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How AutoNotes Builds Client Context

When you link a client while documenting sessions, AutoNotes automatically builds a rich clinical picture to support continuity across the entire episode of care.

Updated today

This context appears in two places:

  1. Your session notes (as improved AI accuracy and more relevant details)

  2. The Client Overview (a running summary of the client’s progress)

AutoNotes pulls context from multiple sources, including:

  • The client’s Face Sheet (demographics, pronouns, diagnoses, etc.)

  • The last 3 finalized session notes

  • Completed screening tools

  • Active treatment plan goals & objectives (including those marked In Progress or Completed)

By combining these inputs, AutoNotes not only produces stronger, more clinically relevant session notes — it ensures consistency and continuity throughout the client’s care journey.

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