Security & privacy
How AI drafting handles note text
What's sent to the AI, and what you stay in control of.
When you use AI drafting:
- Only the quick points you type for that note are sent to our AI provider to create the draft.
- The draft comes back to you. Nothing is saved until you review and sign it.
- You can always write notes yourself without AI. It's never required.
Tip
You don't need to type a client's name in your quick points; the draft works just as well without it.
See our Privacy Policy for details of the AI provider we use and where it processes data.
Updated October 12, 2026
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A real person reads every email, usually within one business day. Please don't include client health details.