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How to Navigate Settings

The Settings page lets you customize how AutoScribe works for your clinic. Here, you can set your consent preferences, languages, and more. Note: The old UI help article appears below the new UI version.

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Written by Ashton Lefteris

Step 1: Open Settings

From anywhere in AutoScribe, look at the left navigation menu.

Scroll to the bottom of that menu and click Settings beside the gear icon.

The Settings page opens with your account name and account tier near the top. Scroll down the page to review each section.

In the screenshot below, Settings appears at the bottom of the page. The main settings panel opens to the right.

Step 2: Open Account Security or EMR Configuration

Near the top of the Settings page, you will see three large outlined buttons:

  • Change Password: update your account password.

  • MFA: open multi-factor authentication settings.

  • EMR Configuration: open available EMR integration settings.

These buttons appear together near the top of the Settings page. Click the option that matches the setting you need to manage. You can find how to articles walking through how to change your password and set up MFA.

Step 3: Choose Your Consent Preset

Scroll down until you reach the Consent Preset section.

You will see two options:

  • Implied Consent: use this when the patient has been informed about AutoScribe and continues without objection. If implied consent is enabled, you will not be asked for patient consent during an encounter.

  • Explicit Consent: use this when you require clear verbal or written agreement before AutoScribe use. If explicit consent is enabled, you will be asked if the patient has consented before every encounter starts.

Click the circular selector beside your preferred option.

In the screenshot below, the consent choices appear under the Consent Preset heading. The filled blue circle shows the currently selected option.

What happens with Explicit Consent?

When Explicit Consent is selected, AutoScribe asks you to confirm consent before recording begins. The consent workflow is shown in Steps 8 and 9 below.

Step 4: Configure New UI Access and Encounter Timestamps

Continue down the Settings page until you reach Access to new UI.

Choose one of the two options:

  • Enable new UI: use the current AutoScribe interface.

  • Disable new UI: keep access to the previous interface.

Directly below these options, you will see the Encounter Timestamp checkbox.

Select this checkbox if you want encounter timestamp information enabled for your workflow.

In the screenshot below, the new UI options appear first. The Encounter Timestamp checkbox sits immediately underneath them.

Step 5: Set Your Speech, Note, and Dictation Languages

Scroll down to the language settings.

You will see three separate controls. Each one serves a different purpose.

Speech Languages

Under Speech Languages (select up to 4), choose the languages AutoScribe should recognize during encounters.

Click inside the language field to add another language. Selected languages appear as separate labels inside the field.

Language of note

Under Language of note, choose the language AutoScribe should use for the generated clinical note.

Click the dropdown and select your preferred note language.

Dictation language

Under Dictation language, choose the language used for Direct Dictation.

Click the dropdown at the bottom of this section and select the appropriate language.

In the screenshot below, these controls appear in order from top to bottom: Speech Languages, Language of note, and Dictation language.

Step 6: Save Your Changes

After reviewing your settings, scroll to the bottom of the page.

You will see Logout above a large blue Save All Settings button.

Click Save All Settings to apply your changes.

Make sure you use the blue button before leaving the page. Otherwise, recent changes may not be applied.

Quick Tips

  • Always click Save All Settings after changing preferences.

  • Use Explicit Consent when your workflow requires a clear consent confirmation before recording.

  • Add up to four speech languages if you regularly conduct multilingual encounters.

  • Set the Language of note separately from your speech languages when you want the final documentation generated in a specific language.

  • Use Manage Note Template in the left navigation menu for template management.

  • Only enter an Accuro UUID when your clinic or integration setup has provided one.

Result

Your AutoScribe settings are now configured for your account and workflow. Once saved, your consent behaviour, interface preferences, language settings, and available integration settings will follow the choices you selected.


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.

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