Do I need my client's consent?
It depends on how you use the Clinical Notes AI feature within TherapyMate.
Dictation only (no client present): Consent is not required if you are using the AI solely to transcribe or summarize notes after a session (e.g., dictating your own notes).
Live sessions (client present): Consent is required if you are using Clinical Notes AI during a live session with a client. This can be obtained verbally, or you can send a consent document to the client via the Client Portal that they sign.
To help with this, your Client Portal Documents and Questionnaires list includes a form titled "Client Consent to Automated Note Taking using AI Technology". You can send this form to clients via the Client Portal, allowing them to consent to opt-in or opt-out of the use of this technology during sessions.
Please review the document and make any edits you feel are necessary before sharing it with clients.
How do I visually see if my client has opted-in to the use of AI on my schedule?
When a client has given verbal approval or signed your consent form via the client portal to Opt-in, you can check a box on their Client Information page.
Check the box if the client has opted-in to use Clinical Notes AI during a session.
On your Dashboard you will now see a blue AI badge next to the client's name indicating they have opted-in.
This badge allows you to easily see when you can us AI for the session with a particular client.