1. Session Overview (Top of the Page)
At the top, you’ll see:
Session title (e.g., Session w/ John on 12.11)
Service type
Date & time
Duration
Location (Telehealth or In-Person)
Modalities used
These details come from the information you provided earlier and appear on finalized documentation.
2. Linked Client Panel (Right Sidebar)
If you linked a client, you’ll see:
Client name & status
Age
Profile picture (if uploaded)
AI Recommendations (auto-generated after finalizing)
This panel helps you monitor context across sessions and access profile info quickly.
3. Document Tabs
Every document you generated appears as a tab, such as:
SOAP Note
DAP Note
Treatment Plan
Discharge Summary
You can click + Add Note to generate additional formats using the same session data.
4. Editable Note Sections
Each section is fully editable with rich text tools (bold, italics, lists, headings).
Examples for a DAP note include:
Data
Assessment
Plan
For SOAP notes, you’ll see:
Subjective
Objective
Assessment
Plan
AutoNotes autosaves every edit, no Save button required.
5. Magic Edit (AI Rewrite)
The Magic Edit button lets you refine text with AI. You can:
Shorten content
Expand clinical detail
Improve clarity
Adjust tone (more formal, concise, etc.)
6. Copy & Download Options
In the top-right of the document:
Copy All — copies the entire document
Download — exports your note
These options make sharing or uploading documentation easy.
7. Finalize Your Note
If a client is linked, you’ll see a Finalize button next to Magic Edit.
Finalizing:
Locks in the session documentation
Enables AI Recommendations for the client
Updates the client’s timeline/history
Signals the note is completed for clinical or billing purposes
Finalized notes can still be viewed but may have restricted editing depending on your organization’s settings.
8. Add Additional Documents
Need a Treatment Plan or Discharge Summary too?
Just click: + Add Note
AutoNotes generates new documents using the same session info, saving you time and duplication of effort.