---
title: "[BETA] 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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September 29, 2026
# \[BETA\] 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.
**BETA** - the initial beta launch is available to all organizations with Premium or Enterprise client licenses. Future states of this feature will be a paid add-on to your subscription.
[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?**
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.
2. Selecting thumbs down opens a modal allowing you to provide additional written instructions to submit as feedback.
💡 **[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.
### **Our Approach to AI and Your Data**
AI Note Auditing is powered by Google Gemini and is fully HIPAA compliant. Neither Hi Rasmus nor any third-party provider uses the notes or data processed through the auditor to train AI models.
There are two distinct ways feedback is used:
**Overall model improvement.** We monitor aggregate positive and negative feedback signals across all customers to identify patterns and improve the accuracy of our overall model. This is done at a broad statistical level and does not involve reviewing individual note content.
### **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. [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)
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