AutoChart

Overview

AutoChart lets providers record an entire patient visit and automatically turn that encounter into clinical documentation. The platform captures audio from the session, processes it with AI, and produces a complete chart note for the visit — ready for review, editing, and sign-off like any other note in the patient chart.

The generated note includes only clinically relevant information. Small talk, social chatter, and other non-clinical conversation from the visit are not included in the chart note — even though the full encounter is still captured in the recording and transcript.

AutoChart is designed for in-room or telehealth encounters where you want documentation generated from the conversation rather than typed or dictated from scratch. See Chart Notes for how drafts, templates, signing, and edit history work once AutoChart output is in the chart.

Recording a Visit

Start an AutoChart session from a patient’s chart when you’re ready to document the encounter. The session records the full visit as audio while you see the patient.

Pause and resume as needed — for interruptions, side conversations, or breaks in the exam. AutoChart saves all audio recordings as you go, so a dropped Wi‑Fi connection, app refresh, or a device running low on battery does not wipe the whole session. When you’re back online or on a charged device, pick up where you left off.

When the visit is complete, finalize the AutoChart session to generate the chart note content from the recording.

Transcripts

Every AutoChart session includes a transcript of the visit audio — the full conversation as spoken, including non-clinical content. The transcript is available alongside the generated note so providers and staff can verify what was said, spot-check AI output against the source conversation, or reference specific details from the encounter without replaying the full recording.

Templates

When you finalize an AutoChart session, you select a chart note template to put the generated content into. Use one of the prebuilt chart note templates included in the platform, or one of your custom chart note templates — either way, the output follows a defined structure and sections, and maps content into the fields and macros you use for manual charting.

Templates are optional but recommended — they align AutoChart output with how your team documents visits today instead of producing a generic block of text.

From AutoChart to Chart Note

After you choose a template and finalize, AutoChart creates a draft chart note in the patient chart. From that point forward it behaves like any other drafted chart note:

• Edit content before signing
• Sign when the provider is satisfied with the documentation
• Reassign the draft to another user — for example a scribe or MA — for completion before provider review

Drafts auto-save and remain drafts until signed. See Chart Notes for the full draft, signing, and reassignment workflow.

AutoChart Sessions

AutoChart has its own dedicated area in the platform where you can track sessions for a patient — both active recordings in progress and completed sessions that have been finalized or are awaiting follow-up. This gives you a clear history of which visits were captured with AutoChart and where each session stands in the documentation workflow.

Permissions

Using AutoChart requires explicit permission. Admins grant Can Use AutoChart to individual users from the Users page when inviting someone new or editing an existing team member. Users without this permission cannot start or manage AutoChart sessions.

See Inviting Users — Can Use AutoChart for how this permission fits alongside other Clinical Platform roles.

Pricing

AutoChart is billed at $0.25 per AutoChart session to cover the cost of AI processing for visit transcription and chart note generation.