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How AI Notes Work

AI-powered notes let you focus on your client while the platform handles documentation. Here's how it works.

The Process​

  1. You record — start a recording during your session (in-person or telehealth)
  2. AI transcribes — audio uploads securely while you record; transcription runs right after you end the session
  3. AI drafts your note — using your selected template (SOAP, DAP, BIRP, etc.), the AI generates a structured progress note from the transcript
  4. You review and sign — edit anything that needs adjustment, then sign the note

What the AI Does Well​

  • Captures key clinical details from the session
  • Structures content into your chosen note format
  • Identifies relevant interventions, client responses, and themes
  • Saves you 15-30 minutes per note

What You Should Always Review​

  • Clinical accuracy — the AI captures what was said, but your clinical judgment determines what's documented
  • Diagnostic impressions — verify any referenced diagnoses or assessments
  • Plan details — confirm follow-up plans and next session details
tip

Think of the AI as a very fast scribe, not a replacement for your clinical judgment. It drafts — you decide what stays.

Privacy & Security​

  • All audio is processed in a HIPAA-compliant environment
  • Transcription data is encrypted in transit and at rest
  • Your BAA covers all AI processing
  • No audio or transcript data is used to train AI models
  • Optional: the De-identify Names setting (Settings → Note Preferences) replaces names with roles (e.g., "the client") in generated notes — in couple/family notes this also applies to per-member section headings, which become "Client A" / "Client B" instead of names