Session Notes

Dictation (Voice-to-Text) in Session Notes

Text fields within Session Notes allow you to verbally dictate your entries, making it easier and more accessible than ever to efficiently complete a note!

Enabling Dictation (Voice-to-Text) in Session Notes

To enable dictation in a session note, you need to enable the user privileges to allow a specific user role to utilize voice-to-text and include a text field within your note template. 

📹 Watch: How to Enable User Privileges

 

Steps to Enable User Privileges: 

1. From the left hand menu navigate to [Settings] >> [Organization] >> [User Privileges]

2. Scroll down the [User Abilities] section, select [Activities]

3. Check the box next to [Enable Voice-to-Text (AI) for session note text fields] for the User role(s) you want to give permission to.

The users assigned to that role will now have the ability to utilize talk-to-text on any text field within a session note.


📹 Watch: How to Include a Custom Text Field in Session Notes

Steps to Include a Text Field in Session Notes:

1. From the left hand menu navigate to [Settings] >>  [Templates] >> [Notes]

Screenshot 2024-12-10 at 7.36.06 PM-1

2. Select an existing template or create a new one by selecting [Create a Note Template]

3. Select [Add Custom Field] from the text editor menu

Screenshot 2024-12-10 at 7.38.45 PM

4. Enter the [Field Title] and a [Hint] (optional)

5. Select [Text] from the [Field Type] drop down 

6. Select whether you want the field to be required or saved to your organization's field library

7. Select [Save]


Utilizing Dictation in a Session Note

📹 Watch: How to Utilize Dictation in a Session Note

 

1. When filling out a session note using the note wizard, select the microphone icon that appears on any text field. 

Screenshot 2024-12-13 at 11.20.13 AM

2. While you are speaking, you'll see a blue square with a circle forming around it.  

3. Select the stop icon (the square) when you are finished speaking to generate your text. 

4. Selecting the microphone a second time after you have already recorded a response will NOT allow you to add more text, you will override what was already recorded. 

Screenshot 2024-12-13 at 11.24.02 AM

However, you CAN type additional text into the text field. 


-Updated October 2025