Workflow

How it works

Six connected steps from appointment to approved clinical record. You stay in control at every stage.

1. Schedule and prepare

Connect Google Calendar so appointments flow into your practice. New events can create or match patients automatically—less duplicate entry before the session starts.

2. Conduct the session

Focus on the patient. Place a device nearby to record audio when appropriate and permitted, or work from your existing session notes.

3. Capture and transcribe

AINuma transcribes session audio and structures the conversation. You get a reliable transcript and summary to support recall and documentation.

4. Review AI drafts

Structured clinical notes, treatment plan suggestions, and homework ideas are generated as drafts—not final records. Review for accuracy, tone, and clinical fit.

5. Approve into the record

Approved artifacts are stored on the patient timeline alongside intake responses, agreements, and questionnaire results.

6. Continue practice workflow

The longitudinal record supports continuity of care and supervision. Where enabled on your plan, session-linked invoicing and patient payments continue in the same system—without exporting files or opening a separate billing tool.

platform.home.workflow.groupClinical

  1. Step 1platform.home.workflow.steps.schedule
  2. Step 2platform.home.workflow.steps.session
  3. Step 3platform.home.workflow.steps.draft
  4. Step 4platform.home.workflow.steps.review

platform.home.workflow.groupOps

  1. Step 5platform.home.workflow.steps.invoice
  2. Step 6platform.home.workflow.steps.payment
  3. Step 7platform.home.workflow.steps.workflow

AI assists with drafts; you approve what enters the record. Billing and payments continue the same visit context on supported plans.