Recording a Sample Consult

Now that you've signed up and set up your account, follow this walkthrough to record a sample consult and see Autochart.ai in action.

Start a Recording Session

  1. Click New Encounter in the left sidebar.
  2. Press the microphone button to start recording, or open Encounter Settings at the top to customize before you begin.
  3. Start speaking to simulate a patient interaction. A sample transcript is provided below — if you're working solo, you can voice both sides.
  4. When finished, click Generate Note.

Tips for getting a good note:

  • Recordings must be at least 5 seconds long; ideally 30 seconds or more.
  • Short or incomplete recordings will be flagged as "Insufficient Clinical Data."
  • Include relevant clinical details about the patient's condition.

Sample Transcript

  • Provider: Good morning, Mr. Smith. What brings you in today?
  • Patient: Morning, Doctor. I've been feeling really tired lately and getting these dull headaches almost every day.
  • Provider: I see. How long has this been happening?
  • Patient: About two weeks now. I thought it might be stress, but it hasn't gone away.
  • Provider: Any other symptoms, like nausea, vision changes, dizziness, or trouble concentrating?
  • Patient: No nausea or dizziness, but I do have trouble focusing, especially when the headaches are bad.
  • Provider: How's your sleep? Are you waking up feeling rested?
  • Patient: Not really. I wake up a few times during the night, and even after 7 or 8 hours, I still feel tired.
  • Provider: Got it. Any recent changes in diet, exercise, or caffeine intake?
  • Patient: I've been skipping breakfast a lot and drinking more coffee — probably 4 or 5 cups a day.
  • Provider: That could be a factor. Are you staying hydrated?
  • Patient: I try, but I'm probably not drinking enough water.
  • Provider: Understood. Let's check your vitals and do a quick neuro exam. We may consider labs for anemia, thyroid, or dehydration. In the meantime, try cutting back on caffeine and eating regular meals.
  • Patient: Okay, Doctor.

Hot tip: Check the green waveform bar at the top of the recording window. If it's moving, your audio is being picked up. If it's still, no audio is detected.

Review Your Charts in the Encounters View

After recording, your session appears in the Encounters View (left sidebar -> Encounters -> Completed). Each row is one encounter.

View the Results

Click any encounter to see all AI-generated outputs. Use the right pane tabs: Transcript, Patient Communication, Provider Communication, Chat, and Resources.


Questions or issues? Contact us via the chat bubble on Autochart.ai or email support@autochart.ai.