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Autochart.ai New UI Update Overview

This article provides a quick overview of what’s changed and where to find things.

Admin avatar
Written by Admin
Updated over 2 weeks ago

We’ve rolled out a refreshed Autochart.ai interface designed to make charting faster, simpler, and more intuitive while keeping all the features you rely on.

Here is a video that goes over all the new changes:

Need tor Reach Out for Help?

  • Visit the Autochart.ai Help Center for updated guides

  • Use in app chat support in the bottom right corner

  • Email us anytime at [email protected]

We are here to support and help you through this transition.


Getting Started

You can sign in the same way as before at autochart.ai.
If you are new, simply create an account to get started.

Our Help Center articles have been updated with new screenshots and guidance to match the refreshed interface. The videos will updated in the following week.


Creating a New Encounter

  • Click New Encounter to start

  • Choose to apply your preset settings or start fresh

  • Access all encounter options by clicking Encounter Settings

Encounter Settings include:

  • Note templates and visit types

  • Dictation or dialogue recording modes

  • Note type and Learn My Style

  • Note length and provider communication settings

  • Specialty selection

  • Input and output languages, with support for 100+ languages and dialects

  • Custom presets for faster workflows


Recording Your Encounter

  • Click Start Recording to begin

  • A live waveform and real time transcription will appear

  • Recording timer supports up to 120 minutes

  • Change microphones or input language during the encounter

  • Pause, discard, or generate your note at any time


Context and AI Chat

On the right side of the screen, you can:

  • Add written context

  • Attach files using the paperclip icon

  • Choose whether added context is included in note generation

The AI Chat feature allows you to ask questions in real time, even while an encounter is running.

You can also minimize an active encounter to switch between multiple encounters seamlessly.


Generating and Editing Notes

After generating your note:

  • The note appears on the left

  • The full transcript appears on the right

  • Notes are fully editable

From the transcript panel, you can access:

  • Patient communication

  • Provider communication

  • AI Chat

  • Resources and pathways

You can:

  • Regenerate notes

  • Copy rich text or plain text for EMR use

  • Email notes

  • Fill PDF templates

  • Use Learn My Style

  • View note version history


Incomplete Recordings

Incomplete recordings are now located in the left sidebar under a dedicated section.

From there, you can:

  • Resume an encounter

  • Delete incomplete recordings


Settings and Customization

Under Settings, you can manage:

  • AI settings such as specialties, note types, snippets, and presets

  • App settings including display and clipboard options

  • Account preferences like auto sign out and multi factor authentication

  • Subscription and billing history

All previous customization options remain available.


Need Help?

  • Visit the Autochart.ai Help Center for updated guides

  • Use in app chat support in the bottom right corner

  • Email us anytime at [email protected]

We hope this update helps streamline your charting workflow and makes Autochart.ai even easier to use.

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