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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.

In this guide, we'll cover:

The process​

  1. You record — start a recording during your session (in-person or telehealth), or afterwards dictate or type a summary in your own words
  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

One exception: roster group therapy sessions don't record and have no AI draft — group notes are written per member, by hand, from the session's Group Note composer. Couples and family sessions work like a 1:1. See Group therapy.

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, under Writing Style) keeps names out of AI drafting and replaces them 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. The transcript itself is unchanged.

The De-identify Names setting under Writing Style in Note Preferences

AI drafting is controlled by the Enable NoteAssist switch at the top of the same page. With it off, the AI drafts nothing for you: starting a recording or regenerating a note shows "NoteAssist Disabled", and the other Note Preferences are greyed out (kept as they are until you switch it back on).