Getting Started With AI Assist

AI Assist helps practitioners streamline documentation and clinical workflows. When AI is enabled, practitioners with the right permission can generate draft progress notes, create notes from telehealth transcripts, generate a pre-sessions summary, and use additional AI‑supported features as they become available.

Before enabling AI, confirm you’re logged in as an Administrator and that your plan includes AI features. Enabling AI Assist makes these tools available to practitioners with permission; an administrator controls which features are available and each practitioner decides when and how to use them.


In this article:

Video Tutorial


A quick walkthrough of how to enable AI Assist and set your practitioner preferences.

Enabling AI for Your Practice


Administrators can enable or disable AI at any time.


To enable AI:

  1. Go to Account Settings > AI Assist.


  2. Select Configure AI Assist.


  3. Select Continue in the information pop-up.


  4. Review the terms and conditions.


  5. Select Accept.

Setting AI Access for Your Team


After AI is enabled, you can choose which practitioners should be able to use AI Assist in their workflow.


To manage AI access:

  1. Go to Account Settings > AI Assist.


  2. Find the practitioner you want to update.


  3. 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. You can also copy settings from another practitioner to keep your team aligned.

💡 In Account Settings > AI Assist, 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. This will be set as the default approach for AI Notes when generated. Each practitioner can select multiple therapy approaches, if needed.


Preferences

Adjust how AI drafts notes, including:

  • Verbosity (Concise, Intermediate, Detailed)
  • Whether to include pronouns
  • Custom note instructions (optional)
    • Custom note instructions will be considered for each AI note generated
    • 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.

Customizing AI Note Templates


When AI Assist is enabled, Sessions Health adds four AI‑supported note templates to your practice. Administrators can customize these templates just like any other note type.

For full instructions, see Customizing AI Note Templates.

Managing Client Consent for AI Documentation


Many practices choose to collect client consent before using AI‑supported documentation tools. Sessions Health provides a customizable consent form you can use if it aligns with your practice policies.

ℹ️ Using a Client Consent for AI Documentation form is suggested. Practices decide whether to use it based on their own policies or state requirements.

To add the Client Consent for AI Documentation form:

  1. Go to Forms & Documents > Forms > My Forms.


  2. In the Consent section, select +Add.


  3. Choose Client Consent for AI Documentation from the dropdown.


  4. Edit the form to match your practice’s policies and any applicable state requirements.


  5. Click Save.


Once saved, you can send the consent form to clients as part of intake or whenever needed. For more information, see our video on Creating and Editing Consent Forms.

Frequently Asked Questions


What is AI Assist?

AI Assist is a powerful suite of AI tools that help with documentation and workflows. It currently includes the generation of AI notes using a number of methods you decide to use, includes pre-session summaries to prepare you for upcoming sessions, and will soon include support for diagnosis and treatment plans and client treatment summaries.


Will AI automatically be enabled on my account?

No, AI Assist is an opt-in feature, meaning no AI is used within your account unless you choose to enable it.


Can I disable AI Assist after I enable it?

Yes. You can turn AI off at any time, and it will remove access for all users.


What is the price of AI Assist?

You can always find the most current AI Assist pricing on our website’s pricing page. When you enable AI Assist, each practitioner on your account receives a 30‑day free trial. Administrators can turn AI Assist on or off for each practitioner at any time.


Why don’t I see the AI Assist tab in Account Settings?

If you don’t see the AI Assist tab, it may be hidden in your personal settings. You can check Account Settings > Account > AI Assist to make sure visibility is toggled on. If your practice hasn’t enabled AI features yet, the tab will remain unavailable until an administrator turns them on.


Do all practitioners automatically get access to AI once it’s enabled?

No, an administrator will need to enable it for each practitioner individually.


Do I need to enable recording and transcription?

No, you can disable recording and transcription methods for AI notes at the account level and individual practitioner level.


Do I need to collect consent from my clients to use AI?

Providers are not always required under HIPAA to obtain client consent simply for using AI within an EHR, as many AI features fall under treatment, payment, or healthcare operations. However, consent may be required if AI involves recording sessions, sharing data with third parties, or uses beyond routine care. Please check your state laws regarding AI consent. As a best practice, providers should clearly inform clients about AI use and obtain consent when appropriate to ensure transparency and compliance. You may use the Sessions Health Consent for AI Documentation as a template for your AI consent form.


Is AI Assist HIPAA-compliant? Will my data be shared for AI training or sold to a third party? What privacy measures do you take to protect my data?

AI assist is 100% HIPAA-compliant. Our processes are built on your trust. We will never use your data, whether or not you use our AI features, for training, resale, or any commercial reuse. In addition, our tools mask sensitive identifiers before being processed and we retain recordings and transcriptions only for as long as needed to support this service. Your privacy and protection are never compromised. Please see The Ethical and Responsible Use of AI in Sessions Health for more details.


For more information about AI in Sessions Health, check out these articles:

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