If you're ready to start recording an interaction, or dictating a consult summary, let's get started!
To open the Recording Window:
On the main dashboard, click the "Start Recording" button.
Ensure your microphone is connected and you have reliable internet.
The Recording Modal will open, displaying all available options for recording and configuring your consult note.
The recording window (also called the recording modal) looks like this:
To select your microphone:
At the top of the Recording Modal, find the Mic Source dropdown.
Click the dropdown menu and choose your preferred microphone (e.g., Default - MacBook Pro Microphone). Please note that this will usually be defaulted to the microphone that your device has chosen.
Speak into the microphone and check the input levels displayed on the modal to ensure it’s working properly.
Hot Tip:
Want to know if your audio is being picked up perfectly? Check the red rectangle at the top of the recording window—it holds the secret! If the waveform inside is "dancing," your audio input is spot-on. If it’s still, no audio is being detected. This little trick ensures your setup is always on point!
If you encounter issues:
If no microphones appear in the list, ensure your microphone is plugged in and recognized by your device.
If audio quality is poor, try moving to a quieter environment or switching to a headset or external microphone for better sound clarity.
💡 Tips for iOS Users (iPhones)
Keep Autochart.ai in Focus: The microphone only works when the Autochart.ai window is open and active. Switching to another app or tab will stop the recording.
Browser: For best experience we recommend using Safari browser on iphone.
Adjust Auto-Lock Settings: Ensure your phone's screen stays unlocked during recording, as the microphone stops if the screen locks.
Android Users: These issue does not affect Android devices.
⚙️ We’re actively working on a native app to resolve this limitation. For now, keep Autochart.ai open and your screen active for uninterrupted recording.
To select a specialty and prompt:
Use the Specialty dropdown to select your field (e.g., Family Medicine).
Select the appropriate Prompt from the dropdown menu to match the visit type (e.g., Follow-Up). This ensures that the generated charts are contextually accurate and tailored to the specific needs of the visit.
If the specialty or prompt you need isn’t listed, go to Settings > AI Settings > Specialties to add or customize options. To set a default Specialty, simply select the star next to your choice, and for default Prompt, click on your desired prompt, and check the default button at the top of the screen.
To configure language settings:
Autochart.ai is available in over 100 input and output languages and dilects. This means you can speak to your patients in one language, and output your notes in another language.
Use the Input Language dropdown to select the language you’ll speak during the recording: e.g., Persian (Farsi). Remember, these fields are searchable—simply start typing the language you need!
Select the Output Language dropdown to choose the language for the generated note: e.g., French (Canada). You can use any combination of input and output languages; however, note that some languages will have better accuracy of transcription and translation than others. As always, please review all outputs before transferring them.
Important Information:
Changing the input language during recording will reset the timer to zero, requiring you to start over. To avoid disruptions, select a single language at the start of the conversation and stick with it for the entire session.
The application currently does not support switching between multiple languages within the same session. However, an upcoming update will enable automatic language detection and support for multilingual conversations.
Tip: Ensure the selected input and output languages align with your preferences before starting the consultation to ensure accurate transcription. Default input and output languages can be updated in Settings > AI Settings > Defaults.
To add additional instructions:
Use the Additional Instructions text box to provide extra context, such as exam findings, lab data, intake questionnaires, or consult notes.
Type directly into the box. At this time, only text is supported, but the ability to add files (e.g., images or videos) will be available soon.
To configure note type and brevity:
Select a format from the Note Type dropdown (e.g., SOAP Notes). You can create custom Note Types by going to Settings > AI Settings > Note Types. To set a default Note Type, simply select the star next to your choice.
Use the Note Brevity dropdown to adjust the level of detail. Choose Detailed for a comprehensive note or Short for a shorter summary. To set default To set a default brevity go to Settings > AI Settings > Defaults.
Preview your settings to ensure they align with your workflow preferences so you don't need to change them every time.
To generate your consult note:
Throughout the interaction, if you need to pause the recording, you can simply click Pause Recording, and then click Resume when you're ready.
Once you’ve finished recording, review your settings to make sure everything is correct, then click Generate Note to end the session.
💡 Tips for Ensuring Sufficient Clinical Data
Minimum Length: Recordings must be at least 5 seconds long to generate accurate medical notes.
Avoid “Insufficient Clinical Data”: Short or incomplete recordings will be flagged and may lack essential details for medical use.
Include Relevant Content: Ensure recordings contain enough clinical information about the patient’s condition.
Once your recording is processed, you’ll be taken to the Encounter View, where you can see an overview of all your interactions in one place and you can click in to see your generated charts.