Case

Everyone in the room

The AI wrote one note per session. Then four people walked into the room.

Role
Led design, end to end
Span
July–October 2026
The session format picker with Couples selected, a banner explaining that couples sessions produce one note focused on the identified patient and filed to their chart, and two attendees added: Teodor Iliescu and Tobias Fenn.
Starting a couples session: choose the format, then add both partners. Shipped to every clinician.
Stakes
In insurance-billed therapy, the note is the evidence for the claim, and a note on the wrong chart hands a reviewer a reason to deny it.
Decision
Generate every note first and pause only for a silent attendee; notes follow identified patients, not session format.
Outcome
Couples and family shipped to every clinician; groups are in development, and the first practice to see them asked for a dedicated demo.
The same couple session, filed two ways. Shipped today: one note billed to one person, with optional locked copies. Decided: a note for each identified patient, so both partners can be billed. It ships with group notes.
Decision arc

Step 1 of 4

One confirmation, scaled to the mess

One confirm step before generation, lighter or heavier depending on how messy the session was. It already folded an earlier interruption into a step clinicians had to complete anyway.

What changed my mind: Engineering showed regeneration was the only expensive operation, so gating every session spent clinicians’ time to avoid a cost that rarely happened.

Step 2 of 4

Hold only when the count is wrong

Generate immediately unless the number of speakers didn’t match the number of attendees.

What changed my mind: Our clinical lead pointed out that clinicians often leave speakers unlabeled on purpose, and without voiceprints the hold would ask the same question every week.

Step 3 of 4

No hold for unknown voices

Unknown or unlabeled speakers never stop a note; they’re fixed afterwards, if at all.

What changed my mind: One question still changed how many notes should exist, so it couldn’t wait until after generation.

Step 4 of 4

One pause for a silent attendee

Generation stops only when someone on the roster never spoke, to ask whether they were there.

What kept it: It’s the only answer that decides whether a note should exist at all.

Request full case study