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Managing AI Scribe Access

  1. Charting
  2. Managing AI Scribe Access

    3. 3 min read
    Balance Plan Practice Plan Thrive Plan Legacy Plans
Staff Access Level: Full Access and Above
Jane Plan: All plans
Add-on Required: Yes — AI Scribe Free (5 notes/month at no cost) or AI Scribe Unlimited (unlimited notes for $15/£15 per month per practitioner, pricing varies by region)
Geography: 🇺🇸 US, 🇨🇦 CA, 🇬🇧 UK & more. See Where is AI Scribe Available? for the full list and pricing.

AI Scribe is enabled and managed per staff profile, and AI Scribe Free is enabled by default. A Full Access user can turn AI Scribe off for any staff member, or change their subscription between AI Scribe Free and AI Scribe Unlimited.

Instructions

To manage AI Scribe subscriptions for your staff, follow these steps. Once complete, the subscription update takes effect immediately.

  1. Go to Settings > AI Scribe.
  2. Scroll down to the staff list.
  3. Click the dropdown in the Subscription column next to the staff member's name.

The AI Scribe settings page showing the staff list with the Subscription dropdown open for a staff member

  1. Select the access level:
    • None, no access to AI Scribe
    • Free, 5 notes per month at no cost, plus unlimited Highlight to Refine
    • Unlimited, unlimited notes and Highlight to Refine usage for $15/£15 per month per practitioner
  2. Click Save, then click Confirm Changes.

What to Expect

The staff member's access updates immediately. If you've turned on AI Scribe Free or Unlimited for a staff member, a microphone icon appears at the top of their charting area right away. If you've set their access to None, the microphone icon no longer appears for them.

Now you can move on to customizing your Global Prompt.

Important Notes

  • AI Scribe subscriptions are managed per staff profile, not clinic-wide. Changing one staff member's access doesn't affect anyone else at the clinic.
  • If you sign up for AI Scribe Unlimited partway through the month, the charge will be prorated. If you cancel partway through the month, the staff member will be credited for the remainder of the month.
  • Not sure if AI Scribe is the right fit yet? AI Scribe Free is enabled by default and gives staff members five notes per month at no cost so they can try it out.

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