AI Therapy Notes
From session to note
- The quiet assistant. AI captures session details and turns them into structured draft notes, treatment plans, and summaries.
- Your note style. Draft notes are organized in the format you use and prefer—SOAP, DAP, BIRP, GIRP, and more.
- Transcribe voice recaps. Record a quick recap to catch up on notes without sitting down to type.
- Review and finalize. Review and adjust the draft so the final note reflects your clinical voice and judgment.
Less note stress
- Stay present in session. Focus on the conversation without trying to remember everything you’ll need to write later.
- No blank page. Start with a structured AI progress note draft instead of recreating the session from memory.
- More accurate notes. Session details are captured while they’re fresh, helping notes stay clear and audit-ready.
- Less end-of-day catching up. Finish notes sooner so documentation doesn’t follow you home.
Faster notes, securely
- Built-in privacy. Audio supports documentation only and is deleted immediately after processing
- Compliance-ready. AI draft session notes follow standardized formats to help support clear, audit-ready documentation.
- You're in control. Nothing becomes part of the client record until you review and approve it.
AI Notes is my new favorite feature in Therapy Appointment – my notes are more consistent, more audit proof, and I never want to go back to manual charting.
Neither TherapyAppointment nor its AI uses customer-recorded sessions to train AI models. TherapyAppointment operates in compliance with HIPAA and may process PHI only as necessary to deliver the contracted services. Any AI model improvements are limited to de-identified, non-reidentifiable data, under our BAA and applicable agreements.
Yes. AI Notes is a completely optional paid, add-on feature. It’s disabled by default and only becomes active if your practice explicitly enables it in role permissions. If you choose not to use it, simply do not enable the AI Notes role and no session data will be sent to or processed.
If you had previously enabled AI Notes, you can opt out at any time by removing those role permissions.
No. You must deliberately select it to start and end the recording for sessions you wish to use it in.
AI notes will listen to the session and create the note, then automatically delete the recording once the transcription is completed. If you choose to also record the video/audio from within our integrated telehealth session for a supervisor/use later - that recording is automatically deleted six months later or any time you determine you wish to delete it.
You do not need a separate BAA for TherapyAppointment’s AI Notes. Your BAA with TherapyAppointment already governs how our AI Notes accesses and processes PHI. All AI-related processing operates under TherapyAppointment’s HIPAA obligations, and those requirements are fully covered by our existing BAA.
It is certainly recommended. You can verbally ask your client for permission and document that. You can also have the client sign a consent and offer the ability to ‘opt out’ of you using AI Notes. TherapyAppointment offers a pre-made consent template in its Online Forms templates titled Consent for use of Automated Note-Taking.
Take a look at the time-saving tools we offer
AI Notes new
Transcribe sessions and generate notes, plans, and summaries while you maintain control.
Client Portal
Engage with clients through secure client portals, HIPAA-aligned messages, and offer online self-scheduling.
Billing & Insurance
Easily manage your schedule, process payments, and file insurance claims from one secure platform.
Clinical Notes
Save time with our free HIPAA, SOAP, and custom template library, and secure AI scribe.
Scheduling
Minimize no-shows with automated reminders, manage availability with flexible calendar settings, and enable client self-scheduling.
Data & Reports
Create comprehensive income and data reports using real-time analytics.
Conduct HIPAA-aligned telehealth sessions directly from your dashboard.