AI PSYCHOTHERAPY DOCUMENTATION
Keep the therapeutic process in mind without taking all the documentation afterward
Itaca prepares a draft of a psychotherapy note based on the session and available context. You decide what is clinically relevant, keep your private notes separate, and determine what goes into the record.
A PLATFORM FOR PSYCHOTHERAPEUTIC WORK
Session presence, continuity, and evidence in a single workflow
Use Itaca to reduce tasks around the session and quickly get back to the context that truly matters.
Clinical responses with sources
Review sources on therapeutic approaches, interventions, psychoeducation, or follow-up without turning an informational inquiry into an automatic decision. Review the response and its references before applying it.
Research when you need more depth
Organize broader literature reviews and guidelines on therapeutic modalities, techniques, or outcomes. Learn how deep research presents sources and evidence for review.
The process continues between sessions
Return to the worked focus, the interventions, the response, and the prior agreements without reconstructing the entire history or turning the session into a transcript.
Materials and certificates when applicable
Draft summaries, certificates, or other documents pertinent to your practice, preserving the difference between the session note, the formulation, and the document received by a third party. Explore the documents that Itaca can help prepare and review each draft before sharing it.
PRESENCE, CONTINUITY, AND CONTROL
Therapy documentation without breaking the flow of the session
Itaca prepares the draft; the psychotherapist retains the formulation, intervention, and clinical responsibility.
The session remains person-centered
The audio of an in-person or virtual session, prior documents, or brief notes serve as a starting point, without drafting the note from scratch.
Organized session-to-session continuity
The focus of the session, the documented interventions, the person's response, and the agreements for the next meeting remain connected.
The therapeutic decision remains in your hands
The draft arrives with the organized context so that you only adjust what is necessary and decide what belongs in the clinical note.
Continuity without turning the session into a transcription
A psychotherapy note should be useful for the continuity of care and careful enough to protect confidentiality. Itaca helps synthesize what is clinically relevant without publishing an extensive transcript or interpreting the patient.
See a demonstration of Psychotherapy note, explore the Clinical templates o revise the approach of security and privacy.
What can remain visible between sessions
- Reason or focus of the session and relevant changes since the previous meeting.
- Interventions performed and observed response when documented.
- Evolution of goals, measures, or available self-monitoring.
- Agreements, tasks, alerts, and next steps for follow-up.
Practical example
This is what a psychotherapy note draft can look like
The draft summarizes what is necessary to continue the process; it does not attempt to reproduce the entire conversation.
Session context
During a follow-up session, the individual describes increased anxiety regarding work meetings and discusses what happened when trying the previously agreed-upon strategy. The therapist explores the situation, carries out an intervention, and defines a specific practice for the week with the individual.
Itaca organizes the recorded material; the psychotherapist decides what is clinically relevant and how to formulate it.
Draft for review
Session focus: Work situations that trigger anticipatory anxiety and review of the practice agreed upon in the previous session.
Referred evolution: identify two high-tension meetings and describe the partial use of the practiced strategy, with limited relief.
Intervention and response: The sequence of the situation is reviewed and an alternative response is practiced. The person identifies a step that they consider applicable.
Agreement record similar situations and practice the defined step before the next session.
The session note is neither the complete formulation nor a verbatim record of every word
Clinical documentation must support continuity without exposing details that do not contribute to care. Case formulation, working notes, and the note integrated into the medical record may serve different functions. The therapist decides which information belongs in each space.
Before approving, verify that the note distinguishes what was stated by the person, what was observed by the professional, the intervention performed, and the documented response. Avoid turning inferences or working hypotheses into facts.
For more information, see how organize the clinical history in psychotherapy and how to structure a psychological progress note.
A neat note, ready to continue
- Session focus and intervention, clearly organized.
- Person's response and agreements, in place.
- Visible next steps to resume the process.
- Only the information that should be kept in the file.
- A draft you can adjust without rebuilding the session from scratch.
Privacy and professional control in every session note
Itaca encrypts information in transit and at rest, does not use clinical data to train models, and does not sell information to third parties. The data belongs to the user and their organization; each note remains a draft until the professional reviews and approves it.
FREQUENTLY ASKED QUESTIONS
Questions about AI and psychotherapy notes
Is it mandatory to record the session?
No. Itaca can work from various available sources, such as audio, video calls, clinical documents, or quick notes.
Is the note a transcript of the session?
No. The goal is to prepare a clear, review-ready clinical draft, not to publish a full transcript of the conversation.
Does Itaca interpret the patient or define therapeutic goals?
No. The formulation, objectives, and interventions are the responsibility of the professional. Itaca organizes the documented information to reduce the administrative burden.
Can I use my own note format?
Yes. You can upload an example of the format you already use and convert it into a reusable template for future sessions.
If you need to verify attendance or prepare a specific document, consult the guide psychological certificates and therapeutic records, with differences, guiding models and a checklist before signing.
Log out without taking the pending note
Try Itaca in your solo practice or schedule a conversation to organize your team's documentation. If your work also includes psychological evaluations and reports, learn about the workflow of AI for psychologists; you can also explore others AI workflows for clinical professionals.