You don’t need to change how you work. AI‑assisted notes work best when you choose the capture method that already fits your current workflow. Use this guide to decide where to start.
Start Here: How Do You Usually Document?
📝 "I already jot down notes or bullet points."
Use: Text‑to‑Note
Best for: First‑time AI users, Peer Support Specialists, and anyone who already types of shorthand during sessions.
Why it works: It offers the lowest learning curve and gives you full control over exactly what data the AI processes.
🎙️ "I prefer talking instead of typing."
Use: Dictation
Best for: Providers who "think out loud," mobile users, or those completing end‑of‑day documentation.
Why it works: It is significantly faster than typing, feels natural, and is easy to edit after the AI generates the initial draft.
🎧 "I want to stay fully present during sessions." ***COMING SOON***
Use: Ambient Documentation
Best for: Therapy sessions with rich dialogue and providers who want to eliminate mid‑session notetaking.
Why it works: It captures the full conversation and reduces distractions, allowing for more authentic client engagement.
💻 "I run sessions on Zoom."
Use: Zoom Transcript / Recording
Best for: Telehealth providers with high session volumes who are already comfortable with Zoom.
Why it works: It requires the lowest manual effort once set up and ensures strong consistency for remote sessions.
Not Sure Where to Start?
We recommend starting with Text‑to‑Note or Dictation. Most users transition to Ambient Documentation after their first or second AI note once they are comfortable reviewing and editing AI-generated drafts.
⚠️ Important Reminder
AI creates a draft — not a final note. You are always in control of the clinical record: * You can edit everything in the generated text. * You decide what ultimately gets signed and saved. * The AI supports your professional judgment; it never replaces it.
Most users feel confident after three notes. That’s the goal.
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