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AI progress notes for behavioral health clinicians

Every sentence in the note came from the session.

Narratio drafts behavioral health progress notes from the session, shows where each line came from, and leaves the clinical judgment with the clinician.

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Try it below. Hover or tap any sentence in the draft to see the moment in the session it came from. Switch formats. Then sign it.

Individual therapy, 50 min, client J.M., fictional session

Session transcript Audio deleted at signing

    Draft progress note DAP

    Draft. Nothing reaches the chart until the clinician signs.

    Written the way behavioral health is documented.

    General-purpose scribes are trained on medical visits. They diagnose, they label, they fill gaps. Narratio describes what the client said and did, in plain, person-first language, and stops there.

    Typical AI draft
    Client presents with severe major depressive disorder.
    Narratio draft
    Client reported low mood on most days this week and missed two shifts.
    No diagnosis unless the clinician states one in session or adds it at review.
    Typical AI draft
    Client is noncompliant with medication.
    Narratio draft
    Client said they stopped the evening dose because it left them groggy.
    The client's reason is kept. Judgment words are replaced with what was said.
    Typical AI draft
    Client displays manipulative behavior around scheduling.
    Narratio draft
    Client asked twice to reschedule and said their work hours had changed.
    Stigmatizing terms are flagged before the draft is shown.

    Sourced

    Each sentence links to the transcript lines behind it. Anything without a source is removed and shown to you.

    Interventions named

    CBT, DBT, MI, ACT and other techniques are recorded as the clinician used them, with the client's response.

    Risk never summarized away

    Any mention of self-harm, harm to others or safety concerns is surfaced at the top of the review for the clinician's own assessment.

    Tied to the plan

    Progress is written against the client's active treatment plan goals, so medical necessity reads clearly.

    One session. The right note for each person in it.

    Group sessions produce one shared group summary and an individual note for every member, written from that member's participation.

    • Individual therapy
    • Group therapy
    • Family and couples
    • Intake and assessment
    • Psychiatric medication management
    • Case management
    • Peer support
    • SUD counseling
    • Crisis follow-up
    • Telehealth

    Formats: DAP, BIRP, SOAP, GIRP, PIE and your own templates, configured per program.

    A single group session produces a shared summary and six individual member notes Group session Member note, A.R. Member note, D.K. Member note, L.T. Member note, M.S. Member note, P.O. Member note, R.V. + shared summary

    Five steps. The clinician owns the one that matters.

    Narratio fits between the session and the chart. It drafts. You decide what the record says.

    1. Capture

      Record in the room or on telehealth, with client consent. Prefer not to record? Dictate a two-minute recap instead.

    2. Draft

      A complete note in your format, usually ready before you open the chart.

    3. Review

      Edit inline. Every line shows its source. Removed or flagged content is listed, not hidden.

    4. Sign

      Your attestation finalizes the note. Unsigned drafts never post.

    5. File

      The note lands in the EHR and your retention rule is applied to audio and transcript.

    Narratio connects to the EHR through an API interface, a browser insert, or structured export, and to your identity provider for sign-in Narratio signed notes only Your identity provider Your EHR API interface Browser insert Structured export

    Works with the EHR you already have.

    We scope your EHR in the first two weeks and use the deepest connection it supports.

    • API interface

      FHIR R4 and HL7 v2 where your EHR exposes them. Pulls schedule, client roster and treatment plan goals. Writes the signed note back as a discrete record.

    • Browser insert

      For web-based EHRs without an open interface. Fills the note fields in place, so clinicians never leave the chart.

    • Structured export

      PDF and field-level output for batch import or scanning workflows, with a full audit trail.

    You decide what is kept, and for how long.

    Session audio is the most sensitive thing your clinicians handle. Narratio treats it that way, with retention you set per program and controls built for substance use records.

    Retention

    Choose a rule. See what happens to each artifact.

    • Audio
    • Transcript
    • Signed note

    42 CFR Part 2

    Mark a program as Part 2 and its notes are handled under Part 2 rules.

    • Notes are tagged and segmented from general medical records.
    • Disclosure checks the client's consent on file before release.
    • The required redisclosure notice travels with every release.
    • Access is limited to roles assigned to that program.
    • EncryptionAES-256 at rest, TLS 1.2 or higher in transit.
    • Access controlRole-based permissions, SSO through SAML 2.0 or OIDC, enforced MFA.
    • Audit trailEvery view, edit, signature and export is logged and reportable.
    • No training on your dataSession content is never used to train models.
    • US hostingData stays in US regions on HIPAA-eligible cloud infrastructure.
    • Consent captureRecording consent is recorded per client and checked before each session.
    Business Associate Agreement available Developed against HIPAA Privacy and Security Rules ISO/IEC 27001:2022 certified organization SOC 2 Type 2 in progress ISO/IEC 42001 in progress

    Put your own numbers in.

    Time returned depends on your caseloads and how long notes take today. Set the inputs. A pilot replaces the estimate with measured results.

    0
    clinician hours returned each month
    Per clinician, each week
    0 h
    Each year
    0 h
    Estimate from your inputs. Not a guarantee of results.

    Live in eight weeks, with a pilot first.

    A named implementation lead runs the rollout with your clinical and IT leads. Nothing goes organization-wide until the pilot team is satisfied.

    1. Weeks 1 to 2

      Scope

      EHR connection, note templates, Part 2 programs, retention rules.

    2. Weeks 3 to 4

      Configure

      Templates per program, roles, SSO, treatment plan mapping.

    3. Weeks 5 to 6

      Pilot

      One team uses Narratio daily. Edits and time are measured.

    4. Weeks 7 to 8

      Roll out

      Role-based training and clinician champions in each program.

    5. Ongoing

      Improve

      Quarterly documentation quality reviews with your QA team.

    Training by role

    Separate sessions for clinicians, supervisors and QA staff, plus short recorded refreshers.

    US-based support

    US project management and support during your business hours. Response targets are set in your agreement.

    Supervisor view

    See note timeliness, edit rates and flagged content by team, without reading every note.

    Questions clinical leaders ask.

    Not answered here? Write to sales@sdlccorp.com.

    What if a client declines recording?

    The clinician dictates a short recap after the session and Narratio drafts from that. The same sourcing and review apply.

    Can it write a note it is not sure about?

    No. Content without support in the session is removed from the draft and listed for the clinician, who can add it back in their own words.

    How is suicide or safety risk handled?

    Any risk-related content is placed at the top of the review and is never condensed. Narratio does not assign a risk level. That stays a clinical decision.

    Does it work for telehealth sessions?

    Yes. It captures audio from in-person sessions on a phone or tablet, and from telehealth sessions on the clinician's computer.

    Do we keep control of templates?

    Yes. Your QA team owns the templates, required fields and language rules for each program.

    How is it priced?

    Pricing is custom, based on clinician count, programs and integration depth. Ask for a proposal.

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    What happens next?

    • We review your requirements
    • Strategy call with experts
    • Clear roadmap & estimate
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    • Enterprise Grade Delivery
    • Global Clients