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Using AI Session Notes as Clinicians

AI Session Notes drafts your session narrative from the information you put in the note. You review it, fix anything that's wrong, and sign it. This article covers how to get a good draft and what to check before you sign.

For behavior technicians, BCBAs, and therapists writing session notes

What the AI Does — and What It Doesn't

It does: read everything on the note you're working on — your checkboxes, your data, and the observations you type — and turn that into a written narrative in professional clinical language.

It doesn't: know your client. It can't see prior sessions, the treatment plan, or anything outside the note in front of you. It doesn't make clinical decisions, and it can't tell whether something you entered is accurate.

You own what you sign. When using the AI Session Note Narrative Generator, the process is simple: review, edit, and sign. The AI draft is a starting point — you are responsible for reviewing the output and making any necessary edits. Every statement in the final narrative is yours.


Best Practices When Using the AI Session Note

Here are some best practices to implement when using the AI Narrative Generator.

The Order Matters: Fill In the Note First

Complete your checkboxes, selections, and data before you click Generate. The AI builds the narrative from what's on the note, so a half-finished note produces a vague or incomplete narrative — and you'll spend longer fixing it than you would have spent filling in the fields first.

What to Put in the Note Author Prompt

The top box in the purple section is where you add what happened. This is the part that makes the difference between a generic draft and a useful one.

Write it however is fastest. Fragments, abbreviations, and bullet points are all fine. You're not writing the note — you're giving the AI the raw material. It handles the sentences.

Focus on the context of what happened during the session:

  • What the client actually said or did

  • What came before a behavior, and what you did in response

  • What changed during the session — for example, behavior improvement after a break, or a preferred reinforcer that wasn't available

  • Anything unusual or worth knowing for someone reading this note later

Skip what's already on the note. You don't need to re-type trial counts, percentages, program names, or anything you already checked a box for. The AI can see all of it.

Don't ask for formatting. Your organization has already configured things like professional wording, narrative length, objective language, and past tense in the template. You don't need to request these — asking again just adds length to your entry without improving the draft.


Good Prompt Example

Here's what a useful entry looks like. Short, specific, unpolished:

Your entry:

  • came in tired, mom said up late. slow first 15 min, needed 2 reminders to start.

  • Responding to name - independent most of the session, 1 verbal prompt after the break

  • Give peer high five - harder than usual, moved to gestural prompt, better after that

  • 2 instances hand flapping during transitions, redirected to preferred item both times, stopped within 30 sec

  • took a break after 40 min, much better focus after

That's under a minute of typing. The AI turns it into a narrative covering how the client presented, how they responded to each target, the behaviors and your responses, and how the session progressed — pulling the trial data and program names from the note itself.

Reminder: The AI-generated narrative will also incorporate information pulled from other sections of the session note — not just what you typed in the observation box.


Poor Prompt Example

Here are two examples of prompts that may produce underwhelming results.

Example: Too Little Input

  • good session, worked on targets

The AI has almost nothing to work with. The draft will be thin, generic, and you'll end up writing it yourself anyway.


Example: Too Much Input

  • Please write a professional and objective clinical narrative in past tense describing this session. The client presented well today. Please make sure to use proper ABA terminology and keep it to about two paragraphs, and do not use subjective language...

These prompt details are already part of the note template and do not need to be restated in your AI prompt. These instructions take longer to type than the observations, and they crowd out information that would have improved the draft.


Reviewing Your Draft

Read the whole thing. Professional-sounding writing is easy to skim past — that's exactly why it needs a careful read.

Check for these five things:

  1. Does every sentence match something that happened? If a statement isn't something you observed or recorded, take it out.

  2. Is anything you entered missing? Compare against your observations box.

  3. Does it claim progress you didn't observe? Watch for wording like progressing, regressing, mastered, generalized, or improving. Those are clinical determinations your supervisor makes from the data — not something the AI decides.

  4. Does it restate information that already appears in another section of the note? If the narrative re-lists the goals or data that already appear in their own sections, trim it.

  5. Does it name the right people? The narrative should describe what you did. It shouldn't attribute activity to your supervisor.


Fixing the Draft

Small Issues: Just Edit

The bottom box is fully editable. Fixing a sentence directly is faster than regenerating, and you keep everything else that was already correct.

Bigger Issues: Edit, Then Regenerate

If your narrative requires extensive correction, you may need to regenerate the AI's output. To do this, make your edits directly in the bottom box, then click Generate again to produce a revised narrative. Your edits are sent back to the AI as context, so it will try to carry your corrections into the new version. This is useful when something is wrong throughout — fix it in one place, regenerate, and the rest usually follows.

There is no undo. Regenerating overwrites the narrative in the bottom box, and the previous version cannot be recovered. You'll get a confirmation prompt first. If you've made edits you don't want to lose, copy the text somewhere before regenerating.

If the draft keeps coming out wrong in the same way, that's almost always a template or prompt issue — not something you're doing wrong. Tell your supervisor or whoever manages your templates. This is a fixable issue, and they can't fix it if nobody reports it.


Signing Your Note

When you sign a note where you used AI generation, you'll see a checkbox: I reviewed the AI-generated text and confirm this note is accurate.

That's a professional attestation. Checking it means you personally read the narrative and confirmed it's accurate. Don't check it on a narrative you haven't read.

Once signed, the note exports with just the final narrative. The observations box and the AI interface don't appear in the printed or exported record.


When to Notify Your Supervisor

Bring it up with your supervisor if any of the following occur:

  • A draft stated something that didn't happen

  • A draft left out something you entered

  • A draft made a clinical judgment — about progress, mastery, or skill level — that isn't yours to make

  • The same problem keeps happening across notes

These aren't complaints, and noticing them is the review process working. Patterns in the drafts usually mean something needs adjusting in the template or the prompt, and your supervisor or template owner is the person who can do that. Your feedback is what keeps the tool working well for your whole team.


Quick Reference

Step

What to Do

1

Complete all checkboxes, selections, and data

2

Type your observations as shorthand in the top box

3

Click Generate

4

Read the whole draft

5

Edit directly, or edit and regenerate

6

Sign and check the attestation box


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Last Updated: 9/22/26 by Tatum Winslow

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