Clinical Notes

Yes. With TherapyAppointment you are able to automatically see when session notes are ready for review.

Yes. Through the TherapyAppointment platform you can easily fax notifications to thank referring doctors and/or share a client's diagnosis and treatment plan.

Neither TherapyAppointment nor its AI uses customer-recorded sessions to train AI models. TherapyAppointment is HIPAA aligned 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 in TherapyAppointment. 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 for AI Notes to start and end a session recording in TherapyAppointment.

You can record your description of the session and have AI Notes turn it into an offered note format. It won't create a ‘word for word’ dictation, but will give a summary of information that was included in the dictation. 

Yes. Nothing becomes part of the client record until you review and approve it. Once an AI draft note is generated, you can review and edit so the final note reflects your clinical voice and judgment.

TherapyAppointment does not retain therapy session audio recordings long-term. They are only used temporarily to generate the clinical transcript and are automatically deleted once transcription is complete. TherapyAppointment is HIPAA aligned and retains PHI only for the minimum time necessary to provide the service and meet applicable legal obligations. All PHI is securely deleted when it is no longer needed. Session recordings are not stored indefinitely and are not used for any unrelated purposes.

Please note that any recordings or information maintained as part of telehealth services or clinical records may be subject to your clinician’s own policies and retention practices.

Yes. AI Notes will listen to the session and create a draft note. It automatically deletes the recording after the transcription is completed. If you choose to also record the video/audio from an integrated telehealth session, that recording is automatically deleted six months later or sooner if you want.

No. 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.

Yes. You can verbally ask your client for permission and document it or have them sign a consent form and offer the ability to ‘opt out’ of you using AI Notes. We offer a pre-made consent template in our Online Forms templates.

Here are a few breakdowns of the most commonly used chart templates:

• SOAP, DAP, BIRP
• GIRP
• Intake
• SIRP
• PIRP
• PIE