Streamline Your Session Documentation Process with AI Notes Workflow

Over 1,7K+ Satisfied Customers

Set up your personalized session documentation workflow once and let AI handle the rest. Configure templates, customize prompts, and define your preferred note formats to match your therapeutic style and practice requirements.

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Dashboard and Analytics – Actionable Insights

Our Dashboard and Analytics feature empowers you with the data you need to make informed decisions, streamline your workflows, and monitor the health of your practice. Our Unified Dashboard brings together your Taskboard, Messaging, and Appointments into one seamless platform, so you can manage everything from patient care to administrative tasks with ease.

Prompt and Note Template Configuration

In AI Notes Setting, select default AI note prompt to capture the clinical details most important to your practice, ensuring generated notes reflect your therapeutic approach and include relevant assessment criteria. Choose from evidence-based templates including SOAP notes, DAP format, narrative summaries, or create custom templates that align with your specific therapeutic modalities and documentation standards.

Automated Note Generation

After each session, just run the prompt and get professionally formatted notes which are instantly created based on your pre-set preferences, dramatically reducing documentation time while maintaining clinical accuracy.

Review & Edit Notes

Easily review, modify, and approve AI-generated notes with an intuitive editing interface that allows for quick adjustments while preserving the original session context.

One-Click Save to Client File

Seamlessly save approved notes directly to individual client records with complete audit trails, ensuring compliance and maintaining organized documentation across your entire caseload.

Integrated Tasks Widget

Stay on top of your to-do list with our Taskboard right on your dashboard. Easily create, assign, and track tasks related to patient care, administrative duties, and internal workflows. The Taskboard helps you prioritize and manage everything in one organized space.

Messaging Widget for Communication

Our Messaging feature within the dashboard enables real-time updates on all communication. With real-time updates, you can ensure that all team members are aligned and informed about patient needs, tasks, and appointments, reducing miscommunication.

Real-Time Data Insights

Stay informed with real-time analytics.
Get up-to-date insights on your practice's performance, ensuring that no opportunities or issues go unnoticed.

Comprehensive Reports

Generate detailed reports on a variety of metrics such as patient visits, financials, billing trends, and outcomes. These reports are valuable tools for identifying trends, monitoring progress, and ensuring that your practice is meeting its objectives.