures we ta...
See if you are eligible for a FREE Year of Autochart.ai + 2 MONTHS OFF Next Year's Renewal
A limited number of fully funded annual licenses are available on a first-come, first-served basis. Eligible clinicians who select Autochart.ai through the p...
See if you are eligible for a FREE Year of Autochart.ai + 2 MONTHS OFF Next Year’s Renewal
A limited number of fully funded annual licenses are available on a first-come, first-served basis — plus, if you are eligible and select Autochart.ai throug...
Terms of Service
Welcome to Autochart.ai's Terms of Usage. This document outlines the terms and conditions for using our software and services, clarifying both your responsib...
Vanta Trust Center
Our Vanta Trust Center provides detailed insights into our security practices, compliance certifications, and ongoing efforts to safeguard user data. It refl...