The AI scribe for mental health occupational therapists

Capacity to recovery, on record

The person's own views, capacity and consent and the recovery goals, Note Dr writes the full, audit-ready record, ready to approve.

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Trusted from independent practitioners to community services

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From the occupational story to an approved note

Note Dr listens as the session unfolds, the person's account, their goals, your reasoning, and writes the record in the background. So someone rebuilding their day gets your attention, not the back of a laptop.

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Built for scrutiny

The person's story,
captured at the time

  • Their views and goals, in their words

    What the person told you mattered and the occupational goals you agreed together, recorded as you set them, the very things audits show go missing most.

  • Capacity, consent and information-sharing

    Capacity to consent to the intervention and to sharing the record, with what the person agreed to, captured the moment you gain it, not reconstructed later.

  • Risk and your reasoning, on record

    The risk you considered, what you observed and why you reached your view, captured contemporaneously so your clinical decision is always defensible.

Document the occupational therapy assessment

Assessment plan, occupational engagement

Goals agreedCook a meal, return to the flower stall
Outcome measure takenBaseline COPM recorded across both goals
Risk reviewed, consent recordedNo current concerns, sharing consented to

As careful as your risk assessment

A reviewed Note Dr record captures more of what a record needs to stand up to scrutiny, the occupational profile, the person's views, recovery-focused goals, your reasoning and outcomes, where published audits show conventional OT records routinely fall short.

  • Attention on the patient
  • Time back in your day

Standards and audits referenced: the HCPC standards of proficiency and the RCOT professional standards and Keeping records guidance, with a documentation audit of 320 records (Gibson et al, British Journal of Occupational Therapy, 2004).

A note for
every kind of contact

    Patient memory

    The person's goals,
    before they sit down

    Ask what the person told you mattered, the goals you set, or what they consented to, answered in seconds from their own record.

    Walk into the review already knowing the story, without trawling the notes.

    Ask Note Dr, Imogen Radcliffe
    What goals did we set with Imogen, and what did she consent to?
    NNote Drfrom this patient's record
    At the assessment on 11 June, Imogen identified cooking a meal and returning to her flower stall as the occupations that mattered most. You agreed graded recovery goals in her own words, recorded a baseline COPM across both, and consent was documented for occupational therapy and for sharing the record with her care coordinator.
    Drawn from 3 documents across 2 contacts
    Clinical references

    The standard,
    in the session

    When a presentation calls for it, Note Dr surfaces the published guidance occupational therapists work to, from the RCOT professional standards and Keeping records guidance to the HCPC standards of proficiency and relevant NICE mental health advice, with the source shown. It never tells you how to treat the person you are working with; that judgement stays with you.

    app.notedr.com
    Appointment TranscriptImogen RadcliffeToday · 17:06
    04:22ImogenI used to run a flower stall, I loved it. Now I can't even face the shops.
    04:40OTLet's get one valued occupation back first. I'll rate it with you on the COPM and we'll set goals together.
    NNote Dr

    Want me to surface any guidance for this? You could ask:

    Show me the HCPC standards of proficiency on records
    What do the RCOT professional standards require in a record?
    Remind me what the RCOT Keeping records guidance covers
    How is the COPM scored and when should I repeat it?
    What does NICE recommend for depression in adults?
    GuidelinesJournalsReferences

    Mental health OT records,
    sorted

    Why mental health occupational therapists trust Note Dr with a record that stands up to scrutiny.

    ★★★★★

    The person's voice is finally in the note

    Robyn C, mental health occupational therapist

    Their own words and the goals we set together used to be the first thing lost when I wrote up later. Now the occupational profile and what matters to them is right there. I read it back, edit and approve in under a minute.

    ★★★★★

    Goals and outcomes, never skipped

    Devon W, advanced practice occupational therapist

    COPM scores and recovery goals were always the bits that slipped when the day ran over. Note Dr captures the goals in their words and the baseline measure every time, so my notes finally show what we set out to change.

    ★★★★★

    Group notes that hold an individual record

    Saoirse D, OT in adult mental health

    Writing six individual entries after a group used to eat my afternoon. Now the group aim and each person's contribution and progress come out as a proper record. Every member has a thorough note, not a tick.

    ★★★★★

    Risk and consent on every contact

    Marcus A, community mental health OT

    Recording the risk review and consent to share was the bit I forgot when busy. Now what I considered and what the person agreed to is in every note, which is exactly where my biggest exposure sat.

    ★★★★★

    Calmest audit we've had

    Priscilla H, clinical lead occupational therapist

    Contemporaneous records across the whole team, with goals, outcomes, risk and consent on every episode. Our last RCOT-standards audit was the smoothest we've run, the notes already told the recovery story.

    Rated 4.7 out of 5 by occupational therapists from 69 reviews

    What's said in the surgery
    stays in the surgery.

    Every recording and record is protected by strong, independently assessed security and encryption.

    ISO 27001 Aligned Cyber Essentials GDPR Compliant ICO Registered NHS Compliant UKCA Medical Device HIPAA Compliant

    ★★★★★

    Across a full mental health caseload, assessments, groups and reviews, every record now reads to the same standard, with the person's views, the goals in their words and the outcome measures that used to vanish when I was busy. My notes finally match the work I actually do.

    Cordelia BMental health occupational therapist

    Mental health OT FAQs

    Can occupational therapists use an AI scribe for clinical notes in the UK?

    Yes — UK occupational therapists can use an AI scribe, provided the clinician remains responsible for every record. Note Dr drafts the note from the session — occupational profile, goals, risk, capacity and consent — and you review, edit and approve it before it enters the record, in keeping with HCPC and RCOT expectations that the professional stays accountable for what is written.

    Do I need the person's consent to use an AI scribe in mental health sessions?

    Yes — you should explain the scribe and gain the person's consent before recording, just as you would for any information-sharing. Note Dr fits that conversation naturally: the consent discussion itself is captured in the draft note, alongside capacity and what was agreed, so your record shows consent was sought. If someone declines, you simply document by hand as usual.

    Is an AI scribe confidential enough for mental health work?

    Note Dr transcribes on your device, so the session audio is processed locally rather than streamed to the cloud. The drafted note covers the sensitive detail a mental health OT record carries — the person's story, risk and consent — and nothing is saved until you have reviewed and approved it. You stay in control of what enters the record and who it is shared with.

    What should a mental health occupational therapy note include?

    A mental health OT note should show the occupational profile, the person's own views and recovery-focused goals, capacity and consent, the intervention and your clinical reasoning, risk, and outcomes against measures such as the COPM. Note Dr structures every draft around those elements and leaves the judgement to you: each note is reviewed and approved by the clinician before it is saved.

    How does Note Dr document capacity and consent for OT?

    As you assess capacity and the person agrees to occupational therapy and to sharing the record, Note Dr captures it in the note: what you discussed, the capacity you observed and what they consented to. It is recorded the moment you gain consent, ready for you to review and approve.

    Does it record outcome measures like the COPM?

    Yes — as you complete an outcome measure such as the COPM or a MOHOST summary, Note Dr records the scores against each goal in your structured note, ready to repeat at review. It tracks change over the episode, and you review and approve before saving.

    Can it write notes for both group and individual sessions?

    Yes — for groups, Note Dr captures the group aim and activity, then an individual record for each person showing their contribution, engagement and progress. For one-to-one sessions it writes the full intervention note. Each person leaves with an inspection-ready record you have reviewed and approved.

    Records that keep up with your team

    Complete, audit-ready records for every contact on your list, assessments, groups and reviews, reviewed and approved by you. The person's views, capacity, recovery goals, risk and outcomes, finally handled.

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