--- title: "AI Note Auditor: Getting Started Guide" description: Learn the basics and get answers to frequently asked questions about our AI Note Auditor --- [Skip to content](https://help.hirasmus.com/knowledge/ai-note-auditor-getting-started-guide#main-content) English Show submenu for translations [Request Support](https://help.hirasmus.com/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://help.hirasmus.com/helpdesk?hsLang=en) ![hr\_logo\_black-Nov-05-2025-09-29-05-2338-PM](https://help.hirasmus.com/hs-fs/hubfs/hr_logo_black-Nov-05-2025-09-29-05-2338-PM.png?width=296&height=80&name=hr_logo_black-Nov-05-2025-09-29-05-2338-PM.png) Open main navigation Close main navigation - English Show submenu for translations - [Request Support](https://help.hirasmus.com/knowledge/kb-tickets/new) - [Customer portal](https://help.hirasmus.com/helpdesk) - hirasmus.com hirasmus.com Hi! How can we help you? - There are no suggestions because the search field is empty. 1. [Hi Rasmus Help Center](https://help.hirasmus.com/knowledge?hsLang=en) 2. [AI](https://help.hirasmus.com/knowledge/ai?hsLang=en) 3. [AI Note Auditor](https://help.hirasmus.com/knowledge/ai?hsLang=en#ai-note-auditor) October 6, 2026 # AI Note Auditor: Getting Started Guide ## The AI Note Auditor is the newest safeguard for clinical documentation in Hi Rasmus — an intelligent review layer that checks session notes for the clinical integrity you expect. Now available for purchase via your organization's subscription page.   **Note to Managers**: To begin using the AI Note Auditor, please navigate to your organizations \[Subscription\] page. Select \[Edit Subscription\]. Under the \[Add-Ons\] section, toggle on 'AI Note Auditor'. [Click here](https://help.hirasmus.com/knowledge/ai-note-auditor-configure-privileges-pre-signature-feedback-workflow?hsLang=en) to learn about configuring privileges, back end set up and more.  ### **What is the AI Note Auditor?** The Auditor uses artificial intelligence and allows you to run reviews on *completed* *session* and *supervision activity types*, flagging gaps, inconsistencies, or missing elements in session notes that could put a claim at risk during a payer audit. ### **Who Can Use It?** The Auditor is available as a paid add-on via your organization's \[Subscription\] page. Select \[Edit Subscription\]. Under the \[Add-Ons\] section, toggle on 'AI Note Auditor'.  To manage access within your organization, navigate to your organization's \[**User Privileges**\] page to control privileges using our role-based permission groups. 💡 [Click here](https://help.hirasmus.com/knowledge/ai-note-auditor-configure-privileges-pre-signature-feedback-workflow?hsLang=en) to learn about configuring privileges, back end set up and more. ### **What does the AI Note Auditor check?** It reviews the accuracy of written note content, as well as the accuracy of any *custom* and *dynamic* *fields* added to session note templates based on learnings you created manually or created via feedback (thumbs up/ thumbs down). ### **How to Create a Manual Learning** 💡 [Click here](https://help.hirasmus.com/knowledge/ai-note-auditor-create-a-manual-learning-apply-learning-to-note-templates?hsLang=en) to learn how to create, edit or delete a learning. Based on user privileges & access, users can now create manual learnings and choose which session note templates they apply to — speeding up how quickly the Auditor adapts to your instructions and requirements. ### **How to Create a Learning via Feedback** If you decide ***not***  to create a manual learning, a learning can still be created via feedback with the AI Note Auditor. Hi Rasmus has created base rules and every time you run a review, the AI Note Auditor applies those base rules to the notes selected for review. By rating it's results via thumbs up/ thumbs down, and providing additional written information the rules will sharpen overtime, and a learning will be created for you via feedback, which can be viewed on the **\[Learnings Moderation\]** page of your account. 1. When you open the note(s) to view the Auditor's feedback, use the thumbs up/ thumbs down feature to provide it a rating. ![Screenshot 2026-09-15 at 3.49.45 PM](https://help.hirasmus.com/hs-fs/hubfs/Screenshot%202026-09-15%20at%203.49.45%20PM.png?width=670&height=97&name=Screenshot%202026-09-15%20at%203.49.45%20PM.png) 2. Selecting thumbs down opens a modal allowing you to provide additional written instructions to submit as feedback. ![Screenshot 2026-09-15 at 3.49.52 PM](https://help.hirasmus.com/hs-fs/hubfs/Screenshot%202026-09-15%20at%203.49.52%20PM.png?width=615&height=246&name=Screenshot%202026-09-15%20at%203.49.52%20PM.png) 💡 [Click here](https://help.hirasmus.com/knowledge/ai-note-auditor-create-a-manual-learning-apply-learning-to-note-templates?hsLang=en) to learn how to edit or delete learnings created via feedback from the \[**Learning** **Moderation**\] page.  💡 You can also edit a manual learning from within the feedback workflow in step 2. If the AI auditor detects that your thumbs down feedback updates an existing learning, you'll be able to overwrite it directly in the modal instead of navigating to the \[**Learning Moderation**\] page. ### **How to Review the Auditor's Results** 💡[Click here](https://help.hirasmus.com/knowledge/ai-note-auditor-configure-your-activities-reporting-view-for-ai-audit-results-run-a-review?hsLang=en) to learn how to set up columns in a table view that expose the auditor's results, allowing your team to triage a whole batch of notes at once: quickly filter to see what failed, confirm what passed, and catch anything with an outdated audit before it's submitted.  🔒 Access to view the auditor's results is a \[**User Privilege**\] \>\> \[**AI Note Auditor**\] \>\> "**View Auditor Feedback**". If this privilege is disabled for a user role, these columns cannot be viewed or added. ![Screenshot 2026-09-23 at 6.07.49 PM](https://help.hirasmus.com/hs-fs/hubfs/Screenshot%202026-09-23%20at%206.07.49%20PM.png?width=670&height=230&name=Screenshot%202026-09-23%20at%206.07.49%20PM.png) ### **How the Auditor Works** The AI Note Auditor reviews your completed session and supervision notes and asks one question: would this documentation hold up if a payor reviewed it? It doesn't grade writing style or clinical quality. It looks for the gaps that most often lead to payor questions or denials. Each audit checks your notes against two things: - **Base rules from Hi Rasmus.** These are built from common funder documentation requirements. They cover things like medical necessity, session details (date, time, duration and setting), whether the billed service matches what's described, goals and progress, interventions used, and how the client responded. - **Your organization's learnings.** These are requirements you add, such as funder-specific rules, so the Auditor checks what matters to you. Each note gets one of three results: - **Pass:** nothing found that would likely lead to a denial. - **Flag:** something a payor would likely ask about. - **Fail:** something a payor would likely deny. You can choose a Balanced (default), Strict or Lenient setting to control how readily the Auditor flags or fails notes. The Auditor is a review assistant, and your team always makes the final call. If a finding is wrong, give it a thumbs down and explain why. Your feedback can turn into new learnings that improve future audits for your organization. The Auditor is powered by Google Gemini and is fully HIPAA compliant. Your organization's data is not used to train AI models.   ### **AI Note Auditor Related Articles:** Follow the steps below to get started with the AI Note Auditor and help your clinical and operational teams get the most value from it. Step 1. [Configure Privileges & Pre-Signature Feedback Workflow](https://help.hirasmus.com/knowledge/ai-note-auditor-configure-privileges-pre-signature-feedback-workflow?hsLang=en) Step 2: [Create a Manual Learning & Apply Learning to Note Templates](https://help.hirasmus.com/knowledge/ai-note-auditor-create-a-manual-learning-apply-learning-to-note-templates?hsLang=en) Step 3: [Configure Your Activities Reporting View for AI Audit Results & Run a Review](https://help.hirasmus.com/knowledge/ai-note-auditor-configure-your-activities-reporting-view-for-ai-audit-results-run-a-review?hsLang=en) Step 4. 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