Uploading files for Note Taker

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:

• Uploading files on a web browser
• Uploading files using the mobile app 

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

We’ve created an interactive demo for you to explore how to upload your own recording or document. To view this demo, see Upload a recording or document using Note Taker.

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:

1. Navigate to the appointment page
2. In the upper right corner, click Note Taker

Note: Progress notes and psychotherapy notes are now accessed from a single Note tab within your appointment page. We’re in the process of updating content to reflect this change.

3. Drag and drop the file recording or click Choose

4. Click Generate draft note

5. The draft note will be created within minutes

Note: Files must be formatted as .mp3, .m4a, txt, .md, .pdf, .docx, or .rtf in order to generate a draft note.

You can click the X next to the file name to delete the file and upload a different one.

Once generated, you can edit and revise the note as needed. 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:

1. Tap the appointment on your calendar
2. Select Add + on iOS or Add Progress Note on Android

3. Select Note Taker in the bottom right corner

4. Tap Upload

Note: If you’re on iOS, tap Import file from after Upload.

5. 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.