First-Time Registration

After Sign-Up

After signing up, a welcome modal walks you through setting up your account. Complete these steps to get started:

1. Fill Out the Welcome Form

Provide the following details:

  • First Name and Last Name
  • Phone Number
  • Professional Role — e.g., Family Medicine, ER
  • Prompt — select a style that fits your workflow
  • Note Type — e.g., SOAP
  • Note Brevity — how long or short your notes should be
  • Country of Practice
  • Input Language — the language(s) you speak with patients
  • Output Language — the language for your generated notes
  • EMR/EHR Software
  • Province/Territory/State
  • Clinic Name

Fields marked with an asterisk (*) are required. All settings can be changed later in Settings -> AI Settings.

Tip: These fields are searchable. Click a box and start typing — for example, type Family Medicine under Specialty or SOAP under Note Type.

2. Agree to the Terms

  • Review and accept the Privacy Policy and Terms of Use.
  • Agree to any patient, facility, or other consents required by local laws.
  • If you have a promo code, enter it above Agree Before Continuing.

We provide a Sample Patient Consent Form you can customize for your practice.

Click Agree and Continue to proceed.

3. Complete Onboarding

  1. Complete the onboarding tour.
  2. Watch the quick walkthrough video at the end.

That's it — you can start using Autochart.ai.

Need help?

Back to Getting Started