Step 1: Open Clinic Manager
From the AutoScribe home screen, click Clinic Manager in the left navigation menu.
This opens the Clinic Manager dashboard.
Step 2: Review the Clinic Manager dashboard
The Clinic Manager dashboard shows two main sections.
Appointment Schedule
This section lists scheduled appointments.
Each appointment row shows:
Clinician
Patient name
Patient birth date
Appointment time
Encounter start option
Edit and Delete actions
Use this section to start, edit, or delete an appointment.
Patient Information
This section lists patients who have been added to the clinic.
Each patient row shows:
First name
Last name
Birth date
Health card number
Edit action
Use this section to review existing patients or update patient information.
Step 3: Open the Actions menu
Near the top of Clinic Manager, click Actions.
A dropdown menu will appear with three options:
Create Patient
Create Appointment
Create User
Choose the action you need.
Step 4: Create a new patient
To add a new patient, click Actions, then select Create Patient.
AutoScribe will open the Patient Information form.
Complete the required patient fields:
First Name
Last Name
Health Card Number
You can also add:
Birth Date
Email
Gender
If the patient has provided consent, select Gave Consent.
If your clinic stores consent forms in AutoScribe, upload the consent form in the Consent Form field.
When the patient information is complete, click Add Patient.
The patient will be saved and will appear in the Patient Information section of Clinic Manager.
Step 5: Confirm patient consent
Before using AutoScribe during a patient encounter, confirm that the patient has provided consent according to your clinic’s workflow.
In Clinic Manager, consent can be recorded when creating or editing a patient.
To record consent:
Open the patient record
Select Gave Consent
Upload a consent form if your clinic uses consent form uploads
Save the patient record
This helps ensure the patient record clearly reflects consent status before the encounter begins.
Step 6: Create a new appointment
After the patient has been added, click Actions, then select Create Appointment.
AutoScribe will open the Appointment Information form.
Complete the appointment fields:
Select Clinician
Select Patient
Select Appointment Date
The clinician and patient fields are required.
Choose the correct clinician, select the patient from the dropdown, then enter the appointment date and time.
Click Create Appointment.
The appointment will appear in the Appointment Schedule section.
Step 7: Start an encounter from the appointment schedule
Once the appointment appears in the Appointment Schedule, click Start in the Encounter column.
This opens the encounter workflow for that scheduled patient appointment.
Use this option when the patient has already been added and the appointment has already been scheduled.
Step 8: Edit or delete an appointment
In the Appointment Schedule section, use the buttons in the Actions column.
Click Edit to update appointment details.
Click Delete to remove the appointment.
Only delete an appointment when you are sure it should be removed.
Step 9: Edit an existing patient
In the Patient Information section, click Edit beside the patient you want to update.
Use this when you need to correct patient details, update consent status, add missing information, or change patient demographics.
Step 10: Create a new clinic user
Clinic Manager can also be used to create new users for your clinic.
Click Actions, then select Create User.
AutoScribe will open the User Information form.
Enter the required user details:
First Name
Last Name
Email
Timezone
Select the correct role:
Clinician
Receptionist
If you are creating a receptionist account, select Receptionist.
If you are creating a clinician account, select Clinician.
Clinician accounts require additional fields.
Complete the clinician details:
Profession
Specialty
Professional Identification Number
Encounter Timestamp preference
Subscription tier
Select the correct tier from the Select Tier dropdown.
The available seat count appears inside the dropdown option.
When the form is complete, click Create User.
AutoScribe will generate the username and password and send them to the user automatically. The user will be required to change their password the first time they log in.
Quick tips
Add the patient before creating the appointment.
Confirm consent before starting an encounter.
Use Create Patient for patient records.
Use Create Appointment to schedule a visit.
Use Create User to add clinicians or receptionists.
Use Edit when a record needs to be corrected.
Use Delete carefully, since deleted records may not be recoverable.
Result
You can now use Clinic Manager to create patients, confirm consent, schedule appointments, add clinic users, and start encounters from one central place.
How to Navigate the Manage Clinic Tab (Old UI)
The Manage Clinic tab in the legacy AutoScribe interface allows you to add patients and create appointments. These records are required before starting an encounter using Start Listening.
Step 1 — Open Manage Clinic
From the main AutoScribe page, click Manage Clinic at the top of the screen.
This opens the area where patients and appointments are created and managed.
Step 2 — Add a New Patient
To create a patient record, select Create Patient.
You will be asked to enter the required patient details:
Full Name
Date of Birth
Health Card Number
If the patient does not have a health card, such as military personnel or non residents, a dummy number may be entered instead.
Optional fields include:
Email
Consent checkbox for receiving AutoScribe emails
Consent form upload for storing a signed consent document
Once all required information is entered, click Submit to save the patient.
Step 3 — Create a New Appointment
Before creating an appointment, confirm the patient has already been added.
Select Create Appointment.
Choose:
A clinician registered at your clinic
A patient from the system
After both are selected, choose the appointment date and time.
Click Submit to save the appointment.
Step 4 — Start an Encounter
Once a patient and appointment are created, return to the main page.
Click Start Listening.
Select the patient’s appointment from the list and begin the encounter.
Quick Tips
Patients must be added before appointments can be scheduled.
Appointments must exist before they appear under Start Listening.
Remember to click Submit when creating patients or appointments to avoid losing entered data.
Consent forms uploaded here can be stored in AutoScribe or your EMR.
Result
Patients and appointments created in the Manage Clinic tab become available for selection when starting encounters, allowing you to begin recording and generating notes using the legacy AutoScribe workflow.