Account Management
How to Subscribe to Autochart.ai and Access Billing Information
This guide will help you navigate the subscription process so you can start enjoying the full benefits of Autochart.ai quickly and easily.
My Account: Billing Settings for Free Trial vs Paid Subscription
The Billing section in your Autochart.ai account provides a comprehensive view of your subscription details, payment information, and billing history. It als...
My Account: Profile Settings
To keep your profile information up to date in Autochart.ai, follow these simple steps:
Resetting Your Password
Follow the steps below:
Troubleshooting Login Issues
**Please make sure you are logging in at the following link:** [app.autochart.ai](https://app.autochart.ai/auth/sign-in?callbackUrl=%2Fchart)
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...
Troubleshooting & Best Practices
If your generated notes are blank or incomplete:
Getting Started
Customizing AI Settings in Autochart.ai
Autochart.ai's AI Settings let you customize the system to fit your practice's needs. From tailoring prompts and note formats to creating snippets and settin...
First-Time Registration
[](https://www.youtube.com/watch?v=WU-x4YB8HxY)
How to Contact Us
Need assistance? We’re here to help! Connecting with our support team is quick and easy, ensuring you have the guidance you need when you need it.
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 onboardin...
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.
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
Welcome to Autochart.ai! Now that you’ve signed up and set up your account, it’s time to explore the system and experience how it works. Follow this walkthro...
System Requirements
- Autochart.ai is designed to be versatile and accessible across various devices:
How To Customize
Customize Note Types & Output Formats
Autochart.ai’s Note Types feature gives you the flexibility to customize the appearance of your AI-generated clinical documentation. While we offer a selecti...
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...
Defaults and Presets
Defaults enable you to establish preferred settings for options including brevity, input/output languages, and diagnostic codes, guaranteeing "a consistent a...
Note Type: Learn My Style
With the "Learn My Style" feature, you can teach Autochart.ai how you write your clinical notes! By uploading your own example notes, Autochart.ai will learn...
Note Types
Autochart.ai's Note Types feature allows customization of AI-generated clinical documentation appearance. The platform offers default options like SOAP, Narr...
Provider Communications
Autochart.ai has introduced **Provider Communication**, a feature that replaces the previous Referral tab in the Documents view. This enhancement allows heal...
Select Specialties and Customize Prompts to Increase Contextual Accuracy
Autochart.ai’s Specialties feature lets you tailor clinical documentation to your workflow by adding multiple specialties unique to the way you practice. Thi...
Snippets
Snippets function as reference lists that the AI uses when it "hears" specific words, phrases, or acronyms during recording. Based on your instructions, the ...
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 instru...
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 Chrome Extension
With the Autochart.ai Chrome Extension, you can now record consultations, generate notes, and enjoy the full suite of Autochart.ai features—right inside your...
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 Di...
Chat Tab: Real-Time AI Chat and 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...
Chat Tab: Real-Time Note Customization
[](https://www.youtube.com/watch?v=yWHInckhHFA)
Documents View: All the Outputs in One Place
[](https://www.youtube.com/watch?v=ROLkSRyvY9U)
Encounters View: How to Resume a Recording
Did you finish a recording only to realize you left out a key detail? Or maybe your patient followed up with new information that should be included in the c...
Encounters View: Managing and Organizing Records
You’ve finished recording your patient interaction or dictating your encounter summary—now what? Your results are saved to the Encounters View, which display...
How to Record an Interaction
If you're ready to start recording an interaction, or dictating a consult summary, let's get started!
How To Record Telehealth Interactions
**If the sound or encounter is happening through your device's or another device's speakers and mic into the surrounding environment (for example, you are on...
Patient Communication Tab: Communicating with Patients
[](https://www.youtube.com/watch?v=3skRr2AA3dQ)
Provider Communication Tab: Automatically Generate Referrals for any Specialty
[](https://www.youtube.com/watch?v=oC1nxtdSyiA)
Provider Communications
We’re excited to introduce **Provider Communication**, a powerful enhancement that replaces the previous **Referral** tab in the **Documents** view. This upd...
Resources Tab: Guidelines, Forms, and Helpful Handouts
[](https://www.youtube.com/watch?v=QzkjA3_ZuE8)
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
[](https://www.youtube.com/watch?v=Vy0MeMBE-wE)
Your Note: Your AI-generated Medical Chart
[](https://www.youtube.com/watch?v=vT5ILo-1wnY)
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 c...
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 thro...
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 ...