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How to Navigate Encounter History

Encounter History is where you find past AutoScribe encounters. Use this page to open previous notes, continue reviewing unfinished notes, and access finalized notes. Note: The old UI help article appears below the new UI version.

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Written by Ashton Lefteris

Step 1: Open Encounter History

From the AutoScribe home screen, open your past encounters using either of the available options.

Click Review Past Encounters in the centre of the home screen.

You can also click Encounter History from the left navigation menu.

Both options open the same Encounter History page.

Step 2: Open an Encounter

When Encounter History opens, you'll see two tabs near the top of the page:

  • Unreviewed contains encounters that can still be edited.

  • Reviewed contains finalized encounters.

Use the search bar near the top of the page if you need to find a specific patient or encounter.

To open an encounter, click the note you want to review from the encounter list below.

Step 3: Review and Edit the Note

After opening an encounter, the generated clinical note appears in the main document area.

Review the note carefully for accuracy.

If changes are required, you can edit the note directly within the note area.

You can also use the editing tools below the note, including the quick action buttons and the edit request box near the bottom of the screen.

When you are satisfied with the note, click Copy & Mark Reviewed.

Step 4: Add Additional Patient Context (Optional)

If you want AutoScribe to incorporate additional patient information, click the Notes tab near the top of the page.

The Notes tab is located beside the Note and Handout tabs.

Use this section to add relevant patient background information such as medical history, medications, family history, social history, allergies, or other context that may improve documentation quality.

Information entered here is incorporated into AutoScribe's note generation process.

Step 5: Confirm the Encounter Has Been Finalized

After clicking Copy & Mark Reviewed, the encounter becomes finalized.

At the bottom of the screen, the previous action button is replaced by a Reviewed status.

This confirms that the encounter has been reviewed and is now read-only.

Quick Tips

  • Use the search bar to find specific encounters quickly.

  • Unreviewed encounters can still be edited.

  • Reviewed encounters are read-only.

  • The Notes tab can be used to provide additional patient context.

  • Always review the note before marking it as reviewed.

Result

Encounter History keeps your documentation organized by review status, making it easy to locate past encounters, update unfinished notes, add supporting patient information, and access finalized documentation when needed.

This version matches the actual screenshots and doesn't introduce any UI that isn't shown.


How to Navigate Encounter History (Old UI)

In the old AutoScribe interface, Encounter History is where you review, edit, and finalize notes after an encounter has ended. Notes are organized by status so you can clearly see which ones still require review.

Step 1 — Open Encounter History

From the main page, select Encounters.

You will see two tabs at the top of the page:

  • Active

  • Submitted

Active encounters are notes that have been completed but are still editable. Submitted encounters are finalized notes.

To edit a note, remain in the Active tab and select the encounter you want to open.

Step 2 — Edit an Active Encounter

After opening an encounter from the Active list, you can:

  • Edit the clinical note directly in any section

  • Change the note template if needed

  • Generate or review the Patient Handout

Edits made here remain available until the encounter is submitted.

Step 3 — Copy the Note Without Finalizing (Optional)

If you want to paste the note into your EMR but continue editing it later, you can use the Copy option instead of submitting.

This copies the clinical note to your clipboard while keeping the encounter editable in the Active tab.

This option is useful if you need to revisit or regenerate the note later.

Step 4 — Submit and Finalize the Note

When you are finished editing:

Click Submit and Copy.

The note is copied to your clipboard and moved from the Active tab to the Submitted tab.

Once submitted, the note becomes read only and can no longer be edited.

Step 5 — View Submitted Encounters

Submitted encounters are stored under the Submitted tab.

From here, you can:

  • Copy the clinical note again if needed

  • Print or email the Patient Handout if one was generated

Submitted encounters represent finalized documentation.

Quick Tips

Only Active encounters can be edited.

  • Submitted encounters are locked and cannot be changed.

  • Use Copy instead of Submit if you plan to make additional edits later.

  • Patient Handouts remain accessible after submission if they were generated.

Result

Your encounters are organized by status, allowing you to clearly separate notes that still need review from those that are finalized and ready for reference or EMR use.

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