For anyone tracking therapy, coaching, or personal health reflections, AI transcription is a game-changer. This checklist ensures you set up your tools correctly, capturing every crucial detail and insight without the stress of manual note-taking, empowering your wellness journey.
If HIPAA compliance is not a hard requirement for your specific use case, CraftNote is worth evaluating for the recording and transcription piece: it captures audio directly from your device without a bot joining a call, and works fully offline.
CraftNote transcribes and summarizes sessions automatically and extracts action items, useful for therapy notes, coaching sessions, or personal reflections. It is not marketed as HIPAA-compliant, so if you or a provider are recording protected health information, verify your own compliance requirements first; it is described as GDPR-compliant, with data stored on EU servers, encrypted, and raw audio auto-deleted after 60 days. It works offline, which helps if you're recording somewhere with an unreliable connection.
Pros
- Works offline for sessions in low-connectivity locations
- Automatic transcription and summaries with action items extracted
- Raw audio auto-deleted after 60 days, with GDPR-compliant EU storage
Cons
- Not marketed as HIPAA-compliant; confirm this fits your specific compliance needs before use
- No custom vocabulary or glossary training for specialized clinical terminology
⚠️ Common Mistakes to Avoid
- Forgetting to inform clients about recording.
- Not checking the microphone/audio quality before starting.
- Relying solely on AI without human review for accuracy.
- Storing sensitive transcripts insecurely or on public clouds.
- Ignoring data retention and deletion policies.