In your health and wellness journey, capturing insights from therapy, coaching, or personal reflections is crucial for progress. This checklist ensures you don't miss vital information, helping you track your evolution and integrate new learnings effectively. It's especially useful for remembering nuanced advice and processing emotional moments.
For therapy or coaching sessions specifically, CraftNote can help with the voice-note piece of this checklist: it records and transcribes directly from your device, without needing a bot on the call.
CraftNote automatically transcribes and summarizes what's said, and its Ask AI feature lets you search back through past sessions in natural language instead of scrolling through old notes to find one comment. It works fully offline, and recordings are encrypted with raw audio deleted after 60 days. It is not marketed as HIPAA-compliant, so if the session touches on protected health information, get your therapist or coach's consent and confirm this fits their confidentiality obligations before recording.
Pros
- Automatic transcription and summaries reduce the need to write everything down live
- Ask AI lets you search across past sessions instead of manually rereading notes
- Encrypted storage with automatic raw-audio deletion after 60 days
Cons
- Not marketed as HIPAA-compliant; get provider consent and confirm compliance fit before recording sensitive sessions
- No built-in mood tracking, treatment planning, or goal-setting features beyond notes
⚠️ Common Mistakes to Avoid
- Not preparing specific questions or topics beforehand, leading to unfocused sessions.
- Relying solely on memory without taking any notes, causing vital information to be forgotten.
- Feeling embarrassed to use voice notes during emotional moments, missing valuable tonal context.
- Neglecting to review notes soon after the session, which diminishes recall and integration.
- Failing to connect session insights to daily life or long-term goals, making the advice feel disconnected.