Getting started with AI notes

robot_2 AI Charting (add-on): $0.59 per note + unlimited edits.

AI charting in medical health software helps clinicians create and complete client chart notes faster by turning audio inputs into template documentation during either in person or telehealth sessions.

It can generate & suggest content, pull relevant history, and reduce repetitive typing. Under further edits (explained), AI can help generate clear, organized clinical notes that align with common therapeutic and psychiatric documentation requirements.

It saves time by drafting notes, catching missing details, and streamlining workflows so providers mostly review and finalize instead of writing from scratch. This frees up more time for you, including for client care and can improve documentation quality.

Pros:

  • Cuts documentation time, enabling more potential patient visits and revenue.
  • Automates charting, saving clinicians hours weekly.
  • Decreases admin and overtime costs
  • Reduces clinician burnout
  • Produces complete charts in minutes
  • Lowers administrative overhead
  • Standardizes notes for compliance, including for various insurances

Summarized steps:

We will break this down in more detail, giving examples and even edit prompt ideas to help. Think of this as a funnel as we slowly form your chart the way you need it, here we realize everyone's needs are different!

The steps below show in order from left to right the 3 main steps in charting with AI.

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Generate note

AI charting will do the hard work, transcribing and then summarizing a chart note based on both the interaction + the template you've chosen.

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Make edits

Once a rough draft is generated, make unlimited free edits to your note using natural language commands we discuss further down in the editing process.

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Ready for primetime

Once you insert the note into our charting, there you can further review and make smaller edits as needed. Then lock your note and you're done!


Your responsibility & ethical standards:

The fun stuff:
AI Charting reviews the full transcript and generates chart-ready summaries based on what it captures. It isn’t dictation software, so it won’t transcribe everything word for word.
Clinicians are responsible for reviewing, editing, and approving all documentation, ensuring notes reflect their clinical voice and ethical standards.

You are solely responsible for reviewing and validating any AI-generated outputs. We make no representations or warranties regarding the accuracy, completeness, or suitability of AI-generated responses for your specific needs. AI-generated content should not be used as a substitute for professional judgment, including but not limited to billing, coding, claims processing, or medical decision-making.

In this Article:

Overview: How AI charting works

AI charting has if you can think of it this way multiple steps in a funnel filter_alt process and 'carves down' your chart note to further refine it. We've created a visual and will go in depth more below:


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1. Review AI generated note

Most of this step is done for you!

Here's the process:

  • You're presented with a generalized template AI has created based on your session
  • This inputs relevant information based on prior AI training of sessions inline with the chart note templates
  • In this second stage you can further add general writing renovation edits to further customize in our second filter step explained in the next panel (right):
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2. Edit chart notes

Free edits! With the chart note generated, you may wish to make unlimited free edits, re-generate as many times as you need via natural language input.

Example edit prompts:

  • Make this note more concise
  • Include more session quotes
  • Make symptoms more specific for X
  • Improve the treatment plan section for ...
  • Make this note ready for insurance review in specific topics X Y Z
  • Have an edit prompt that would be helpful to others? Email us!

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3. Granularly edit notes generated by AI

The last filter step: YOU!

  • Here your AI generated chart note + your edits are inserted into our system automagically.✨
  • Review it carefully, making any granular edits and proceed.
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3a. Review carefully & finalize!

This is an extremely important last step. This is last time to review your chart note before you finalize it.

Next steps:

  • Once you've carefully reviewed your chart note, click (bottom right)
  • On the next screen, permanently lock your chart note by clicking the bottom right button

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Keep in mind AI is not perfect and trusting it blindly has resulted in several legal hang ups. For example, some include lawyers that submitted court paperwork with hallucinated fake court cases cited. Or more recently a police officer that stated on an official report they were magically turned into a frog. 🐸

The tech industry calls this a hallucination



We say be careful! You own the note. Always verify accuracy before you lock it.

Enable or disable AI Charting

Required Role: Owner or manager

To disable or enable AI charting, from any page:

  • Click (top right)
  • Then click Staff (top tab)
  • Click on the provider you want to enable or disable AI notes for
  • Scroll and find the section titled Roles
  • Under the Therapist role find the AI Charting sub role and click shown below:


robot_2 Reminder: AI charting is an add on at $0.59 per chart note (+ unlimited edits )

Want to disable AI charting?

Following the same steps above. The button will show a button you'd click instead.

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