AI Session Note Auditing

What is AI Note Auditing?

AI Note Auditing is a new Beta feature that uses artificial intelligence to review and audit activity notes in bulk. Instead of manually reviewing notes one by one, managers can now let the AI scan multiple notes at once and surface quality insights — saving time and creating more consistent auditing across your team.

Who Can Use It?

AI Note Auditing is available to organizations with Premium or Enterprise client licenses. It can be used by individuals with access to the activities reporting tab, with a privilege group role of Manager, Administrator, or Supervisor

How to Access It

• Navigate to the [Reporting] - [Activities] section from the main menu.
• Use filters if desired, and select the notes you want to audit 
• Click the [3 Dots] icon in the top right corner
• Click [Review with AI]
  
  
  
  
  
• You can then choose what you want to audit, as well as how strict you want it to be. You can choose from any of the following:
  • Missing Information
  • Internal inconsistencies in the note
  • Payor / billing risk language
  • Mismatch between session data and narrative
  • Location or modality inconsistencies 

• The AI Agent will audit the selected notes by the focus areas you chose, and return a list of the notes with status icons. You can then click into each note to review the feedback

• Important: Give the AI Agent Feedback! You can thumbs up or thumbs down the audit finding, and make notes about your rating. Putting in specific feedback will help drive the next iterations of this tool! 
  • Thumbs up - the AI got it right! 
    Thumbs down - the AI got it wrong or missed something

Teach your AI Audit Tool

The feedback you give will directly teach your AI Audit tool, and you can manage the learnings for your organization. 

Once you have submitted feedback while auditing notes, you can choose to commit this as a learning opportunity to apply to future audits

Manage your learnings by navigating to Settings - Care Model - Learnings Moderations

Here, you will see each learning and which session note it applies to

You can edit or delete the learning from here. You can also filter by activity type or session note template name. 

Learnings apply either to a specific session note template when one is selected, or across the same activity type.

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:

Organization-specific learnings. When your team marks an audit result as positive or negative, that feedback can be used to improve future audits within your account. Before any new learning is applied, your organization will be asked to confirm it. You will also be able to view all stored learnings - including the activity type and note template each one applies to - and delete any at any time. Your organization's learnings are fully isolated to your account and are never shared.

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.