Enabling AI Features for Your Practice
ℹ️ Note: We are currently Beta-testing AI Notes on an invitation basis. More information will be shared once AI Notes are released.
AI tools in Sessions Health help practitioners streamline documentation and telehealth workflows. When AI is enabled, practitioners with the right permissions can generate draft progress notes, create notes from telehealth transcripts, and use additional AI‑supported features as they become available.
ℹ️ Administrator Access Required: Only practice administrators can turn AI on or off and manage AI‑related settings.
Before enabling AI, confirm you’re logged in as an Administrator and that your plan includes AI features. Enabling AI simply makes these tools available to practitioners with permission; each practitioner decides when and how to use them. Feature‑specific requirements (such as those for transcription) are covered in their own articles.
In this article:
- Enabling AI for Your Practice
- Setting AI Access for Your Team
- Configuring AI Settings
- Frequently Asked Questions
- Related Resources
Enabling AI for Your Practice
Administrators can enable or disable AI at any time.
To enable AI:
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Go to Account Settings > AI.
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Turn on the Enable AI toggle.
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Review the terms and conditions.
- Select Accept.
Once enabled, practitioners with permission will see AI options appear in their workflow.
Setting AI Access for Your Team
After AI is enabled, you can choose which practitioners should be able to use AI tools in their workflow.
To manage AI access:
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Go to Account Settings > AI.
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Find the practitioner you want to update.
- Turn the AI Access toggle on or off.
Configuring AI Settings
Once AI is enabled, you can personalize how AI helps with note writing for each practitioner.
💡 In Account Settings > AI, hover over the toggle‑icon button next to a practitioner’s name to open Configure Settings.
Terminology
Choose the terms your practice uses for:
- How you refer to clients
- How practitioners refer to themselves
Therapy Approaches
Add any therapy approaches you want AI to consider when generating notes. You can also copy settings from another practitioner to keep your team aligned.
Preferences
Adjust how AI drafts notes, including:
- Verbosity (Concise, Intermediate, Detailed)
- Whether to include pronouns
- Custom note instructions (optional)
- Helpful for medical necessity statements, diagnostic support, or practice‑specific phrasing
Default Note Template
This sets the default note type, and practitioners can switch to a different one anytime while writing their note if they prefer.
Frequently Asked Questions
Why don’t I see the AI toggle in Settings?
AI features are currently in beta and not available to all practices by default. If you don’t see the AI section in Settings, your account hasn’t been added yet. You can reach us at support@sessionshealth.com, and we’ll get you set up.
Do all practitioners automatically get access to AI once it’s enabled?
No. Administrators choose who can use AI through member permissions.
Can I disable AI later?
Yes. You can turn AI off at any time, and it will remove access for all users.
Related Resources
For more information about AI in Sessions Health, check out these articles: