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How To Customize

10 articles

Customize Note Types & Output Formats

Autochart.ai's Note Types feature lets you customize the appearance of your AI-generated clinical documentation. Default note types include SOAP, Narrative N...

Default Brevity, Languages, Diagnostic Codes and More

Defaults allow you to set preferred values for options like brevity, input/output languages, and diagnostic codes, ensuring a consistent and efficient docume...

How to Create and Edit Note Types

A note type is a template. It tells the AI what sections to write and how.

How to Create and Use Presets

A preset saves a group of encounter settings so you do not have to pick them every time. For example, a Telehealth Sessions preset or a Morning Clinic preset.

How to Manage Provider Communication Types

Provider communications are letters and documents sent to other providers, such as referrals, consult notes and transfer of care letters.

How to Set Up Your Specialities and Visit Types

Specialties give the AI context about your work. Each specialty has its own visit types, such as Follow up or Chronic Disease Management.

How to Use Learn My Style

Learn My Style builds a note type from an example of your own writing, so notes sound like you.

How to Use Snippets

Snippets teach Autochart.ai words that a general AI would not know, such as colleagues' names, acronyms, clinic services and short forms. Snippets are privat...

Snippets to Personalize Documentation and Reduce Repetitive Tasks

Snippets in Autochart.ai act as a reference list that the AI uses when it hears specific words, phrases, or acronyms during recording. Based on your instruct...

Specialties and Visit Types

Autochart.ai's Specialties feature enables clinicians to customize documentation by adding multiple specialties aligned with their practice. This provides ac...