AI progress notes

The session writes the first draft; you review and sign. Type a two-minute recap, dictate one, upload a recording, or let note-taking listen during the visit, and the note editor fills in your template — DAP, SOAP, BIRP, GIRP, intake, or your own — with what was said and what the chart already knows. Nothing is stored but the note you sign.

AI progress notes are included on Pro and above. The practice turns them on under Settings → Documentation.

Turn it on

Settings → Documentation → AI progress notes has two switches:

If the switches are disabled with a plan notice, your plan does not include the feature yet; see Upgrade or downgrade your plan.

Four ways in

Open a clinical note as usual (see Write and sign clinical notes). While you are editing, a collapsible Draft with AI card sits above the sections with four tabs:

The draft uses the template already chosen in the editor, so pick the template first. Alongside your recap or transcript, the draft is grounded in the chart: the client's diagnoses, the active treatment plan's goals and objectives, the latest outcome measure scores, the previous signed note, and the visit's date, length, and modality.

If a section already has text, Draft note asks whether to Replace it or Append to it. A section the recap or transcript did not cover is left as [Clinician to complete] rather than invented. Once applied, the editor shows AI draft · review every section before signing, and any warnings in amber.

Live note-taking in a video visit

In a one-to-one video visit, the More menu has an AI notes item. It opens the consent attestation, then starts listening to your microphone for the visit's client and appointment. While it is on:

• a chip near your timer reads AI notes · audio not saved;
• the client's screen shows AI note-taking is on · audio is not saved for the whole time, and the chip disappears when you stop or the visit ends.

Ending the visit stops listening. Click Start clinical note on the ended screen and the editor's Live tab shows Transcript from your video visit (N min) with Draft note ready. The handed-over transcript lives only in your browser until the draft is made, and signing out clears it.

The item is hidden for group visits and when the practice's live note-taking switch is off.

Consent

Live note-taking will not start until you tick: "I told the client that AI note-taking is on today and they agreed. Audio is not saved." The attestation is written to the audit trail and stamped on the client's record, where it shows as verbal consent with the date and who attested.

For written consent, the seeded Consent for AI-Assisted Notes intake form can be sent like any other form. A signed form records consent on the client's record as well.

The telehealth consent line and the Consent for Telehealth form also say that the practice does not store audio or video of visits and that the client will be told when AI note-taking is on.

What is and is not stored

• Audio: never. Dictation, uploads, and live audio stream to the transcription service and are dropped; nothing is written to disk on any path.
• Transcript: discarded. It exists in your browser until the draft is made, and on the server only for the moment of a request. Nothing persists it.
• The note: yes. Only the note you sign is kept, marked AI-assisted in the note list and read view, with your name and the time stamped as the reviewer when you sign.
• The audit trail records that AI processing happened, the mode, and the minutes — never what was said.

Transcription and drafting run on a vendor covered by FrontDesk's Business Associate Agreement.

Review and sign

A draft is a starting point, never the record. Read every section, correct the clinical judgment, and sign as usual. When the note's source is AI, the sign dialog carries the line "I have reviewed this AI-assisted draft and it reflects my clinical judgment."; signing is the attestation. Everything else about signing — locking, addenda, voiding, co-signature, charge capture — works as described in Write and sign clinical notes.

Minutes and plans

Typed recaps are not metered. Dictation, uploads, and live sessions use AI note minutes, shown under Settings → Billing beside your other allowances; see Understand usage and overages.

The pool is soft: a live session is never cut off. Overage is invoiced with your other usage.

What it will not do

• Psychotherapy notes never get AI drafting; the card does not appear in a psychotherapy note.
• Group sessions are not supported for live note-taking. Starting it on a group appointment is refused with "Group sessions are not supported". Type a recap after the group instead.
• Soften risk. If the recap or transcript mentions self-harm, suicidal ideation, abuse, or a threat to others, the draft keeps it and adds the warning "Possible risk content in the session. Confirm the risk assessment and safety plan before signing."

Troubleshooting