TherapyNotes Secure Messaging allows clinicians and clients to communicate privately within the platform. With TherapyFuel, you can seamlessly generate a Contact Note from a Secure Message for documentation or record-keeping.
Navigate to Your Secure Messages
- Open TherapyNotes and go to Secure Messages.
- Locate the secure message you’d like to Generate a Contact Note for and click to open the message thread.
Generate the Contact Note
- Click the Generate Contact Note link in the upper right-hand corner of the message.
A confirmation prompt will be displayed. Click Generate Draft Contact Note to continue.
Review and Edit the Draft Contact Note
- The drafted Contact Note will open automatically.
- Any text in purple boxes is AI-generated and should be reviewed for accuracy.
- Add or modify any additional details in the AI-generated summary to ensure completeness and accuracy of the communication. Once you have clicked into the Communication Detail field, the textbox will change from purple to white.
Complete Required Fields on the Contact Note
- Method of Communication – Secure messaging will automatically be checked.
- Reason for Communication – The subject of the secure message is auto-populated here
- Billing Information (if applicable) – Provide any necessary billing details.
Access the Original Secure Message Thread
A link to the original secure message thread will appear above the communication details, allowing you to reference the conversation quickly. This information is for reference only and will not be included in the content of the note.
Sign and Save the Contact Note
- Sign the Contact Note.
- Click Save to finalize. The note will be stored in the client’s record.
Provide Feedback on AI Summary
Use the Thumbs Up or Thumbs Down buttons to rate the AI-generated summary. Your feedback helps improve this feature.