Dictating a Note with Auto Chart

Auto Chart records a consultation, transcribes it and drafts the chart note. You read the draft and decide whether it goes in.

Before you start

Open the note on the right visit - the AI is given that visit's Patient, Provider, Visit Type and Date of Service, and it uses them. Starting from the wrong visit produces a plausible note about the wrong context.

Tell the patient what you are doing, in whatever words your practice has agreed.

Recording

Auto Chart opens the listener and starts recording; you will hear a tone. The panel shows your use for the month against 40.

Things that make the difference between a good draft and a poor one:

• Put the microphone nearer the patient than to you. Your own voice is never the problem.
• Say numbers, doses and units out loud and clearly - they are what transcription gets wrong, and they are what matters most.
• Say names of medicines in full rather than abbreviating.
• Summarise your plan aloud at the end. It gives the draft a plan to write, and it is good practice with the patient anyway.
• Close the door. Background conversation ends up in the transcript.

Reading the draft

When it finishes you get AI Note Preview - Review the AI-generated chart note below.

Read it properly. Check the numbers against what you remember, check nothing has been attributed to the patient that they did not say, and check nothing has been invented that sounds reasonable. A draft that reads well is not the same as a draft that is right, and once you accept it, it is your note.

• Accept it and it is written to the chart - you will see Chart Updated and Your AI note was saved.
• Go back and re-record if the recording went wrong and you would rather start again.
• Cancel discards the draft. Nothing is written.

Edit the note afterwards exactly as you would any other. The draft is a starting point, not a finished document.

Rating a note

Rate This Note asks about Transcription Accuracy, AI Note Quality and an Overall score from Poor to Excellent, with Comments, then Submit Rating.

It genuinely is read - Your rating helps us improve ChartPro AI. Rate the ones that came out badly and say what was wrong in the comments. Almost nobody rates anything, so a specific complaint carries real weight.

Looking back at what it wrote

The review link beside the button opens ChartPro AI - Encounter Review, listing your encounters by Date and Encounter # with their Note Quality, or Not rated.

Opening one shows the Transcript next to the ChartPro AI Note. If you ever want to know whether it misheard something or invented it, this is where you find out.