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.
How to access: Left sidebar -> Settings -> AI Settings.
| Tab | What it controls | | --- | --- | | Specialities | Your specialties and the visit types under each. | | Note Types | The templates your notes follow. | | Provider Communications | Templates for letters and referrals to other providers. | | Patient Communication | Templates for letters to patients. | | Snippets | Your own words, acronyms and short forms. | | Presets | Saved groups of encounter settings. |
Where to start: Add your specialty, pick a note type you like, then save your usual choices as My Defaults in Presets.
Rule of thumb: Specialties and visit types describe what the visit is about. Note types describe how the note is formatted. Keep them separate for the best results.