AI progress notes
The session writes the first draft.
Type a two-minute recap, dictate one, or let note-taking listen during the visit. Front Desk drafts a structured DAP, SOAP, BIRP, or GIRP note in your template. You review the clinical judgment and sign. The part only you can do stays yours.
Processed under a BAA · no stored audio · you review & sign in your template
Three ways in, one draft out
Start however the session ended.
Recap, dictate or upload
Type a two-minute recap, dictate one, or upload a recording. The recap needs nothing but a keyboard.
Or go live
Turn on note-taking during a telehealth or in-person visit once the client agrees. Their screen says it is on.
Draft in your template
A structured note comes back in DAP, SOAP, BIRP, GIRP, intake, or a custom template of your own.
Review & sign
You edit, confirm the clinical judgment, and sign. Nothing is final until you do.
You stay in control
The AI drafts. You decide.
An AI note is a starting point, never the final word. The draft saves you the blank page; your judgment, edits, and signature are what make it a record. Nothing bills or discloses until a licensed provider signs.
- The AI never signs a note
- Edit any part before signing
- Every draft is marked AI-assisted; signing stamps your review
- Nothing bills from an unsigned draft
- Corrections become tracked amendments
Private by design
Nothing is stored but the note.
Processed under a BAA
Transcription and drafting run on services covered by a Business Associate Agreement, encrypted in transit. The note you sign is encrypted at rest with the rest of the chart.
No stored audio
Audio streams for transcription and is gone when the draft exists. The transcript is discarded too. The only thing kept is the note you sign.
Consent-aware
Live note-taking is off until you attest that the client agreed, and the client's screen says it is on.
FAQ
AI notes, answered.
There are three ways in. Type a short recap of the session, dictate one or upload a recording, or turn on live note-taking during a telehealth or in-person visit once the client agrees. Front Desk drafts a structured note in your chosen template (DAP, SOAP, BIRP, GIRP, intake, or custom), grounded in what was said and in the chart: the treatment plan, the latest measures, and the previous note. You review, correct the clinical judgment, and sign.
No. The AI only produces a draft, and the draft is marked AI-assisted. Nothing is final, billable, or in the legal record until a licensed provider reviews and signs it; signing stamps you as the reviewer. The clinical judgment stays yours.
Yes, and none of it is stored. Audio streams to a transcription service covered by a Business Associate Agreement, encrypted in transit, and is gone as soon as the draft exists. The transcript is discarded too. Nothing is kept but the note you sign, so there is no audio to retain or delete.
Live note-taking stays off until you attest that you told the client and they agreed. During a video visit the client’s screen shows “AI note-taking is on · audio is not saved” for the whole time it is on, and the attestation is written to the audit trail. A seeded Consent for AI-Assisted Notes intake form collects written consent if you want it.
DAP, SOAP, BIRP, GIRP, intake assessment, or a custom template you build. The draft comes back in your structure and your language, not a generic form. Psychotherapy notes are never drafted by AI.
No. A recap needs nothing but a keyboard. Dictation and live note-taking use the microphone your browser already has, and an uploaded file is transcribed once and dropped. It works for both telehealth and in-person sessions.
It produces a solid first draft grounded in what was said, so you spend your time correcting and confirming rather than writing from a blank page. A section the session did not cover is left for you rather than invented, and if the session touched on risk (self-harm, abuse, a threat to others), the draft flags it so you confirm the safety plan before signing. The note is not final until you say so.
Pro and above. Recap drafts are unmetered. Dictation, uploads, and live note-taking use AI note minutes: Pro includes 300 a month and Elite 1,000, with overage at 15¢ and 10¢ per minute. A live session is never cut off.
Get your evenings back.
Let the session write the first draft and sign it before you leave, with no audio kept behind. See it end to end in a thirty-minute demo, or start your free trial.