1. When You Can Link a Client
You can link a client in two places:
A) Before Generating a Note
On the summary page (Type or Dictate flow), look to the right sidebar.
You’ll see: Link Client(s) and Fill in manually
Choose:
Link Client(s) to select an existing client
Fill in manually to enter client details only for this session (not saved to profile)
B) When Generating Without a Client
If you click Generate Documents without linking anyone, AutoNotes will show:
Generate without a client?
You can choose:
Continue Anyway (note will generate but cannot be finalized)
Add Client (recommended)
2. Benefits of Linking Clients
When you link a client:
The session is saved to their timeline
AI Recommendations become available after finalizing
Comprehensive client overview is created after each session to measure progress and treatment plan adherence
Future sessions auto-fill key details
You can track progress across notes
Activating a client treatment plan allows AutoNotes to target goals and objectives in the session notes
You unlock the Finalize button
3. Client Panel in the Note Editor
Once linked, the client appears in the right sidebar with:
Name, status, age
AI Recommendations (once note is finalized)
Additional insights as the client’s history grows
4. Editing or Changing the Linked Client
You can update or remove the client link before finalizing.
After finalization, changes may be restricted depending on your organization/practice settings.