FAQ

Yes. You can start with a 7-day free trial to explore all features and see how it fits into your workflow—no credit card required.

Most clinicians cut documentation time by 50% or more. For example, a clinician with 20 clients at $150 per session who reinvests the saved time to add just 4 extra sessions per week could generate an additional $2,400 per month in revenue.

You can generate a wide range of professional clinical documentation, including SOAP, DAP, BIRP, GIRP, PIE, progress notes, treatment plans, intake assessments, discharge summaries, and specialty formats like group therapy, couples therapy, family therapy, and EMDR. You can also customize templates or create your own to match your exact workflow.

Yes! You can create, modify, and save custom templates tailored to your clinical style—whether that’s CBT, EMDR, family systems, or something completely unique. These are reusable and streamline your workflow.

Absolutely. The “AutoScribe” feature works live during in-person sessions and securely integrates with telehealth platforms like Zoom and Google Meet via your browser—no downloads or plugins required.

Yes. It offers smart continuity—locked phrasing, reusable snippets, and auto-expanding care threads help keep your documentation consistent from intake to discharge.

Yes—a dashboard tracks client profiles, session status, team access permissions, and integrated treatment planning, giving you a clear visual of your caseload and progress.

Yes. Depending on your plan, you can securely record in-person sessions or telehealth sessions (via browser or Zoom) directly through the platform. Recordings are encrypted, and you have full control over storage and deletion settings to meet your compliance requirements.

On select plans, the AI can create detailed treatment plans tailored to both your chosen modality (e.g., CBT, EMDR, family systems) and the client’s unique goals and challenges. These plans are editable, so you can fine-tune them before adding them to your records.

Yes. After a session, the AI can generate concise client-friendly summaries along with recommendations for follow-up care. This helps improve continuity, supports client engagement, and reduces the time you spend creating aftercare materials.

On select plans, the AI can create detailed treatment plans tailored to both your chosen modality (e.g., CBT, EMDR, family systems) and the client’s unique goals and challenges. These plans are editable, so you can fine-tune them before adding them to your records.

Yes. Built-in assessments such as the PHQ-9, GAD-7, and other screening tools are available on select plans. Results can be stored in the client’s profile, helping you track changes over time and support evidence-based treatment decisions.

A built-in client management system lets you store and update demographic details, capture and store consent forms, and view a full session history. This centralizes your administrative work, keeps records organized, and ensures all required documentation is in one secure location.

Yes. Dictation mode allows you to speak your notes instead of typing, making it easy to capture important details during a session without breaking the flow of conversation.

Yes, in the Private plan you can access advanced analytics that track both team productivity and client outcomes. These insights help you identify trends, measure progress, and make data-informed decisions to improve care quality and operational efficiency.

Yes. The platform is fully HIPAA-compliant, and you can securely upload Protected Health Information (PHI) as part of your documentation. All data is encrypted in transit and at rest to keep it safe.

Recordings are stored securely, and you have full control over your data. You can delete individual recordings at any time, or enable automatic deletion from the servers immediately after note generation. This means you choose exactly how long your recordings are kept.

Yes—built with HIPAA-compliant encryption and secure cloud infrastructure. It includes features like encrypted session transcription and audit trails to support ethical and legal documentation standards.

You can copy and paste notes into your EHR using a Chrome extension or manual input. For more advanced needs like system-wide automation, API access is available in higher-tier plans.

Notes are ready in as little as 10 seconds after you submit your session or recording, so you can document quickly and focus on your clients instead of paperwork.

The platform delivers editable, structured drafts for every note—whether generated from typing, dictation, or uploads. You can review and tweak them to ensure accuracy and clinical confidence.

Notes are highly accurate thanks to advanced AI and refined clinical templates. Every edit helps personalize your style over time, allowing for smarter defaults and improved alignment with your practice standards.

The AI is built on advanced language models trained for clinical documentation across multiple formats and therapy approaches. You can create or customize note templates, and over time the system learns your writing style, preferred formats, and therapeutic modalities—making your notes feel more personalized and consistent without using your private data for training.

Support is real, responsive, and designed to help you when you need it most. The platform emphasizes human-first assistance for setup, troubleshooting, and custom workflows.

You benefit from 24/7 responsive support (chat and email), and the AI is trained for clinical accuracy—structured drafts, built-in compliance logic, and familiar formatting across documentation types.