Autochart.ai New UI Update Overview
Autochart.ai has released a refreshed interface designed to streamline clinical documentation. The update maintains all existing features while improving usa...
BETA Version: Real-Time Clinical Dictation With Voice Commands
Editing your notes after they’re generated can sometimes feel time-consuming especially when you just want to add a quick detail. Our Real-Time Clinical Dict...
Chat Tab: Real-Time Note Customization
The Chat Tab streamlines editing, ensures accuracy, and saves time. Use it to ask information about notes, add customization for your notes, ask about guidel...
Encounters Overview
An encounter is one patient visit. Autochart.ai listens to the conversation, then writes a clinical note you can review, edit, and copy into your EMR. From t...
How to Add a Patient
Adding a patient record lets you link their encounters to a profile, so Autochart.ai can reference their name, date of birth, and visit history when writing ...
How to Add Context or Use AI Chat During a Visit
The right side of the encounter screen lets you give the AI extra information that is not said out loud, and ask it questions or request edits while you work...
How to Book an Encounter for a Patient
Booking an encounter from the Patients page creates a scheduled visit and links it to that patient's record. When you start the visit later, Autochart.ai alr...
How to Create a Note From an Uploaded Recording or Transcript
Use this to turn an existing audio file or text document into a clinical note.
How to Edit a Patient
You can update a patient's details at any time — for example if their phone number changes, you need to add their MRN, or you want to correct a date of birth.
How to Find and Filter Scheduled Visits
The Scheduled page lists all upcoming visits linked to patient records. As your schedule fills up, the search and filter tools help you find a specific visit...
How to Find and Manage Completed Encounters
Completed Encounters lists every visit that has a generated note, newest first.
How to Find Saved Recordings and Resume Incomplete Recordings
Saved recordings were stopped with Save for Later before a note was generated.
How to Link an Encounter to a Patient
Linking an encounter to a patient record connects that visit to their history. Once linked, the patient's name appears in the encounter header and their deta...
How to Manage Patient Communication Types
Patient communications are letters written for the patient, such as a visit summary letter.
How to Schedule an Encounter
Scheduling creates an upcoming visit linked to a patient record. It appears in your Scheduled list so you can find it quickly when the appointment time comes...
How to Search and Sort Your Patients
The Patients page lists every patient record you have added. As your list grows, search and filter options help you find the right patient quickly.
How to Set Up Telehealth
Telehealth lets you call patients or host video visits from Autochart.ai, with live transcription and notes from the visit.
How to Start a New Encounter and Record a Visit
How to access: Click the blue New Encounter button at the top of the left sidebar, or the blue button at the bottom of the Encounters list.
How to Turn On Patient Management
Patient Management lets you store patient details, schedule encounters and link visits to a patient so the AI can use their history when writing notes.
How to Use Encounter Settings
Encounter Settings control how the note for a single visit is written. They load from your My Defaults or a preset, and you can change them before or after r...
How to Use the Right-Hand Tools
Once a note is generated, the right pane of the encounter screen gives you a set of tools for turning that visit into everything you need — letters, referral...
How to Work With a Generated Note
Click any encounter in Completed to open its note. The note is on the left and tools are on the right.
Patients Overview
The Patients page is your list of patient records. Linking an encounter to a patient lets Autochart.ai use their details and past visits to write more accura...
Provider Communication Tab: Automatically Generate Referrals for any Specialty
The Provider Communication Tab streamlines the process of creating not only referrals but many other types of communication like transfer of care letters, se...
Provider Communications
We’re excited to introduce Provider Communication, a powerful enhancement that replaces the previous Referral tab in the Documents view. This update expands ...
Resources Tab: Guidelines, Forms, and Helpful Handouts
The Resources Tab streamlines sharing health advice from trusted sources. For BC-based providers, Pathways Integration offers localized resources to enhance ...
Scheduled Encounters Overview
Scheduled Encounters is your list of upcoming visits. Each one is linked to a patient record, so Autochart.ai can use that patient's details and history when...
Start Dictation: Real-Time Clinical Dictation
The Real-Time Clinical Dictation feature enables users to "quickly add or edit note content using your voice, making editing faster, easier, and hands-free."
Transcript Tab: Raw and Formatted Transcripts for Easy Parsing
The Transcription Tab in Autochart.ai's Document View enables toggling between two transcript versions by clicking the eye icon.
Transcription Tab: Raw and Formatted Transcripts for Easy Parsing
In the Document View, the Transcription Tab on the right-hand side shows the formatted transcript by default. Click the eye icon to toggle between the origin...