As a solo therapist seeing 25 clients a week, how can I cut note-writing time with an AI scribe?

Seeing 25 clients a week means you are staring down 25 × 10 to 15 minutes per note, translating to roughly 5 to 6 hours of weekly paperwork. An AI scribe can compress that down to 2 to 3 minutes per review-and-sign , saving you hours of evening catch-up time.

To make this work seamlessly as a solo practitioner without compromising ethics or clinical depth, implement the following workflow blueprint:

• 1. Prioritize Strict HIPAA Compliance First — Never use generic consumer AI tools. Choose a platform built for behavioral health that provides a signed Business Associate Agreement (BAA) and guarantees data is not used to train public models. Look into mental health-specific options like Mentalyc, Upheal , or Berries which format notes specifically into therapeutic frameworks like DAP, SOAP, or BIRP.
• 1. Establish Informed Consent with Clients — Add a brief clause to your intake paperwork and verbally mention it in session one: "I use a secure, HIPAA-compliant AI tool to assist in transcribing our session notes accurately so I can stay fully present with you rather than typing. The audio is processed securely and deleted immediately after generating the draft." Client comfort is vital.
• 1. Integrate Live or Dictated Capture — Turn on the scribe right as the session begins (via desktop browser or phone app). Alternatively, if recording feels intrusive for certain trauma or sensitive processing sessions, use the "dictation/brain-dump" method: spend 90 seconds summarizing the clinical takeaways into your phone immediately after the client exits.
• 1. Batch the "Review and Refine" Phase — Do not edit notes in real-time. Let the AI generate the draft, and block out 3 minutes at the top of the next hour (or the final 15 minutes of your block) to read through, tweak the risk assessment or mental status exam, and push it to your EHR.
• 1. Create Custom Templates — Train your chosen AI tool on your specific writing style and preferred format (e.g., SOAP vs. BIRP). Setting up persistent custom prompts ensures the AI highlights safety risks, interventions used, and the client's direct response consistently, minimizing manual editing.

To help tailor this, let me know:

• Are you doing mostly telehealth or in-person sessions?
• What EHR system are you currently using to manage your practice?

At 25 sessions/week, an AI scribe can be most useful if you make it a draft-and-review workflow, rather than letting it replace your clinical judgment.

• Choose a therapy-specific scribe that supports your note format (SOAP, DAP, BIRP, etc.) and integrates with your EHR.
• Prioritize privacy: get a signed BAA, understand audio/transcript retention and whether data trains models, and establish your consent process. APA specifically recommends evaluating these issues before deployment.
• Consider two workflows: ambient recording during sessions is fastest, while dictating a 1–2 minute summary afterward exposes less session audio and can still produce a structured note.
• Create one excellent template with only the clinically necessary sections. Tell the scribe to distinguish observed facts from client reports and never invent symptoms, risk findings, interventions, or progress.
• Use a 2–4 minute review habit: scan the AI draft, correct inaccuracies, add your clinical judgment, then sign. You remain responsible for the final record.
• Pilot it with 5–10 clients first, measure your actual minutes spent per note, and ask clients whether the technology affects their comfort or openness.

For 25 clients/week, even cutting documentation from 15 minutes to 4 minutes per session would recover about 4.6 hours/week.

One important distinction: HIPAA gives psychotherapy notes special protections, and those notes are different from the ordinary progress-note information maintained in the medical record.

Juggling 25 clients a week means you are staring down 25 clinical notes plus treatment plans, intakes, and collateral contacts. At 10–15 minutes per note, that is roughly 4 to 6 hours of unpaid administrative overtime every single week.

An AI ambient scribe can slash that time by 70% - 80%, turning a 10-minute note into a 2-minute review-and-sign process. To make this work smoothly as a solo practitioner without risking burnout or a privacy breach, follow this step-by-step roadmap:

1. Select a Mental Health-Specific, HIPAA-Compliant Tool

General medical scribes (like those built for primary care or cardiology) often stumble over psychotherapy dialogue, missing the nuance of process vs. content, or formatting things into rigid physical-health SOAP structures. Look for tools built specifically or optimized for behavioral health that offer a signed Business Associate Agreement (BAA).

• Examples of behavioral-health-friendly or dedicated options include platforms like Twofold, Blueprint , or NavixScribe.
• Crucial rule: Never use consumer-grade tools (like standard ChatGPT or unverified dictation apps) to process session audio, as they lack required HIPAA protections and BAAs.

2. Establish a Clear Consent Workflow with Clients

Transparency builds trust. Before recording, update your informed consent or disclosure statement to explicitly state that you use an ambient AI tool for clinical documentation accuracy, and that audio files are processed securely and never used to train public AI models.

• How to introduce it in session: "To allow me to be fully present with you today rather than typing away, I use a secure, HIPAA-compliant AI tool to help me draft my clinical notes. It listens only to our session, generates a summary, and then the audio is permanently deleted. Are you comfortable moving forward with that?"
• Tip: 95%+ of clients say yes immediately, especially when they notice you maintain better eye contact.

3. Standardize Your Output Templates

Do not let the AI guess how you want your notes structured. Pre-program your preferred format into the software settings so it outputs uniform drafts matching your clinical style.

• Use standard behavioral health layouts your EHR or practice requires, such as SOAP (Subjective, Objective, Assessment, Plan), DAP (Data, Assessment, Plan), or BIRP (Behavior, Intervention, Response, Plan).
• Instruct the AI prompt baseline to exclude extraneous conversational filler and focus strictly on clinical presentation, risk assessment, themes discussed, and specific homework/interventions.

4. Build a 2-Minute "Hot-Chipping" Habit Between Sessions

The biggest mistake therapists make is batching all 25 notes for Friday afternoon or the weekend. Even with AI, reviewing 25 batched notes causes cognitive fatigue.

• Hit "Stop Recording" at minute 47 of your 50-minute hour.
• Spend the remaining 3 minutes reviewing the AI-generated draft while the session is fresh in your head.
• Tweak any clinical impressions, approve the final text, and paste/sync it directly into your EHR. By the time your next client walks in, your slate is completely clean.

If you'd like, let me know:

• What EHR platform you currently use
• Whether you primarily conduct telehealth or in-person sessions

I can recommend the integration setup that fits your exact workflow.

Yes. For a solo therapist seeing 25 clients/week, an AI scribe can realistically shift documentation from “write everything from scratch” to review → correct → sign—but the privacy and consent setup matters as much as the time savings.

A practical workflow

1. Pick a scribe designed for clinical documentation—not a generic chatbot.
Look for a tool that can generate your preferred format (SOAP, DAP, BIRP, GIRP, etc.), integrates with your EHR, and has clear controls over audio/transcript retention. The APA specifically recommends evaluating how long audio and transcripts are retained, whether data are de-identified, and whether you can control deletion.

2. Get the privacy/legal pieces right before using it with clients.
If the scribe handles PHI on your behalf, HHS generally treats the service as a business associate, meaning you need an appropriate Business Associate Agreement (BAA) and must satisfy your HIPAA obligations.

Also check your state's privacy/recording laws and your professional board's requirements. APA guidance recommends obtaining informed consent before recording clients' voices/images and making it clear that participation is optional and can be withdrawn.

3. Make the AI produce a short note.
This is one of the biggest productivity wins. Don't ask it to transcribe the entire therapy conversation into your chart. Instead, configure a template such as:

• Presenting issues / symptoms
• Interventions used
• Client response/progress
• Risk/safety assessment, when clinically relevant
• Plan/homework
• Medical necessity, if required by your payer

The goal is a clinically sufficient note, not a transcript.

4. Use a “2-minute clinician review.”
AI-generated documentation still needs your clinical judgment. APA guidance explicitly says clinicians should review AI-generated documentation for accuracy and edit it before it becomes part of the clinical record.

A useful routine is:

Session ends → AI drafts → you scan for hallucinations/omissions → make corrections → sign → delete transient data according to your policy.

Pay particular attention to diagnoses, risk assessments, medications, quotes, and anything that could imply an intervention you didn't actually perform.

What that could mean at 25 clients/week

If you're currently spending 10 minutes per note, that's about 4.2 hours/week.

If an appropriately configured scribe gets you down to 2–3 minutes of review per note, that's roughly 0.8–1.25 hours/week—potentially freeing about 3 hours/week for clinical work, admin, or simply getting your evening back.

The actual savings depend heavily on your documentation requirements and how much editing the AI output needs.

One important alternative: don't record the session

If having an AI listening during therapy feels intrusive, consider a post-session dictation workflow. APA notes that some scribes let the clinician dictate or upload a written summary after the appointment and have the AI turn that into the desired clinical note.

For some therapists, this is the best compromise: no client audio recording, but still much less typing.

My recommended setup

For a solo practice, I'd prioritize:

HIPAA/BAA → explicit client consent → minimal data retention → EHR integration → customizable note template → clinician review → automatic/dependable deletion of unnecessary audio/transcripts.

And I'd run a 2-week pilot with 5–10 clients before putting it into your whole practice. Measure your average documentation time before vs. after and check a sample of notes for accuracy.

If you tell me your EHR (e.g., SimplePractice, TherapyNotes, Sessions Health, etc.), your therapy modality, and whether you use SOAP/DAP/BIRP/GIRP, I can search the current AI scribes and give you a shortlist of 3–5 options, pricing, EHR integration, BAA/privacy details, and estimated time savings for 25 clients/week.

Yes. At 25 clients/week, an AI scribe can make a meaningful dent in documentation time—but for a solo therapist, I’d optimize for privacy + a very short workflow, rather than simply choosing the most impressive transcription tool.

The American Psychological Association specifically recommends evaluating AI scribes for privacy, security, data handling, and data minimization.

A practical workflow

1. Use the scribe during the session—or dictate immediately afterward.

For therapy, you have two good models:

• Ambient scribe: records the conversation and generates a draft.
• Post-session dictation: you spend 60–90 seconds verbally summarizing the session, and AI turns that into your progress note.

I particularly like post-session dictation for solo therapists because you retain more control over what information enters the AI system and avoid having a third party continuously listen to psychotherapy conversations. APA explicitly identifies dictation as an alternative to having AI listen to the session.

2. Give the AI a fixed note template.

Don't ask it to "write my note." Give it your exact structure, for example:

• Presenting concerns / symptoms
• Interventions used
• Client response
• Progress toward treatment goals
• Risk assessment, if applicable
• Plan / homework / next steps

Then have it avoid inventing information and flag missing information rather than filling gaps.

3. Make your final review extremely short.

Your target should be:

Session → 1–2 minute dictation → AI draft → 30–60 second review → sign. Don't try to make the AI produce a perfect note. The goal is a clinically adequate first draft that you can quickly verify.

At 25 clients/week

If you're currently spending even 8 minutes per note, that's about 3 hours 20 minutes/week.

If AI gets your active documentation time down to 2 minutes per client, that's about 50 minutes/week—potentially freeing roughly 2½ hours every week.

The important privacy piece

Because you're dealing with PHI, don't put actual client information into a consumer AI tool simply because it says "AI."

If a vendor is creating, receiving, maintaining, or transmitting PHI on your behalf, HHS generally treats that vendor as a business associate, and you need an appropriate Business Associate Agreement (BAA). HHS specifically says cloud services processing ePHI require a HIPAA-compliant BAA.

Also distinguish ordinary clinical documentation from psychotherapy notes. HIPAA gives separately maintained psychotherapy notes special protections; they aren't simply interchangeable with your routine progress notes.

So before choosing a scribe, I'd ask the vendor:

• Do you sign a BAA?
• Is my data used to train your models?
• How long are audio recordings retained?
• Can audio be automatically deleted after transcription?
• Where is PHI stored and processed?
• Can I permanently delete patient data?
• Who can access it?
• What happens to my data if I cancel?
• Does the product distinguish clinical notes from psychotherapy notes?
• Can I turn off recording/transcription when I want?

What I'd do in your shoes

I'd run a 2-week pilot with 5–10 consenting clients, rather than immediately putting your entire caseload through it.

Track just three numbers:

If you're consistently getting 60–70%+ reduction in documentation time without increasing errors, it's probably worth keeping.

The biggest win isn't actually the transcription. It's standardizing your documentation process so that AI has a predictable job to do.

If you tell me what EHR you use (SimplePractice, TherapyNotes, Sessions Health, etc.) and whether you want ambient recording or post-session dictation, I can narrow this down to the best workflow and a few current AI-scribe options for a solo therapist.

If a vendor is creating, receiving, maintaining, or transmitting PHI on your behalf, HHS generally treats that vendor as a business associate, and you need an appropriate Business Associate Agreement (BAA). HHS specifically says cloud services processing ePHI require a HIPAA-compliant BAA.

Also distinguish ordinary clinical documentation from psychotherapy notes. HIPAA gives separately maintained psychotherapy notes special protections; they aren't simply interchangeable with your routine progress notes.

Seeing 25 clients a week is a heavy load—that’s a full clinical calendar, and drowning in paperwork on top of it is a fast track to burnout. An AI medical/mental health scribe can easily slash your note-writing time by 50% to 70%, turning a 10-minute SOAP/DAP note into a quick 2-minute review.

Here is a practical, step-by-step game plan to implement an AI scribe efficiently while protecting client confidentiality and clinical quality:

• 1. Choose a HIPAA-Compliant Tool
  • Not all AI scribes are created equal. You need a platform that explicitly signs a Business Associate Agreement (BAA) and does not use your session audio to train public models. Popular options built for mental health include Mentalyc, Updox, DeepScribe , or general healthcare tools like Abridge.
• 1. Establish Informed Consent with Clients
  • Add a brief clause to your intake paperwork and verbally re-verify at the start of the session. Frame it transparently: "I use a secure, HIPAA-compliant AI tool to help me take accurate notes so I can maintain eye contact with you rather than typing. It deletes the raw audio immediately after processing. Are you comfortable with that?" (Almost all clients say yes, but always offer an opt-out).
• 1. Standardize Your Prompt or Template
  • Configure the AI to output notes in your exact preferred format (e.g., DAP, SOAP, BIRP, or narrative). If you leave it on default, you’ll spend too much time re-formatting. Pre-set instructions like "Focus heavily on clinical presentation, risk assessment, and intervention response" save massive editing time later.
• 1. Adopt the "Record, Review, Refine" Workflow
  • Hit record at the very start of the session (or after the check-in if preferred).
  • Do not edit during the session—stay fully present.
  • Spend 2 minutes immediately after the client leaves to read through the AI-generated draft, tweak any nuance the AI misinterpreted (like a misheard acronym or specific timeline), and paste it into your EHR.
• 1. Batch Your Note Review
  • Don’t do a note after every single client if it breaks your flow. Instead, block out 15 minutes at the end of a morning or afternoon block to knock out 4–5 notes in rapid succession while the sessions are still fresh in your mind.

If you'd like, tell me:

• What EHR system are you currently using?
• What format do you prefer for your notes (e.g., SOAP, DAP, BIRP)?

I can help you evaluate how an AI scribe will integrate into your specific workflow.

You can cut your weekly note-writing time from 10–12 hours down to under 2 hours by using a HIPAA-compliant AI scribe to turn session audio or brief voice dictations into structured draft notes (like SOAP or DAP) that you only review and approve.

Seeing 25 clients a week generates a massive documentation burden. Implementing an AI scribe requires shifting your workflow from writing from scratch to editing a pre-formatted draft.

Establishing an AI Scribe Workflow

• Consent and Recording: Obtain explicit, informed consent from your clients to record sessions or use ambient AI transcription tools explicitly built for mental health (such as Twofold or specialized EHR-integrated tools).
• Capture Options: Choose between ambient recording (running the app during the live session) or post-session dictation (speaking a 60-second summary of the session into the app immediately after the client leaves).
• Template Customization: Program your AI scribe tool with your preferred clinical framework (e.g., SOAP, DAP, or BIRP) so the generated output matches your standard clinical voice and format.
• Review and Refine: Spend 1 to 2 minutes reviewing the generated draft for clinical accuracy, adjusting any nuance, and signing off before moving the note into your primary practice management system.

Time-Saving Comparison for 25 Weekly Sessions

Best Practices and Guardrails

• Check Compliance: Ensure your chosen AI tool offers a signed Business Associate Agreement (BAA) to maintain strict HIPAA compliance.
• Review State Regulations: Check your specific state licensing board guidance regarding AI utilization and human clinician oversight in behavioral health records.
• Maintain Presence: If using ambient recording, ensure the technology does not pull your attention away from the therapeutic alliance. Post-session dictation is often preferred by clinicians who find live recording alters the room dynamic.

If you'd like, let me know:

• Do you prefer ambient live recording or post-session voice dictation?
• What EHR or practice management system (like SimplePractice or TherapyNotes) do you currently use?

I can recommend specific tools that match your setup.

If you’re seeing 25 clients/week, an AI scribe can be worthwhile—but I’d optimize for less documentation after sessions, not simply “automatic notes.”

The biggest win is to turn your workflow from:

Session → remember everything → write note later → edit → sign

into:

Session → AI drafts → 2–3 minute clinical review → sign

The APA specifically recommends evaluating AI scribes for privacy, security, data handling, clinical accuracy, and whether the tool fits your documentation workflow.

A practical setup for 25 clients/week

• Use a therapy-specific scribe. Look for one that understands psychotherapy language, interventions, symptoms, progress, risk assessment, and treatment plans rather than a generic meeting transcription tool.
• Standardize your note format. Give the scribe your preferred structure—for example, Presenting concerns → Interventions → Client response → Progress → Plan. The less you have to rewrite, the more time you save.
• Have it draft, never blindly sign. Treat AI output as a first draft. Your clinical judgment remains the final authority.
• Review immediately after each session. Aim for ~2–4 minutes rather than accumulating 10–15 unfinished notes at the end of the day.
• Create rules for what you don't want captured. For example, you may want certain private clinical reflections kept out of the standard progress note.
• Use a dictation fallback. If you don't want an AI listening to the entire session, APA notes that some scribes can instead turn your post-session dictated summary into a structured note.

The privacy piece is especially important for therapists

Don't put identifiable client information into an ordinary consumer AI account just because the product says it can “write therapy notes.”

For a U.S. practice, if the vendor is processing PHI on your behalf, you generally need an appropriate Business Associate Agreement (BAA) and appropriate safeguards. HHS explicitly says cloud services can process ePHI when the appropriate BAA and HIPAA requirements are in place.

Also ask a prospective vendor:

• Is there a BAA?
• Is session audio retained? For how long?
• Is the transcript retained?
• Is client data used to train models?
• Who are the subprocessors?
• Can I delete client data?
• Is data encrypted in transit and at rest?
• What happens if there's a breach?
• Does it integrate with my EHR?
• Can I control the note template?

That's consistent with the APA's guidance to pay particular attention to data minimization and how PHI is handled.

One subtle but important issue: psychotherapy notes have special HIPAA protections and are distinct from ordinary clinical/progress notes. HHS describes psychotherapy notes as separate notes documenting or analyzing the contents of a counseling session; progress notes and treatment-plan information generally aren't in that special category.

What I'd test before committing

Run a 2-week pilot with 5–10 clients rather than switching your whole practice immediately.

Track:

At 25 sessions/week, even saving 8 minutes per session = 200 minutes/week, or roughly 3⅓ hours back every week.

There are therapy-focused products currently marketing specifically to solo behavioral-health clinicians—for example, Praxnote advertises workflows for solo clinicians and offers a BAA, while AfterSession says it offers a BAA to paid subscribers and deletes voice input after processing. Those are examples to evaluate, not endorsements.

My rule of thumb: choose the scribe that produces a note requiring the fewest edits, not the one with the flashiest AI features. For a solo therapist, saving 3 minutes of transcription but spending 5 minutes correcting an overly verbose or clinically inaccurate note is a net loss.

If you tell me which EHR you use (e.g., SimplePractice, TherapyNotes, Sessions Health, etc.) and whether you want the AI to listen to the whole session or only your post-session dictation, I can narrow this down to the best 2–3 options for your workflow.

At 25 clients a week, you are spending roughly 6 to 10 hours weekly just on documentation if you're doing traditional notes. Integrating an AI scribe can drop that down to 1–2 hours.

To maximize efficiency and protect your practice while handling a heavy caseload, use this strategic blueprint:

• Select a HIPAA-Compliant, Therapy-Specific Tool: Do not use generic transcription tools (like standard dictation or consumer AI apps). Choose platforms explicitly built for mental health clinicians that offer Business Associate Agreements (BAAs) and support formats like SOAP, DAP, or BIRP. Options frequently utilized by private practice clinicians include Mentalyc, Upheal , and Twofold Health.
• Establish a Bulletproof Consent Workflow: Update your informed consent or disclosure statement to explicitly state that you use an AI-assisted documentation tool. Give clients clear agency: explain how audio is recorded, that it is processed through a HIPAA-compliant/encrypted channel, and that raw audio is deleted immediately or post-session. Most clients are happy to consent once they realize it means you are looking at them instead of typing during the hour.
• Adopt the "Dictate vs. Record" Strategy:
  • Option A (Live Recording): Run the compliant app/extension during the session (with consent).
  • Option B (Post-Session Dictation - Often Faster): Spend the final 2 minutes of the hour wrapping up with the client, then take a 90-second "brain dump" dictation into your phone or app right after they leave. Scribing a synthesized 90-second clinical summary yields cleaner AI output than parsing a full 50-minute dialogue.
• Build a Template Routine: Set your chosen AI platform to default to your exact preferred layout (e.g., DAP or SOAP). Don't let the AI guess how you structure your mental status exams or risk assessments; configure custom prompts or templates within the app so the generated draft requires minimal editing.
• Review, Edit, and Sign Immediately: The biggest trap is letting AI notes pile up into a massive backlog. Treat the 3-minute post-session review as mandatory. Read through the AI draft, tweak any nuances or clinical impressions the AI missed, and copy-paste it straight into your EHR before the next client arrives.

To help tailor this, let me know:

• What EHR system do you currently use?
• Do you prefer live-recording sessions or doing a post-session dictation?

For a solo therapist seeing 25 clients/week, an AI scribe can be most useful if you treat it as a first-draft documentation assistant, not a replacement for clinical judgment. The biggest time savings usually come from reducing the “blank page” problem after sessions. AI scribes can draft structured notes from session content, but you still need to review, edit, and sign the final documentation.

A practical workflow

1. Pick your documentation bottleneck

Estimate where your time goes:

• 5–10 minutes after every session writing notes → use an ambient scribe or dictation workflow.
• End-of-day note backlog → use batch dictation (“Here are my notes from today; create SOAP/DAP/BIRP notes”).
• Insurance documentation stress → use templates that emphasize medical necessity, interventions, progress, and plan.

At 25 clients/week, saving even 5 minutes per note can recover over 2 hours/week.

2. Use a consistent note template

AI works best when you give it a predictable structure. For example:

DAP format

• Data: Client-reported themes, symptoms, relevant observations
• Assessment: Clinical formulation, progress, risk considerations
• Plan: Interventions used, homework, next steps

Or a therapy-specific progress note template:

• Presenting concerns
• Symptoms/functioning
• Interventions provided
• Client response
• Progress toward goals
• Risk assessment (if applicable)
• Plan/follow-up

A good prompt/template might be:

“Create a concise psychotherapy progress note in DAP format. Include only clinically relevant information. Do not invent symptoms, quotes, diagnoses, or interventions. Preserve my clinical voice.”

3. Decide between two AI scribe styles

Option A: Ambient session scribe

• Records/transcribes the session (with appropriate consent)
• Generates a draft note afterward
• Lets you focus more on the client rather than typing

Option B: Post-session dictation assistant

• You spend 30–60 seconds summarizing aloud after the client leaves
• AI turns your summary into a formatted note

For many solo therapists, dictation is simpler because it avoids recording the therapy hour and may feel less intrusive. APA notes that some AI scribes provide dictation functionality that converts a provider’s summary into a note rather than listening to the full session.

4. Build a 2-minute closing routine

After each session:

1. Open your scribe/dictation tool.
2. Say: - Main themes discussed

• Interventions used
• Client response
• Risk/safety items
• Plan

3. Generate note.
4. Review for accuracy.
5. Sign and file.

The goal is not a perfect transcript; it is a reliable clinical draft.

What to check before choosing an AI scribe

Because therapy documentation involves sensitive mental health information, evaluate:

• HIPAA compliance and a Business Associate Agreement (BAA) where applicable
• Whether audio/transcripts are stored, for how long, and whether they are used for model training
• Encryption and access controls
• Ability to delete recordings/data
• Whether the tool supports your note formats

APA specifically recommends evaluating privacy, security, data handling, consent processes, and clinician review when selecting AI scribes. American Psychological Association American Psychological Association HIPAA also protects individually identifiable health information, including many forms of mental health information.

A realistic time-saving target

For 25 sessions/week:

Before

• 10 min/session documentation
• ~250 min/week (~4+ hours)

After AI-assisted workflow

• 2–4 min/session review/edit
• ~50–100 min/week

Potential recovery: 2.5–3+ hours/week, depending on your current workflow.

Common mistakes to avoid

• Accepting AI notes without reviewing them
• Letting AI add details you did not observe
• Using generic medical-note templates that flatten your therapy style
• Recording sessions without a clear consent process
• Putting psychotherapy process notes into systems not designed for that level of sensitivity

If you tell me your EHR (TherapyNotes, SimplePractice, Sessions Health, Epic, etc.) and whether you prefer recording sessions vs. dictating after sessions, I can suggest a workflow that fits a solo practice.