FAQ For Providers: Getting Started with Autochart.ai

1. What does Autochart.ai do?

Autochart.ai captures patient-provider conversations or dictations, organizes them into clinical notes, and automates follow-up tasks like referrals and handouts. It is fully customizable and fits into your workflow to save you time and reduce administrative burden.

Key Features:

  • Pre-Made Prompts and Note Types: Ready-to-use templates for 70+ specialties.
  • Customizable Templates: Tailor prompts, note types, and AI settings to your needs.
  • Multi-Language Support: Speak in multiple languages and get your notes in another — over 100 languages supported.
  • Multi-Patient Support: Have more than one person in the room? Autochart.ai automatically differentiates between patients, family members, and other participants.
  • Multi-Issue: When a patient brings up several problems in one visit, the AI handles them all in a single note.
  • Multi-Platform: Use Autochart.ai on desktop, laptop, tablet, and phone through dedicated iOS and Android apps.
  • Snippets: Automate repetitive phrases and terms for faster documentation.
  • Secure and Compliant: SOC 2, HIPAA, GDPR, and PIPEDA certified with strict data privacy standards.

2. Is Autochart.ai secure, and what measures are in place to protect my data?

Yes. Autochart.ai prioritizes the privacy and security of your data. We comply with SOC 2, HIPAA, GDPR, and PIPEDA, meeting stringent privacy regulations across Canada, the US, and Europe.

  • Voice recordings are never stored: All recordings are transcribed in real-time and immediately deleted.
  • Comprehensive Canadian compliance: We adhere to privacy laws including BC PIPA, Ontario PHIPA, and Quebec Law 25.
  • Partnership with Mirai Security: Our Canadian cybersecurity partner helps us maintain the highest data protection standards.
  • Rigorous testing: We conduct regular penetration testing, vulnerability scans, and risk assessments.
  • Limited access: Only authorized healthcare providers can access your data.
  • Encrypted and secure storage: Your data is protected with industry-leading encryption.

For more information, visit our Trust Center.

3. How long does it take to set up Autochart.ai?

Getting started takes less than 2 minutes. No credit card required, no steep learning curve, and the onboarding process walks you through everything step by step.

4. How do I sign up for Autochart.ai?

  1. Go to autochart.ai and click Sign Up.
  2. Enter a valid email address, verify your account, and create a strong password.
  3. Complete the welcome form to customize your settings.
  4. Finish the onboarding tour and watch the quick walkthrough video.

5. What devices and browsers does Autochart.ai support?

Autochart.ai works on a range of devices. We recommend desktops or laptops for the best experience, though mobile is fully supported too.

  • Desktops and laptops: Windows 10+ or macOS Mojave+ using Chrome, Safari, Firefox, or Edge.
  • Mobile: iOS and Android via the native apps or a mobile browser.

6. How do I record a consult?

  1. Log in and click New Encounter in the left sidebar.
  2. Speak naturally during the patient visit, or dictate a summary afterward.
  3. Click Generate Note to produce the clinical note.
  4. Find the visit under Encounters -> Completed in the left sidebar.
  5. Click the encounter to open it and see all AI-generated outputs.
  6. Copy the note into your EMR, review the transcript, send a Patient Communication letter, create a Provider Communication such as a referral, generate handouts from Resources, and more.

7. Can I customize Autochart.ai to suit my practice?

Yes. Under Settings -> AI Settings, you can:

  • Choose your Specialty (e.g., Family Medicine).
  • Set preferred Note Types (SOAP, SBAR, or custom).
  • Create Snippets to streamline repetitive tasks.
  • Adjust Presets (My Defaults) for note length, diagnostic codes, and input/output languages.

8. What happens after signing up?

After signing up, you will:

  1. Fill out the welcome form to personalize your settings — the fields are searchable, so just click and type.
  2. Complete the onboarding tour and watch the quick walkthrough video.
  3. Explore Autochart.ai by recording a sample consult to see it in action.

9. How can I get help with Autochart.ai?

  • Chat bubble: Use the chat bubble on our website for live support or self-service resources.
  • Email: Contact us at support@autochart.ai.
  • Help Centre: You're already here — browse articles in any category to find what you need.

10. Does Autochart.ai require EMR integration?

No. Autochart.ai works independently — simply copy and paste generated notes into your system. Some integrations are already available (for example Pathways BC) and more are in development. Visit Settings -> Integrations to see what is available or submit a request.

11. How do I ensure my recordings are successful?

  • In-person consultations: Use a laptop, phone, or tablet with a built-in or external microphone.
  • Remote calls: Use speakerphone or select the correct audio source (Browser Audio) in the encounter.
  • Recordings should be at least 30 seconds long and contain relevant clinical information for best results.

12. Is there a mobile app?

Yes! Autochart.ai has native apps for both Android and iOS.

You can also use Autochart.ai as a web app on any mobile browser.

13. What are Autochart.ai's system requirements?

  • Memory (RAM): 4 GB or higher.
  • Processor: 2 GHz or faster.
  • Internet: Stable connection (3 Mbps minimum).
  • Browsers: Chrome, Firefox, Safari, or Edge (latest versions).

14. What's next for Autochart.ai?

We are continuously adding new capabilities, including deeper EMR integrations, native desktop and watch apps, and new AI features. Stay tuned for updates.

15. How do I subscribe and do you offer group rates?

  • When you are logged in, click Subscribe Now to access monthly or annual subscription options.
  • Email support@autochart.ai to ask about group or clinic rates. We offer tiered discounts for larger groups.
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