Compliant Documentation in Under 60 Seconds
Automated Progress Notes generates a structured, compliance-ready note from every session — formatted to your program's specific documentation standards — so case managers review and submit instead of writing from a blank page.
Last updated July 2026
Automated Progress Notes generates a structured, compliance-ready note from every session — formatted to your program's specific documentation standards — so case managers review and submit instead of writing from a blank page.
- 01
Session Happens
- 02
AI Drafts the Note
- 03
Case Manager Reviews
- 04
Submit In One Workflow
Formatted to your exact program documentation standard
Review-and-submit instead of write-from-scratch
Tied directly to the goal and service record it supports
Every edit and approval timestamped for audit readiness
Formatted to your exact program documentation standard
Review-and-submit instead of write-from-scratch
Tied directly to the goal and service record it supports
Every edit and approval timestamped for audit readiness
What this fixes
A blank progress note form is one of the biggest time drains in case management. Even with a template, writing a compliant note from scratch after every session takes 20 to 40 minutes and pulls case managers away from the next person on their schedule.
How Automated Progress Notes Works
Session Happens
In person, on the phone, or captured through ambient listening.
AI Drafts the Note
AI drafts a structured note formatted to your program's documentation standard — narrative, goals addressed, and next steps.
Case Manager Reviews
The case manager reviews the draft against what actually happened and edits anything that needs adjusting.
Submit In One Workflow
The note is submitted directly from the same workflow — no separate system, no re-entry.
Why Teams Switch
Less time spent on documentation
From conversation to draft note
Typical implementation timeline
States supported today
Implementation timeline reflects onboarding with current workflows.
Documentation deficiencies, not fraud, are the primary finding behind recent state Medicaid audit recoupments exceeding $123 million across four states. A note that is structured, complete, and generated close to the time of service is a note that survives an audit.
Related Capabilities
Questions About Automated Progress Notes
How does Automated Progress Notes differ from a template?
A template is a blank form with headers. Automated Progress Notes generates the actual draft content — narrative, goals addressed, and next steps — based on the session, so the case manager is reviewing and editing rather than writing from nothing.
Can progress note formats be customized per program?
Yes. Note formats are configured during implementation to match your program's specific documentation standards, whether that is IDD ISP documentation, behavioral health progress notes, or another program-specific format.
Does a supervisor need to approve progress notes before they are final?
Supervisor review and approval workflows are available and configurable — supervisors can review notes in a dedicated queue, leave comments, and track approval status before a note is considered final.
Are automated progress notes audit-ready?
Yes. Every note, edit, approval, and submission is logged with a timestamp, creating a complete audit trail that supports compliance review and state audits.