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Generate a progress note from a session

Have the conversation turned into a draft note, without typing it yourself.

Who can use it
All staff
Plans
Paid plans
Where
Account SettingsAI Progress Notes

AI Progress Notes records the session’s audio and turns it into a structured clinical note, such as SOAP or DAP, from a redacted transcript. Each recorded session uses one credit.

Run it

  1. Start a video or audio-only session with your client.
  2. During the call, open More and select Start AI Notes.
  3. Fill in the prompt and start it.
  4. When the call ends, you'll receive an email letting you know when the report is ready to download.
A dialog headed AI Progress Notes over a call. It holds dropdowns for Type of Visit set to Follow-up, Progress Note set to SOAP, Session Type set to Individual, Writing Style set to Standard and My Role set to Behavioral Therapist. Under a heading Sections to include are six tickboxes, with Include redacted transcript and Summary ticked. A green badge reads Credits Remaining 60, above Cancel and Start Now buttons.
What you set before it starts. Credits Remaining sits directly above Start Now, so the cost is in front of you at the moment you commit.

The prompt is where the note’s shape is decided. Progress Note picks the format, SOAP here. My Role changes the clinical voice it writes in. Sections to include decides what the document contains, and the transcript is one of those sections rather than something separate.

Two of them are worth a thought before each session rather than once. A first visit and a follow-up produce different notes from the same conversation, and an assessment you do not tick is simply absent from the document.

Stop AI Notes ends it early. The call itself carries on.

While it runs, the call says so beside the logo, so neither of you forgets it is on.

A green pill at the top of the call reading AI Notes - Active with a small dot, and a darker green Stop button inside it, beside the HIPAA LINK logo.
Top of the call while it runs. Stop is inside the badge itself.

Read the note

Open Account Settings › AI Progress Notes. Notes are listed by Date, and you can download each one.

The AI Progress Notes page in settings. A heading reads 59 Total Available Credits with an Add Credits button beside it. Below is a table with columns Date, Room, Start Time, End Time, Duration, number of Participants and Status. Each row ends with a .PDF button, a .TXT button and a bin icon.
One row per recorded session. Each offers the note as .PDF or .TXT, and a bin to delete it.

Each row is one recorded session, listed with the room it happened in, when it ran and how long for. The two buttons at the end are the formats the note comes in. The bin deletes the note.

Nothing here carries a client’s name. A row is identified by its room and its time.

Until anything has been generated it says No Recent Progress Notes To View

Choose a format

The same note comes two ways, and which you want depends on where it is going.

.PDF, to read and to keep

The first page of a generated progress note. A header carries the HIPAA LINK logo, the words PROGRESS NOTE and a transcript id. Below the title is a disclaimer that the report was generated from a redacted transcript and is not a substitute for professional medical advice. A row gives Type of Visit Follow-Up, Written As Behavioral Therapist and Generated Note SOAP. A Meeting Details block lists host, location, start, end, duration and number of participants. A Summary section follows as bullet points, then the start of the SOAP Note.
The top of a finished note. The disclaimer and the transcript id are on the document itself, not added afterwards.

It is laid out to be read and filed: the clinic and clinician on every page, the transcript id in the header, and the disclaimer on the face of the document rather than in an email around it. The sections you ticked follow in order, and the redacted transcript is the last of them.

.TXT, to paste into a record

The same content as plain text, which is the one to use when the note is going into an EMR or a client record, because it pastes without carrying any formatting with it.

AI PROGRESS NOTE
Automatically generated from a redacted telehealth session transcript.


Type of Visit:   Follow-Up
Written As:      Behavioral Therapist
Generated Note:  SOAP
Transcript ID:   b6c4a1f8-a170-4ec2-bfbe-c9a9c9f2bad0


MEETING DETAILS
===============
Host: Dr. Marcus Bennet, LCSW
Location: HIPAA LINK Telehealth
Start: October 7, 2026 at 04:30 PM
End: October 7, 2026 at 04:56 PM
Total Duration: 26 Min. 23 Sec.
Number of Participants: 2


SUMMARY
=======
- Client described a steadier week overall, with two days of raised anxiety midweek
- Identified an approaching project deadline as the trigger for the midweek rise

Headings are underlined with equals signs and bullets are hyphens, so the structure survives pasting into a plain text field.

What to know

  • The session audio is what it works from, so a very short recording produces nothing: The recording is too short. Please record a longer clip.
  • It uses credits. See AI credits, and what uses them.