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All featuresAI progress notes

Close the laptop at five.

With Lumi AI, your session becomes a draft note you review and sign. Everything else runs in the background.

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Ask LumiSample
Draft my note from the 10:00 with Maya R.

Drafted from your session, ready for you to review. Change anything, then sign.

  • Progress note · Maya R.Goals, interventions and plan filled in
  • RiskLeft for you to complete
Ready to sign

Jordan P. · session 6.

  • GoalsSleep routine and work stress
  • Last homeworkA worry log, three nights a week
Ready

Sound familiar?

Therapy is the work. The notes come home with you.

  • Notes and paperwork eat your evenings.
    Lumi drafts the note. You review and sign.
  • You write the same sections from memory, session after session.
    Progress, SOAP, intake and treatment plan templates, ready to go.
  • Associates’ notes wait days for your co-sign.
    Notes wait for co-sign when an associate writes them.
  • Unsigned notes pile up, and you’re never sure which ones.
    Signing locks the note, and later changes are kept as amendments.

How it works

What TheraFocus does for you.

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Drafts

Your session, drafted for you.

With both of you agreeing, a telehealth or in-office session is transcribed and Lumi drafts the note. The transcript is deleted once the draft is ready.

  • Notes drafted for you to review and sign
  • Drafts from telehealth or in-office sessions
  • Only when you and your client agree
  • Risk is always left for you to complete
A hand signing a note with a fountain pen
Sign and co-sign

Signed, locked and in the record.

Pick a progress, SOAP, intake or treatment plan note. Signing locks it. Associates’ notes wait for co-sign.

  • Progress, SOAP, intake and treatment plan notes
  • Signing locks the note
  • Later changes are kept as amendments
  • Notes wait for co-sign when an associate writes them

A closer look

Every note, in one place.

What’s drafted, what’s signed and what’s waiting for co-sign, before your first session.

Sample data

How it goes

From session to signed.

  1. Before

    Ask your client

    Transcription runs only when you and your client both agree.

  2. After

    Review the draft

    Lumi drafts the note in your template. Change anything you like.

  3. Done

    Sign and go home

    Signing locks the note. Risk always stays yours to complete.

Questions

Good questions, plain answers.

See all questions
Does Lumi replace my clinical judgment?

No. Lumi drafts notes and helps you prepare. You review and sign everything before it becomes part of a client’s record.

Is the session recorded?

Only when you and your client both agree is the session transcribed. The transcript is used to draft the note and is deleted once the draft is ready.

Which notes can I write?

Progress, SOAP, intake and treatment plan notes. Associates’ notes wait for your co-sign.

Everything in one place

Switching from SimplePractice, TherapyNotes or Jane? We help you bring your clients over.

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Make room for better days.

Start free, bring your clients over, and see your first calm week.

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