AutoNotes

After generating a note, AutoNotes takes you to the Note Editor, the workspace where you review, refine, and finalize your documentation. If you have linked a client, you’ll also see…

Understanding the Note Editor

AutoNotes allows you to generate multiple types of documentation for the same session, without re-entering information.

Creating Additional Documents in the Same Session

Magic Edit lets you instantly rewrite or refine any generated document using AI. You can adjust tone, add details, shorten or expand sections, and request specific clinical improvements, all without…

How to Use Magic Edit

Once a note is finalized, it is marked as clinically complete. If you need to make corrections, you can amend the note to reopen it for editing.

Amending a Finalized Note

Your session summary is the main input AutoNotes uses to generate accurate, clinically appropriate notes. Clear summaries lead to better outputs with less editing.

Best Practices for Writing Summaries

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…

What is Auto Intelligence?

Output Formats are the templates your organization uses to generate notes (SOAP, DAP, BIRP, etc.). You can use AutoNotes’ built-in formats or create your own using the Template Builder.

Output Formats

How to review, edit, finalize, and manage the documentation AutoNotes generates for your sessions.

Notes & Documents

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