AI Notes Assist

Clinical Documentation That Works the Way You Do

Focus on your session, not the paperwork. AI Notes Assist generates structured notes aligned with your documentation style, with CPT-aligned suggestions based on your care. 

Explore AI Notes Assist Features

AI Notes Assist reduces documentation time, supports accurate CPT coding, and adapts to the documentation templates your clinicians already use, giving your team more time to focus on care and growth.

AI-Powered Notes in Every Template

Generate structured notes in SOAP, DAP, BIRP, narrative, and custom templates, based on your session. CPT-aligned suggestions are surfaced automatically, and notes are reviewed and signed directly inside Valant.

Built-In Telehealth Transcription

Automatically transcribe telehealth visits inside Valant and generate structured notes aligned with your documentation style. CPT and modifier suggestions are surfaced to support accurate, compliant documentation.

Secure In-Person Recording

Record in-person sessions securely inside Valant and generate structured draft notes aligned with your documentation style. CPT-aligned suggestions are surfaced automatically to support accurate, compliant documentation.

How AI Notes Assist Works

See how AI Notes Assist fits seamlessly into your existing documentation workflow.

Step 1

Start In-Person or Telehealth Session
Begin your session as usual. AI Notes Assist listens in and prepares to support your documentation.

Step 2

Generate Your Note
After the session, AI Notes Assist creates a structured draft with content automatically organized into the appropriate sections. CPT and modifier suggestions are surfaced based on documented care, all inside Valant.

Step 3

Finalize Notes
Review the structured note, make any edits needed, and finalize using your clinical judgment. Notes are securely stored in the EHR, and clinicians remain fully in control from draft to signature.

Built by Behavioral Health Providers, for Behavioral Health Providers

AI Notes Assist was shaped by clinicians who understand the pace of behavioral health and the realities of documenting across roles, specialties, and care settings.

That is why it supports structured documentation aligned to how clinicians already work, while surfacing CPT-aligned suggestions based on documented care, all inside Valant.

  • Therapy modalities including CBT, DBT, REBT, and ACT 
  • Prescribing workflows including Spravato and TMS
  • Clinical review needs including utilization review
  • Evidence-based approaches including Motivational Interviewing
  • Evidence-based approaches including Motivational Interviewing

Designed and vetted by providers who know your workflow, so clinicians can document confidently, reduce rework, and stay focused on care.

AI Notes Assist
AI Notes Assist

Keep It All Inside Your EHR

No extra copy and paste. No external apps. Just structured documentation and CPT-aligned support generated directly inside your secure EHR.

AI Notes Assist is fully integrated with Valant, so telehealth, treatment planning, scheduling, billing, and documentation all stay connected in one system, aligned to how your team already works.

  • One login
  • One platform
  • One secure EHR

Stay productive and confident in your documentation without ever leaving Valant.

How Your Practice Benefits From AI Notes Assist?

Save hours every week with structured notes aligned to how your clinicians document.
Reduce burnout with organized documentation and helpful CPT-aligned suggestions.
Free up your calendar by finishing notes faster and supporting accurate coding based on documented care.
Stay HIPAA compliant with structured documentation generated and stored securely inside Valant.

AI Notes Assist is a Clinical Assistant, Not a Shortcut

You stay in control. AI Notes Assist supports your voice and clinical judgment by generating a structured draft aligned to how you document, while surfacing CPT-aligned suggestions based on documented care.

After a long session, a blank page should not slow you down.  With AI Notes Assist, you are never starting from scratch.

Put

Growth

Into

Practice

With

AI Notes Assist

Documentation That Works the Way Clinicians Do

Put growth into practice by reducing burnout and reclaiming your time.

Focus Your Clinical Efforts

Spend less time reworking notes and more time connecting. AI Notes Assist prepares a structured draft aligned to how your clinicians document, while surfacing CPT-aligned suggestions based on documented care. Your attention stays on your patients.

Speed Your Documentation Process

Generate structured draft notes automatically, so clinicians spend less time organizing content and more time finalizing with confidence.

Document with Consistency and Confidence

Structured documentation reduces variability, supports cleaner audits, and strengthens documentation across roles and specialties.

AI Sentiment & Adoption

Gain insight from 167 behavioral health professionals on AI adoption, concerns and perceived benefits.

See Other Ways Valant Can Improve Your Administrative Efficiency

What They’re Saying

Progress notes are easy to use and treatment plan suggestions make this process easy. Informed Consent, Diagnosis page, Mental Status Exam and many other suggested or necessary documents are at your fingertips.

Ann S.Owner

The software facilitates efficient screening, scheduling, initial evaluation, and ongoing treatment by allowing the patient to interact directly with administrative personnel, clinicians, and assessment instruments.

David B.Owner

It is intuitive and easy for our counselors to use… organization of patient charts and history is outstanding.

Candyce N.Administrator

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