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What is Auto Intelligence?

In AutoNotes, the “Auto Intelligence” means your notes stay connected to the client’s treatment goals. AutoNotes helps ensure that your interventions, progress, and plans all align with the goals in the client’s treatment plan.

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How It Works

  • Treatment goals are created or updated in the client’s Treatment Plan.

  • When you write and finalize notes, AutoNotes links your documentation back to those goals.

  • Progress, interventions, and plans stay consistent session to session.

What This Looks Like

Your generated notes will reflect:

  • How the session relates to the client’s goals

  • Whether progress is being made

  • Which interventions support those goals

Why It Matters

Auto Intelligence helps maintain:

  • Strong clinical continuity

  • Better, more defensible documentation

  • Alignment between goals, sessions, and progress

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