Step 1 — Open a New Encounter
You can start a visit in two ways:
From the left menu, select Start New Encounter, or
From the home page, click Start a New Encounter.
Click on either button to begin a visit.
Step 2 — Select a Note Template (Optional)
Choose your preferred template before you start recording.
Click the dropdown arrow beside Note Template.
Select from the list of available templates or search by keyword.
Press the dropdown arrow to view templates. Select one that best fits your visit type (e.g., SOAP, Geriatrics, Follow-up).
Step 3 — Start Recording
Once your template is selected, click the blue microphone icon at the bottom right of the screen to begin the encounter.
AutoScribe will immediately start capturing speech and generating a transcript.
Click on the blue microphone icon to begin recording.
Step 4 — Confirm Consent (if applicable)
If your account is set to Explicit Consent, a popup will appear each time you start recording.
Click I Have Consent once verbal consent is confirmed with the patient.
Recording will begin automatically after confirmation.
Consent confirmation appears if Explicit Consent is enabled in Settings.
Step 5 — Conduct the Encounter
As you speak, AutoScribe transcribes and structures the conversation in real time.
Use the Scratchpad to type notes or context you prefer not to say aloud.
The Live Transcription line shows that the conversation is being captured.
The audio bars confirm your microphone is active and recording.
Scratchpad for typed notes, live transcription indicator, and audio activity.
Step 6 — Pause, Delete, or Stop Recording
You can manage the encounter while it’s in progress:
Pause: Temporarily stop recording (e.g., for a brief break).
Delete: Discard the current encounter.
Stop Transcription: When finished, click the red stop button to end the encounter.
Use Pause, Delete, or Stop Transcription as needed.
Step 7 — Review and Finalize the Note
Once you stop recording, AutoScribe generates your draft note automatically.
Here’s what you can do next:
Toggle between the Note and Handout tabs.
View Transcript of the conversation for accuracy.
Manually Edit sections if needed.
Use the lower text box to provide Automatic Edit instructions (e.g., “Summarize assessment in bullet points”).
When satisfied, click Copy & Mark Reviewed to finalize the note.
Review, edit, and finalize your generated note.
Quick Tips
Speak naturally — AutoScribe captures both clinician and patient dialogue.
Say key findings aloud (medications, physical exam, plan).
Type private or sensitive content in the Scratchpad.
Only finalized notes (Copy & Mark Reviewed) are saved permanently; drafts remain editable for a limited time.
Result
Your finalized note moves to Encounter History → Reviewed, where it becomes read-only and ready to paste into your EMR.