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Therapists using AI Session Assistant can generate AI‑powered notes and case summaries.
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AI Session Assistant Features
- AI Telehealth Notes: This automatically drafts clinically aligned progress note content once a note is created. Both the therapist and the client must provide consent before recording. For more information see the article: AI Session Assistant: AI Telehealth Notes.
- AI In-Person Sessions: This automatically drafts clinically aligned progress note content once a note is created. Both the therapist and the client must provide consent before recording. For more information see the article: AI Session Assistant: AI In-Person Sessions.
- AI Case Summaries: This tool provides a dynamic, consolidated view of key case information to assist clinicians in understanding a client’s progress without navigating to multiple documents. Signed assessments, treatment plans, and progress notes are summarized for each case. For more information see the article: AI Session Assistant: AI Case Summaries.
Interactive Walk-Through
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.
AI Session Assistant - AI Telehealth Notes
Turn On AI Usage Consent
Before you can begin recording sessions for AI Notes, you must turn on AI Usage Consent in your profile.
- Click on your Name at the top of the screen.
- Select My profile and settings.
- Click the Privacy & Security tab.
- Set the AI Usage Consent toggle to On.
FAQ
How it Works
- How does AI Session Assistant work?
- AI Session Assistant turns a recorded session into a SOAP-formatted session summary in minutes.
- How it works:
- The session is recorded with therapist and client consent.
- AI Session Assistant processes the audio and automatically creates a SOAP-formatted session summary that you can pull into your system templates.
- The clinician reviews, edits, and signs the note. AI does not finalize documentation.
- Data handling:
- Session recordings are deleted within 24 hours.
- Does AI Session Assistant use my current note templates?
- AI Session Assistant works with templates that include the new field Session Summary [AI Enabled]. It adds the session summary into that single field when you create your progress note. If your existing template does not include this field, you can add it or use the default template (AI Session Summary) we provide.
- What note formats does AI Session Assistant support?
- AI Session Assistant currently creates a SOAP‑formatted session summary in one combined field. The summary includes Subjective, Objective, Assessment, and Plan sections. If your template uses separate fields for each part of SOAP, you can copy and paste the content into those fields as needed.
- Do I have to use the AI-generated notes exactly as written?
- No. The AI output is a SOAP-formatted session summary that you can edit. You are always responsible for the final note, and you can change any part before signing.
Privacy, Security & Compliance
- Is AI Session Assistant HIPAA compliant?
- Yes. AI Session Assistant is both HIPAA compliant and SOC 2 certified. Data is encrypted in transit and at rest, governed by strict access controls, and processed under a signed Business Associate Agreement (BAA). Because it’s built into the system, you do not need to export data to a separate platform.
- Does AI Session Assistant record therapy sessions?
- Yes, AI Session Assistant requires the session to be recorded in order to generate the SOAP session summary. Recording requires consent from both the clinician and the client. Recordings are deleted within 24 hours.
- Will my client data be used to train AI models?
- No. Ensora Health never uses client Protected Health Information (PHI) to train AI models. Your data and your clients’ data are never sold, shared with third parties for commercial purposes, or used for algorithm development. This is a fixed policy, not an opt‑out setting.
- Do I need client consent to use AI Session Assistant?
- Yes. The client needs to give consent the first time a session is recorded for AI Session Assistant. Consent is only required once, and the system can store it in the client’s chart so they are not asked at every session. Once consent is stored, you can record future sessions without additional prompts. If a client declines recording, you can document manually and still use other AI Session Assistant features like AI Case Summaries.
- How does AI Session Assistant compare to third-party AI scribes on data privacy?
- AI Session Assistant is built into the system, so session data stays within your EHR ecosystem. You don’t need to upload audio to a separate platform or manage a separate vendor workflow. Recordings are deleted within 24 hours, and PHI is not used for AI training.
Working with AI Session Assistant
- Is AI Session Assistant only for telehealth sessions?
- No, this can be used for telehealth, in-person sessions and case summaries.
- What if my client does not want to be recorded?
- If a client declines session recording, you can still document the session manually in the system. AI Notes Enhancement can help improve notes you write yourself, and AI Case Summaries can generate structured overviews from existing signed documentation without using session recordings.
- What is an AI Case Summary?
- AI Case Summaries is an AI Session Assistant feature that creates a structured overview of a client’s clinical history and progress using signed notes, treatment plans, and signed assessment already in the system. It can help with session prep, supervision, consultations, and clinician handoffs. It works for all clients, including in‑person and telehealth.
- How do I get started with AI Session Assistant?
- Here’s all you need to do:
- Enable AI Session Assistant in your account settings.
- Record your own consent to use session recording in your clinician profile.
- Confirm the client consent to record their session. Consent only needs to be given once if you store it in their chart.
- Start the session and record it as usual.
- After the recorded session ends, AI Session Assistant automatically creates the SOAP session summary content for you. When you create your progress note using a template that includes the AI field, the summary appears in that field for you to review and edit. The system creates the content, but you still create the note itself.
- Here’s all you need to do:
- Where do I find my note?
- You will receive a notification when the recording has been processed, and a badge will appear on the appointment in the Agenda when the AI Session Summary is ready. After that, you will create a progress note for the session like you always do — just make sure you're using a template that includes the field Session Summary [AI Enabled] or you can use the provided AI Session Summary note template. Upon creation of the progress note, the AI summary will appear in that field for you to review and edit. See AI Session Assistant: Create AI Progress Note for more information on creating the note.
Related Resources
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For more information see How to Talk to Your Clients About AI
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