Caspen AI sits beside every progress note. Ask it to draft, rework or summarise, and it works from the client’s record, so everything stays in one place.
Ask in plain words and Caspen AI drafts from the client’s details, notes and appointments, ready for you to review and use.
Open Caspen AI next to a progress note and ask for a draft. It works from the client’s details, past notes and appointments, and one click inserts the reply into your note.
Select text in your note and it’s attached to your next question, so you can ask for bullet points, a shorter version or clearer wording.
Attach up to three PDF, Word or image files to a question, and Caspen AI reads them alongside the client’s record.
Type a request such as adding a question or making a section required, and Caspen AI makes the change in the form builder. Undo puts it back.
Upload a PDF of an existing form and Caspen AI rebuilds it as a client or intake form for you to review and edit.
Built with practitioner and patient privacy as our number one priority, Caspen will never compromise your privacy.
Caspen doesn’t use any of your data to train our AI. Everything you record stays private and belongs to you.
All transmissions are protected with 4096-bit SSL encryption, while stored data is encrypted with AES-256, ensuring end-to-end security at every step.
Each note keeps its Caspen AI conversation for convenience, and clearing the chat deletes its messages and attached files. You stay in charge.
No need to export data between third-party AI tools. Caspen’s AI is built into your CRM, keeping everything secure, simple, and in one place.
The details that make every answer more useful.
It can look up the client’s details, previous notes, appointments and activity events as it needs them.
Pick Instant, General, Thoughtful or Analytical to trade speed for depth.
Ask for a referral letter, a progress summary or a meal plan, then copy it wherever you need it.
Ask for SOAP, bullet points or your own headings, with or without a template.
Each note keeps its Caspen AI conversation, and clear chat removes it along with its files.
Replies are written in the English of your practice’s country.
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