By utilising voice transcription, note templates, and historical data, the process streamlines the generation of comprehensive notes. The following steps outline how to use the AI Note Companion to create notes from start to finish.
Step 1
Access the AI Note Companion from the individual client profile. The companion can be opened from any screen within the profile. Here, you can select the note template that suits your needs.
Step 2
The companion defaults to the standard template, but you may select others as needed. You have the option to record a voice note for a transcription of the session or add shorthand notes. Additionally, you can view the history of previously generated content for this client.
Step 3
Replay any past notes if desired. You can refine preferences such as note length and focus areas. Set your own gold standards based on exemplary previous notes to personalise future outputs.
Step 4
Save your preferences, then run an example. Today's session notes, including shorthand and other details, can be saved if needed. This ensures a record of your input.
Step 5
Optionally include psychometric scores if available, and generate a new note. This action will direct you to the new note window where the note is compiled based on your inputs.
Step 6
Wait as the response is generated and displayed. You'll see interpretations of assessments like the Generalised Anxiety Disorder (GAD) and summaries of discussions, including Cognitive Behavioural Therapy (CBT) plans.
Step 7
Review the generated content, which includes the plan and follow-up actions. You can rate the AI-generated content as good, bad, or great, providing useful feedback. Complete your session notes and confirm satisfaction before saving.
Step 8
Save the completed note to finalise the process.
