SMART NOTES: AWARDED BHB PRODUCT OF THE YEAR

Save Hours Every Week with AI Therapy Notes

Smart Notes turns your sessions into clear, ready-to-review notes fast. Record live with Scribe on any video platform, or upload a dictation after a session. Pick your SOAP, DAP, or Session Summary template, send client consent in seconds through the Client Portal, and get hours of your week back. Everything stays inside Owl Practice’s secure, PIPEDA-compliant platform.
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How Smart Notes Works

Smart Notes Features: AI Therapy Note Taker Built for Your Practice

Smart Notes uses AI for mental health notes to automate your documentation for any session, capture your unique voice, and save you hours each week.

Modalities

Create notes specific to the modalities you use with over 70 modalities added.

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Smart Edits

Allows you to personalize your note by selecting detail level and formatting style.

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Timestamped vs Detailed Transcripts

Allows you to select if you want faster notes or detailed transcripts with assigned speakers.

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Pre-Session Summaries

Detailed summaries that allow you to prepare for the next client session.

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Note Templates

Choose SOAP, DAP or Session Summary and every note arrives in the format you already use.

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Any Platform

Record with Scribe on our telehealth platform or any platform that you choose to use.

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What Clinicians Are Saying About Smart Notes

Kathy Bernard, RP shares her experience using AI notetaker

Your Notes, Your Data

Built specifically for mental health professionals with the security, privacy, and compliance your practice requires.

Developed with clinicians, for clinicians.

Smart Notes is trained to accurately capture clinical language and nuance not generic transcription.

Fully contained in Owl Practice.

Developed entirely within Owl Practice’s secure, PIPEDA-compliant environment.

Your data stays yours.

Recordings, transcripts, and notes never leave our platform no external or unnamed third-party processing.

Smart Notes is as an add-on for all Owl Practice Subscribers.

Smart Notes is a natural extension of your care, fitting seamlessly into your workflow. Experience Owl Practice’s AI-powered documentation that saves 8 hours each week.

Already an Owl Customer?

Steps to add-on Smart Notes

FAQs

Smart Notes is an upcoming Owl Practice feature and AI-powered therapy note generator that automatically creates secure, structured clinical notes from recorded or uploaded therapy sessions. It helps clinicians save time while maintaining accuracy and compliance.

Smart Notes uses secure transcription and language processing technology to convert session recordings into professional, editable notes in formats like SOAP, DAP, or Session Summary all within Owl Practice. 

Absolutely. AI Notes is being built entirely within Owl Practice’s secure, PIPEDA-compliant environment. Your recordings, transcripts, and notes never leave the Owl platform.

To choose a secure AI tool for your private practice, prioritize tools that comply with Canadian privacy laws (PHIPA/PIPEDA), offer secure data storage in Canada, and give you full control over your notes. Ensure the tool is designed for healthcare use, provides transparency on how the AI works, and supports client consent and disclosure.

Yes. Smart Notes automatically generates a complete transcription of your sessions, but your professional expertise always comes first. You have full control to review, edit, and finalize every note. This control ensures your client notes always reflect your clinical reasoning and your client’s unique details before saving to their file.

AI tools for SOAP notes can help therapists stay present during sessions by automating note-taking, which eases the documentation process. These tools can organize key themes, observations, and interventions into the SOAP format, reducing the burden of writing and retyping information. This allows therapists to focus on clients, reflect on progress, and prepare for future sessions more effectively.

AI tools can generate drafts of progress notes based on your session input, saving time and eliminating the need to start from scratch. These tools also increase consistency through standard language and structure, which helps reduce mistakes. Furthermore, AI improves clarity by creating well-organized notes, making reviews and audits easier. The therapist maintains full control, deciding what to keep, change, or delete in the final note.

As a mental health professional, you can ethically use AI by recognizing its limitations and not replacing clinical judgment or medical advice with it. You should also prioritize client privacy and security by choosing AI tools that comply with regulations and avoid giving identifiable client information to AI systems. By using AI as a tool to automate tasks and improve accessibility, while maintaining human empathy and expertise, you can ethically modernize your practice.

AI can aid mental health professionals in various ways, including improving session notes by automatically compiling them and highlighting key details. It can also streamline scheduling by automating appointments and confirmations, as well as offer support through client service chatbots that provide immediate assistance and resources. Additionally, AI can assist with administrative tasks and research by summarizing content, automating billing, and facilitating communication.

Clinicians can integrate AI into practice management by using AI solutions to simplify daily administrative tasks like scheduling appointments, billing, and documentation. AI notetakers can transcribe and summarize therapy sessions for review, edit, and approval, reducing documentation time. AI can also set up automated appointment reminders and follow-ups, and instantly locate topics across client notes for session preparation. By automating these time-consuming tasks, clinicians can dedicate more time to direct client care.

 

AI note-takers can assist therapists by transcribing and summarizing therapy sessions, creating structured notes in formats like SOAP or DAP, and reducing the time spent on documentation. This allows therapists to review a draft instead of typing notes for hours, stay more present during sessions, and improve the quality of their notes by ensuring important details are captured. Tools like Owl Practice’s Smart Notes are built into existing platforms, making them easy to adopt and secure.

Related Articles

AI Tools for DAP Notes

AI tools for DAP notes like Smart Notes automatically capture session data, the therapist’s assessment, and the plan, formatting them into structured progress notes.

Try Owl Practice Free for 14 Days!

Join the thousands of mental health professionals across Canada using Owl Practice to run their private practice. Sign up by November 17th to get 50% off EHR for 3 months!

Already an Owl Customer? Follow these steps to add-on Smart Notes today. Get 50% off your first 3 months!

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