How AI is Revolutionizing Notes, Reports, and Planning Across Therapy Fields
Let’s be real for a second: documentation is essential in therapy — but it can feel absolutely draining. Whether you’re jotting down SOAP notes, preparing progress reports, updating caregivers, or planning next steps, the admin side of care tends to pile up quickly.
Thankfully, we’re no longer stuck with just pen and paper. AI tools like ChatGPT, Otter.ai, and others are transforming the way therapists document their sessions — making the process faster, lighter, and smarter.
Here’s a step-by-step guide I recommend to start using AI for documentation. No tech background needed — just a curious mind and your clinical expertise.
Step 1: Capture Key Ideas Before You Forget
Right after a session, grab your phone and open a voice memo app or use a tool like Otter.ai or Notta. Speak naturally — no need for polished sentences. The goal is to capture your clinical insight while it’s still fresh.
Example:
“Sam used 3-word utterances spontaneously during free play. Needed moderate support for turn-taking. Tried new sensory activity—positive response. Will introduce visual timer next week.”
This simple step helps you:
• Lock in subtle but important observations
• Reduce that end-of-day mental fog
• Avoid the dreaded “what happened in that session again?” moment
Step 2: Use AI to Draft Your Documentation
Now open ChatGPT or your favorite AI assistant. Paste your bullet points or transcript, and give the AI clear, focused instructions.
Try prompts like:
• “Write a SOAP note for a pediatric OT session using the following notes.”
• “Turn this into a speech therapy progress update.”
• “Summarize this PT session with goals and recommendations.”
Step 3: Review and Customize
AI is your co-pilot, not your replacement. Always review the draft:
• Adjust phrasing to reflect your clinical voice
• Add or revise important details
• Reword for clarity
• Save your favorite templates for next time!
What once took 30–40 minutes? Now you’re done in 10.
What Can AI Help You Write?
✅ SOAP Notes
✅ IEP input (goals, accommodations, progress updates)
✅ Treatment plans & therapy goals
✅ Parent-friendly summaries or handouts
✅ Case summaries for referrals
✅ Insurance documentation
✅ Homework instructions in plain language
✅ Translations in Arabic, French, Spanish, and more
Ready to Try It?
✨ You can start for free. Use ChatGPT or try Otter.ai for transcriptions.
No need to be “techy” — just open the tool, paste your notes, and let AI do the heavy lifting.
You’re still the expert. AI just helps you write like one, faster.
Want to go further with AI in therapy?
We’ve got you covered!
On our website, you’ll find tailored e-learning programs designed specifically for therapists, clinicians, and educators — whether you’re just starting out or already experimenting with AI.
🎓 Beginner. Intermediate. Advanced.
No matter where you are in your journey, there’s a training that meets your needs — 100% online, practical, and created with your real-world clinical work in mind.
👉 Explore the trainings at: www.happybraintraining.com
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