AI options in Note Designer
At Note Designer, AI is designed to support your documentation while respecting your expertise. It’s optional, available when you need it, and always under your control.
Start your free demoOptional AI rewrite feature
Enhance your notes with AI-assisted rewriting and summarizing tools. Use them when you find them helpful; ignore them when you don’t.
Keep Your Clinical Voice
Improve clarity without losing your personal tone or intent.
You’re in Control
AI features are available only when you decide to use them.
Never On by Default
Nothing is enabled automatically. Your workflow stays yours.
We hear you.
Using artificial intelligence in clinical settings raises important questions. As fellow clinicians we share your concerns about data privacy, the risk of client information being misused, and that some agencies are starting to restrict the use of AI tools.
Here’s what you should know about our Ethical AI features:
Note Designer is not a “scribe.”
It never records or listens to your sessions. It supports your writing with structured templates and optional AI tools that protect your privacy and clinical voice.
Your data stays private.
The information you enter is not stored, used to train our AI, or shared with third parties. Our AI is privately hosted and never sent to external models.
AI is optional.
You’re always in control. AI is only activated if you choose to use it. All features can be turned on or off at any time, giving you full freedom over how you work.
And remember: You don’t have to use AI at all. Note Designer has helped thousands of clinicians over the past 10 years create clear, professional notes without it. You can use the draft as-is or make quick edits to match your voice and style.
Experience our ethical AI in action
Try Note Designer free todayPrivacy and Compliance
Your data privacy is paramount. Note Designer’s Ethical AI features are designed with strict adherence to privacy standards.
- All AI runs locally with no external data sharing.
- Your notes are never stored or accessed by us.
- Fully compliant with HIPAA and PIPEDA.
- For more detail about the AI system, please consult our Frequently Asked Questions section.
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FAQs
We know therapists value clarity and control. Here are some of the most common questions about Note Designer to help you feel confident before getting started.
No, you do not have to use any AI features in Note Designer. Thousands of clinicians have used Note Designer for over 10 years without AI, relying instead on our expertly written templates and structured tools to produce clear, comprehensive, and readable clinical notes. AI features are entirely optional and designed to support—not replace—your professional voice and judgment. Whether you prefer to work manually or with AI assistance, Note Designer gives you full control over your documentation process. And, if you prefer a version of Note Designer with no AI functionality at all, that is available as our Note Designer Classic.
Note Designer’s Ethical AI is built on the principles of transparency, user control, and security. Our AI system is not powered by a third party—instead, we manage a private instance of an open-source model (currently Microsoft’s Phi-4) hosted on our HIPAA-compliant AWS server space. Because we manage the AI model, Microsoft has no access to your client data, and no information is ever shared externally.
Key features of our Ethical AI approach include:
- No identifying client information is ever sent to the AI. Patient details from your Headings tab remain entirely within your browser.
- AI processing is end-to-end encrypted and secure. When you click “AI Rewrite,” only non-identified note content is sent to the AI model, and results are securely returned to your browser.
- Nothing is stored or reused. Inputs and outputs are never stored, never shared, and never used to train any AI model. The model we use is pre-trained and static.
We are committed to ethical clinical AI. For more thoughts on this, we invite you to read Patricia’s blog posts or reach out to us directly at info@notedesigner.com.
Yes — Note Designer offers a comprehensive library of video tutorials designed to help users get the most out of the software. These tutorials are easily accessible via our resources/videos page or in the app’s Help menu and cover everything from basic setup to advanced customization and specialized note types. Topics include:
- Introduction & Overview — A welcoming walkthrough for new users
- Tour of New Features — “Tour of Our New Features – 2023” video that highlights recent updates
- Subscription Management — “Set Up and Manage Your Subscription” tutorial
- Customization — Step-by-step guides for both simple and advanced customization features
- Common Progress Note Formats — In-depth walkthroughs for Basic, SOAP, BIRP, and DAP formats
- Specialized Notes — Dedicated tutorials for Risk Assessment, Treatment Plans, Intakes, and Termination Reports
You’ll also find additional videos covering progress notes, content library usage, and AI features. With options for both new and experienced users, these tutorials make learning intuitive and efficient.
Because Note Designer is a note writing software and not a record storage system (such as with Electronic Health Records), and because user-identifying information never leaves your browser, HIPAA compliance is not an issue. You are fully in charge of where and how you store your confidential data – with Note Designer your identifying protected health information is never stored in the cloud or on our server – they remain in your hands on your device. Read more about HIPAA here.
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