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.
Session Intelligence
- Step 1Scheduling
- Step 2Session online/offline mode
- Step 3AI summary
- Step 4AI-Generated Treatment Plans
Practice continuity
- Step 5Billing & Payments
- Step 6Payment processed
- Step 7Ready-to-Use Therapy Exercises
AI assists with drafts; you approve what enters the record. Billing and payments continue the same visit context on supported plans.