Step 1 — Open Settings
Click Settings at the bottom of the left-hand menu.
This opens your personal configuration panel, where you can adjust account and clinician settings.
Access the Settings tab to customize how AutoScribe operates for you.
Step 2 — Set Consent Preferences
Under Consent Preset, you can choose between:
Explicit Consent: Requires confirming patient consent before each encounter.
Implied Consent: Skips the confirmation popup — recommended if consent is already established.
Choose Implied Consent to skip popups, or Explicit Consent to confirm patient consent each time.
Step 3 — Select Speech and Note Languages
You can set up to four speech languages for AutoScribe to recognize during encounters.
You can also choose the language of the generated note, ensuring it matches your clinical documentation standards.
Select up to four languages for transcription and choose the output language for notes.
Step 4 — Configure Default Templates
Under Default Templates, you can:
Choose a Default Note Template for encounters.
Choose a Default Dictation Template for direct dictations.
Pin Favourite Note Templates for quick access — these will appear at the top of the dropdown menu.
Set your default templates for encounters and dictations to save time during documentation.
Step 5 — Submit Custom Template Requests
If your clinic uses specific note formats, you can request custom templates:
Type your desired structure, abbreviations, or headings in the Customized Note Template Submissions box.
Our support team will implement your requested format and add it to your account.
Use this box to suggest edits or request custom note templates tailored to your workflow.
Step 6 — Save All Changes
Once all your preferences are set, click Save All Settings at the bottom of the page.
This ensures all updates take effect the next time you use AutoScribe.
Always click Save All Settings before exiting to apply your updates.
Quick Tips
Switching from Explicit to Implied Consent eliminates the consent popup when starting encounters.
Add multiple speech languages if you frequently see multilingual patients.
Set a Default Template to streamline note creation.
Template requests are reviewed and customized by our internal support team.
Result
Your AutoScribe experience is now fully personalized — with your consent settings, templates, and languages configured to fit your practice.
How to Navigate the Menu and Profile (Old UI)
The Menu and Profile area lets you manage your account security, personal preferences, and advanced features like audio uploads and template defaults.
Step 1 — Open the Menu
In the top right corner of the AutoScribe page, click your name to open the dropdown menu.
From here, you can access account settings, profile options, and logout controls.
Step 2 — Review Menu Options
The menu contains six options:
Change Password: update your account password.
Multi factor Authentication: create and manage backup authentication tokens for secure sign ins.
End user License Agreement: review the agreement you accepted when subscribing, including the Privacy Notice.
Feedback: submit testimonials, feedback, or product improvement ideas.
My Profile: access your personal configuration settings.
Logout: sign out of AutoScribe.
Step 3 — Manage Security with Multi factor Authentication
In the Multi factor Authentication section, you can generate backup tokens for account access.
It is recommended to keep at least one backup token stored securely in case you lose access to your primary authentication method.
Step 4 — Review Legal and Privacy Information
Under End user License Agreement, you can review the agreement you signed during signup.
This section also includes AutoScribe’s Privacy Notice for reference.
Step 5 — Customize Your Profile
Open My Profile to manage your personal and documentation settings.
Here you can configure:
Encounter Timestamp: enabled by default. Can be disabled by unchecking the option.
Speech Languages: select up to four languages AutoScribe can recognize during encounters.
Note Language: choose the language used for generating clinician notes.
Record Audio: test your microphone directly within AutoScribe.
Allow Audio Upload: enable the ability to upload prerecorded audio files for transcription and note generation.
Always click Save after making changes.
Step 6 — Upload Offline Audio Files
When Allow Audio Upload is enabled, you can upload audio recorded outside AutoScribe, such as Voice Memos.
Uploaded audio will be transcribed, converted into a note, and processed automatically.
You will receive an email notification once the note is ready.
Step 7 — Submit Custom Template Requests
At the bottom of the Profile page, you can request custom note templates.
Paste your desired format, headings, or abbreviations into the free text box and click Save.
Requests are typically processed within 24 to 48 hours.
Step 8 — Set Template Defaults and Favorites
Within your Profile, you can also manage note templates.
You can set a default note template and mark frequently used templates as favorites.
Favorites appear at the top of the template dropdown for faster access.
Quick Tips
Always save changes before leaving Profile or Settings pages.
Keep at least one MFA backup token stored securely.
Enable audio upload if you use external recording devices.
Default and favorite templates help speed up documentation.
Result
Your account, security settings, language preferences, and templates are now configured, giving you full control over how AutoScribe works in the legacy interface.