AI assistant
The paperwork around the notes, drafted from your own records.
The assistant works from your practice's data: the client's chart, treatment plan and recent notes. Ask it to prepare you for tomorrow's session, summarize progress over the last two months, or draft a discharge summary, referral letter or medical-necessity letter. Or hand it rough bullets and get a structured note back.
Why it helps
What it does for you
Session prep
A short brief before the session: where you left off, homework given, goals in focus and anything you flagged to revisit.
Progress summaries
Summarize change across a stretch of sessions for a supervisor, a review or your own reflection.
Letters that take minutes
Referral letters, medical-necessity letters and discharge summaries drafted with the specifics already in place.
Bullets to note
Paste fragments from a busy day and get a note in your chosen format, ready to review.
How it works
A few steps, mostly out of your way.
Step 1: Pick a job or ask
Choose a ready-made job or type your own request.Step 2: Focus on a client
Pick a client and the assistant draws on their chart, plan and recent notes.Step 3: Review the draft
Edit, copy or ask for a revision.
What’s included
- Session prep
- Progress summaries
- Discharge summaries
- Referral letters
- Medical-necessity letters
- Bullets to note
- Grounded in your own records
Try the assistant on your next letter
Start free with typed and dictated notes. Upgrade when you want recording, every format, custom templates and the assistant.
