You can start using AI Notes before your clinic-wide procedures are finalized. A great way to begin is by having 1-2 "Super Users" from your team try it out first. This allows you to gather feedback, fine-tune workflows based on your team's needs, and create a process informed by practical experience. For a head start, CheckpointEHR can provide an SOP Starter Kit or schedule a 1:1 call to help you create a plan.

AI Notes creates a strong draft, but your expertise is what makes the final note accurate and complete. To get a better draft and reduce editing time, make sure you're including these key points in your initial input:

• Client Presentations: How did the client present today? What were their main concerns or topics?
• Therapeutic Interventions: What specific techniques or methods did you use?
• Assessment and Plan: What's your professional assessment of the session, and what are the next steps?
• Overall Therapy Progress: How does this session fit into the client's larger treatment journey?

Remember: AI streamlines the process, but your expertise adds the accuracy, context, and care your clients deserve.

Need help improving your drafts? We have a support article on How to Draft a Note or schedule a 1:1 call to review a few of your notes together and offer advice on how to improve your input for a better output.

It's natural to be cautious when a tool seems to do a lot with a little. Our AI Notes feature uses generative AI, which is designed to produce a complete note every time. If some details are light or missing from your input, it adds standard, compliant phrasing to fill in the gaps.

This means you always start with a strong, full draft that is much quicker to refine than to write from scratch. A quick review before signing ensures the final note reflects your professional expertise and judgment.

No. Using the AI tool is entirely optional for both you and your client. Your client's privacy and comfort are the priority, and they have the right to choose what feels right for them.

Yes, you can use the feature for group notes. The SOAP and DAP note formats are also available for both individuals and couples.

The clinician is in complete control of the final note. You should review the AI-generated draft for accuracy and make any necessary edits to correct misinterpretations before saving the final note.