AI Assisted Notes

Owned by Philip Breedlove
Last updated: Oct 29, 2024
3 min read

Overview

With Chronicler’s new AI assisted notes workflow, it’s incredibly easy to voice record (or type) a quick session of your summary, and have Chronicler compose a high quality progress note for you!

 

This new workflow is much simpler and easier than individually choosing statements in our classic Note builder workflow. The notes composed with our AI assistance are also more detailed and rigorous, to help enable a high quality of client care and satisfy insurance requirements.

 

Before using this feature for the 1st time, Chronicler will prompt you to agree that you are not a covered entity as defined by HIPAA.

If you’re unsure about your covered entity status, you can use this decision tool to help gain clarity.

Video demo

ai-assisted-notes-ga-demo.mp4

Voice record a summary

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  1. Login to Chronicler at https://chronicler.therapyshelf.com

  2. Open the left side menu, and click “Record a note.”

  3. Click “Start recording” to begin a recording.

Chronicler requires access to the microphone on your device to record your voice. Please click “allow” (or similar option for your browser) when your browser asks if Chronicler can access your microphone.

  1. Speak a summary of your session. It doesn’t have to be exhaustive, just focus on the most important elements for that particular session.

Session summaries can be up to 3 minutes in length.

  1. Click the red button to stop the recording.

  2. Add any additional info that may be relevant (see additional info section for details).

  3. Click “compose note” and Chronicler will compose your progress note.

  4. You’re all set! You can proofread and edit the composed note, and copy+paste it into your document system of choice.

Type a summary

  1. Login to Chronicler at https://chronicler.therapyshelf.com

  2. Open the left side menu, and click “Record a note.”

  3. Click “Start recording” to begin.

  4. Click the “Skip recording” button to proceed without a recording.

  5. Click the red button to stop the recording.

  6. Type in a summary of your session, and add any additional info that may be relevant (see additional info section for details)

  7. Click “Compose note” and Chronicler will compose your progress note.

  8. You’re all set! You can proofread and edit the composed note, and copy+paste it into your document system of choice.

Additional info and options

To help Chronicler compose a more accurate note for you, you can also specify the following details, by checking their corresponding check boxes.

  1. Was this session a “virtual” session (i.e. not in office)?

  2. Which modality, or modalities did you employ interventions from during the session?

 

Note formats

Our AI assisted notes support the 3 following note formats:

  • Optimum (our own format)

  • S.O.A.P.

  • D.A.P.

You can change the note format in the “My Settings” page of Chronicler. A screenshot is included below for your reference.

 

Cancel a note in progress

Click the “X” icon in the upper right corner of the screen to cancel a note in progress.

 

You can cancel a note in progress on the following screens:

  • Record a summary

  • Type Summary

  • Additional Info