Whether you meet in person or via telehealth, the system captures the "golden thread" of your clinical work, automating your note drafting process within minutes.
Managing Client/Patient Consent
Patient consent is mandatory before any session can be transcribed. The method for securing this depends on how you meet:
Telehealth Sessions: Allia Health manages this automatically. Before joining the virtual room, patients are prompted to click "Yes" or "No" to consent to AI transcription.
In-Person Sessions: The clinician is responsible for obtaining consent. You must confirm and document the patient's verbal or written consent before hitting Start Recording on your device.
Generating the Summary (AI Note)
Once consent is established, the system captures the session audio to generate your documentation.
In-Person: Open the patient's appointment on your laptop or mobile device and select Start Recording. For optimal accuracy, ensure your device is positioned centrally to capture both speakers clearly.
Telehealth: Transcription is built directly into the virtual room; no external recording device is required.
Processing (The 5-Minute Rule): After the session ends, Allia processes the data. You do not need to stay on the page—feel free to start your next session. Your structured summary and draft note will appear in the patient’s Notes tab, typically within 5 minutes.
Clinician Control: You maintain full ownership of your data. Transcripts are stored under the Transcripts tab; you can review, edit, or permanently delete both the transcript and the generated note at any time.
Stylistic Preferences
You can ensure generated notes align with your specific clinical voice by defining Global Preferences. These settings act as a permanent instruction set for the AI knowledge graph to follow for all future notes.
Setting Your Preferences
Navigate to Settings > Note Preferences to configure your style. These instructions will be applied to all future summaries automatically:
Note Format: Specify your default structure (e.g., SOAP, DAP, or ENM).
Narrative Perspective: Choose between first person ("I observed...") or third person ("The clinician observed...").
Clinical Tone: Provide specific guidance on focus areas (e.g., "Keep symptom descriptions concise but provide detailed intervention plans").
On-Demand Adjustments
If a specific summary requires a different format, use the built-in AI Assistant. Simply highlight any section of the generated text and provide a prompt—such as "Create a billable note for 90837" or "Rewrite this as a progress note"—to reformat that specific document without altering your global settings.
