AI Charting by Healthie
From session to signed note to follow-up tasks, AI Charting by Healthie handles your entire documentation workflow — built directly into your EHR, so every hour you save goes back to your clients.
Built for the way you actually practice.
Five AI tools, built directly into Healthie — no separate app, no copy-paste, no third-party logins. From the moment your session starts to the moment you close the chart, every step is covered inside the same platform you already use for scheduling, billing, and client communication.
AI Scribe
A structured, editable chart note the moment the session ends
AI Encounter Summaries
A concise clinical summary generated when you lock the note
AI Scribe Tasks
Follow-up actions surfaced from the session transcript
Instant Transcripts
A full, searchable transcript saved to the client's chart
AI Chart Summaries
An at-a-glance overview of the client's full history
Your notes, written during the session — no matter how you meet.
AI Scribe drafts a secure, structured, and editable chart note the moment the session ends. Whether you're running Zoom telehealth, seeing clients in-office or taking phone calls, AI Scribe has you covered. One setup, every session type.
Works with Zoom telehealth, in-person ambient, and phone sessions
Follows your exact template — SOAP, ADIME, DAP, BIRP, or fully custom
Assign different templates per appointment type
Note ready within seconds of your session ending
Notes stay fully editable until you review and approve
The key points from every session, ready at a glance.
When you lock a chart note, Healthie automatically generates a concise clinical summary of the session — no extra recording time, no added setup, and no Scribe minutes consumed. Open a past note and the most important information is right at the top.
Generates automatically when you lock a chart note
Covers reason for visit, history, symptoms, key findings, current treatment, and plan
Adapts first bullet for initial vs. follow-up visits
Editable inline — your changes are timestamped and attributed
Included in AI Charting at no additional charge
Every follow-up action, captured before you close the note.
After each session, AI Scribe reads the transcript and surfaces a list of follow-up tasks based on what was discussed — lab orders, referrals, homework assignments, prescription changes, and more. They appear in your Healthie task list automatically, ready to assign, edit, or check off.
Generated from your session transcript — no extra steps
Tasks appear with a sparkle icon so they're easy to spot
AI-estimated due dates based on time references in the session
Assignable to any provider on your team
Works alongside your existing tasks in Healthie
A complete record of every session, always on file.
Every session transcribed by AI Scribe produces a full, searchable transcript — saved automatically to the client's chart. It's there when you need to verify a detail, support a billing review, or hand off to another member of your care team.
Generated automatically alongside your chart note
Stored securely in the client's chart, never downloaded to a local device
Accessible only to providers with permission to view that appointment
Audio is processed and discarded, only the transcript is retained
Configure your own transcription retention policy within account settings
Walk into every session knowing where the client stands.
AI Chart Summaries will give you a structured, at-a-glance overview of a client's full history, medications, diagnoses, recent encounters, and key clinical context, so you can get up to speed in seconds, not minutes.
Document smarter, from every session to every follow-up.
Meet your complete AI documentation suite — built directly into Healthie and included in your AI Charting add-on. From the moment your session starts to the moment you close the chart, every part of your documentation workflow is covered.
Includes:
AI Scribe
AI Encounter Summaries
AI Scribe Tasks
Instant Transcripts
AI Chart Summaries
Coming Soon
Adopt AI with confidence.
Raw audio is never stored. Session data is never used to train AI models. Transcripts are accessible only to providers with permission to view that appointment. AI Charting runs on Healthie's HIPAA and HITRUST certified platform — the same infrastructure your entire practice already runs on.
FAQ
AI Scribe captures your session — in person, over the phone, or via Zoom telehealth — and generates a structured, editable chart note once the session ends. It works directly within Healthie's EHR, using your existing templates and Calendar. Every session also produces an instant transcript. No third-party tools. No extra steps. Just documentation that's ready for your review.
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.
Processing typically completes within seconds but may take up to two minutes of the session ending. You will receive a notification when your generated note is ready for review.
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.
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
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
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.
Standalone AI scribes produce a transcript and a draft note that you then copy into your EHR. Healthie AI Charting is built directly into the EHR — notes are generated using your own templates, automatically linked to the correct appointment, and accessible inside the same platform you use for scheduling and billing. AI Scribe Tasks and AI Encounter Summaries are also generated automatically from the same transcript, with no extra steps.
Yes. AI Scribe integrates directly with Healthie's Zoom for Healthcare integration. When you launch a telehealth session through Healthie, AI Scribe captures audio automatically. Healthie is a Zoom for Healthcare launch partner, which means the integration uses Zoom's Real-Time Media Services for high transcription accuracy and full HIPAA compliance.
Try AI Charting free for 7 days — no commitment required. The trial is available as an add-on to Plus, Group, and Enterprise plans.
After your trial, AI Charting starts at $35/month with 40 hours of Scribe time included, shared across your team. Beyond 40 hours, usage is billed at $0.85/hour — you only pay for what you use. AI Encounter Summaries, AI Scribe Tasks, and Instant Transcripts are all included at no additional charge.
Admins and Org Owners can track Scribe usage month-to-date directly in Healthie under Visualize > Scribe Usage, so there are no surprises on your bill. Enterprise pricing is available — contact us for details.