TheraPlatform launches powerful AI note-taking tools

At TheraPlatform, we’ve always been committed to helping our users work smarter, not harder. We’re thrilled to share that we’ve built 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.

How can you use AI Notes features on TheraPlatform?

Text-to-text AI

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

AI dictation

AI dictation notes is a voice-powered feature that lets clinicians speak into their computer mic—whether it’s a brief session summary or just a few key phrases—and AI will transform it into a polished clinical note within seconds.

Telehealth AI notes

The Telehealth AI Notes feature in TheraPlatform generates a transcription from video or audio recordings of Telehealth sessions. Clinicians can then use AI to turn the transcription into a structured clinical note. Users have full control over all recordings and transcriptions and can delete them at any time.

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 (but not limited to):

• End-to-end encryption for all data in transit and at rest
• Strict access controls and audit logging
• De-identified data
• External AI models are not trained on your data
• Full HIPAA compliance across our systems and processes

Questions about our AI notes

• Q: Do I have to use these new AI features? A: No, AI therapy notes features are optional on TheraPlatfrom and by default turned off. If you prefer to manually document your notes, you can. AI notes features are available as an add-on.
• Q: How much do AI note features cost? A: For more on AI notes, visit TheraPlatform’s pricing page.

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

• Q: Do 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: Does TheraPlatform store Telehealth sessions and transcripts when AI is used to generate notes from virtual sessions? A: For years, TheraPlatform 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 expire within a few weeks after creation and are automatically deleted. However, if you need to delete them right away, you can.

Final words on AI

We believe AI should empower therapists, not muddle their work or compromise their privacy and 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.