AI Scribe records audio (a quick post-session dictation, or the full session itself) and turns it into a structured clinical note in your chosen template.
AI Scribe is a per-practitioner Stripe add-on. The owner buys seats and assigns specific practitioners to use them, in Settings → Add-ons. It's not bundled in any base plan.
Two recording modes
Dictation
You record yourself summarizing the session afterward. Best for fast post-session notes when you don't need a full transcript.
- Maximum length: 10 minutes.
- No client consent prompt; you're recording only yourself.
Session
The full session is recorded so the AI has the actual conversation to work from. Best for richer, more detailed notes.
- Maximum length: 90 minutes.
- Requires client consent before recording can start.
How to use it
- Open a client's profile and go to the Notes tab.
- Click New Note and pick a template (SOAP, DAP, or progress).
- Click AI Scribe to open the recorder.
- Choose Dictation or Session.
- For session mode, confirm consent has been obtained. Optionally add a quick instruction (e.g., "Focus on anxiety symptoms").
- Click Start Recording. A timer and audio level indicator show it's active.
- Click Stop when finished.
- The recording uploads, transcribes, and generates a structured note.
- Review the generated fields, edit anywhere it needs adjustment, and Save.
Per-template prompts
Each note template can carry its own AI Scribe prompt that shapes the output for that template type. Configure prompts from the Note Templates editor.
Practice-wide prompt
The owner can set a global instruction that gets appended to every Scribe generation across the practice (your house style, terminology you prefer, etc.). Configure it in Settings → Add-ons → AI Scribe.
Privacy
- Audio is stored securely and only accessible to authorized practitioners in your practice.
- When HIPAA mode is on, every Scribe action is logged in the audit trail.
- Recordings are retained according to your data retention policy. See HIPAA Compliance.
Tips
- Speak clearly and at a natural pace; transcription quality depends on it.
- For dictation, walking yourself through the SOAP sections out loud produces better-organized output.
- Always review the generated note before saving. AI is a draft, not the final word.
- Get explicit verbal consent before session recording, even when state law doesn't strictly require it.
