Catch the Replay: AutoNotes Client Care Experience Webinar
On April 17, we hosted a live walkthrough of our latest release — The AutoNotes Client Care Experience. Led by our CEO, Liam Callahan, the session highlighted how we’re reshaping the clinician experience through smarter workflows, streamlined documentation, and AI-powered insights.
Here’s what we covered:
Here’s what we covered:
- Admin Setup & Legal Framework: A tour of your settings, including where to manage BAAs, privacy terms, and newly added preferred terminology options.
- Live Walkthrough with a Client: We demonstrated a session using our test client, showcasing AI recommendations, treatment plan goals, and how to generate high-quality notes with our newest templates.
- Adding New Clients: From intake to evaluation, we showed how client data feeds into treatment plans and summary insights — and how to edit these to fit your clinical style.
- Transitioning from Legacy Workflows: For those using AutoNotes without client profiles, we shared how to migrate and why the new system creates better documentation continuity.
- Top Questions Answered: From integrations to formulation summaries and document uploads, we addressed common user feedback and where we’re heading next.
- Looking Ahead: We previewed our roadmap, including smarter insights, deeper personalization, and more automation tools to help you focus on what matters most: client care.
If you missed it live, no worries! You can still access the recording. Fill out the form below to get instant access to the full webinar replay.
