To Add a Patient
Select “Create Patient”
You’ll need the patient’s full name, date of birth (DOB), and health card number.
On the new page, fill in the required fields:
Full Name
Date of Birth (DOB)
Health Card Number
If the patient doesn’t have a health card (e.g., military personnel, non-residents), you can enter a dummy number instead.
Optional fields:
Email
Gave Consent (checkbox for consent to receive AutoScribe emails, such as the Patient Handout)
Consent Form (upload a signed consent document — can be stored in AutoScribe or your EMR)
Don’t forget to click “Submit” before leaving the page!
To Add an Appointment
Make sure the patient has already been added to the system.
Select “Create Appointment”.
Choose from:
Clinicians registered at your clinic
Patients in the system
Once both are selected, choose the date and time for the appointment.
Click “Submit” before exiting the page.
(You can refer to the images below for a visual guide.)
Next Steps
Once a patient has been added and an appointment created, they will appear as an available option when you select “Start Listening” on the main page.
Simply choose the patient’s appointment, click “Start Listening”, and you’re ready to begin the encounter!