Healthie AI Scribe

Healthie’s AI Scribe feature generates comprehensive chart note drafts within a provider’s desired and specified Chart Note Template, all within the Healthie UI. AI Scribe is a new Product that Healthie has launched as part of its commitment to leveraging the benefits of AI for providers and administrators while keeping a close eye on privacy & security responsibilities in healthcare.

Watch a demo recording here.

Benefits of Healthie AI Scribe

For Providers:

• A Built-in Healthie Experience: Healthie’s AI Scribe drafts Chart Notes within the Healthie UI, using the designated Chart Note Template of your choosing, that you can select per each Appointment Type. You won’t need a third-party browser or plug-in, and you can continue using the Zoom experience you are already using to conduct your telehealth visit, that ties automatically to your Healthie Calendar.
• Reduce time spent charting: With AI Scribe, you’ll spend less time following up to complete notes during and after a session, knowing that your chart note templates are capturing information also required for billing and compliance purposes
• Built with clinical excellence and outcomes: Healthie’s AI Scribe is being developed with each clinician in mind - we know that charting for behavioral health is different from charting in nutritional care and different than in primary care, and our models are constantly being fine tuned to reflect the nuances and specifics that each provider needs to capture clinically excellent notes

For Administrators:

• Tie into billing & care navigation workflows: Chart note fields can additionally be used to populate key patient navigation journeys and billing needs, saving administrators time on back-end processes. 
• Security & Privacy at the forefront: Healthie has been building for healthcare since 2016, and we understand the importance of monitoring safety & best practices when adopting AI Technology

Getting Started with AI Scribe: Step-by-Step Guide

Once AI Scribe has been enabled for your account, follow these steps to use the product: 

1. Navigate to Appointment Types > Edit > AI Scribe

• You’ll need to link your charting templates to specific appointment types. The advantage of this is that you’ll have appointment-type specific chart notes generated by Scribe
• Select the chart note template you’d like to use for an appointment type.
• Repeat this step for each appointment type that you’d like to enable AI Scribe for.

Note: We suggest reviewing your Chart Note Templates to make sure they contain all of the fields you’d like to capture during sessions, and for billing purposes. 

2. Schedule an Appointment

Book an appointment as you normally would, ensuring the appointment type has an AI Scribe-enabled template associated with it. This must be a virtual session, configured to use Zoom, in order for AI Scribe to be utilized.

3. Start Your Session

When you launch your session via Zoom, everyone on the call (both provider and client) will hear an announcement that the session is being recorded.

4. Review Your AI-Generated Chart Note Draft

After the Zoom session ends, AI Scribe will process the transcription and generate a chart note for you to preview, modify, and approve. Specifically:

• AI Scribe will take 7–15 minutes** to generate the drafted charting note.
• You’ll receive a notification titled: “[Client Name] has a generated charting note ready for review.” Clicking this notification will take you directly to the note.
• Provider can go in and review the note, within the Client’s Charting Notes, in the chart note template associated with the appointment type, make any necessary edits, provide feedback to the Scribe Model & Healthie team,  and sign & lock it to finalize documentation.

Note: Within the client's charting section, you’ll be easily able to identify charting notes that have been generated by AI, both from the sidebar list of charting notes, and in the charting note header. Any team member with view-access of the client’s charting, will see the AI generated note – but will not be able to edit the note until “Convert to chart note” has been clicked. 

From here, you can click “Convert to chart note” to edit, or take further actions to the AI generating charting note (ie. sign and/or lock your note). 

Enabling AI Scribe

Healthie AI Scribe is currently in testing with select customers. AI Scribe can be enabled for all, or specific providers within your account. If you'd like to join our testing group, please email hello@gethealthie.com.

To be notified when AI Scribe is more widely available, subscribe to our Portal Card.

A few additional notes on AI Scribe:

1. Once AI Scribe is enabled for your account, you will need to configure the connection between your charting form templates and appointment types. You can do so by editing their appointment types (follow the steps outlined above in Getting Started).
2. Enabling AI Scribe will also enable automatic cloud recording for your account. You don't need to pay for cloud recording, but Healthie will automatically delete the Zoom recordings on the backend.
3. If you would like to retain those recordings or manage them directly, we can enable cloud-recording for your account at an additional cost.

Pricing

Healthie customers will be able to purchase Healthie’s AI Scribe as an add-on Product. Pricing varies depending on your current Healthie plan, and the number of providers you'd like to enable AI Scribe for. You can email us at hello@gethealthie.com to discuss pricing for your account.

FAQs: Healthie AI Scribe

How does Healthie AI scribe work? 

Healthie’s AI Scribe seamlessly generates Chart Notes directly within the Healthie UI, using your selected Chart Note Template for each Appointment Type. There’s no need for third-party browsers or plugins—AI Scribe integrates with the HIPAA-compliant Zoom experience you already use for telehealth visits, automatically syncing with your Healthie Calendar. The tool works by leveraging Zoom’s transcription from your session to populate the designated charting note template, streamlining documentation and reducing manual entry.

What types of documentation can an AI scribe handle? (e.g., SOAP notes, intake forms, progress notes)

Healthie’s AI Scribe can generate any industry-standard documentation, including SOAP notes, ADIME notes, intake forms, and progress notes. Additionally, it supports custom charting templates created within Healthie. If a charting form is built within Healthie, AI Scribe can automatically generate documentation based on the session’s transcription, streamlining your workflow and reducing manual entry.

Does Healthie’s AI Scribe work in real-time or after the appointment?

Currently, Healthie’s AI Scribe generates your charting note within 7-15 minutes after your session concludes, giving you an accurate, structured summary without disrupting your workflow. However, we’re actively working with Zoom on an upcoming release that will enable real-time charting note generation. This means even faster documentation, reducing the need for post-session charting and allowing you to focus more on patient care—ultimately saving you even more time. Stay tuned for updates!

Can AI Scibe recognize and adapt to different medical specialties?

Yes! Healthie’s AI Scribe is designed to work with any medical specialty by generating chart notes based on your selected charting template. Providers can create specialty-specific chart note templates within Healthie, ensuring AI Scribe captures the most relevant details for their field. Whether you're using SOAP notes, ADIME, or a fully customized template, AI Scribe adapts to your documentation needs—streamlining your workflow while maintaining accuracy and compliance

Does AI Scribe comply with HIPAA regulations?

Yes, Healthie’s AI Scribe fully complies with HIPAA regulations. As part of Healthie’s HIPAA-compliant platform, AI Scribe leverages our integration with HIPAA-compliant Zoom to generate draft charting notes securely. These notes are stored directly within the client’s profile in Healthie, ensuring all protected health information (PHI) remains secure and never leaves the platform. Our use of Large Language Models (LLM) is secure. If you have specific questions regarding compliance, please contact hello@gethealthie.com

How does AI Scribe ensure data security and patient confidentiality?

Healthie follows industry best practices for data protection, including encryption in transit and at rest, access controls, and audit logs to safeguard sensitive client information. The Large Language Models (LLMs) with which we generate draft charting notes are also HIPAA compliant — no data is captured or stored by any third-party platform during note generation. If you have specific questions regarding compliance, please contact hello@gethealthie.com

Can I edit or correct the Healthie AI-generated notes?

Yes! Once AI Scribe generates your draft charting note, you’ll receive a notification when it’s ready for review. You can easily make edits, add details, and finalize the note before signing and locking it, ensuring it aligns with your documentation workflow. This flexibility allows you to maintain accuracy while streamlining your charting process.

My providers may use multiple chart note templates - how is this compatible with Healthie’s AI Scribe?

You can link the chart note template that you’ll use for a specific appointment type. So, the AI Scribe will generate the note template associated with the Appointment Type and Chart Note Template. 

My provider would like to take some notes during the session, in addition to using AI Scribe. Is this possible? 

Yes - you can link multiple chart notes to a single session, so if a provider wants to take their notes during a session, they are able to do so in the chart note template of their choosing (commonly a free text chart note) without interrupting the work that AI Scribe is doing in the background during a session. Both chart notes will be visible to the provider, and the provider can combine them as desired. 

What are best practices in making sure that the chart note template has required fields for my billing team?

We suggest adding smart fields that your billing team needs to process claims in the chart note directly, which most commonly include:

• Scheduled time, start time, end time
• Procedure and diagnosis codes
• Appointment type
• Provider  

Is Scribe the Same as Transcription?

Not exactly. While Zoom can optionally provide a word-for-word transcription of the audio from your video call, Healthie’s AI Scribe takes it a step further.

Here’s how it works:

• Step 1: Zoom generates a detailed transcription of the session.
• Step 2: Healthie’s AI Scribe analyzes the transcription, extracts the key information you need, and organizes it into the appropriate fields of your charting note.

Instead of simply providing a raw transcript, AI Scribe creates a clear, concise chart note draft that reflects the documentation you’d want. 

I want to use a Healthie Harbor Partner’s AI Scribe - how do I integrate this product into Healthie?

Healthie has fantastic Harbor Partners who offer different Scribe products (alongside other AI Tools). You can review our Harbor Partners here, and go through the enrollment process with your choice vendor.

Do I need to get consent from my patients to enable AI Scribe, and if so, how do I do this? 

• We recommend reaching out to a lawyer to review best practices on leveraging AI Scribe in your business. We suggest (not legal advice)
  • Let them know in advance that recording sessions is part of your business’s policy.
  • Reassure them that all information is securely stored and used only for documentation purposes.
• Note: If a client opts out of sessions being recorded, AI Scribe will not work for that session. 

If I sign up for AI Scribe, do I need to enable this for all of my providers, or can I first pilot with a few providers in my organization?

You can absolutely pilot this product with 1+ providers in your organization, and then elect to enable the product for your additional providers, on your time horizon. 

Do I need to purchase cloud recording in order to use AI Scribe?

No, you don't need to pay for cloud recording, but Healthie will automatically delete the Zoom recordings on the backend. If you would like to retain those recordings or manage them directly, we can enable cloud-recording for your account at an additional cost. 

Can I access or move transcription recordings?

Customers who would like to maintain access to recordings can purchase our Cloud Recording add-on for Zoom. This cost, separate from the AI Scribe purchase, will allow for storing, accessing, and moving transcripts inside and out of Healthie. Email hello@gethealthie.com to request Cloud Recording be enabled for your account.

Can AI Scribe be used for group appointments and charting notes in Healthie? 

At this time, AI Scribe cannot be used for group appointments. 

Can AI Scribe / Recordings be turned off for a sessions?

AI Scribe / recording is automatically started for you when the session is initiated, however it can be turned off by the provider if needed. Use case may be: client declined consent to allow AI Scribe for the session. A note will not be generated if the recording is turned off during the sessions.