The AI Charting Assistant automatically records, transcribes, and summarizes your Practice Better telehealth and Zoom 1:1 sessions, so you can stay focused on your client instead of your notes.
Before You Begin
- The AI Charting Assistant add-on must be included in your subscription before you can use this feature. See Getting Started With the AI Charting Assistant →
- If you're using Zoom as your preferred telehealth application, you can still use Practice Better's AI Charting Assistant. Review the required settings in Using the AI Charting Assistant with Zoom Telehealth →
Enabling Session Recording
Before your first session, you'll configure how recordings are initiated. The steps differ slightly depending on whether you use Practice Better's built-in telehealth or Zoom. Both options are compatible with Practice Better's AI Charting Assistant, however automatically starting the recording is only applicable to teleheath sessions. In-person sessions using the AI Charting Assistant must start the recording manually.
To have the recording start automatically at the beginning of every Practice Better telehealth session:
- Go to your Settings (gear icon) and select Telehealth & Messaging.
- Under Telehealth Video Chat, set the default video chat application to Use Practice Better.
- Under the AI Charting Assistant section, check Enable recording of Practice Better telehealth sessions on start.
- Click Save Changes near the top-right.
📍 Note: If you and your client will be speaking a language other than English, check Auto-detect language before your first session. Transcription is supported in Chinese, Dutch, English, French, German, Hindi, Indonesian, Italian, Japanese, Korean, Portuguese, Russian, Spanish, Swedish, Turkish, and Ukrainian. AI Summaries and action items are always generated in English.
Choosing a Recording Summary Format
Your recording summary format controls how the AI structures each session summary in your Note. Practice Better includes three built-in formats (Narrative notes, Outline notes, and SOAP notes), and you can create your own custom format. Manage your formats from My Practice > Note Templates under the AI Summary Format tab.
- To set a default, override a service, or create a custom format, see: Setting Up Custom Templates for Your AI Charting Assistant Summary Format →
💡 Your recording summary format determines which placeholders are available in your note templates. Choose your format before setting up your note template in the next step.
Setting Up Your Notes Automation
Once you've selected your AI Charting Assistant Summary Format, set up an automation to generate session notes automatically.
For full instructions, see Automatically Create Notes From Recorded Sessions with the AI Charting Assistant →
Starting and Stopping a Recording
Practice Better Telehealth
Recording starts automatically when you click Start session if you've enabled the auto-record setting above. Your client will be notified that a recording is in progress when they join.
📍 Note: If it’s your first time launching this session and your client hasn’t joined yet, you’ll see a secondary Start session button within the telehealth window. Click it to begin.
You will see the recording indicator in the top left corner of the telehealth window, and the recording button will be solid red.
To manually start or stop recording during a session, click the Start recording button at the bottom of your telehealth screen.
Last Session Recap
When conducting a telehealth session with a client who has a previously recorded session, a Last session recap button appears in the bottom-left corner of your screen. Click it to view the summary and action items from the previous session without leaving the telehealth screen.
Accessing Your Recording and Summary
Your recording and AI summary appear in your portal shortly after processing finishes, and you’ll receive a notification when they’re ready.
To review, edit, download, or share them, see Managing Your AI Charting Assistant Recording and Summary →