Chat-Based Note
Let AI guide you through note creation
The chat-based (assisted) note mode uses a conversational AI interface to help you create structured documentation. The AI asks targeted questions about your session — what happened, what interventions you used, the client's response — and organizes your answers into a professional note.
How It Works
- Open Create A Note from the dashboard
- Select Assisted Note
- The AI asks its first question about the session
- Respond naturally — type as much or as little detail as you'd like
- The AI follows up with relevant questions based on your responses
- When you've covered everything, type Stop or click the stop button
- The AI generates a structured note from the conversation
- The note appears in Pending Notes for review
What the AI Asks About
The conversation typically covers:
- Session basics — date, duration, client presentation
- Session content — topics discussed, key moments, breakthroughs
- Interventions — techniques or strategies you used
- Client response — how the client reacted to interventions
- Clinical observations — mood, behavior, affect, risk factors
- Next steps — treatment planning, homework, follow-up
The AI adapts its questions based on what you share. If you give detailed answers, it'll move on. If something needs more depth, it'll ask a follow-up.
Tips
- You can restart the conversation if it goes off track
- Be as detailed or brief as you want — the AI will prompt for more if needed
- The more specific you are, the better the generated note will be
- You don't need to organize your thoughts — the AI handles the structure