Grow telehealth, integrated into your Grow EHR, provides AI summarization features that, when enabled, transcribe your sessions to assist with note-taking and post-session recaps—no separate app or integration required.
When you activate AI summarization in your settings and your client also agrees to AI transcription, two features are unlocked:
AI-assisted notes: session transcripts are used to pre-fill your Intake and Progress notes.
Session recaps: starting August 4, 2026, Grow automatically sends your client a recap of the session shortly afterward — unless you've opted that specific client out.
Both are optional, client-consent-dependent or client-level-adjustable (for recaps). Learn more below.
Key Takeaways
Grow telehealth's AI transcription powers two things: AI-assisted notes and session recaps.
AI transcription always requires consent from both providers and clients.
You always review and edit your AI-assisted notes before submitting them.
Starting August 4, 2026, session recaps are automatically sent to eligible clients ~15–20 minutes after the session — unless you've opted a specific client out.
You can opt individual clients out of recaps at any time, and opt out of AI transcription features entirely in your provider portal.
AI-assisted notes summarization
When you turn on AI-assisted note summarization, Grow transcribes your session audio and uses it to pre-fill your Intake and Progress notes — as long as your client has also consented to AI transcription. You stay in control throughout: nothing is added to your official documentation without your review, and you can edit or remove any AI-suggested content before submitting your note.
✨ How it works
How to toggle this feature on
To enable AI summarization for your sessions and streamline the note-taking process:
Log in to your provider portal and select your name in the bottom left.
Select Settings.
Under the "Appointments" header, select Telehealth.
Review the feature stipulations and adjust the toggle to "On." A pop-up confirmation message will appear indicating transcription will be available for future sessions.
𓂃🖋 Request consent during a session
If you opt in to AI summarization, clients will be prompted for their consent after completing their intake form. If they have not consented prior to the session, you can request consent while the client is in session with you.
To request consent from your client during a session:
🌟 TIP: To obtain consent, admit your client into your meeting room and select the transcribing pencil icon 𓂃🖊. This icon will only be visible in the menubar once they have joined the session.
Log in to your telehealth meeting room and admit your client from the waiting room.
Select the Transcription icon in the Telehealth menu bar. A pop-up message indicates consent is being requested from your client.
⏸️ Pause transcription
You can pause transcription at any time during the session by selecting the Pause icon in the Telehealth menubar. The transcription status will be displayed in the top left corner of your meeting room. Your client can also access the pause function from their side.
✍️ Using the AI-suggested content in your notes after the session is complete
AI suggestions pre-filled from the session transcript will be marked with a ✨ icon, as illustrated below. You may still modify each field as needed by editing or removing the information provided by the AI summary.
Notes summarization FAQs
Notes summarization FAQs
How can I tell if a session is being summarized?
When a session is being summarized, the 𓂃🖊 Transcribing indicator will appear in the top left of each party's Telehealth room. You can pause the transcription by selecting the Pause icon in the Telehealth menubar.
Can I use AI note summarization with clients under 18?
Yes. Providers must confirm the presence of a parent or guardian before transcription recording can commence, even if the client has already given consent for AI transcription. This requirement applies to every session involving a minor, not just the initial one.
Can this feature summarize multi-participant therapy, like couples therapy?
This functionality is not available for multi-participant sessions.
What languages are available?
Currently, this feature is only available for sessions conducted in English.
Where can I see the transcript?
Currently, we do not surface the full transcript. However, AI-generated suggestions from it appear in your notes documentation flow.
How long does it take for my note summarizations to be ready?
Generating your AI-assisted note may take up to 30 minutes after your session ends. You'll review and edit the suggested content before submitting your note — nothing is finalized without your review. You’ll know the AI suggestions are complete when the status in your note changes to "Complete," as shown below.
Does AI generate suggestions for a client’s intake form?
AI summarization won't overwrite any fields your client already completed in their intake form. If your client didn't complete an intake form, AI summarization will pre-fill those fields instead.
Does AI generate suggestions for the treatment plan?
No. Treatment plans are not AI-generated and must be completed manually.
What should I do if a suggestion is incorrect?
Edit or remove anything you don't want to use. You can also share feedback directly on the platform so we can improve future suggestions.
Why am I seeing an error instead of a summary?
This can happen if the recorded session was too short, if the session disconnected, if a participant paused transcription, or — rarely — during a system outage.
Session recaps
A session recap is a short, client-facing summary of what was discussed in your session, sent directly to your client. It's generated and sent automatically by Grow to clients who have opted in to AI transcription — it is not part of the medical record, and it's separate from your AI-summarized clinical notes. You can use AI note summarization without using session recaps.
Recaps are automatically generated and sent to eligible clients, typically within 15–20 minutes after the session ends.
Does every session generate a recap?
Not always. Grow won't generate a recap if sensitive content is detected during the session (e.g., safety concerns, acute clinical crisis, legal proceedings), even if the client is otherwise opted in. This is assessed per session, so a future session for that client could still generate a recap. Minor clients are also not eligible.
Session recaps FAQs
Session recaps FAQs
Can I stop a client from receiving recaps?
Yes — you can opt individual clients out from their client chart. There's no global opt-out while AI summarization is turned on; the opt-out is per client. See Opting a client out for a detailed walkthrough.
Will my client know the recap came from Grow rather than from me?
Yes — recaps include a note indicating they were generated by Grow, along with a disclaimer that the provider hasn't reviewed the content.
Where can I learn more or submit feedback about a recap?
See Automated Session Recaps for full details on timing, opt-outs, and what's included. To submit feedback on a specific recap or ask further questions, contact Support via the Help Widget in your provider portal.
Provider consent FAQs
Provider consent FAQs
Is consenting to the AI summarization features mandatory when using Grow telehealth?
No, you can use Grow telehealth without using the AI summarization features.
Does my consent apply to all clients?
Yes, if you consent to use this feature, it will be available for all client sessions, as long as the client also consents.
Can I toggle consent per client?
No, you cannot toggle your consent per client at this time. However, clients control their consent, and both parties can pause the transcription at any time.
Can I toggle consent per session?
No, you cannot toggle your consent per session at this time.
Where can I manage my consent to these features?
To enable or disable these features, select your account name at the bottom left > Settings > Telehealth.
Can I change my consent mid-session?
No, changes to consent mid-session will only apply to future sessions. Either you or the client can pause the summarization at any time by selecting the pause button. The individual who selects pause must also choose to re-enable it.
Clients can visit their client portal after the session to revoke their consent, ensuring that future appointments don't use this technology.
Client consent FAQs
Client consent FAQs
What should I tell my clients about how Grow uses AI?
Grow uses AI to help create a clinical note and a post-session recap based on what was discussed during your session. To do this, the session audio is securely processed so the AI can summarize the conversation. The AI model that generates these summaries does not store or train on your session data, and your information is handled securely in accordance with Grow's privacy and security practices
What can I say to my clients to encourage them to give their consent?
An example of language you may use to introduce AI-enabled summarization may include:
I'd like to use a secure AI tool to help generate a summary of our session. My hope is that it allows me to spend less time on documentation and more time focused on our conversation and being here with you. It securely processes the audio from our session to create a summary, and the AI model doesn't store or learn from our conversation. Whether we use it is completely your choice, and you can change your mind at any time.
Additionally, you can provide this client resource, which reviews Grow AI from their perspective, including its benefits.
What if my clients are concerned about how their information is used?
Grow maintains a high standard for security and data integrity, ensuring that security measures are met when utilizing AI-enabled summarization. Session data is encrypted, and the third-party service providers we use for processing do not store or train on this data. Read our AI Data and Privacy FAQ to learn more.
What happens if my client does not consent?
Grow will ask for client consent during a session. If your client doesn't consent, the AI summarization technology will not be used.
How does the consent request look on the client's end?
Clients have several opportunities to either provide or decline consent to session summarization. If you opt in to AI summarization, clients will initially be prompted for consent after completing their intake form.
Additionally, providers can request consent during the session by following the steps outlined above. During the session, they can pause transcription at any time to prevent the AI-enabled summarization technology from working.
Clients can also review the transcription consent in their Client Portal from the Forms section, which you can preview below:
Does a client need to provide consent on a per-session basis?
No, once a client consents, all their sessions with you will be automatically transcribed. However, either party can pause the transcription by selecting the Pause icon in the Telehealth menubar.
Troubleshooting
In certain situations, the pre-filled AI suggestions might not be accessible during your documentation process. These situations include:
There's not enough session information in the transcript to complete the field.
The system experienced a transcript processing error.
You are completing the treatment plan portion of the note. Treatment plans are not AI-generated and need to be completed manually.
You can find more information on Grow's AI Summarization features in the following resources: