Week of August 16: type a note, let AI structure it

Typing your session notes now gets the same AI help as dictating them, and assessments can go out in the bulk Share documents wizard.

Improved

• Prefer typing to dictating? AI now helps there too. On the Dictation page, the "Prefer to type?" option now takes you to the typed-note page: type freely about the session — stream of consciousness is fine — and the AI organizes what you wrote into your template's sections, exactly like it does for a recording. Your client, session date, and appointment selections carry over. If you want a plain blank note in the editor instead, that option is still there on the typed-note page.

• Generate with AI right from the client's chart. The "Add a note" box on a client's chart now has a Generate with AI button next to "Save chart note": type your session account in the same box, pick a template (your default is preselected), and the AI structures what you wrote into a full note. Quick free-form chart notes work exactly as before — one click, no template. And if you'd rather type into the template's sections yourself, a link below opens it in the note editor, bringing along anything you already typed so nothing is lost. Works for group and couples charts too, including the "Who attended?" selection.

• Send assessments in bulk with Share documents. The bulk Share documents wizard can now include scored measures (PHQ-9, GAD-7, and the rest of your enabled assessments) alongside forms and files, so you can send an assessment to several clients in one pass. Each bulk send is a one-time request — recurring assessment schedules still live on the individual client's Measures tab.