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Writing notes without AI

Write your own notes in a note template without generating from a session transcript or summary.

Written by Kit Woodin

If at any point you prefer to type your own notes without the use of AI, you can do so using the Write or dictate feature.

To type your own note:

  1. There are multiple ways to start:

    • From a client's profile: Click Note from past session, then click Write or dictate

    • From the left menu: Click New Session in the top left, then click Write or dictate.

    • From the Sessions page: In the left menu, click Sessions, then New session, then click Write or dictate

  2. Using the dropdown menus, choose a client, or make it an anonymous note.

    Then select pronouns (if you are typing the note yourself, this information will not be used), and the note template.
    Optionally, you can select modalities, specify whether the session was in person or online, and set the date and time.
    Click Continue.

  3. Type directly in the note template on the left; ignore the text box under Generate from summary. Anything you type in the Progress note is automatically saved.

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