Step-by-Step Setup
Step 1: Access AutoScribe
Open your browser and go to https://app.autoscribe.ca
Step 2: Log In
Enter your username and password (sent to you in your post sign-up email).
You can reset your password anytime within the app.
Step 3: Enable Two-Factor Authentication (2FA)
During your first login, you’ll be prompted to enable 2FA.
You can choose between:
A token generator app (e.g., Google Authenticator)
Email-based token (used in this example)
Step 4: Enter Token
Check your email, find the 2FA token, and enter it into AutoScribe.
Step 5: Save Backup Tokens
You’ll be shown backup tokens — save them in a secure place .
These can be used if your main 2FA method fails.
Step 6: You’re Logged In!
You are now successfully logged into AutoScribe for the first time 🎉.
Step 7: Access the Backend
Open a new browser tab and go to https://backend.autoscribe.ca
Depending on your role:
Clinician Manager: Can add clinicians or receptionists (up to purchased seats).
Clinician or Receptionist: Can add patients and appointments.
As a Clinic Manager, click “Add User” to begin.
Step 8: Add New Roles
Fill in the personal details of the new user roles you want to create (clinicians or receptionists).
Step 9: Add a Patient
From the main backend page, click “Add Patient”.
Required fields:
First & Last Name
Health Card Number (use non-real numbers if none)
Date of Birth
Optional fields:
Email (recommended for sending Patient Handouts)
Patient Consent Form (can be uploaded to their profile)
Receptionists can manage this entire process.
Step 10: Add an Appointment
Click “Add Appointment” on the backend main page.
Then select:
The clinician
The patient
The date and time
Click Submit to save.
(Receptionists can perform this step too.)
Step 11: Start the Encounter
Return to https://app.autoscribe.ca
Click the Microphone icon to start listening.
Step 12: Select an Appointment
The Encounter Dashboard will display all appointments.
Highlight the correct one and click Start Listening.
The clinician should see all appointments added by the receptionist.
Step 13: Obtain Patient Consent
A prompt will appear confirming that the patient has consented to be audio recorded for AutoScribe. Always ensure consent is obtained.
Step 14: Conduct the Encounter
During the session, you’ll see:
The transcript on the left
The Clinician Note in the center (auto-generated based on your plan tier)
When done, click Actions → End Encounter.
Step 15: Edit or Continue
You’ll be asked if you’d like to:
Edit the note immediately, or
Start another encounter and edit later
In this case, select “Edit Encounter.”
Step 16: Review the Final Note
The note is generated within seconds .
Click Actions → Continue → Yes to proceed without waiting for QA review.
Step 17: Submit & Copy
Click Actions → Submit and Copy
This copies the note to your clipboard.
Then paste it into your EMR’s progress note section and you’re done!
Simply repeat this process for each appointment in your Encounter List.