Part 1: Toolbar Setup
Step 1 – Download the Toolbar File
Choose one of the two toolbar options based on your preferred workflow and save the file to your desktop:
Toolbar Version | Description | Download Link |
AutoScribe Classic | Requires copy & paste into EMR | |
AutoScribe Express | Automatically submits to EMR (no copy/paste) |
Step 2 – Import the Toolbar
Open PS Suite
Go to Settings → Edit Custom Forms
In the pop-up window, select File → Import Form
Locate the toolbar file you downloaded and import it
Click OK when the confirmation message appears
Click Done to close the Custom Forms window
Step 3 – Add the Toolbar to Chart View
Go to Settings → Edit Reminders
Click New Reminder
Name it: AutoScribe Reminder
Step 4 – Assign the Toolbar Visibility
Click Add Line
Under Doctor Number, select the = symbol
Choose either:
Your individual name
A group or clinic-wide role
Click OK
To add it to multiple providers:
Use “Other” → “Current User’s Role” to assign by roles created in user setup.
Step 5 – Finalize Setup
Change “Show Intervention as Reminder” to
“Show Custom Form or Stamp”From the dropdown, select AutoScribe Toolbar
Set Priority to: Low (next visit)
Click Done to save
Your toolbar is now successfully installed!
Before Using AutoScribe Each Day
Open a separate browser window
Log in to AutoScribe using your authentication token
Once logged in, close the window
You are now ready to launch encounters directly from the toolbar in patient charts.
How to Use Each Toolbar Version
AutoScribe Classic Toolbar
(Requires copy & paste into EMR)
Toolbar appears in all patient charts.
Click the Launch Encounter link in the toolbar.
If first login of the day, copy the authentication code shown in AutoScribe.
Paste the code into the toolbar in PSS.
Confirm verbal consent → the encounter begins.
End the encounter inside AutoScribe.
Go back to PSS and click End Encounter to push the note into the chart.
The note will populate automatically.
Optional:
You may still use the older “Submit and Copy” workflow by checking “Submit on AutoScribe?” in the toolbar.
AutoScribe Express Toolbar
(Automatically submits to EMR – no copy & paste required)
Toolbar appears in all patient charts.
Click the Launch Encounter link in the toolbar.
If first login of the day, copy the code and paste into PS Suite.
Confirm verbal consent → encounter begins.
End the encounter inside AutoScribe.
Click End Encounter in PSS.
The note automatically populates in the chart without any extra steps.
Optional:
You can still choose to use “Submit and Copy” manually if preferred.
Summary Comparison
Feature | Classic | Express |
Requires copy & paste | Yes | No |
Default behavior | Copy to clipboard | Auto-submit to EMR |
Flexibility | Manual control | Faster workflow |
Need Assistance?
If you require support or want to customize the toolbar further, please contact the AutoScribe support team.