When you first open AutoScribe, you will see the home screen.

In the centre of the page, locate the blue Start A New Encounter button shown in the screenshot below.

You can also click Start New Encounter from the navigation menu on the left side of the screen. Both options open the same encounter workflow.

Click either option to begin.

After opening a new encounter, look near the top of the page for Select Template.

Click Select Template to open the template selection window shown below.

A list of available templates will appear. You can scroll through the list or use the search box at the top of the window to find a specific template.

Click the template you would like AutoScribe to use for this encounter.

Once selected, the template name will replace Select Template at the top of the screen.

After selecting your template, look to the bottom-right corner of the screen.

You will see a blue microphone button.

Click the microphone button to start recording the encounter.

AutoScribe will immediately begin listening and preparing a live transcript.

If Explicit Consent is enabled in your settings, a consent confirmation window will appear before recording begins.

Review the prompt and confirm that verbal consent has been obtained from the patient.

Click Proceed to continue.

Recording will begin automatically once consent has been confirmed.

Once recording begins, several parts of the screen become active.

At the top of the page, the large Notes area can be used to type information that you prefer not to say aloud during the visit.

Below the Notes area, AutoScribe displays a live transcript as the conversation is captured.

At the bottom of the screen, you will see the recording controls, microphone activity indicators, and recording timer.

Continue the visit as you normally would. AutoScribe will transcribe the conversation and prepare your documentation in the background.

When the visit is complete, look at the large red bar at the bottom of the screen.

Click Stop to end the recording.

AutoScribe will begin generating your documentation automatically.

Depending on the length of the encounter, this may take a few moments.

Once processing is complete, the generated note will appear on screen.

Review the note carefully before finalizing it.

You can:

Make sure the note accurately reflects the encounter before continuing.

Near the top of the page, you will see the Handout tab beside the note tab.

Click Handout to view the patient-friendly summary generated from the encounter.

Review the handout to ensure the instructions and information are appropriate before sharing it with the patient.

Once you have finished reviewing the documentation, click Copy & Mark Reviewed.

This marks the encounter as reviewed and copies the note for use in your EMR workflow.

The finalized encounter will then appear in Encounter History, where it can be accessed later as a completed record.

This section walks through how encounters work in the legacy AutoScribe interface. The overall workflow is similar to the New UI, but the entry points and controls differ slightly depending on how you launch AutoScribe.

Log in to the AutoScribe web application.

From the main page, click Start Listening.

Select the appropriate patient appointment, then click Start Listening again.

A consent prompt will appear asking you to confirm that verbal consent has been obtained from the patient. This confirmation is legally required.

Once consent is confirmed, the encounter begins and transcription starts automatically.

Open the patient chart in PS Suite.

Click Launch New Encounter from the AutoScribe toolbar.

A new browser window will open in AutoScribe.

You will be prompted to import the patient’s information from the EMR. Click Import to link the patient data to the encounter.

You will then be asked to confirm verbal consent. Once confirmed, the encounter begins and transcription starts automatically.

While the encounter is active, AutoScribe records and transcribes the conversation in real time.

You can speak naturally throughout the visit. The transcript will continue updating automatically.

If needed, you may temporarily pause the encounter without ending it.

When the visit is complete, click End Encounter at the top right of the page.

If you intend to resume the same visit later, you may click Pause Encounter instead.

Ending the encounter stops recording and triggers AI note generation automatically.

You may leave the page while the note is being generated. Processing continues in the background.

After processing is complete, AutoScribe generates the clinical note using the selected template.

You can return to review the note once generation is finished.

From here, the note can be reviewed, edited if applicable, and copied into the EMR according to your clinic workflow.

Your encounter is recorded, transcribed, and converted into a structured clinical note, ready to be reviewed and used in your EMR, following the legacy AutoScribe workflow.