For therapy and health practices
Let AI do the paperwork.
Keep session notes off-limits.
Mark session notes Strict and AI tools are turned away from them. Letters and forms can still use AI. Each client's answer is on the record.
A day with it
A clinic day,
with AI on the paperwork.
Here's how a normal day looks.
The steps of a job →The client signs a consent form. You note it in the app.
AI tidies this week's forms. Your real files stay the same.
AI tried the session notes folder. It was turned away and noted.
You read the referral letter, then let it in.
A client asked for no online AI. Only AI on your Mac may touch their files.
A page of what AI did and didn't do.
Your practice · folder levels
The rules you work under
AI helps with paperwork. Session notes are where the rules are strictest.
HIPAA: agreements with vendors
A vendor that handles health information for you needs a signed agreement with you.
Source: HHS: business associate agreements
The app runs on your Mac and doesn't get your files. Agreements with AI vendors are still yours to sign.
Illinois: consent before AI records a session
Illinois asks for written consent before AI records or writes down a therapy session. The client can take it back.
Each client's answer, and when they took it back. A client who takes it back is kept out of reach.
A short summary to help you find the rule. It is not legal advice. Whether a use is allowed is your call.
FAQ
Questions
you'd ask.
Short answers.
All questions →Does this make me HIPAA compliant?
No tool can promise that. It gives you a record for your own policies.
Can I keep AI away from session notes?
Mark the folder Strict. Supported AI tools are turned away there.
Does it cover my AI note-taker?
No. Apps that record sessions on their own aren't seen.
What it doesn't do
Apps that record sessions in their own app or online aren't seen.
On AI websites, a person can still choose to send. That choice is noted.
Text typed into an AI chat isn't checked.
Let AI do the paperwork.
Keep session notes off-limits.
$49 a month or $299 a year for each person, after a 7-day free trial.