Therapists using AI Session Assistant can generate AI‑powered Telehealth Notes from their one‑on‑one telehealth sessions. 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.
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.
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.
Begin the telehealth session with your client.
Click the Start Recording button at the bottom of the screen.
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:
Click the Stop Recording button at the bottom of the screen.
Click the End Session button to end the session and process the recording.
TIP: Want to customize your own template? You can add the new AI Session Overview form element manually when editing or creating template. Learn more: Create a Dynamic Form: 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, and a badge will appear in the Agenda when the AI Session Summary is ready.
Locate the appointment on the schedule and click Add Progress Note.
Select AI Session Summary.
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.
Edit and add to the note as needed.
Click the icons at the top of the note to format the note.
