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AI Session Assistant for In-Person and Telehealth Sessions.

Be with your client. We’ll handle the notes.

AI Session Assistant drafts notes from your sessions, in-person and telehealth, right inside TheraNest. Hit record, finish your session, then review, edit, and sign the draft waiting for you. No new app, no copy-paste. 

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Made for therapy 

Finish your documentation in minutes

Your clients came to be heard. AI Session Assistant handles the notetaking so you can give them your full attention during the session, instead of splitting it with notes. Just start the in-person or telehealth session and don’t worry about the notes, give all your focus to your client.

Clinician-led design

AI Session Assistant was built specifically for mental health work, so it picks up clinical themes, interventions, and client progress. Every draft is fully editable, and you’re the one who signs the final note.

Privacy built for therapy

Client privacy is non-negotiable. We delete recordings within 24 hours and never sell client information or use it to train AI. AI Session Assistant meets the same HIPAA and security standards as the rest of TheraNest, so you can use it without compromising your clients’ privacy.

A day with AI Session Assistant  

Walk in already caught up

AI Case Summaries pulls signed notes, assessments, and treatment plans into a quick read on where your client has been. Pull it up five minutes before a returning session, in supervision, or when you’re handing off a case, so you’ve got context without digging through the chart. 

Beautiful smiling Asian businesswoman reading something on a digital tablet while standing in a modern office
Beautiful smiling Asian businesswoman reading something on a digital tablet while standing in a modern office

A draft waiting when the session ends

Hit record at the start of your in-person or telehealth session in TheraNest. When it ends, AI Session Assistant drops a SOAP-formatted draft into the AI field on your progress note. You review, edit, and sign. 

Focus on your client, not the documentation

Even between back-to-back sessions, your previous note is ready for you to review by the time you’re back at your desk. Documentation stays current throughout the day instead of stacking up for the weekend. 

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AI Session Assistant is a TheraNest add-on for $35 per clinician per month. Explore pricing

Why therapists love AI Session Assistant

Wendi Wilch, Licensed Clinical Professional Counselor · Paradigms Counseling
“AI Session Assistant has been a game changer for me. I can finish all my notes in about 15 minutes, and I’m able to be more present with my clients instead of worrying about what I need to write down.” 
Kiel Walters, LICSW
“AI Session Assistant has saved me a significant amount of time on documentation. I can review, make a couple changes as needed, and sign my notes instead of starting from scratch — which allows me to stay current on my notes rather than falling behind and always feeling overloaded by administrative tasks.”
Mark Richardson, LCSW
“What impressed me is the detail it captures and its balanced, nuanced summaries. It sees, understands, and correctly documents the clinical moves I’m offering. That frees me to be more present for my clients, and we both find it orienting to have an accurate account of the last session.”
Laura Jo Acuna, LCSW-S, Copper Bridge Counseling
“I was pleased and surprised by how much content it captured”
Clinical Director
“The summaries are very accurate and strong. They often line up with what I hear in session, and most of the time I only need to make small edits.”

Try AI Session Assistant in your next session

Start a free trial of TheraNest with AI Session Assistant included. Record an in-person or telehealth session, review the note, and decide for yourself.

New TheraNest customers get a 21-day trial that includes unlimited use of AI Session Assistant, then three months at 50% off.

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FAQ

Getting started
Privacy & security
Evaluating AI
Working with AI
What is AI Session Assistant?
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AI Session Assistant is an AI documentation tool built into TheraNest. It automatically generates editable drafts from your recorded in-person and telehealth sessions and includes AI Case Summaries that help you quickly catch up on a client’s history and progress before a session.

It was built specifically for mental health documentation, so it focuses on clinical themes like symptoms, interventions, and progress.

Therapists using AI Session Assistant report saving 5 to 10 hours a week on documentation.

Who is AI Session Assistant for?
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AI Session Assistant is for mental health clinicians who want to stay more present with their clients during sessions and spend less time writing notes after.

It works for in-person and telehealth sessions in TheraNest. After a recorded session ends, AI Session Assistant creates a session summary that you can pull into your progress note, review, edit, and sign.

Is AI Session Assistant HIPAA compliant?
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Yes. AI Session Assistant is both HIPAA compliant and SOC 2 certified. Data is encrypted in transit and at rest, governed by strict access controls, and processed under a signed Business Associate Agreement (BAA). Because it’s built into TheraNest, you do not need to export data to a separate platform.
Does AI Session Assistant record therapy sessions?
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Yes. AI Session Assistant requires the session to be recorded in order to generate the SOAP summary. This applies to both in-person and telehealth sessions. Recording requires consent from both the clinician and the client. Recordings are deleted within 24 hours, and transcripts are not stored.
Will my client data be used to train AI models?
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No. Ensora Health never uses client Protected Health Information (PHI) to train AI models. Your data and your clients’ data are never sold, shared with third parties for commercial purposes, or used for algorithm development. This is a fixed policy, not an opt‑out setting.
Do I need client consent to use AI Session Assistant?
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Yes. Both the therapist and the client need to give consent the first time a session is recorded for AI Session Assistant, in-person or telehealth. Consent is only required once, and TheraNest can store it in the client’s chart so they aren’t asked at every session. Once consent is stored, you can record future sessions without additional prompts. If a client declines recording, you can document manually and still use other features like AI Case Summaries.
How does AI Session Assistant compare to third-party AI scribes on data privacy?
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AI Session Assistant is built into TheraNest, so session data stays within your EHR ecosystem. You don’t need to upload audio to a separate platform or manage a separate vendor workflow. Recordings are deleted within 24 hours, transcripts are not stored, and PHI is not used for AI training.
What is the best AI note-taking tool for therapists?
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The best AI note-taking tool for therapists is HIPAA compliant, designed for mental health documentation, and integrated into the system you already use. AI Session Assistant creates a SOAP-formatted summary from your recorded TheraNest in-person and telehealth sessions. The summary pulls into your progress note using any TheraNest template that includes the AI field. The system was trained and clinician-reviewed to reflect real-world documentation needs, and therapists report saving 5 to 10 hours a week on notes.
How is AI Session Assistant different from standalone AI scribe tools?
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Most standalone AI scribes for therapists operate outside your EHR, which means you record a session in one tool, generate a note in another, and then copy-paste the result into your EHR. AI Session Assistant is built directly into TheraNest. It generates a note draft which you can then pull into your note templates, ready for review and signing. This reduces workflow steps and lowers the risk of moving sensitive data between systems.
Can AI write SOAP notes for therapists?
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Yes. AI Session Assistant automatically generates SOAP-formatted summaries from recorded in-person and telehealth sessions in TheraNest. It captures the SOAP elements, including subjective reports, objective observations, assessment themes, and plan items. The clinician adds the AI summary into their note template, reviews and edits the draft, and signs.
Is AI documentation safe for therapy practices?
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AI-assisted clinical documentation is safe when the tool is HIPAA compliant, operates under a Business Associate Agreement (BAA), doesn’t use PHI for AI training, and keeps the therapist in control of the final note. AI Session Assistant meets all of these requirements. It’s HIPAA compliant and SOC 2 certified, deletes recordings within 24 hours, and treats every generated note as a draft that requires therapist review and approval. Your clinical judgment is always the final authority.
Does AI Session Assistant work for in-person sessions?
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Yes. AI Session Assistant works for both in-person and telehealth sessions in TheraNest. For in-person sessions, recording is captured through TheraNest with client consent, and the same SOAP-formatted summary appears in your progress note for review. AI Case Summaries works for all clients, including in-person and telehealth, because it draws from signed documentation already in the chart.
What if my client does not want to be recorded?
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If a client declines session recording, you can still document the session manually in TheraNest. AI Notes Enhancement can help improve notes you write yourself, and AI Case Summaries can generate structured overviews from existing signed documentation without using session recordings.
What is an AI Case Summary?
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AI Case Summaries is an AI Session Assistant feature that creates a structured overview of a client’s clinical history and progress using signed notes, treatment plans, and signed assessment already in TheraNest. It can help with session prep, supervision, consultations, and clinician handoffs. It works for all clients, including in‑person and telehealth.
How do I get started with AI Session Assistant?
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To start using AI Session Assistant, enable it in TheraNest and complete consent setup.

Here’s what to do:

  • Enable AI Session Assistant in your TheraNest account settings.
  • Record your own clinician consent in your profile.
  • Confirm client consent the first time you record their session. Consent only needs to be given once if you store it in their chart.
  • Start your in-person or telehealth session and record it as usual.

After the session ends, AI Session Assistant creates the SOAP summary content automatically. When you create your progress note using a template that includes the AI field, the summary appears in that field for you to review and edit. The system creates the content, but you create the note.

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