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Chartavox

From Patient Conversation to Chart-Ready Documentation.

Chartavox helps behavioral health organizations create consistent, standard clinical notes from every session, so clinicians spend less time documenting and more time focused on patient care.

Less than 60 sec per note8 + custom BH note formatsBetter Clinical Documentation Work
What Chartavox solves

Behavioral health documentation is the work after the work

Sessions end and the charting is still waiting. These are the problems Chartavox takes on today

Charting follows clinicians home

The session runs to the end of the slot, so the note gets written at night or on the weekend

The note is drafted from the session itself, so there is nothing left to write up

Every clinician writes differently

Formats drift across a group, so notes read inconsistently and reviewers spend their time on structure instead of care

One shared template set keeps every note in the same shape

The Golden Thread breaks quietly

A note can drift away from the treatment plan goals and nobody notices until the chart is reviewed

Each note names the goal it advances and flags a broken thread before signing

Medical necessity is hard to show

Payers look for symptoms, daily impact and progress, and those links are easy to lose in a hurried note

All three are documented from what was actually said in the room

Telehealth adds another step

Someone has to capture the virtual session, then rewrite it into the chart afterwards

The meeting bot captures the session with consent and hands over the notes

Getting the note into the chart is manual

Finished notes get retyped or pasted chart by chart at the end of the day

Download a finished document, or let us push notes into your EHR directly

Step one

The meeting bot sits in the session and collects the notes

Paste a meeting link and the bot joins, transcribes the conversation as it happens and labels who said what. Nobody types during the visit, and there is nothing to write up from memory afterwards

Chartavox
Echopad AI
HE
My TemplatesOrg TemplatesMeetingsCreate
Join meetingPaste a Teams meeting link. The bot will join and transcribe live…Send bot
Recent meetingsdata retention: 24h
Microsoft Teams meeting
Transcribing live
10:19–now
23 lines
Medication follow-up, S. Watts
Transcript ready
09:30–09:52
218 lines
Intake, new patient
Document generated
Yesterday 16:05
301 lines
Care team huddle
Transcript ready
Yesterday 08:15
96 lines
Joins your Teams meetingsLabels each speaker in group and couples sessionsConsent recorded before capture starts

Vox Assist

Vox Assist sits inside the live Chartavox session and answers only from what has been said in that meeting. It catches a clinician up, tracks what was promised, and names the elements the note still needs before the visit ends.

Vox Assist
Answers only from this meeting
In session

Catch me up

Session so far: 22 minutes, medication-management follow-up at approximately six weeks on sertraline 50 mg.

Sleep. Onset before midnight most nights, no early-morning waking reported, an improvement on the last visit.

Behavioral activation. Completed the morning walk twice in the past week, up from once. Mornings remain the hardest part of the day.

Not yet covered: side effects, adherence over the full six weeks, and a repeat PHQ-9.

Vox Assist reads only what has been said in this meeting and summarizes it, no chart guessing, no outside sources.

Catch me upOpen action itemsSuggest questions
Step two

Collected notes become a proper clinical document

Choose the format your team signs, then hand Chartavox a transcript you already have or the notes the bot just collected. Every section comes back filled in, ready for a clinician to review and sign

Chartavox
Echopad AI
HE
My Templates19Org Templates 3Meetings
Create
Search templates…A → Z
Blank Document
Start without a template
Anxiety Intake NoteCustom
Behavioral Health
Behavioral Health Check-InCustom
Behavioral Health
Behavioral Health IntakeCustom
Behavioral Health
Behavioral Health Progress NoteCustom
Behavioral Health
BH Progress Note: ConciseCustom
Behavioral Health
BIRP Note
Behavioral Health
Consultation Note
Specialists
DAP Note
Behavioral Health
Discharge Summary
Hospital Medicine
ER Note
Emergency Medicine
General Crisis IntakeCustom
Behavioral Health
General Progress NoteCustom
General Medicine
H&P
General Medicine
Progress Note
All Specialties

Why Chartavox
Built for Behavioral Health.

Chartavox goes beyond generating clinical notes. It helps behavioral health teams create documentation that reflects medical necessity and supports the care delivered, while keeping clinicians in control.

A library of prebuilt templates, plus room to build your own

Nineteen formats ship with Chartavox and cover most of what a behavioral health team writes. Anything your group documents differently gets built in the template composer, field by field

Prebuilt library

19 formats, ready on day one

  • Anxiety Intake Note
  • Behavioral Health Check-In
  • Behavioral Health Intake
  • Behavioral Health Progress Note
  • BH Progress Note: Concise
  • BIRP Note
  • Consultation Note
  • DAP Note
  • Discharge Summary
  • ER Note
  • General Crisis Intake
  • General Progress Note
  • H&P
  • Progress Note
  • Psychiatric Progress Note
  • PT Progress Note
  • PTSD Medication Follow-Up
  • SOAP Note
  • Suicidal Ideation & Safety Planning

Build a new template

Your format, without a workaround

  • Start from blank

    Name the sections your notes need and Chartavox fills them from the conversation

  • Set the required fields

    Add the fields every clinician has to complete, so nothing is missing at review

  • Share it across the org

    Publish a template to your organization and the whole team writes the same format

  • Copy and adjust

    Duplicate any prebuilt template and change only the parts your group does differently

The documents work with any EHR

Every note comes out as a finished clinical document in a standard format, so it belongs in the chart as it is. Download it and upload it wherever your practice already works, or ask us to connect Chartavox to your EHR directly

Download and upload

Works on day one

Export the signed note as a PDF, a Word document or plain text, then attach or paste it into the chart the way your team already does. No setup, no IT ticket and no change to your EHR

PDFDOCXPlain text
Or ask for a direct connection

We build it for you

On request we build a connection to your EHR and push finished notes straight into the chart, so nobody uploads anything by hand. Client admins request it for the whole organization

EHRs we connect to
  • Valant
  • TherapyNotes
  • SimplePractice
  • Kipu
  • athenahealth
  • Epic
  • eClinicalWorks

Using something else? Tell us which one and we will build it

The note is checked before it is signed

Golden Thread, medical necessity, the risk screen and Part 2 consent are reviewed against the draft while the clinician still has the session in mind, not at the end of the month when the chart is audited.

Part 2 compliance stays the program's responsibility, and this is not legal advice.

Before you signDAP note · draft
  • Golden Thread

    Linked to Goal 1, reduce PHQ-9 below 10 and sustain for eight weeks.

    Clear
  • Medical necessity

    Symptoms, their impact on daily life, and progress with treatment are all documented.

    Clear
  • Risk screen

    No suicidal or homicidal ideation. Safety plan on file, reviewed this visit.

    Clear
  • Measure trend

    PHQ-9 is six weeks old, repeat before the note is signed.

    Needs a look
  • 42 CFR Part 2

    SUD category consented; the prescribed notice is attached to the disclosure.

    Clear
  • Speaker attribution

    4 speakers labelled, so the note records who said what.

    Clear

AI-generated content. Review by a qualified care team member before use

FAQ

Common questions

Everything you need to know about Chartavox.

Paste one transcript and see the note

A single clinician can start free with 100 AI credits and eight built-in templates, no card required. Groups of six or more start with a demo.

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