Document Saving
Document Saving Preference
This toggle controls whether AutoNotes saves generated notes in your account.
On — Notes are stored securely in your organization.
Off — Notes are not saved automatically. You can still download them manually.
This setting is useful for organizations with strict internal policies around record retention.
Recording Storage
Voice Recording Storage Preference
Controls whether audio recordings are stored after generating documentation.
On — Recordings are saved and encrypted.
Off — Recordings auto-delete after document generation unless manually saved.
If your organization prohibits storing audio, leave this turned off.
Client Record Sharing
This determines which users in your organization/practice can see client profiles.
You can choose:
Off — Only the clinician who created the client can view it.
Global — All users (with appropriate roles) can view all client records.
Individual — You can choose which team members have access per client.
Client sharing affects supervision workflows, team collaboration, and compliance.
BAA (Business Associate Agreement)
If you’ve signed your BAA, you’ll see confirmation here.
The BAA enables PHI use within the AutoNotes application.
You can also download your BAA from this section for your records.