Transform Your Therapy Practice: How This Free AI Note-Taking Tool Saved a Therapist 8 Hours a Week

Heidi Health AI-notetaking

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As therapists with busy practices, we all know the struggle—spending hours each week writing session notes instead of seeing clients or, heaven forbid, having some personal time. Clinton Power, co-founder of the Mind Body Training Institute, recently discovered a tool that has genuinely transformed his practice, and we’re excited to share it with you.

Imagine finishing a therapy session and having your clinical notes ready in under 20 seconds.

This isn’t science fiction—it’s what Clinton is experiencing now with Heidi Health, an AI note-taking tool that has saved him between 5 and 8 hours weekly on documentation. The best part? Unlike many AI tools on the market, Heidi offers a free plan with unlimited usage that delivers incredible value without requiring payment.

Watch Clinton’s Interview with Heidi Health

Want to see what all the excitement is about? Watch Clinton’s full interview with Dr. Ben Condon from Heidi Health, where they discuss how this AI tool is transforming clinical documentation for therapists and wellness professionals:

 

Now, let’s explore more about how this tool works and the benefits Clinton has experienced firsthand.

What Is Heidi Health and How Does It Work?

Steps for using AI note-taking software

Clinton learned more about this game-changing technology in his recent interview with Dr. Ben Condon from Heidi Health. Ben explained that Heidi uses what’s called “ambient AI” to transcribe therapy sessions in real time.

“Heidi Health uses ambient AI to transcribe consultations in real time,” Ben explained. “What that then does is we can use that transcript to create clinical documentation, referral letters, and things like that at the click of a button.”

Ben described the broader mission as “double the efficiency of the clinical workforce in the next decade without necessarily working clinicians any harder.” This resonated deeply with Clinton, as he knows many in the mental health field are increasingly stretched thin.

The Real Benefits Clinton Has Experienced

Benefits of AI-notetaking software

Since implementing Heidi, the changes in Clinton’s practice have been profound:

  1. Time Savings: He’s saving 5-8 hours weekly on note-taking, time now spent on additional client care or self-care.
  2. Increased Presence: Without the need to type or write during sessions, Clinton maintains better eye contact and engagement with online or in-person clients.
  3. Enhanced Clinical Insight: The AI captures details that are sometimes missed during sessions. Clinton told Ben during their interview: “Sometimes I’ve read back over my Heidi notes after a session, and I’ve actually seen things I didn’t know the client said.”
  4. Improved Documentation Quality: The notes are remarkably accurate. Clinton works extensively with couples, and Heidi can identify which partner is saying what with surprising precision.

How Heidi Works in a Therapy Session

What impresses Clinton most about Heidi is its simplicity. Here’s the process:

  1. Open Heidi in your browser (no software installation required)
  2. Click “New Session”
  3. Select your microphone
  4. Click “Start Transcription”
  5. Conduct your session as normal
  6. Click “Finish Session” when done

Your clinical notes are generated in your preferred format within seconds—often less than 20 seconds for a standard therapy session.

If you prefer to use the Heidi Health app on your smartphone, you can open the app and click “New Session,” which will start recording sessions instantly.

“For 15-minute sessions, we’re probably about five seconds for the transcript to appear, and then a few more seconds after that, your note will appear,” Ben explained. For typical therapy sessions of 45-60 minutes, about 20 seconds is standard.

Accuracy That Surprised Clinton

Clinton was initially skeptical about accuracy, especially with couples therapy where multiple people are speaking. To his amazement, Heidi handled this beautifully.

“We’re conscious that in a lot of different use cases, clinically, more than one person is talking,” Ben noted. “The models we’re using are getting better every day at detecting voice, and we’re pretty confident with up to five people talking in a consultation.”

This makes Heidi valuable for individual therapy, couples therapy, family therapy, and group sessions.

Privacy and Security: The Questions Every Therapist Asks

As mental health professionals, client confidentiality is paramount. Heidi takes this seriously, with Ben confirming that they’ve “gone through all of the same accreditation that any electronic health record or medical device would need to go through from a privacy standpoint.”

Key security features include:

  • HIPAA compliance for US practitioners
  • GDPR compliance for European practitioners
  • Local data storage with appropriate security infrastructure
  • Clinician control over data retention (you can set automated deletion timeframes)
  • No model testing on client sessions

“We’re really consistently about making sure that your data and your notes are for you,” Ben emphasized.

The Free Plan vs. Pro: What You Get

Unlike many tools that limit functionality on free tiers, Heidi’s free plan is genuinely useful:

Free Plan Features:

  • Unlimited notes
  • Basic note templates (SOAP notes and others)
  • 10 “Pro Actions” per month
  • 2-week trial of Pro features

Pro Plan Adds:

  • Custom templates tailored to your specific practice needs
  • Unlimited “Ask Heidi” features (like generating referral letters)
  • Ability to create specialized templates for different therapy modalities (CBT, IFS, psychodynamic, etc.)

What impressed Clinton about the Pro tier is how it can generate documentation beyond session notes. For example, Australian psychologists working under mental health care plans can ask Heidi to generate update letters to GPs based on previous sessions.

“Ask Heidi can generate a letter… and another thing that patients really enjoy is getting a patient explainer in plain language,” Ben noted.

Getting Started Is Surprisingly Easy

Some of Clinton’s colleagues were initially hesitant about adopting new technology. However, everyone in his peer supervision group who tried Heidi was able to get it working quickly, regardless of their technical proficiency.

“In terms of ease of use, it’s pretty straightforward,” Ben said. “If you just start and transcribe… it’s all very intuitive.”

The learning curve for basic usage is minimal, though more advanced customization options are available for those who want them.

Client Reactions: Better Than Expected

When Clinton first considered using an AI transcription tool, he worried about how clients might react. Would they feel uncomfortable knowing their sessions were being recorded?

To his surprise, not a single client objected when he sent out informed consent letters. Many were actively supportive, appreciating that he would be more present during sessions rather than taking notes.

“Consistently across the board, we found patients are overwhelmingly supporting it,” Ben confirmed. “Most patients are very much on board with anything that makes them feel like they’ve got your full attention.”

Heidi even provides resources like patient explainers and consent reminders to help with this process.

Why We Recommend Trying Heidi Today

What truly sets Heidi apart is their commitment to providing genuine value through their free plan. While many companies offer limited “freemium” versions to upsell you, Heidi’s approach is different.

As creators of Psychotherapy in the Age of Artificial Intelligence: Navigating the Present, Preparing for the Future, we’ve evaluated numerous AI tools for therapists. Heidi Health stands out not just for its technical capabilities but also for how closely its values align with what therapists need in this rapidly evolving landscape.

As Ben explained: “Tom, our CEO… was really adamant that he wanted a free plan. This is pretty novel technology for a lot of people, and we wanted a way for people to feel like they could experience the magic of Heidi without having to commit to payment upfront.”

This philosophy aligns with the values most therapists hold—focusing first on providing value rather than extracting it.

Looking Ahead: The Future of Clinical Documentation

AI notes on laptop computer

Heidi continues to evolve, with exciting features on the horizon. Ben hinted at upcoming developments including:

  • Clinical decision support tools
  • Follow-up call functionality, where Heidi can check in with patients between sessions
  • Enhanced follow-up capabilities to give clinicians more visibility on patient progress

The company currently handles over a million weekly sessions worldwide, indicating its growing adoption among health professionals.

Ready to Transform Your Practice?

Clinton genuinely believes Heidi represents a significant shift in how we approach clinical documentation. Whether you’re a solo practitioner just starting out or part of a larger clinic, the time savings and quality improvements can be substantial.

The unlimited free plan means there’s virtually no risk in trying it out. You can experience the benefits immediately without financial commitment, and upgrade only if the additional features would provide value for your specific practice.

Sign up for Heidi Health’s free plan here and reclaim hours of your week while improving your clinical documentation. Your future self—and your clients—will thank you.

 

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