Once a session is transcribed, Confidant can write a draft note in one click. The AI runs on your computer, so nothing is sent anywhere.
Steps
Open the session. Sessions waiting for a note show Needs note on your Home page and the client's page.
On the Note tab, check the Write the note card (see below).
Click Generate note.
Watch the note appear section by section.
The Write the note card
Everything here is optional.
Diagnosis. If the client has diagnoses on file, they're listed with a Change link. If not, you can add one here by searching a code or name, like F41.1 or anxiety. It's saved to the client. Notes mention diagnoses by name, and codes stay off the note.
Your Mental Status Exam. If you use a mental status exam with this client, fill it in before generating.
Instructions for this session. Anything the AI should know or do for this note, like "client arrived 15 minutes late" or "focus the plan on the sleep routine." If the client has a note prompt, it's already filled in. To reuse what you typed, click Save as client default for this client, or Save as global default for every client.
How long it takes
The first note after you open Confidant takes a little longer while the AI loads. After that, notes are faster.
Rough times on an computer with 16 GB of memory:
Session | Standard model | Pro model |
30 min | 15–40 sec | 30–60 sec |
50 min | 30–90 sec | 1–2 min |
90 min | 2–3 min | 3–5 min |
Computers with 8 GB of memory can take 1.5 to 3 times as long. Closing other heavy apps helps. You can keep working in Confidant while the note writes, and you'll hear a chime when it's done.
Very long sessions are read in parts first, then written into one note. You'll see a progress bar before the note appears. It adds a minute or two but keeps the whole session in the note.
What goes into the note
The sections follow your note format. For example, SOAP gets Subjective, Objective, Assessment and Plan, and DAP gets Data, Assessment and Plan. See Note formats. Every note also ends with a Session recap, a short bulleted list to help you re-orient before the next session.
To write the note, the AI uses:
The transcript
Your modality, which sets the clinical voice
Your Detail level (Concise, Standard or Comprehensive) and Direct quotes (No quotes, Some quotes or Many quotes)
The client's diagnoses and treatment goals. A goal is mentioned only when the session worked on it.
The client's case overview and their previous note, for continuity
Your instructions for this session and your custom instructions
Your mental status exam, if you recorded one. The AI never writes the exam itself. See Recording a mental status exam.
If the note isn't right
It's a draft, and you can change anything until you finalize it.
Edit it directly. Click into any section and type.
Regenerate one section if only part of it is off.
Regenerate the whole note, with new instructions if you like, as many times as you want.