Step 1 — Open Clinic Manager
From the left-hand menu, click Clinic Manager.
You’ll see two main sections:
Appointment Schedule — Lists upcoming appointments.
Patient Information — Stores all registered patients.
Open Clinic Manager to view all appointments and patients.
Step 2 — Add a New Patient
To create a new patient record:
Click the Create button in the Patient Information section.
Enter the required fields:
First Name
Last Name
Health Card Number
Optional fields include:
Birth Date
Email
Gender
Consent information (checkbox and file upload)
Click Add Patient to save.
Enter patient details and click Add Patient for them to appear in Clinic Manager.
Step 3 — Create a New Appointment
To create a new appointment:
Click the Create button in the Appointment Schedule section.
Select the Clinician, Patient, and Appointment Date.
Click Create Appointment to finalize.
Choose the clinician, patient, and date, then select Create Appointment to schedule it.
Step 4 — Edit or Delete Records
From the Clinic Manager dashboard:
Click Edit next to a record to update patient or appointment details.
Click Delete to remove a record permanently.
Use the Edit or Delete buttons under the Actions column to manage records.
Quick Tips
Always ensure a patient exists before scheduling their appointment.
Use the search bar to find patients quickly by name or date.
Deleted patients or appointments cannot be restored — confirm before removing.
Patient and appointment data in Clinic Manager sync automatically with other modules.
Result
You can now efficiently manage patient information and appointments —
all from one centralized Clinic Manager dashboard.
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.