Step 1: Review the generated note
After AutoScribe generates the note, review the full note in the main document area.
Check the note for accuracy before making changes.
At the bottom of the screen, you will see the Auto Assist tools. These include quick action buttons such as Shorten, Add more details, Convert to bullets, and Fix grammar. You will also see the Edit your note text box below the buttons.
Step 2: Type an Auto Assist request
To request a specific change, click inside the Edit your note text box at the bottom of the screen.
Type the change you want AutoScribe to make. Use plain language.
Example: "Make this note more concise."
You can also ask AutoScribe to add detail, convert part of the note to bullets, fix grammar, or adjust a specific section.
When your request is ready, press Enter or click the arrow icon at the right side of the text box.
Step 3: Wait while AutoScribe updates the note
After you submit the request, AutoScribe will update the note.
The note area will blur and a Generating document message will appear in the centre of the screen.
Wait until the update is complete before typing another request or finalizing the note.
Step 4: Review the updated note
Once AutoScribe finishes, the updated SOAP note will appear in the main document area.
Review the revised note carefully. Confirm that the requested change was made and that the clinical meaning is still accurate.
If the note still needs changes, use the quick action buttons or type another request in the Edit your note box.
When the note is accurate and ready for use, click Copy & Mark Reviewed at the bottom of the screen.
Quick tips
Use one request at a time. This makes each change easier to review.
Be specific. “Make the plan more concise” is better than “fix this.”
Review the note after every Auto Assist change.
Only click Copy & Mark Reviewed once the note is accurate and ready to finalize.
Result
Auto Assist lets you make targeted changes to a generated SOAP note without rewriting it manually. You can shorten the note, add detail, improve formatting, or clean up wording while keeping control over the final version.
How to Use AutoAssist (Old UI)
AutoAssist allows you to refine and restructure generated notes using natural language instructions. In the old AutoScribe interface, AutoAssist is accessed through the Note Customization menu and can be used while a note is still editable.
Step 1 — Open an Editable Note
After ending an encounter, AutoScribe generates a clinical note.
As long as the note has not been submitted, it remains editable and AutoAssist can be used to make changes.
Step 2 — Open AutoAssist
Within the encounter view, open the Note Customization dropdown.
From this menu, select AutoAssist to reveal the free text command box.
This is where you will type instructions for the AI to modify your note.
Step 3 — Enter a Natural Language Instruction
Type a clear instruction describing how you want the note changed. For example:
Turn the note into a referral letter to Dr. Smith
Include direct quotes from the transcript under Subjective
Reorganize the note into a SOAP format
Rewrite this as a sick note for the patient’s employer
AutoAssist interprets your request and applies the changes automatically across the note.
Step 4 — Review the Updated Note
After AutoAssist applies your request:
Review the updated sections for accuracy
Make additional AutoAssist requests if needed
Manually edit any sections as desired
You may repeat this process multiple times while the note remains editable.
Step 5 — Finalize the Note
Once you are satisfied with the note:
Submit the encounter using the standard submission workflow.
After submission, the note becomes read only and AutoAssist can no longer be used.
Quick Tips
AutoAssist works only before the note is submitted.
Use clear, complete sentences when entering instructions.
You can request major structural changes such as referral letters or work notes.
AutoAssist is designed to reduce manual editing and reformatting.
Result
AutoAssist helps you quickly tailor your documentation to different clinical needs using simple text instructions, saving time while maintaining clarity and accuracy.