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Care Aide FAQs

In this guide, you’ll find answers to frequently asked questions about Care Aide, including:

Note: To learn more about Care Aide and how it works, see Introducing Care Aide.


What’s included in Care Aide?

Care Aide includes AI-powered features that support you before, during, and after sessions with your clients. 

Care Aide feature Description Learn more
Intake Summaries AI-generated summaries that help you review a new client’s intake information  Using Intake Summaries
Session Sidekick AI-powered tools that help you prepare for upcoming appointments and access relevant information during telehealth sessions Using Session Sidekick
Client Summaries AI-generated, client-facing summaries of appointments that highlight key insights and next steps Using Client Summaries
Treatment Planner An AI-powered tool that generates draft treatment plans using existing client information Using Treatment Planner
Note Taker AI-generated progress notes, pre-session summaries, and other documentation tools

What’s the difference between Note Taker and Care Aide?

Note Taker focuses on capturing and generating clinical documentation from your sessions. It can record or transcribe sessions, generate progress notes, and create pre-session summaries based on prior documentation.

Care Aide includes all of Note Taker’s functionality and builds on it with additional tools that support your workflow before, during, and after sessions. It uses information generated through Note Taker to help you prepare for sessions, stay organized during them, and follow up afterward. Some parts of Session Sidekick rely on Note Taker during telehealth sessions and may only be available when Note Taker is recording session content.


What’s changed in the Note Taker workflow with Care Aide?

With the introduction of Care Aide, the Note Taker workflow has been updated to separate session content from viewing and refining a draft. The core functionality, including transcription and AI-powered draft generation, remains the same.

Previously, you could click the Note Taker button to view an automatically generated draft and the session content, if needed. Now, viewing session content and viewing a draft are separate steps.

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Accessing and adding session content

  • On the appointment page, click Session content to view or add session content 
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  • Transcripts from telehealth and in-person mobile recordings populate automatically
  • You can also add content manually using dictation or file uploads

Viewing a draft note

  • Click View Note Taker from your Progress note tab to view your automatically generated draft note
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  • You can also select View Note Taker from the Session content flyout
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  • From the Note Taker flyout, click Load into note to insert the draft into your progress note 
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Refining a draft

  • When a draft is available, click View Note Taker to see it
  • Use the Refine feature the top of the flyout to make updates
refinebutton.simplepractice.autogen.png

Using Session Sidekick during telehealth

During telehealth sessions, you'll also notice a new Sidekick button in the session toolbar as part of the Care Aide experience. For more information, see Using Session Sidekick.


What if my client or I want to opt out of Care Aide?

Care Aide is optional. You and your clients can choose to opt in or out of using AI tools in care at any time.  

If you prefer not to use Care Aide for a particular client or workflow, you can continue documenting and managing care without it.


Who can access content generated by Care Aide?

Access to AI-generated content is based on the same permissions as the rest of the client’s record in SimplePractice. If a clinician has access to a client’s record, they can also view AI-generated content for that client.

For more information, see: 

In accordance with our Business Associate Agreement, all SimplePractice team members strictly adhere to HIPAA requirements. When assisting you, SimplePractice team members are only allowed to access the minimum necessary data needed to provide support.


Can I edit AI-generated content before saving it?

Yes. You have full control over what is saved. 

While Care Aide can help streamline parts of your workflow, AI may generate content with mistakes, missing details, incorrect statements, or irrelevant information. You're responsible for reviewing and editing all AI-generated content before saving.


What should I do if AI-generated content is inaccurate?

All AI-generated content should be reviewed and edited or discarded if it doesn’t accurately reflect the client's situation or your clinical judgment. 

Care Aide is assistive and may produce output that’s incomplete, inaccurate, or missing context. You’re responsible for reviewing all generated content before using it. 

For more information, see Leaving feedback on features.


Is Care Aide compliant with clinical documentation standards?

Care Aide is designed to support your documentation workflow, but it doesn’t guarantee compliance with specific regulatory, licensing, or payer requirements. 

You are responsible for verifying that all documentation meets the standards required by your practice, jurisdiction, licensing board, and payers. Always review and edit AI-generated content before use.


Will you sell my data?

No. SimplePractice will never sell PHI. 

We’re committed to the security and confidentiality of client data. Protected Health Information is safeguarded in accordance with HIPAA regulations and our Business Associate Agreement

For more information, see our Security & Privacy policies.


What terms govern my use of the Care Aide features?

Your use of Care Aide is governed by our Terms of Service and the Addendum to the Terms of Service for Add-On AI Products

The Addendum outlines how your data is handled, your responsibilities when using AI-generated content, and SimplePractice's commitments to privacy and security.


What plans will Care Aide be available on?

Care Aide is currently available on all SimplePractice plans as a paid add-on. Once it’s released more broadly, it will be available as a paid add-on across all plans.


How much does Care Aide cost?

Care Aide costs $59 per month for Account Owners and $49 per month for other clinicians in a group practice. All new Care Aide subscriptions include a 30-day free trial. For more information, see Managing Care Aide in your account


Care Aide doesn't have a feature that another software offers. When will this be available?

We're constantly evaluating new features for Care Aide based on customer feedback. While we don’t have a specific timeline to share, we're continuing to enhance Care Aide in ways that are most useful for your practice.

If there’s a feature you’d like to see, we encourage you to share feedback with our team to help inform future updates. We’ll continue to notify you as enhancements are released.


Will Care Aide replace therapists?

No. Care Aide is designed to support your workflows, not replace your role as a clinician. You remain responsible for reviewing all AI-generated content and making clinical decisions, and your expertise and relationship with your clients remain central to care.

At SimplePractice, we believe mental health care is fundamentally human, and that AI should serve as a tool to support the therapeutic relationship, not replace it.