AI Session Assistant: AI Telehealth Notes

As part of the AI Session Assistant add‑on, AI Telehealth Notes automatically drafts clinically aligned progress note content once a note is created. Both the therapist and the client must provide consent before recording.

Jump to Section:

Interactive Walk-Through: AI Session Assistant (AI Telehealth Notes)

Explore AI Session Assistant: AI Telehealth Notes with our interactive tutorial. Click Next to start the guided steps. If the interactive content fails to load in your browser, access it by clicking the link.

https://therapybrands.storylane.io/share/ai-telehealth-notes

Record a Telehealth Session

If you are using AI Telehealth Notes, you and your client must provide consent to record the session before it begins. A banner at the top of the screen will display to indicate that recording has started. You can stop and restart recording during the session as needed. When you stop recording, the banner at the top of the session will indicate that recording has stopped, but the session is still in progress. You must end the session before the recording can be processed and added to your progress note.

1. Begin the telehealth session with your client. 
2. Click the Start Recording button at the bottom of the screen.

   

       
3. The client must click the I Agree to Recording button on the Consent to Record This Session screen. If the client clicks I Decline Recording, the session will not be recorded.

   

   A banner at the top indicates that you are waiting for the client to consent. After the client provides consent, the banner indicates that recording has started. A red banner displays if the client declines consent. 

   Waiting for Client Consent to Record:
   Client Agreed and Recording has Started:
   Client Declined:

    
    
4. Click the Stop Recording button at the bottom of the screen.

   

    

5. Click the End Session button to end the session and process the recording.

   

[Back to Top]

FAQ & Troubleshooting

Tips & Best Practices:

• You will only see the record option after enabling AI usage in your profile.
• The client must consent to the recording.
• Recordings are automatically deleted within 24 hours.

Can I use my existing progress note templates?

• You can, just make sure they include the AI Session Summary form element. If not, you can add it or use our ready-made AI Session Summary template.

How long does it take for AI note to be ready?

• Your AI note is generated after the telehealth session is ended. Make sure to click End Session (not Leave Session) when you’re done. Once the session is ended, it can take up to 30 minutes for the note content to be ready.

How will I know when it’s ready?

• You’ll see a small notification pop up in the upper-right corner letting you know your content is available.

How long will the AI content be available?

• Once your AI session summary is ready, it will remain available for you to use when creating your progress note. You don’t need to create your progress note right away.

Why can't I see the record button in my telehealth session?

• The record button only appears after you've enabled “Consent to using AI for telehealth sessions” in your profile settings (My profile and settings > Privacy & Security tab). This is a privacy feature to ensure you've explicitly opted in to use AI features.

Where do I find my AI-generated notes after the session?

• After your session ends and the recording is processed (3-30 minutes), you'll receive a notification. Then create a progress note using a template with the AI Session Summary form element – the AI content will automatically populate in that section.

[Back to Top]