---
title: "AI Note Auditor: Getting Started Guide"
description: Learn the basics and get answers to frequently asked questions about our AI Note Auditor
---
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November 4, 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'.
### **AI Note Auditor overview**
The **AI Note Auditor** reviews supervision and session notes and asks one question: would this documentation hold up if a payer reviewed it?
It looks for the gaps that most often lead to payer questions or denials, such as missing elements, inconsistencies, or a billed service that doesn’t match the note. It doesn’t grade writing style or clinical quality.
The AI Note Auditor is a paid add-on. It’s a review assistant: your team always makes the final call.
### **Turn on the Auditor and manage access**
Start here. The Auditor has to be added to your subscription before anyone can use it.
1. Go to your organization’s \[**Subscription**\] page and select \[**Edit Subscription**\].
2. Under \[**Add-Ons**\], turn on the '**AI Note Auditor**'.
3. On your organization’s \[**User Privileges** page, choose which roles can use the Auditor. Access is set with role-based permission groups.
*Only Manager level users can edit the subscription.*
🛠️ To manage access, see *[Configure Privileges & Pre-Signature Feedback Workflow](https://help.hirasmus.com/knowledge/ai-note-auditor-configure-privileges-pre-signature-feedback-workflow?hsLang=en)*
### **Two ways to audit**
You can run the Auditor before a note is signed, after it’s signed, or both.
| | **Pre-signature** *(proactive)* | **Post-signature** *(reactive)* |
| --- | --- | --- |
| When it runs | In the final step *before* the clinician signs the note | Notes are reviewed in bulk after the clinician has signed |
| Who uses it | Clinicians | Supervisors, QA or Admin teams |
| Why use it | Clinician can *fix* the issues in real time | A safety net – *catch* issues after the fact |
### **Get started**
Once the add-on is toggled on, follow the guides for the way you want to audit.
1. [Configure Privileges & Pre-Signature Feedback Workflow](https://help.hirasmus.com/knowledge/ai-note-auditor-configure-privileges-pre-signature-feedback-workflow?hsLang=en)
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)
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)
4. [Review Auditor Feedback Before Signing a Note](https://help.hirasmus.com/knowledge/ai-note-auditor-review-auditor-feedback-before-signing-a-noteai-note-auditor-review-auditor-feedback-before-signing-a-note?hsLang=en)
### **What the Auditor checks**
Each audit checks a note against *two sets of rules.*
**Base rules from Hi Rasmus**, built from common payer requirements:
1. - medical necessity
- session details: date, time, duration and setting
- whether the billed service matches what’s described
- goals and progress
- interventions used
- how the client responded
**Your organization’s learnings.** A *learning* is an instruction your organization creates, such as a payer-specific rule, so the Auditor checks what matters to you. Read *Learnings* below.
Note: The auditor does not check signatures, credentials, appointment linking, and anything outside the note
### **Learnings**
Learnings teach the Auditor your organization’s requirements. There are t*wo ways to create them*.
**Write a manual learning**
Depending on their privileges, users can write learnings and choose which session note templates each one applies to. This is the fastest way to add a requirement, such as a payer-specific rule.
🛠️See [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)
**Let feedback create learnings**
By rating the Auditor’s findings 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. Open the note to see the Auditor’s findings.
2. Rate them with thumbs up or thumbs down.
3. If you choose thumbs down, explain what was wrong and what the verdict should have been in the window that opens, then submit it.
**
🛠️ To edit or delete learnings created via feedback, go to the the \[**Learning** **Moderation**\] page.
💡 If the 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.
### **Results**
Each note gets one of three results.
- **Passed:** nothing found that would likely lead to a denial.
- **Flagged:** something a payer would likely ask about.
- **Failed:** something a payer would likely deny.
A note’s audit can be **outdated**, which means the note was edited after the audit ran.
These results reflect how a payer would likely see the note - this is NOT an assessment of the quality of the note.
### **Strictness**
Strictness sets how serious a gap has to be before the Auditor flags or fails a note. It doesn’t change *what* the Auditor checks.
| **Strictness** | **Flags a note** | **Fails a note** |
| --- | --- | --- |
| Lenient | Less often | Only for clear denial-level problems |
| Balanced (default) | When a payer would likely ask for clarification | When a payer would likely deny the claim |
| Strict | More readily | When a denial is plausible, not just likely |
You set strictness in two places, and each one applies to a different kind of audit:
| **Where you set it** | **What it applies to** |
| --- | --- |
| Session note template | The audit that runs during note completion, before the clinician signs. See[Review Auditor Feedback Before Signing a Note](https://help.hirasmus.com/knowledge/ai-note-auditor-review-auditor-feedback-before-signing-a-noteai-note-auditor-review-auditor-feedback-before-signing-a-note?hsLang=en). |
| **'**Review with AI**'** pop-up on the \[**Activities**\] reporting page | The bulk review only. See[Configure Your Activities Reporting View & 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). |
**💡 Tip:** for consistent results, use the *same strictness* on your note templates and in your bulk reviews.
Base rules set what every note is checked for, learnings add extra things to check, and strictness decides how serious a finding is
### **Review results on the Activities reporting page**
Add Auditor result columns to a table view on the \[**Activities\]** reporting page to triage a whole batch of notes at once. Your team can filter to what failed, confirm what passed, and catch any note with an outdated audit before it’s submitted.
**
**🔒** Required privilege: \[**User Privilege**\] \>\> \[**AI Note Auditor**\] \>\> "**View Auditor Feedback**". If this privilege is disabled for a user role, these columns cannot be viewed or added.
🛠️To set this up, see [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)
### **FAQ**
**I can’t see the Auditor columns on the Activities page.** Your role needs the **View Auditor Feedback** privilege.
**I can't see the \[Learnings Moderation\] page, or run a 'Review with AI'.** Your role needs the **Moderation & Auditor Management** privilege.
**Why did the same note get different results in two audits?** The pre-signature audit uses the strictness on the note template, and each bulk review uses the strictness chosen in the Review with AI pop-up. If they differ, results can differ.
**Does a Fail stop a clinician from signing?** No. Clinicians can still sign & save a note, regardless of Auditor result and findings.
**Does a 'Passed' guarantee a payer will accept the claim?** No. The Auditor is a review assistant.
### **Data and privacy**
The Auditor is powered by Google Gemini and is fully HIPAA compliant. Your organization’s data is not used to train AI models.
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