How to Create an AI Scribe in Chartnote — Step-by-Step Guide for Clinicians

How to use AI Scribe

Medical documentation is one of the biggest time drains in clinical practice. Between seeing patients and keeping up with charting, many providers find themselves finishing notes after hours — or worse, burning out altogether. That's exactly the problem Chartnote's AI Scribe was built to solve.

Whether you're seeing patients in person or via telehealth, the AI captures the conversation, organizes it into the right format, and has a note ready for your review in minutes — no typing required.

In this guide, we'll walk you through how to set up and use the AI Scribe on Chartnote from start to finish, so you can start spending more time with patients and less time at your keyboard.



  1. Go to chartnote.com
  2. Click on "AI Scribe"
  3. In the Overview tab, configure your settings before recording:
    • Recording Mode: Choose In-Person or Telehealth
    • Microphone: Select the correct input
    • Patient/Label: Assign a patient or add a label
    • Template: Select the appropriate note template
    • Setting/Visit Type: Choose the correct visit type
    • Billing Codes: Select the suggested billing codes
  4. In the Settings tab, customize your note options:
    • Helpful Information: Add details not discussed during the visit
    • Voice Language: Select the language spoken during the visit
    • Note Language: Choose the language the note will be written in
    • Note Length: Select the desired note length
    • Tags: Add tags for organization if needed
  5. In the Attachments tab, add any patient attachments for additional context
  6. Click the blue microphone icon to start recording your visit
  7. Click the Pause icon to pause the recording at any time
  8. Click the blue microphone icon again to resume. When the visit is done, click "Transcribe Now"
  9. Click "Transcribe Now" to confirm
  10. Click "OK"
  11. Your note will appear in the notes list as processing
  12. Once the note is ready, click on it to open and review it