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Grow AI Summarization | Provider FAQ
Grow AI Summarization | Provider FAQ

Learn how to use Grow AI to summarize sessions and streamline note taking.

Updated yesterday

🛠️ Feature Notice: These features are currently only accessible to a select number of therapists. We expect this to be available to all therapists by early 2025. If you are a current user encountering issues, please contact support. Thank you for helping us make Grow Therapy better!


Grow AI seamlessly integrates into Grow Telehealth and your Grow provider portal to assist with recurring administrative work, such as session summaries and note-taking. This allows you to focus on client care. These features are optional; you or your client can opt in or out anytime. Learn more below.


Frequently Asked Questions


Overview - learn why Grow is adding AI features to the platform.

Why introduce AI into the Grow suite of tools? There are a few fundamental factors in the team's decision to introduce AI into the platform, including:

  • Deepen your client focus: Whether you are still figuring out your note-taking process or have a proven method, we know you want to show you're fully present with every client in every session. Grow's AI-enabled session summarization supports the documentation you must do so you can be in the moment.

  • Save time for what matters: Grow is committed to giving you best-in-class administrative tools — at no additional cost — all integrated into your provider portal. With Grow's AI-enabled session summaries, you can review your summaries quickly, use the extra time with another client, or give yourself the time back.

  • Choose how automation works for you: Owning your practice means you get to determine how you work. With AI-enabled notes generation and after-visit summaries, you can optimize your documentation process while remaining in control of how you review summaries, make edits, and submit your final notes.

  • Keep your sessions and documentation safe: You have an obligation to keep your client's data safe and secure, and so do we. Grow's platform and AI features are designed for HIPAA compliance. All AI-enabled session summaries and note suggestions are encrypted and subject to Grow's strict security standards, so you can be confident your client's data is protected.

What providers will have access to these features? We are currently collaborating with a beta group of therapists. Stay tuned; we expect this to be available to all therapists by early 2025. We are also exploring ways to introduce this feature to prescribers.


Consent - learn how consent (e.g., opt-in and opt-outs) works.

  • Is consenting to these features mandatory when using Grow Telehealth?

    • No, you can use Grow Telehealth without using these features.

  • Does my consent apply to all clients?

    • Yes, if you consent to use this feature, it will be used across all clients who consent to use the feature.

  • Can I toggle consent per client?

    • No, you cannot toggle your consent per client today.

  • Can I toggle consent per session?

    • No, you cannot toggle your consent per session today.

  • Where can I manage my consent to these features?

    • Select your account name in the bottom left > Edit Profile > Telehealth to enable or disable these features. A walkthrough is available below.

Manage Grow AI features
  • What do I tell my clients if they have questions about consent?

    • An example of language you may use to introduce AI-enabled summarization may include: “I would like to utilize AI-enabled summarization to help document our session so I can spend more time focusing on you. Your data is always encrypted to protect your privacy. The raw session data is secure and will be deleted after the summary is generated. I will review the content before adding any of the notes to your medical record, and we can pause at any point if you do not feel comfortable with this feature.”

    • Additionally, you can provide this client resource that reviews Grow AI from their perspective, including benefits.

  • What happens if my client does not consent?

    • During a session, a Grow will ask for client consent. 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 receive a prompt to provide or not provide consent. During the session, they can pause transcription anytime to prevent the AI-enabled summarization technology from working.

Client consent prompt
  • Does a client have to consent per session?

    • No, once a client consents, all their sessions with you will be automatically transcribed.

  • Can I change my consent mid-session?

    • No, changes in consent mid-session will only be applied to future sessions. You or the client can choose to pause the summarization at any point by clicking the pause button. The individual who clicks pause must also choose to re-enable it.

    • Clients can also go to their Client Portal after the session to remove their consent, ensuring that future appointments don’t use this technology.

Pause or Resume transcription

Session summaries - learn how to use the session summaries feature.

  • How can I tell if a session is being summarized?

    • It will be indicated if the summarization technology is active during a session.

  • Can I use this for multi-participants, like couples therapy?

    • This functionality is not available for multi-participant sessions.

  • What languages are available?

    • As of today, this feature is only available for sessions conducted in English.

  • Where can I see the transcript?

    • At this time, we do not surface the full transcript. However, we surface the AI summaries, which you can find in the documentation flow. After the summary is created, the transcript is deleted, and there is no way to access it.

  • Where can I access the after-visit summary?

    • The after-visit summary is accessible through the notes documentation flow. You can view it while you're creating a progress note.

  • How long does it take for the AI to generate a summary?

    • For providers using AI-enabled documentation, it may take up to 30 minutes to generate a summary. Otherwise, you will be prompted to review your summary immediately following a session by selecting Complete Session in your Telehealth meeting room.

Select Complete Session to generate a summary
  • How do I edit an after-visit summary?

    • Once you submit your note and choose to send it to your client, you can edit the after-visit summary.

  • How do I share an after-visit summary?

    • Once you submit your note, you can share the after-visit summary with a client so they can see your progress over time.

  • What do I tell my clients if they have questions about session summaries?

  • Can I turn off after visit summaries?

    • An after-visit summary will automatically be generated if you opt into the AI-enabled summary technology. You don't have to use the summaries or choose to send them to clients if you do not wish to do so.

  • What do I do if I get a bad/poor after-visit summary?

    • After you submit your note, you can share this feedback directly with us on the platform or contact support via the provider portal to share additional feedback.

  • Will this after-visit summary be sent without my review?

    • No, we do not send the after-visit summaries to clients without explicit review and approval from providers.

Example after visit summary
  • How does this look on my client's end?

    • Clients receive an email and text message that links them to the session summary information in their secure client portal.

After visit summary sms example
  • Can I send an after-visit summary to a different client email address?

    • No, you can only send the after-visit summary to the email address on file.


Note suggestions - learn how to use the note suggestions feature.

  • What note types do we support?

    • This feature is currently available for Progress notes.

  • What fields will be eligible for AI generation?

    • We will currently provide support for free-form, unstructured fields. Fields that require a specific input, like a checkbox, will not be included for now.

  • When will access expand to ______ note?

    • We are working to expand access to more note types. If you are seeking a specific note type, please let us know via the chat tool in the provider portal.

  • When will the AI support all the progress note fields?

    • We hope to expand to all fields soon.

  • How do I use generated notes?

    • When completing documentation, providers can refill compatible key fields based on generated notes content. Simply click into a compatible field and select the checkmark on the prompt. You can edit the inserted information from there.

Add note, including appointment details and clinical presentation
  • How can I use the note or the After Visit Summary (AVS)/Notes or vice versa?

    • Both are available to you during the notes process. You can choose whichever is most helpful to you. To view the generated summary during the note-taking process, select the Grow's session summary button.

Prompt an after visit summary via the notes view
  • What do I do if the note generated is wrong or I have other concerns about it?

    • You can choose not to use anything that is generated that you consider wrong or do not want to use for other reasons. You can also provide us with this feedback directly on the platform so we can work to make sure this doesn’t happen again.

  • Why do I see an error for the AI-enabled summary?

    • You’ll see an error for the AI-enabled summary if the recorded session length is too short - which may be due to disconnects or a participant pausing the transcription. This may also occur in the unlikely event of an outage with our system.

  • How much of the generated note should I edit?

    • You can edit as much of the note as you need to ensure its accuracy and completeness.


Enable AI summarization


Adjust feature settings

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 Edit Profile.

  • Under the "Appointments" header, select Telehealth.

  • Review the feature stipulations and adjust the toggle to "On."

  • Select Save. A pop-up confirmation message will appear indicating transcription will be available for future sessions.

Enabling session summarization from provider profile settings

Request consent

To request consent from your client:

  • Log into your Telehealth meeting room and admit your client from the waiting room.

  • Select the Transcription icon in the Telehealth menubar. A pop-up message indicates consent is being requested from your client.

Request Client Consent - Grow Therapy Telehealth

Pause transcription

You can pause transcription any time during the session by clicking 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.

Pause transcription - Grow Therapy Telehealth

Transcription status bar - Grow Therapy Telehealth


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