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.

  1. Click New Encounter. Your browser may ask to use the microphone. Click Allow.
  2. If Auto-Start Recording is on (Settings -> App Settings), recording begins right away. Otherwise, press the microphone button.
  3. Talk through the visit. You will see a live waveform and a timer. Each recording has a maximum length shown next to the timer.
  4. Click Generate Note when you are done.

Recording buttons

  • Pause: Pauses and resumes the recording.
  • Bookmark icon (Save for Later): Saves the recording without a note. Find it under Encounters -> Saved.
  • Generate Note: Creates your clinical note.
  • Red X: Discards the recording.
  • Minimize (top right): Hides the encounter so you can keep using the app while it records.
  • Discard & Close (top right): Closes the encounter. You will be asked to confirm because all data is lost.

Other ways to capture a visit

These buttons appear at the top of the recording card.

  • Video Call: Host a video visit with a patient. Requires Telehealth (Daily plan or higher).
  • Phone Call: Call a patient from Autochart.ai. Requires Telehealth (Daily plan or higher).
  • Browser Audio: Capture audio from another tab such as Zoom or Teams.
  • Microphone dropdown: Switch microphones using the name shown next to the recording indicator.

To use Browser Audio

  1. Click Browser Audio.
  2. Pick the tab or window with your call.
  3. Tick the option to share audio. On Windows this is Share system audio or Share tab audio. On Mac, choose a Chrome tab and tick Also share tab audio.
  4. Click Share.

Troubleshooting recording problems

Recording will not start or no sound is captured

  1. Allow the microphone in your browser. Click the lock icon in the address bar, set Microphone to Allow, then refresh the page with Ctrl+R (Windows) or Cmd+R (Mac).
  2. Check your computer's privacy settings.
    • Windows: Settings -> Privacy & security -> Microphone. Turn on Microphone access and Let apps access your microphone, and make sure your browser is on.
    • Mac: System Settings -> Privacy & Security -> Microphone. Turn on your browser.
  3. Check the selected microphone. Click the microphone name next to the recording indicator and pick the correct device. Speak and watch the waveform. A flat line means no sound is reaching Autochart.ai.
  4. Test your mic elsewhere. Windows: Settings -> System -> Sound -> Input. Mac: System Settings -> Sound -> Input. The input level bar should move when you speak.
  5. Close other apps that may be using the microphone, such as another video call, then try again.
  6. Try another browser or restart your computer if it still fails.

Bluetooth headset sounds muffled or is not listed: Disconnect and reconnect it, then pick it again from the microphone dropdown.

Browser Audio has no sound: Make sure you ticked the audio sharing option. On Mac you must share a Chrome tab, not a full window or screen.

Recording stopped or the page closed by accident: Go to Encounters -> Incomplete to resume it. These are stored on that device and browser only.

Recording reached its time limit: Each plan has a maximum session length. Generate the note, then start a new encounter and add context for the rest of the visit.

Still stuck? Chat with us using the blue bubble and tell us your browser, whether you are on Windows or Mac, and what you see.

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