Charlie Health is Excited to Announce AI-Assisted Clinical Documentation

We’re streamlining documentation and administrative burden while support measurement-based care and clinical outcomes

At Charlie Health, we are committed to continuously improving the way we support our Clinical Team and deliver high-quality care to our clients. As part of this commitment, we recognize that facilitating group sessions requires full presence and engagement. Balancing real-time client interactions while keeping up with clinical documentation can be a challenge—especially in high-acuity settings. That’s why we’re introducing AI-assisted therapy notes for group facilitators. This tool allows clinicians to focus entirely on their clients without the added stress of manual note-taking, ensuring that sessions run smoothly and effectively. By streamlining documentation, group facilitators can dedicate more energy to guiding discussions, fostering connections, and delivering high-quality care, all while maintaining accurate and compliant records.

We know that completing clinical documentation—especially for high acuity group sessions—can be time-consuming. Our AI-assisted note tool streamlines this process by generating structured summaries that clinicians can reference directly in each client’s care portal and our internal electronic health record. By leveraging AI to assist with documentation, our Clinical Team can focus more on what truly matters: engaging with clients, delivering effective treatment, and tracking outcomes that drive meaningful clinical improvements.

Advancing Our Commitment to Measurement-Based Care

At Charlie Health, measurement-based care is a cornerstone of our approach. By integrating AI-assisted documentation, we are not only improving efficiency for our Clinical Team but also enhancing the accuracy and consistency of clinical data and outcomes collection. 

By reducing the time spent on administrative tasks, our Clinical Team will have more capacity to review and act on client-reported outcomes, making real-time, evidence-based adjustments to treatment plans. This enhancement to our documentation process strengthens our ability to measure progress, refine interventions, and ultimately improve client outcomes.

AI as a Supportive Tool—Not a Replacement for Clinical Judgment

While AI offers structured templates and summaries, it cannot replace the expertise of our Clinical Team. Group sessions are dynamic, and AI may not fully capture subtle interpersonal interactions, non-verbal cues, or the emotional tone of a session. That’s why our AI-assisted tool is designed to complement, rather than replace, clinician-driven documentation. Group facilitators will continue to use their professional judgment to refine and personalize notes, ensuring that they reflect the nuances of each session while benefiting from AI-driven efficiency.

Privacy, Compliance, and Security

As with all innovations at Charlie Health, privacy and security remain at the forefront. Our AI-assisted note tool has been developed in collaboration with our Legal, Compliance, and Information Security teams to ensure adherence to the highest data protection standards.

Key safeguards include:

• HIPAA compliance: Fully aligned with federal regulations on client privacy and data security.
• Strict data protection: AI-generated summaries do not store or use client data to train external language models like ChatGPT.
• Access controls: Transcripts and summaries are available only to authorized Clinical Team members and follow the same security protocols as traditional therapy notes.

Ensuring Transparency with Clients

We recognize the importance of maintaining trust and transparency with clients. Group facilitators will reassure clients by explaining that AI-assisted documentation is simply a tool to improve efficiency and accuracy, not a replacement for human insight. Clients will be informed that:

• AI helps reduce administrative workload so clinicians can focus more on group sessions.
• All data remains protected and is not used for AI training.
• The confidentiality of their information remains a top priority.

Additionally, all clients consent to recordings as part of their intake process, but if a client has concerns, facilitators can accommodate them by choosing not to record a session.

Moving Forward with Innovation and Care

Charlie Health remains committed to integrating innovative solutions that support our clinicians while maintaining the highest standards of clinical care. By reducing the time spent on documentation, AI-assisted group session notes free up our group facilitators to engage more deeply with clients and focus on delivering meaningful, measurable outcomes.

We are proud to take this next step in clinical innovation and look forward to seeing the impact of AI-assisted documentation in enhancing efficiency, supporting measurement-based care, and improving client outcomes.