Streamline your practice with AI-powered tools.
Grade: B — Score: 80/100
SimplePractice Care Aide leverages advanced AI technology to assist clinicians in managing their practice efficiently. With features like Note Taker and Session Sidekick, practitioners can automate note-taking and enhance telehealth sessions, ensuring a seamless experience for both therapists and clients.
The platform optimizes workflow by providing customizable session outlines, live recaps, and insights during appointments. Additionally, the AI-driven Treatment Planner allows for the creation and updating of comprehensive treatment plans based on assessment data, ensuring that clinicians can focus more on patient care rather than administrative tasks.
SimplePractice prioritizes data security and compliance, meeting the highest HIPAA standards verified through HITRUST certification. This commitment to confidentiality ensures that client data is protected with advanced security protocols, allowing practitioners to work confidently within the platform.
Care Aide for Account Owner: $59/month after a 30-day free trial, plus a required SimplePractice plan
Additional Clinician: $49/clinician/month after a 30-day free trial
Consider switching to TheraNest: Similar features with a focus on practice management.
Care Aide uses Note Taker to process session audio and create a transcript in real time, but SimplePractice says it does not store a session recording. The audio is deleted after the transcript is generated. The identifiable transcript remains available for up to seven days or until the progress note is signed and locked, whichever happens first.
SimplePractice provides a customizable Consent for Use of AI Tools with De-Identified Transcript Retention form, but the practice remains responsible for applicable state, specialty, licensing, and recording-consent requirements. Clinicians and clients can choose not to use Care Aide for a particular client or workflow. Declining Care Aide does not prevent the clinician from continuing normal documentation in SimplePractice.
SimplePractice says retained transcripts are not used to train, retrain, or modify the underlying AI model. When transcript retention is enabled, de-identified and de-coupled transcripts may instead be used to evaluate Care Aide output and refine the prompts, workflows, and settings given to the model. SimplePractice also states that it is not using retained transcripts to build an AI therapist.
Yes. Transcript retention can be managed at the clinician, client, or individual-session level, and opting out does not remove Note Taker or Care Aide functionality. Users who enable Note Taker on or after June 17, 2026 are opted into retention by default, while earlier users are opted out by default unless they choose otherwise.
No. Care Aide is an add-on built into SimplePractice and requires an active SimplePractice subscription. It is not documented as a standalone AI scribe or as an add-on for another EHR.
Note Taker can create transcripts and draft notes during SimplePractice telehealth appointments and during in-person sessions through the SimplePractice for Clinicians app on iOS or Android. Session Sidekick provides its live reminders, Quick replay, and session context inside the SimplePractice telehealth workflow. This means the note-generation feature supports both settings, but some live Care Aide tools are telehealth-specific.
SimplePractice warns that Care Aide can produce mistakes, missing details, incorrect statements, accidental bias, or irrelevant information. Clinicians can edit or discard generated notes, plans, and summaries before saving them. The clinician remains responsible for making sure the final record reflects clinical judgment and applicable documentation requirements.
Note Taker generally follows the most recent note type used for that client. For a first appointment it creates an intake note combining a biopsychosocial assessment with SOAP structure, and the second appointment defaults to SOAP unless the workflow is changed. On the web, clinicians can give up to five refinement instructions per appointment to change tone, structure, formatting, or detail before making manual edits.
Note Taker can be used during one-to-one, couples, and group telehealth appointments. However, Client Summaries are currently limited to individual appointments and are not available for couples or groups. Clinicians working with multiple speakers should therefore review transcripts and draft notes carefully before saving them.
SimplePractice Note Taker focuses on transcripts, draft progress notes, dictation, uploaded session content, and pre-session summaries. Care Aide includes Note Taker and adds Intake Summaries, Session Sidekick, Treatment Planner, and Client Summaries. Note Taker is the narrower option at $35 per month, while Care Aide costs $59 per month for the account owner and requires the same underlying SimplePractice subscription.
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