Comments
The Comments tab is for quick internal notes about the client.
You can use it to record:
Brief observations
Important reminders
Context that doesn’t belong in formal documentation
Comments are internal to your organization and help AutoNotes maintain an accurate Client Overview.
Consents
The Consents tab stores signed forms for the client, such as:
Audio Recording Consent
Any other organization-required consents
Consents appear here once signed and remain part of the client’s permanent record.
Face Sheet
The Face Sheet is where you manage the client’s core profile information, including:
Personal information (name, DOB, pronouns)
Contact details
Demographics
Diagnoses (primary, secondary, tertiary)
Medications and allergies
Employment, marital status, language preferences
You can also:
Change the client’s status (Active, Inactive, Prospective, Archived)
Delete the client record if needed
Updates to the Face Sheet help keep AI-generated notes accurate and consistent.