copilot and theranest

Hi ​@LOUISp, can you clarify for me a bit exactly what you are asking? TheraNest does not work directly with Microsoft Copilot. The only AI feature that Ensora Health has directly designed for use with TheraNest is our AI Notes Enhancement feature. This feature is designed to allow therapists to refine and enhance their notes by requesting AI-generated improvements based on their original writing. When this feature is enabled for the clinic, therapists can review mental-health specific AI suggestions and incorporate them into their notes as needed.

When this feature is used within TheraNest, all data is encrypted, HIPAA-compliant, and never used to train AI models. We take your privacy seriously and have implemented multiple safeguards to ensure your information remains protected.

Thank you this is useful to our therapists.

However we want to take a step further:  AI access to Theranest, specifically

We want to dev/use a AI HIPPA compliant version of Copilot available from MS that will interact with certain call in client requests/needs.

So for example if a client calls to ask -when is my next appt /or what is my balance it can verify client identity, access the client record in TN and retrieve info to relay to client. This is just one example.

We need the Copilot have the ability to retrieve info directly from Theranest.

plse comment

​@LOUISp, got it, thanks for the clarification! We don’t recommend using Copilot, ChatGPT, or any other outside AI tools with TheraNest. For your security and the best experience, please use only the AI features built directly into TheraNest. For more information about the AI features available to you in the platform, you can check out this article and/or attend this webinar below:

https://experience.ensorahealth.com/education/app/training_sessions/0fea4588-6b3f-4f90-b496-59a75286b0ae

Understand.

what is the basis for “don’t recommend ...Copilot.. ? 

• HIPPA compliant version of Copilot in MS not trusted?  or
• HIPPA compliant version of Copilot in MS not tried withTN yet? 
• or another issue?
• plse advise

​@LOUISp At Ensora Health, we prioritize the security and privacy of our customers and their clients above all else. For that reason, we do not endorse or recommend the use of external AI tools such as Microsoft Copilot or ChatGPT with TheraNest. These tools operate outside of our controlled environment, which means we cannot guarantee compliance with HIPAA or other privacy standards. Using them introduces risks that could compromise sensitive data.

The only AI features we support are those developed by our own team and embedded directly within TheraNest. These features are designed to meet strict security and compliance requirements and are fully integrated into our platform. Think of it like a product warranty—when a product is used in ways outside its intended design, the manufacturer cannot ensure its safety or reliability. Similarly, using third-party AI tools with TheraNest falls outside the intended use and could create vulnerabilities.

For the best experience and peace of mind, we recommend sticking with the built-in features we provide.