How to Talk to Clients About AI-Assisted Notes

This article is designed to help you and your staff understand and confidently communicate about our new AI-Assisted Progress Note feature with your clients. Our goal is to enhance your practice by giving you more time to focus on your clients, while ensuring your documentation is secure and accurate.

How to Talk to Clients About AI-Assisted Notes

When introducing this new tool to your clients, it's important to use clear, simple language and emphasize the benefits for their care. This builds trust and helps your clients feel confident about the technology.

Key points to remember:

• Focus on the "why." Explain that the tool helps you be more present and engaged in the session by securely transcribing and summarizing notes.
• Reassure them about privacy. Emphasize that their information is private, encrypted, and protected by strict security standards. The tool processes the conversation into notes for you to review, but no one is listening.
• Highlight your control. Make it clear that you, the therapist, are in complete control of the care plan and the final notes. The AI is an assistant, not a replacement for your expertise.
• Invite their questions. Keep it a collaborative process by inviting questions and confirming their consent. Using the tool is completely optional, and they have the right to choose what feels right for them.

What to Say (and What Not to Say)

Here are some suggested phrases to help you have a confident and transparent conversation with your clients:

Instead of saying...	Try this!
"I need to record our session for AI."	"I use a secure tool to transcribe and summarize notes so I can be more present in sessions."
"AI will listen to our session and record a note."	"The tool processes our conversation into notes for me to review and refine, but no one is listening."
"It's like Alexa/ChatGPT/Siri."	"This is a HIPAA-compliant tool designed specifically for therapy."
"Don't worry, your data is safe."	"Your information is encrypted and protected by the strictest security standards."
"You have to consent and then we will begin."	"Your privacy and comfort are my priority. This is completely optional, and you can choose what feels right for you. What questions do you have?"

This new feature is built by therapists, for therapists, and is designed to support your work, not replace it. We are confident it will help you save time on documentation so you can focus on what matters most: your clients.