Clinical workflow

Prepare for sessions, take your own notes, and sign with confidence.

Therapy Companion brings session prep, clinician-typed notes, draft review, and signing into one clear workflow. Nothing records or listens to the session.

Illustrative sessionTuesday · 10:00 AM

Client A.Session 10 of 16

Session not recorded

Session prepReady to review

Reflection shared this week
Homework 3 of 4 complete
Safety plan flagged for review

Your typed notesSaved

Client discussed progress, current stressors, and the plan for next week…

Generate draftReview draft

Before, during, and after

One clinical record across the whole session.

The clinician stays in control at every step: decide what matters, type the notes, review the draft, then sign.

Before the session
Session prep is ready
What the client chose to share
- Ask about the pause that workedShared
- Check-ins · steadier week5 of 7 days
- Sleep protocol4 of 7 nights
- Values worksheetOpened
- Body intelligenceOptional · client-chosen
During the session
The room stays private
Session guide · from the shared record
- Start with the pause that worked
- Check in on the sleep protocol
- Values worksheet opened
The clinician chooses what to use.
No recording · no listening · no transcript
After the session
Review, edit, and sign
Progress note draftReady to review
Client reflection
The pause helped during conflict
Practice reviewed
Sleep protocol · 4 of 7 nights
Plan
Continue the practice and revisit next session
Released only after the clinician signs

Clinical control stays with the clinician.

Therapy Companion never records or listens to sessions. Documentation is drafted only from the clinician's own typed notes. Clinical judgment is never automated and never inferred. The signature is the only step that releases downstream work.

From your notes to a draft

AI therapy notes from typed input, without recording a session.

Therapy Companion drafts documentation from the clinician’s own typed notes. You review, edit, and sign the result. It does not record, listen to, or transcribe the session.

1. The clinician types

Client reports completing the agreed walking practice on three days. Reviewed what helped. Agreed to continue and review next session.

2. The clinician reviews a draft

Client report: Completed the agreed walking practice on three days.
Session work: Reviewed what helped the client complete the practice.
Next step: Continue the practice and review at the next session.

Fictional example, written to illustrate the workflow. This is a draft excerpt, not a complete clinical note or a captured AI response. Clinical review and any required documentation remain the clinician’s responsibility.

AI documentation is included in the individual subscription at $199 per month or $1,999 per year. Review pricing or read the SOAP note guide.

Telehealth, built in

The session happens inside the platform.

Therapy Companion’s own HIPAA-compliant video, in the same place as the record. No separate subscription, no second login, and nothing for the client to download.

No second app, no second website

The video room opens inside Therapy Companion, from the same appointment the note is attached to.

Built here, not resold

The video platform is built in-house. It is not a third-party room bolted onto the record with a link.

HIPAA-compliant, and never recorded

Sessions are not recorded. The client joins from a link; nothing is installed on either side.

What the signature releases

Signing the note is the last thing you do by hand.

The signature is the only step that releases downstream work. After it, the claim, the invoice, and the follow-up move without being re-entered anywhere.

The claim is built

Codes and required fields come from the session you already documented.

The invoice follows

Billing runs from the signed record rather than a second entry of it.

The next session is prepared

What the client shares between now and then arrives attached to their record.

Client engagementHomework, check-ins, reflections, and resources, with client choice attached.
Practice operationsThe action center, supervision and licensure, and reports you build yourself.
Insurance IntelligenceEligibility, claims, tracking, remittance, denials, and payment.

Walk through the clinical workflow

Questions about clinical documentation

Does Therapy Companion record or transcribe therapy sessions?

No. Therapy Companion does not record, listen to or transcribe therapy sessions. The documentation workflow uses clinician-typed material to prepare a draft that you review and edit before signing.

Who reviews and signs an AI-assisted note?

The clinician reviews the draft, makes corrections and signs the note. Generating a draft does not replace that review or automatically sign the clinical record.

What can I review before the next session?

Session preparation brings together the clinical record and the between-session material the client chooses to share, such as check-ins, homework and reflections.

Explore the between-session workflow

Is AI-assisted documentation included in the individual plan?

Yes. AI-assisted documentation is included in the individual plan at $199/month or $1,999/year. Group and enterprise pricing is scoped separately.

See plans and pricing

See how it works

Follow the workflow. Check the result.

Steps, prerequisites, and practical limits to help you evaluate the product.

Draft therapy notes from typed input, without recording the session →

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