About this class
Are you curious about how Note Taker and AI tools can assist you? In this hands-on video class, Kelley Stevens, LMFT and founder of Private Practice Pro, guides you through secure, ethical, and efficient use of SimplePractice's AI-powered Note Taker tool in your practice.
In this on-demand class, we’ll cover:
- Video player controls
- Part 1. Introduction
- Part 2. How to try Note Taker
- Part 3. Starting the conversation with clients
- Part 4. Using the template consent document
- Part 5. Starting Note Taker during a session
- Part 6. Editing a draft note after a session
- Part 7. More helpful tools - Dictation, pre-session summary
- Part 8. Conclusion
- Helpful resources
Video player controls
Hover your mouse over the video to access the following options:
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- To enable or disable closed captioning and search the transcript, click
Note: You can watch this class in full screen and access transcripts for each video on the Note Taker class page.
Part 1. Introduction
In Part 1, Kelley summarizes her journey with AI documentation tools, and her outlook on using AI in her practice.
Helpful guides:
Part 2. How to try Note Taker
In Part 2, Kelley walks through how to start your Note Taker trial and provides a brief overview of how Note Taker works.
Helpful guides:
Part 3. Starting the conversation with clients
In Part 3, Kelley shares tips on how to talk about Note Taker with clients. To download sample scripts, see Course materials - Note Taker.
Part 4. Sharing the Consent to Record Audio form with clients
In Part 4, Kelley reviews the steps to update and send the Consent to Record Audio form to clients.
Helpful guides:
Part 5. Starting Note Taker during a session
In Part 5, Kelley walks through using Note Taker during in-person and telehealth sessions.
Helpful guides:
Part 6. Editing a draft note after a session
In Part 6, Kelley demonstrates how to edit the draft note created by Note Taker. To download sample recordings to test in your account, see Course materials - Note Taker.
Helpful guides:
Part 7. More helpful tools
In Part 7, Kelley dives into additional Note Taker features that you can use without recording a session, including dictation, uploading a file, and pre-session summaries.
Helpful guides:
- Using dictation for client notes
- Uploading files for Note Taker
- Generating pre-session summaries with Note Taker
Part 8. Conclusion
In Part 8, Kelley concludes the series and shares the impact Note Taker has had on her practice.
Helpful resources
To learn more about Note Taker, review the resources below: