Therapists using AI Telehealth Notes can record one-on-one sessions with their clients, and the AI-generated progress note content is automatically inserted when the note is created. Both the therapist and the client must provide consent before sessions can be recorded.

Learn more about Ensora AI.

Jump to Section:

Interactive Walk-Through: AI Telehealth Notes

Explore AI Telehealth Notes with our interactive tutorial. Click the Next button to begin the walk-through of the key steps and features.

Turn On AI Usage Consent

Before you can begin recording telehealth sessions for AI Telehealth Notes, you must turn on AI Usage Consent in your profile. 

1. Click on your Name at the top of the screen.
2. Select My Profile and Settings.
    
    
3. Click the Privacy & Security tab.
4. Set the AI Usage Consent toggle to On. 
    

[Back to Top]

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]

Create an AI Telehealth Progress Note

After the telehealth session recording has been processed, you can create a progress note using the AI Session Summary note template. You will receive a notification when the recording has been processed. 

1. Locate the appointment on the schedule and click Add Progress Note.
    
    
2. Select AI Session Summary. 
     
    
3. Click Create Note. 
   • Because the note was created from the telehealth appointment and a session summary is available, the session overview field auto-populates with the AI-generated SOAP note. 
       
      
4. Edit and add to the note as needed.
   • Click the icons at the top of the note to format the note.
     • Click the Arrow   icon to change the font size.
     • Click the B   icon to add bold text.
     • Click the List   icon to add bullet points. 
   • Click Copy summary content to copy the note.
   • Click Reload AI Summary to reload the note.
   • Click Delete summary to delete the note.
      

[Back to Top]

Troubleshoot Common Issues

[Back to Top]