If you’re wondering how to configure privacy settings in AutoNotes, we’ve got you covered. AutoNotes was built with security and compliance in mind, and we make it easy to review and update your privacy preferences whenever you need.
To get started, head over to your Settings by clicking the gear icon in your dashboard. From there, click into Privacy to view your current configuration options.
The walkthrough below covers key actions like:
Acknowledging the Business Associate Agreement (BAA)
Enabling Document Saving with a simple toggle
Downloading the Client Consent Form
And how to enable Recording Storage safely
Whether you're setting this up for the first time or double-checking your compliance, the step-by-step guide will walk you through everything you need.
💡 Need help finding the right buttons or sections?
The walkthrough highlights every step, so nothing gets missed—and you can zoom in and out if you need a clearer view.