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 it writes the note.
Plan availability: Scheduled Encounters needs Patient Management, which is included on the Intensive plan or higher, or available as an add-on on lower plans. See pricing and plans.
How to access: Left sidebar -> Encounters -> Scheduled.
The Scheduled page only appears when Patient Management is turned on. See How to Turn On Patient Management.
Good to know:
- Visits can come from Autochart.ai or from Autochart.ai Voice (patient intake calls). You can filter by source.
- A visit needs a patient record first. Add one under Patients or from the scheduling dialog.
Troubleshooting
- I do not see Scheduled in the sidebar: Turn on Patient Management in Settings -> Patient Management, then refresh. Your plan may need to include it.
- No scheduled encounters found: Check the date filter. Click Today, or clear the dates to see everything.
- The patient is not in the search results: Add them with Add New Patient in the dialog, or on the Patients page.
- Voice visits are missing: Make sure Autochart.ai Voice is linked in Settings -> Autochart.ai Voice and the Source filter is set to All.