If you record a client session using your own device, you have the option to upload a recording and Note Taker will create a draft note from that recording for that session. You can also upload your own document to generate a draft note.
In this guide, we'll cover:
Important: If your state requires specific consent for AI-use in client care, you can use the Consent for Use of AI Tools with De-Identified Transcript Retention form. To send this form, see Does SimplePractice have a consent form available for the use of AI tools in client care?
Uploading files on a web browser
Important: Similar to recording a client session, the uploaded recording and/or document will immediately be deleted as soon as a draft note has been created. The draft note will be available up to 7 days after the upload occurs or when the note is locked and signed, whichever comes first.
To upload a recording of a client session:
- Navigate to the appointment page and select the Note tab
- In the upper right corner, click Session Content
- Drag and drop the file recording or click Choose
Note: Files must be formatted as .mp3, .m4a, txt, .md, .pdf, .docx, or .rtf in order to generate a draft note.
Once generated, you can access the draft note by clicking Note Taker. For more information on editing, see Editing draft notes.
Additionally, instead of manually changing the content or formatting, you can provide instructions to refine the note and generate an updated version. For more information, see Refining a draft note using instructions.
Uploading files using the mobile app
You can upload files for Note Taker through the SimplePractice for Clinicians mobile app. To do this:
- Tap the appointment on your calendar
- Select Add + on iOS or Add Progress Note on Android
- Select Note Taker in the bottom right corner
- Tap Upload
Note: If you’re on iOS, tap Import file from after Upload.
- Select the file
Note: Files must be in as .mp3, .m4a, txt, .md, .pdf, .docx, or .rtf format to generate a draft note.
Once the file is successfully uploaded, a progress note draft will be generated. You can tap the note’s content directly to edit it. Once you’ve made any necessary changes, tap Save in the top right corner.
After the note is saved, you can also sign the note by tapping Sign in the top right corner. For more information on adding, saving, and signing progress notes, see Adding progress notes, psychotherapy notes, and appointment files on iPhone/iPad or Adding progress notes, psychotherapy notes, and appointment files on Android.