AI therapy documentation:
the questions worth asking.

Start with the documentation task.

“AI included” says little about what your team will do with it. Identify the tasks where clinicians want assistance: starting a daily note, working on an evaluation, or reviewing information already in the chart. Ask to see those tasks within the documentation workflow.

Consider the whole process, including the information the clinician supplies and the time spent checking the result. The relevant question is whether the assistance supports a useful record and fits the way your team works.

Make review part of the demonstration.

An AI-generated draft needs a clinician's review. Ask to see how the draft is presented, edited, and used in the record. Check that the clinician can identify what needs correction and keep the documentation aligned with their own findings.

Evaluate the quality of the finished note rather than its length or polished wording. Ask what happens when the source information is incomplete, and how staff should handle output that needs substantial editing. Have the reviewer compare the draft with the source narrative: which details were retained, which were omitted, and whether anything was added that the clinician did not supply. Then make a correction and follow it through to the finished note. Clear expectations help the team understand its responsibilities.

Keep the clinician's workflow in view.

Different clinicians may prefer different levels of assistance. Some may want help with an initial draft; others may prefer to write the note themselves. Ask how the system supports manual documentation and whether the practice can choose when to use AI.

Also discuss privacy practices and the agreements that govern your use of the service before entering real patient information. A public sales inquiry is a place to describe your workflow, not to send clinical records.

Compare the plan, not just the headline price.

Usage-based AI and credit options can suit a practice that wants flexibility in how much assistance it uses. A flat monthly plan can suit a practice that prefers an agreed monthly amount. Both approaches need a clearly described scope.

Ask what is included, how usage is measured for your plan, and what can result in additional charges. Use your expected documentation volume to discuss a realistic fit. A flat monthly price should not be assumed to mean unlimited use unless the agreement expressly says so.

Questions for your AI documentation demo.

• Which documentation tasks can we use AI assistance for?
• What does the clinician supply before a draft is created?
• How do we review, correct, and use a draft?
• Can clinicians choose to write without AI?
• What features and usage are included in our proposed plan?
• Which privacy practices and agreements apply?

PBS EMR offers optional AI documentation assistance and tailored plan options. Bring your questions to a personal demo and see how the workflow fits your practice.