BETA: AI Session Assistant: In-Person Sessions is in beta and available to AI Session Assistant users. General availability is coming in June.
As part of the AI Session Assistant add‑on, AI In-Person automatically drafts clinically aligned progress note content once a note is created. Both the therapist and the client must provide consent before recording.
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Interactive Walk-through: In-Person Sessions
Explore In-Person Sessions 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.
AI Session Assistant - In-Person Sessions
Record an In-Person Session
IMPORTANT: Before you can begin recording telehealth sessions for AI Telehealth Notes, you must turn on AI Usage Consent in your profile. See AI Session Assistant: Overview for more information.
If you are using AI Session Assistant, you and your client must provide consent to record the session before it begins. You can stop and restart recording during the session as needed. You must end the session before the recording can be processed and added to your progress note.
You can start the recording from the Schedule, Appointment or the Agenda by clicking on the microphone icon.
NOTE: When AI Recording Consent is set to “No – Client does not consent” in Patient Details, the microphone icon will not be displayed. If the field is set to “No consent recorded,” the provider will be prompted to confirm client consent before recording.
- Click the microphone icon and the Session recording screen will appear.
- Click the Start recording button at the bottom of the screen.
- Click End when finished with session recording.
- Click Finalize to finalize the recording and return to TheraNest.
- You will receive a notification when the AI session summary is ready.
See AI Session Assistant: Create AI Progress Note for instructions on creating your AI Progress Note from the recording.
FAQ & Troubleshooting
Tips & Best Practices:
- When AI Recording Consent is set to “No – Client does not consent” in Patient Details, the microphone icon will not be displayed. If the field is set to “No consent recorded,” the provider will be prompted to confirm client consent before recording.
- The client must consent to the recording.
- Recordings are automatically deleted within 24 hours.
| Issue | Possible Cause | Solution |
| No microphone is listed | ||
| AI Summary isn't showing in the note | ||
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 recording session is ended. Make sure to click End 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. You will also see a notification on the agenda.
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.
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.