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Understanding AI Recommendations

AI Recommendations give you a brief, automatically generated clinical suggestion for what to focus on in future sessions with a client. They appear after you finalize at least one note for that client.

Updated today

Before Recommendations Are Generated

If no notes are finalized yet, you’ll see:

AI Recommendation Not Yet Generated

AutoNotes will begin generating recommendations once you finalize documentation.

After Recommendations Are Generated

You’ll see a short clinical summary such as:

“It is recommended that John continue with weekly CBT sessions to address interpersonal stressors and develop effective coping strategies.”

These appear in:

  • The right sidebar inside the Note Editor

  • The Client Overview in the client profile

How They Work

Recommendations update automatically as you finalize more notes. They are optional and meant to support clinical planning, not required steps.

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