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AI Scribe.
Data Visualization.
Clinical Decision Support.

Chartara Notes: AI Scribe & Clinical Decision Support

Chartara Notes AI Scribe Interface

AI Scribe

Create professional clinical documentation by simply speaking about your sessions. Choose from SOAP, DAP, GIRP, Narrative, or build your own custom templates with your exact section headings. Voice-to-note in seconds — stop typing for 30 minutes, start speaking for 60 seconds.

Chartara Notes Visual Analytics Dashboard

Visual Analytics

Instant data visualization and ML-powered clinical decision support for your caseload. PHQ-9 tracking with AI forecasting, caseload breakdowns, no-show risk analysis, treatment plan review monitoring, and more. Downloadable PDF reports with every chart — all from simple web forms.

Visual Analytics in Action

Instant data visualization, ML-powered clinical insights, and downloadable PDF reports

PHQ-9 Depression Tracker with AI Forecast
PHQ-9 Depression Tracker with AI Forecast
Caseload Breakdown by Diagnosis
Caseload Breakdown by Diagnosis
No-Show Risk Analysis by Client
No-Show Risk Analysis by Client
AI-Powered Clinical Intervention Strategies
AI-Powered Clinical Intervention Strategies
Practice Specialization Analysis
Practice Specialization Analysis
Instant Downloadable PDF Reports
Instant Downloadable PDF Reports

Core Problems We Solve

Documentation Burnout

Therapists spend up to 30 minutes typing a single progress note. With Chartara Notes AI Scribe, speak naturally about your session for 60 seconds and get a polished, HIPAA-compliant clinical note — instantly. Build custom templates with YOUR section headings or use proven formats like SOAP and DAP. Voice dictation that actually understands therapeutic language. Your voice. Your workflow. Your notes — done.

Supervision Guesswork

Generate instant PDF performance reports comparing therapists, outcomes, client attendance show rates, comprehensive caseload analytics, and more. Instant PDF report for every chart: including the colored data visualization and the analytics section. Evidence-based supervision in seconds, not hours.

Data Chaos

Therapists are in over their heads in data. And it's hard to make sense of it. Stop navigating through lots of screens in your EMR, trying to interpret unhelpful, disorganized data. Use Chartara Notes to CENTRALIZE YOUR DATA and GENERATE INSTANT VISUALIZATIONS that bring your caseload to life. Simple web forms — no spreadsheets needed. Make your data ACTIONABLE.

Outcome Blindness

Machine learning analytics reveal which clients are improving, which need intervention, and what treatment approaches work best for your practice. Each data visualization is combined with a comprehensive analytics section — dynamically adapted to your unique caseload. Machine learning algorithms include descriptive, prescriptive, and predictive analytics.

Business Mystery

Intelligent forecasting and analysis learns your practice patterns and predicts growth opportunities, seasonal trends, and financial optimization strategies. Business Intelligence analytics are included across charts. All vertically integrated for Behavioral Health.

What Sets Us Apart

What We Are

AI Scribe and machine learning visual analytics platform — the first of its kind in behavioral health
Expert logic algorithms that adapt and improve with your specific caseload data
Intelligent recommendations based on patterns unique to your practice
Self-improving analytics - the more data you add, the smarter the insights become
Developed by a licensed therapist who pioneered machine learning for therapy workflows

What We Are NOT

Not meant to replace therapist decision making. Instead, Chartara Notes acts as a clinical decision support system, respecting the autonomy and professional skillset of therapists. Therapists should ultimately make their own determinations and use Chartara Notes as an advanced decision support tool.

Frequently Asked Questions

What about supervision features? +
Whenever a clinician accesses a chart through the Chartara Labs interface, they have the option to instantly generate a colored PDF of the data visualization and comprehensive analytics section. Supervisors gain the ability to request these PDFs from their clinicians to enhance oversight, provide more targeted support, and conduct supervision through a data-driven approach. Generate comprehensive PDF reports comparing therapist performance, caseload diagnosis breakdowns, client outcomes, attendance reports, treatment plan review tracking and more. In seconds - at the click of a button. Perfect for evidence-based supervision meetings and/or general executive reporting.
Is my client data secure? +
Absolutely. Chartara Labs is HIPAA compliant with enterprise-grade security including end-to-end encryption, secure AWS cloud storage, and regular security audits. Most importantly, the platform is designed so NO client identifying information is ever required - you only upload aggregate data like PHQ-9 scores, session dates, and diagnosis codes. No names, addresses, or personal details. Your data is encrypted both in transit and at rest, with audit trails for all access. Built by a licensed therapist who understands the critical importance of client confidentiality and data protection.
How does the AI Scribe work? +
Simply speak naturally about your session — describe what happened, interventions used, client presentation, and treatment progress. Chartara Notes AI Scribe transforms your voice recording into a polished, professional clinical note in seconds. You can build custom templates with your exact section headings, or use proven formats like SOAP and DAP. The AI understands therapeutic language and adapts to your clinical style. No typing, no copy-paste, no reformatting.
How do the visual analytics work and how is this platform AI? +
Upload your data and instantly see beautiful charts instead of confusing spreadsheets. Data Visualizations may include line graphs, bar charts, dot plots, and heat maps. The visualizations are combined with Artificial Intelligence (AI) capabilities and algorithms to provide tailored recommendations based on your real and evolving data inputs. Chartara Labs uses descriptive, prescriptive, and predictive analytics to enhance supervision, outcome monitoring, and business intelligence vertically for behavioral health professionals. Artificial Intelligence (AI) is the overarching field that aims to develop machines that can mimic human cognitive abilities. Machine Learning (ML) is a specific method within AI that allows computers to learn from data without being explicitly programmed. Chartara Labs was developed by a licensed therapist who hand-picked the ML algorithms and programmed them with expert level logic in behavioral health practice administration. The user interface was designed to be therapist friendly and with the perspectives of frontline clinicians and clinical supervisors in mind.
← Back

AI Scribe — Voice to Clinical Note

Create professional clinical documentation by simply speaking about your sessions. Chartara Notes adapts to YOUR workflow — build custom templates with your exact section headings, or use proven formats like SOAP, DAP, GIRP, and Narrative. Our AI understands therapeutic language and intelligently transforms your natural speech into polished, HIPAA-compliant notes in seconds.

Set and save your templates for ANY documentation format. Intake. Individual Session Note. Termination Summary. Transfer Summary — and more. Stop typing for 30 minutes. Start speaking for 60 seconds.

Select Note Format & Start Recording

AI Scribe — Select Note Format and Start Recording

Build Custom Templates with Your Exact Sections

Create New Custom Template Interface

Choose from Your Saved Templates

Template Dropdown Selector on Voice Recording Page

Sample Custom Templates

Custom Template — Individual Session Note
Custom Templates — Termination Summary and Intake
Custom Template — Transfer Summary
← Back

Visual Analytics & Clinical Decision Support

Instant data visualization and ML-powered clinical decision support for your caseload. Enter data through simple web forms — no spreadsheets needed — and get instant charts, analytics, and downloadable PDF reports unique to your practice.

Each chart includes descriptive, prescriptive, and predictive analytics dynamically adapted to your data. Track outcomes, monitor compliance, identify at-risk clients, and generate evidence-based supervision reports — all at the click of a button.

Visual Analytics Dashboard

Visual Analytics Dashboard — All Charts

Individual Client PHQ-9 Tracker

PHQ-9 Client Selector
PHQ-9 Data Visualization with AI Forecast

Caseload Breakdown by Diagnosis

Caseload Breakdown Data Visualization
Caseload Analytics — Practice Specialization

No-Show Analysis

No-Show Data Visualization
No-Show Clinical Interventions

Treatment Plan Review Tracker

Treatment Plan Review Data Visualization
Treatment Plan Review Analytics

Simple Data Entry & Instant PDF Reports

Simple Web Form Data Entry
Instant Downloadable PDF Report

Choose Your Plan

Most Popular

Free Plan

$0
no credit card required
  • AI-Powered Clinical Documentation
  • Voice-to-Note in Seconds
  • Custom Note Templates
  • Visual Analytics & Insights Dashboard
  • Instant Data Visualization for Therapists
  • ML-Powered Clinical Decision Support
  • Instant PDF Downloads
  • Instant PDF of Visual Analytics Data Unique to Your Caseload
  • Simple Web Forms — No Spreadsheets
  • HIPAA-Compliant & Secure
Get Started Free
Coming Soon

Supervisor Plan

Coming Soon
for clinical supervisors & team leads
  • Everything in the Free Plan
  • Supervisor Dashboards & Views
  • Multi-Clinician Monitoring From Your Account
  • Staffing Pattern Analytics
  • Caseload Trend Analytics
  • Documentation Compliance Tracking
  • Dedicated Support
Coming Soon
Oversee your team from a single account. Supervisor-level views give you real-time insight into clinician documentation, caseload trends, staffing patterns, and more — purpose-built for clinical supervisors and program leaders in behavioral health.

What to Expect When You Sign Up

Getting started is free. No credit card or payment information required.

1

Sign Up Free

Click "Get Started Free" and complete the sign-up form. Enter your Full Name and email address — no credit card or payment info needed. The Full Name you provide will appear in the app and on all your downloadable PDF reports.

2

Check Your Email

You will receive an email with your username (which is your email address) and a temporary password.

3

Log In at notes.chartaralabs.io

Go to notes.chartaralabs.io and enter your email and temporary password. You will be prompted to create your own new password upon first login.

4

Start Using Chartara Notes

You're in. Start creating clinical notes with the AI Scribe, build custom templates, access your visual analytics dashboard, and download instant PDF reports — all included for free.

Get Started Free

Meet the Founder: Milo LeGendre, LMHC

Milo LeGendre, LMHC is a thought leader and trailblazer in behavioral healthcare, pioneering the integration of artificial intelligence and visual analytics to transform clinical practice. As a Licensed Mental Health Counselor and current PhD student at National University studying Psychology, Social Policy, and Behavioral Health Administration, Milo combines hands-on clinical expertise with cutting-edge research to address one of healthcare's most pressing challenges: making data actionable for practicing clinicians.

The Research Foundation

During his doctoral studies, Milo immersed himself in the growing body of evidence highlighting critical gaps in behavioral health practice. His research revealed a troubling disconnect: while systematic reviews by Lloyd et al. (2019) demonstrated that routine outcome monitoring and feedback on client progress are associated with positive treatment outcomes, many therapists struggle to engage meaningfully with client data in ways that inform treatment decisions.

The problem wasn't lack of data—it was accessibility and interpretation. Milo understands that therapists are often overwhelmed by well-intentioned data sets that are essentially numbers on a computer screen, siloed in different compartments of vast electronic medical records. Research by Azizian Kia et al. (2024) confirmed that therapists are more likely to engage with data presented in clinically meaningful, visually intuitive formats conducive to self-reflection.

This convergence of evidence pointed to a clear solution need: data visualization that leverages human visual processing capabilities to decrease cognitive load and speed up decision making (Parikh et al., 2021). Inspired by how the scholarly literature was clicking for him, Milo wanted to find a way to combine his clinical expertise, technology, and data science to solve problems he experienced in the field, and learned more about through his doctoral studies.

The Clinical Innovation Journey

Drawing from his on-the-job clinical experience, Milo began experimenting with technology to bridge this research-practice gap. As he piloted visualization tools using de-identified client data from his caseload, he experienced what he describes as "a transformative form of routine outcome monitoring." Visualizing patterns in client PHQ-9 scores and attendance data allowed him to identify when interventions coincided with symptom improvements—and critically, when they did not.

The "Internal Call to Action"

This process created what Milo calls an "internal call to action"—visualized data sparked deeper clinical inquiry about treatment adjustments, therapeutic alliance factors, and evidence-based practice fidelity. Rather than data collection being a procedural task, interacting with visualizations fostered deliberate clinical reflection and adaptation, directly addressing the implementation barriers identified in his research. Milo believes that data-visualization in behavioral health creates a "motivating experience" within clinicians. He feels that if therapists engage with visualized caseload data, it will increase the likelihood of them to make necessary adjustments to their treatment strategies, more effectively engage in routine outcome monitoring, and adhere to evidence based treatments.

Innovation Through Research

Chartara Labs represents a novel approach to clinical decision support that synthesizes Milo's research findings into practical solutions. The platform addresses the core challenge identified by Lloyd et al. (2019): transforming routine outcome monitoring from overwhelming data dumps into accessible clinical insights. As Milo discovered in his research, the integration of clinical decision support with data visualization represents a methodological innovation that transforms complex information into intuitive formats that highlight otherwise hidden patterns (Parikh et al., 2021).

Mission: Democratizing Data-Driven Therapy

Recognizing the transformative impact these tools had on his own practice, Milo founded Chartara Labs to disseminate these innovations to clinicians nationwide. Chartara Labs emerged from Milo's recognition that the future of mental health care lies in minimizing friction and maximizing insight—turning raw data into centralized, easily interpreted visuals that empower therapists and clinical supervisors to make truly data-driven decisions.

References:
Azizian Kia, S., Wittkampf, L., van Lankeren, J., & Janse, P. (2024). Motives of therapists for using routine outcome monitoring (ROM) and how it is used by them in clinical practice: Two qualitative studies. Administration and Policy in Mental Health and Mental Health Services Research, 52(2), 159–170.

Lloyd, C. E. M., Duncan, C., & Cooper, M. (2019). Goal measures for psychotherapy: A systematic review of self‐report, idiographic instruments. Clinical Psychology: Science and Practice, 26(3), Article e12281.

Parikh, N., Daughton, A., Rosenberger, W., Aberle, D., Chitanvis, M., Altherr, F., Velappan, N., Fairchild, G., & Deshpande, A. (2021). Improving detection of disease re-emergence using a web-based tool (RED Alert): Design and case analysis study. JMIR Public Health and Surveillance, 7(1), e24132.

Milo LeGendre, LMHC

Get in Touch

Have questions about Chartara Labs? Want to discuss custom solutions for your organization?

We're here to help you transform your practice with AI-powered analytics.

support@chartaralabs.io

Reach out to us with any questions about implementation, pricing, or custom development needs.