How to Record an Interaction

If you're ready to start recording an interaction, or dictating a consult summary, let's get started!

To open the Recording Window:

  1. On the main dashboard, click the "Start Recording" button.
  2. Ensure your microphone is connected and you have reliable internet.
  3. The Recording Modal will open, displaying all available options for recording and configuring your consult note.

The recording window (also called the recording modal) looks like this:

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To select your microphone:

  1. At the top of the Recording Modal, find the Mic Source dropdown (arrow beside mic icon).
  2. Click the dropdown menu and choose your preferred microphone (e.g., Default - MacBook Pro Microphone). Please note that this will usually be defaulted to the microphone that your device has chosen.
  3. Speak into the microphone and check the input levels displayed on the modal to ensure it’s working properly.

**Hot Tip: **

Want to know if your audio is being picked up perfectly? Check the green rectangle at the top of the recording window—it holds the secret! If the waveform inside is "dancing," your audio input is spot-on. If it’s still, no audio is being detected. This little trick ensures your setup is always on point!

If you encounter issues:

  • If no microphones appear in the list, ensure your microphone is plugged in and recognized by your device.
  • If audio quality is poor, try moving to a quieter environment or switching to a headset or external microphone for better sound clarity.

To configure language settings:

Autochart.ai is available in over 100 input languages and dialects. This means you can speak to your patients in one language, and output your notes in another language.

  1. Use the Input Language(s) dropdown to select the language(s) you’ll speak during the recording: e.g., Persian (Farsi). Remember, these fields are searchable—simply start typing the language(s) you need!

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Important Information:

  • Changing the input language during recording will reset the timer to zero, requiring you to start over. To avoid disruptions, select your Input Languages at the start of the conversation and stick with it for the entire session.
  • While Autochart.ai is built to handle multilingual input with a high degree of accuracy, selecting a single language will lead to even cleaner transcriptions—so only choose the languages you need.

Tip: Ensure the selected input and output languages align with your preferences before starting the consultation to ensure accurate transcription. Default input and output languages can be updated in Settings > AI Settings > Defaults.

To add Additional Instructions:

  1. Use the Additional Instructions text box to provide extra context, such as exam findings, lab data, intake questionnaires, or consult notes.

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To upload files:

  1. Click the Upload Files button to add medical reports, lab results, and images—including dermatological, radiological, ophthalmological, endoscopic, and pathological images. On a mobile phone, you can take real-time images direct from your Camera app and upload them to Autochart.ai for descriptions.

Following are the Advanced Options:

To configure note type and brevity:

  1. Select a format from the Note Type dropdown (e.g., SOAP Notes). You can create custom Note Types by going to Settings > AI Settings > Note Types. To set a default Note Type, simply select the star next to your choice.
  2. Use the Note Brevity dropdown to adjust the level of detail. Choose Detailed for a comprehensive note or Short for a shorter summary. To set default To set a default brevity go to Settings > AI Settings > Defaults.

Preview your settings to ensure they align with your workflow preferences so you don't need to change them every time.

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To Pause or Generate Your Note:

  1. Throughout the interaction, if you need to pause the recording, you can simply click Pause Recording, and then click Resume when you're ready.
  2. Once you’ve finished recording, review your settings to make sure everything is correct, then click Generate Note to end the session.

💡 Tips for Ensuring Sufficient Clinical Data

  • Minimum Length: Recordings must be at least 5 seconds long to generate accurate medical notes.
  • Avoid “Insufficient Clinical Data”: Short or incomplete recordings will be flagged and may lack essential details for medical use.
  • Include Relevant Content: Ensure recordings contain enough clinical information about the patient’s condition.

Once your recording is processed, you’ll be taken to the Encounter View, where you can see an overview of all your interactions in one place and you can click in to see your generated charts.

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