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Customer Story
How AI-Assisted Progress Notes Transformed Documentation for Tom Schlosser Counseling
How AI-Assisted Progress Notes Transformed Documentation for Tom Schlosser Counseling
About the Practice
Name: Tom Schlosser, MA, NCC, LPC
Location: South of Pittsburgh, PA
Focus: Trauma and adult clients
Practice Type: Solo private practice
About the Practice
Name: Tom Schlosser, MA, NCC, LPC
Location: South of Pittsburgh, PA
Focus: Trauma and adult clients
Practice Type: Solo private practice
Key Takeaways from Tom's Experience with AI-Assisted Notes
Key Takeaways from Tom's Experience with AI-Assisted Notes
Saves 1+ hour per week — increasing billable client time
Improves note clarity and grammar automatically
Boosts compliance confidence for practitioners
Zero disruptions to workflow — easy to learn and use
Enhances presentation of notes
The Beginning: Exploring AI-Assisted Progress Notes
In a small Pennsylvania town, therapist Tom Schlosser serves a wide range of clients — from young adults to seniors. Like many solo practitioners, Tom wears every hat in his practice, balancing client care with administrative demands. For years, clinical documentation was a necessary but time-consuming task.
“Time is money. If I’m wasting a lot of time on notes, then I’m not able to see a client.”
That’s why Tom was eager to try CheckpointEHR’s new AI-Assisted Progress Notes — a tool designed to make documentation faster, more accurate, and more compliant.
The Challenge: Time, Grammar, and Confidence in Notes
Before using AI-Assisted Notes, Tom’s biggest challenges were:
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Time drain: Spending 1–2 hours at a time catching up on notes.
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Grammar and spelling: “I’ve never been strong in grammar — probably my own self-diagnosed dysgraphia.”
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Confidence under compliance pressure: Without peers to cross-check his documentation, the burden of accuracy and audit-readiness fell entirely on him.
Tom explained that while he had grown efficient over the years, he still had to double- and triple-check every note to make sure it was clear, compliant, and professional.
“Documentation isn’t always first and foremost. The AI feature takes the pressure off making sure I’ve got everything included.”
The Solution: AI-Assisted Progress Notes
CheckpointEHR’s new AI-Assisted Progress Notes feature helps therapists:
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Draft progress notes using smart AI language modeling.
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Improve grammar, spelling, and clinical phrasing.
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Reduce time spent per note while increasing quality.
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Ensure compliance alignment and audit readiness.
For Tom, adopting the feature was effortless:
“It wasn’t some super intense thing to figure out. I put my note in, push a button, push another button — operationally, it’s been an easy transition.”
Ready to save time on progress notes while enhancing their quality? We're here to help!
With CheckpointEHR's NEW AI-Assisted Progress Notes features, behavioral health providers can now save hours on logging clinical notes every single week while feeling confident in their quality, security, and compliance.
Ready to save time on progress notes while enhancing their quality? We're here to help!
The Results: More Confidence, Less Stress
1. Increased Efficiency & Time Savings
Even in early testing, Tom estimates he saves about an hour per week — an hour he can now spend seeing another client.
“If I can give myself one more hour, that’s one more hour I can fit a client in versus having to do notes. It’s a no-brainer.”
With the implementation of additional AI features and capabilities in the coming months, he anticipates the opportunity to save time will only increase exponentially.
2. Better Documentation Quality
Tom noticed that his notes now read more fluently and naturally:
“Honestly, it sounds better coming from the AI than it does from me. I was taught to give very pointed facts — the AI makes it flow better.”
He also reports zero issues with accuracy or misinterpretation of his inputs.
3. Stronger Compliance Confidence
Having previously worked in agency settings where internal audits were routine, Tom understands the anxiety that practice leaders experience.
“In private practice, I don’t have anyone auditing my notes. The AI gives me that safety net — I feel confident that if an audit ever happens, I’m ready.”
He now feels a new level of assurance that his documentation meets compliance standards.
Ease of Adoption
Tom was part of the early beta group starting around August 2025. The simplicity of the feature stood out to him:
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No workflow disruption
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Quick learning curve
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Seamless integration into existing note templates
“It hasn’t disrupted my process at all — just improved it.”
When asked what he’d tell other therapists about Checkpoint’s AI-Assisted Notes:
“Why wouldn’t you? It’s convenient, efficient, and a great safety net. I feel more confident than I did before.”
Looking to evaulate a new EHR system for your practice?
Looking to evaulate a new EHR system for your practice?
Get in touch with us today to learn more!
