At SimplePractice, we value the human connection and expertise practitioners bring when providing care. Our Note Taker tool is powered by artificial intelligence (AI) and should serve as a partner designed to empower you, enhancing your ability to run a thriving practice.
In this guide, we’ll cover:
Note: Our Note Taker tool is currently being developed by our Product team.
Using Note Taker
Our team is actively working on building our first integrated AI driven tool called Note Taker. With the Note Taker tool’s help, you can save time on your documentation process and focus more on your clients during sessions instead of typing or writing notes by hand.
This tool transcribes the audio from appointments, and the full transcript is available within minutes of the session ending. The session recording is deleted as soon as the full transcript is available.
A draft progress note is then generated based on the transcript, which you’ll be required to carefully review and edit before saving the progress note to the client’s profile.
Important: You are in control, and you and your clients have the right to opt in or out of the use of AI tools for care at any time. For more information, see What if my client or I want to opt out of Note Taker?
Understanding our approach to Note Taker
Our Note Taker feature is HIPAA compliant and follows our Security & Privacy policies. SimplePractice has been certified through HITRUST—a third-party assessor that verifies the strictest level of HIPAA and security compliance.
We’re deeply invested in the security and confidentiality of patient data. Protected Health Information (PHI) will never be sold and is always safeguarded in alignment with HIPAA regulations and our comprehensive privacy policy.
In alignment with our Security & Privacy policies, we put the following controls in place to ensure the protection of your client’s sensitive data when using Note Taker:
- As with all data in your clients’ charts, the transcript and notes are safeguarded with comprehensive security measures
- The Note Taker tool complies with the strict standards set by the Health Insurance Portability and Accountability Act (HIPAA) and HITRUST
FAQs
- What if my client or I want to opt out of Note Taker?
- Can I edit a draft progress note generated by Note Taker?
- Where else is AI used in my SimplePractice account?
- Is my client data secure with SimplePractice AI features?
- Will you be adding more AI functionality to my account in the future?
What if my client or I want to opt out of Note Taker?
You are in control, and you and your clients have the right to opt in or out of using AI tools for care at any time. We’ll have a consent form available for you to share with your clients before you begin using Note Taker with them.
Can I edit a draft progress note generated by Note Taker?
While Note Taker creates space for more meaningful conversations between you and your clients, it’s also important to note that AI may generate notes with mistakes, missing details, incorrect statements, accidental bias, or irrelevant information. To mitigate this, you ultimately have the final say over your notes, and you’re required to review and edit all AI-generated content before saving the progress note to your client’s chart.
Where else is AI used in my SimplePractice account?
We currently also leverage AI through our chatbot to quickly provide answers to your questions and connect you with our team. For more information, see Getting support directly in your SimplePractice account.
Note: For an overview of our support options, see How can I get help from your team?
Is my client data secure with SimplePractice AI features?
Your client data is secure with any SimplePractice AI feature, as all SimplePractice features are HIPAA and HITRUST compliant and follow our Security & Privacy policies. For more information on how Note Taker aligns with these policies, see Understanding our approach to Note Taker.
Will you be adding more AI functionality to my account in the future?
We’re exploring adding AI features in the future that will provide more efficiency and flexibility for your practice. All of our AI features will be HIPAA and HITRUST compliant, follow our Security & Privacy policies, and be designed with input and thorough testing from licensed clinicians.