AutoNotes

A Session represents a single clinical encounter you want to document in AutoNotes. Every note begins from a session.

What is a Session?

You can update session details at any time from the Note Editor. This is useful if you need to correct the session date, adjust duration, fix a typo in the…

Editing a Session

You can delete a session if it was created by mistake or you no longer need the documentation. Deleting a session removes the session and all documents generated from it.

Deleting a Session

A Service defines the type of clinical appointment you’re documenting (e.g., Individual Therapy, Couples Therapy, Intake, Group Therapy). Services act as the “rules” for how AutoNotes handles that session.

What is a Service?

When you begin a session, AutoNotes asks you to choose a Service. This tells the system what kind of appointment you’re documenting.

Selecting a Service

Organizations can fully tailor services to match their workflows.

Customizing a Service

With dictation, you can speak your notes directly into AutoNotes—saving time and making charting feel effortless.

How to Use Dictation

If you recorded a session outside AutoNotes (Zoom, phone, voice memo, etc.), you can upload the audio and AutoNotes will generate a clinical note from it.

Upload a Recording

You can record your session directly inside AutoNotes and generate documentation automatically afterward.

Recording a Live Session

Statements help you quickly add high-quality, clinically accurate language to your session summaries. Instead of typing everything from scratch, you can insert ready-to-use interventions, techniques, and clinical observations with one…

Using Statements in Your Session Summary

How to create, manage, record, upload, and edit your sessions & services in AutoNotes

Sessions & Services

___________________________________________________________

Sign In

Sign Up

Community

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.