TheraPlatform EMR is bringing the power of AI to notes: coming soon

At TheraPlatform, we’ve always been committed to helping our users work smarter, not harder. Today, we’re thrilled to share that we’re building a suite of AI-powered notes features - tools designed to save time, reduce administrative burden, and give therapists more time to focus on what truly matters.

Why AI notes and why now?

As a company naturally drawn to technical advances that help improve the way our customers work, AI notes build on already existing features in TheraPlatform.

We were the first EMR company in the therapy space to implement optical character recognition (OCR) and natural language processing (NLP) in an add-on feature that extracts information from client documents - like driver’s licenses and insurance cards - directly into forms and charts.

That same forward-thinking spirit is what’s driving our investment in AI notes today.

The decision to support AI notes was also inspired by our customers. We’ve listened to our users: the note - taking process, though critical, is often time-consuming and repetitive.

With recent advances in AI, particularly natural language processing, we saw an opportunity to automate and enhance the way notes are captured, organized, and retrieved.

But we’re not just adding AI for the sake of buzzwords. We’re building these features with a clear purpose: to simplify workflows, reduce burnout, and make documentation less tedious.

Our AI tools will be there to assist - not replace - the human therapist.

What AI Notes features are coming?

Text-to-text AI

Text-to-Text AI is being tested and will enable clinicians to simply type a few sentences or keywords to summarize their session. AI will instantly generate a complete, structured clinical note in a fast, intuitive manner designed to save valuable time without sacrificing accuracy.

AI dictation

Our team is putting the finishing touches on AI Dictation Notes, a voice-powered feature that lets clinicians speak into their mic—whether it’s a brief session summary or just a few key phrases—and the AI will transform it into a polished clinical note within seconds.

Telehealth AI notes

We are also currently developing Telehealth AI Notes, a feature designed to automatically generate structured clinical documentation from virtual visits. This tool will streamline post-visit workflows, reduce administrative load, and help clinicians focus more on patient care and less on paperwork.

Built on trust: Security and compliance first

We understand that with great AI power comes great responsibility - especially when dealing with sensitive data.

That’s why our AI infrastructure is built from the ground up to be secure, private, and fully HIPAA compliant. We know our customers need absolute confidence that their data is protected.

Our commitment includes:

• End-to-end encryption for all data in transit and at rest

• Strict access controls and audit logging

• De-identified data

• Do not use your data to train external AI models

• Full HIPAA compliance across our systems and processes

When will AI notes be ready on TheraPlatform?

Stay tuned for updates as we continue in-house testing, invite early testers and begin releasing features in the coming months.

Questions you might have about our upcoming AI notes

• Q: Will I have to use these new AI features?
  • A: No, AI features will be optional and by default turned off so if you prefer to manually document your notes, you can. AI notes feature will be available as an add-on.

• Q: How much will these AI note features cost?
  • A: We haven’t finalized our pricing yet. We’ll have additional costs for AI therefore there will be an additional fee to you and we will let you know as soon as we know.

• Q: Will my data - or my clients' data (PHI) - be shared with third parties or used to train public AI models?
  • A: Absolutely not. Your or PHI data is never shared, sold, or used to train public AI systems like ChatGPT or any other commercial model. We use AI tools that are designed specifically for healthcare use, with strict controls around PHI.

• Q: Will you save my voice or audio when I use AI dictation?
  • A: No - we do not save or store your voice recordings. When you use our AI dictation feature, your audio is securely processed in real time to generate a note, and then it's deleted. We don’t keep voice files, and they are never stored on our servers or used to train any AI models.

• Q: Will TheraPlatform store Telehealth sessions and transcripts when using AI to generate notes from virtual sessions?
  • A: For years, TheraPlatform has allowed users to record and store virtual sessions in a HIPAA - compliant and secure way. The same is true for AI. All recordings and transcripts are encrypted at rest and in transit, and are stored with the same HIPAA-compliant security standards used throughout TheraPlatform. None of the telehealth recordings are used to train AI models.

You’re always in control. With this feature, you can choose to record both video and audio, or just audio during your Telehealth sessions. These recordings are used to generate a transcript, which is then used to create your clinical note.

You have full control over this content: the audio, video, and transcript can be deleted manually by you at any time. Audio recordings and transcripts will expire within a few weeks after creation and will be automatically deleted. However, if you need to delete them right away, you can.

Final words on AI

We believe AI should empower users, not muddle their work or compromise their privacy. As we roll out these new capabilities, we’ll continue to prioritize transparency, security, and user control.

This is just the beginning - and we’re excited to bring you along for the journey.

Stay tuned for updates as we invite early testers and begin releasing features in the coming months.