Quick Start Guide

Everything you need to know to get started with Notium - your AI-powered clinical documentation platform

Welcome to Notium

Notium is an AI-powered clinical documentation platform designed specifically for mental health professionals. Save hours every week by transforming your therapy session conversations into compliant progress notes instantly.

HIPAA Compliant
Save 2+ Hours Daily
7-Day Free Trial

Getting Started

Set up your account and start using Notium in minutes

Authentication

Secure passwordless login

Sign in using passwordless email OTP (One-Time Password) authentication. No passwords to remember - just enter your email and receive a secure 6-digit code.

Profile Setup

Complete your information

Complete your therapist profile with your name, credentials, license number, and practice information. This information will be used in your clinical documentation.

Encryption Setup

Optional end-to-end security

Enable optional end-to-end encryption for your notes. You'll receive a 12-word recovery phrase that only you control. Encrypted notes are unreadable even to Notium.

Subscription

Start your free trial

Begin with a free trial. After the trial, choose a plan that fits your practice size and needs.

Core Workflow

Your daily documentation workflow from session to finalized note

1

Manage Patients

Add and manage your patient records with detailed information including Medical Record Number (MRN), contact details, diagnoses, and active/inactive status. Search and filter patients quickly, and track their session history.

Patient DemographicsMRN TrackingDiagnosis ManagementActive/Inactive Status
2

Create Sessions

Schedule and document therapy sessions with detailed information including session type, duration, location (in-person/telehealth), billing codes, and status tracking. Supports multiple session types for different therapeutic approaches.

IndividualGroupFamilyCouplesAssessmentBilling Codes
3

Browse Templates

Choose from professionally designed system templates for various therapy types and note formats. Each template includes structured sections with AI prompts optimized for clinical documentation compliance.

GIRPP FormatBIRP FormatSOAP FormatDAP FormatCBT, DBT, EMDR
4

Voice Recording

Record your therapy sessions or post-session notes using secure voice recording powered by Azure OpenAI Whisper. Audio is transcribed in real-time and immediately deleted for maximum security - no audio files are ever stored.

Azure Whisper AIReal-time TranscriptionNo Audio StorageHIPAA Secure
5

AI Chat Assistant

After recording, use the interactive AI chat to refine your session documentation. Ask questions, add details, clarify information, and ensure all necessary clinical elements are captured before note generation.

GPT-4o PoweredInteractive DialogueClinical ContextDetail Enhancement
6

Generate Clinical Notes

Transform your session transcript and chat history into a professionally formatted, compliant clinical progress note. AI analyzes the conversation and generates structured documentation following your chosen template format.

Auto-GenerationTemplate-BasedInsurance ReadyCompliance Checked
7

Review & Finalize

Review AI-generated notes with real-time compliance checking. Edit content, view version history with side-by-side diffs, and finalize when ready. Compliance warnings highlight missing or problematic content before finalization.

Rich Text EditorCompliance WarningsVersion ControlFinalization

Advanced Features

Powerful tools to enhance your practice management

Analytics Dashboard

Track your practice metrics

Comprehensive analytics including productivity trends, session patterns, billing insights, patient demographics, and time savings. Visualize your practice growth with interactive charts and reports.

Version History

Track note changes

Every note revision is automatically saved with complete version history. View side-by-side diffs between versions, restore previous versions, and maintain a complete audit trail of all changes.

Export Notes

Multiple export formats

Export your finalized notes as professionally formatted PDF documents or editable DOCX files. Perfect for sharing with colleagues, EHR systems, or maintaining external backups.

Account Recovery

Restore encrypted access

If you've enabled encryption and need to restore access from a new device or forgot your passphrase, use your 12-word recovery phrase to regain access to your encrypted notes.

Settings & Support

Manage your account and access important resources

Settings

Manage your profile information, credentials, practice details, security settings, and preferences.

BAA

Review our Business Associate Agreement outlining HIPAA compliance and data protection responsibilities.

Quick Start

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Ready to Get Started?

Join thousands of mental health professionals who are saving hours every week with AI-powered clinical documentation. Start your free trial today.