Review, documentation-based

AutoNotes review

Last updated 2026-10-13

52/100 AutoNotes research score Rank #9 · as of 2026-10-13
How this score works: AutoNotes 52/100

Five categories, 0 to 20 points each, from public vendor documentation as of 2026-10-13. Unknown items score 0.

Pricing transparency and value18/20

Prices published, free plan or trial, entry price at or under $100/mo, contract terms disclosed (5 points each).

EHR integration depth8/20

Notes delivered into the EHR, Epic integration, another named native integration, in-chart or two-way workflow (5 each).

Privacy and security13/20

BAA publicly documented, SOC 2 Type 2, retention and deletion controls, model training policy (5 each; 3 if de-identified data only).

Specialty and psychiatry fit8/20

Psychiatry or behavioral health support, audio deleted by default, short note retention you set, 42 CFR Part 2 controls (5 each).

Workflow features5/20

Mobile capture, telehealth capture, coding help, patient instructions or letters (5 each).

BAA gate: ranking requires a publicly documented BAA. That gate decides whether a vendor is ranked; it does not add or remove points. (Separately, a documented BAA is one 5-point item under Privacy.) AutoNotes is ranked #9 among vendors with a documented BAA.

Full methodology

A sourced, documentation-based review from public vendor pages.

Independent research. No paid rankings.
Last checked 2026-10-13

At a glance

Verdict
AutoNotes is inexpensive, publishes its BAA and can run as a practice platform, but thin documentation on outside EHR delivery, certification and audio keeps its score in the lower half of our ranking.
Best for
Therapists and behavioral health groups on a tight budget who mostly type or dictate notes after sessions.
Skip if
Practices that need EHR integration, a SOC 2 report or a clear published audio retention policy.
Entry price
Notes $19/mo or $16/mo billed annually; free trial (source)
BAA
Yes. Public BAA, signed at signup
Research score
52/100. AutoNotes is ranked #9 among vendors with a documented BAA.
Last checked
2026-10-13

Visit AutoNotes pricing (source)No affiliate or paid placement.

What changed
  • 2026-10-13: Added At a glance boxes, score breakdowns, Who it is for and Who should skip lists, this change log, a retention chart, an evidence legend, dated vendor page captures and grouped comparison tables. This layout update itself changed no scores or facts.
  • 2026-10-13: Added JotPsych (75), Mentalyc (75), Upheal (71), Twofold Health (58) and AutoNotes (44), each with a publicly documented BAA, scored from public vendor pages checked 2026-10-13. Methodology now states a specialty-fit tie-break and partial EHR credit (up to 8/20) for all-in-one platforms with their own EHR. Existing vendor scores unchanged; Dragon Copilot, Suki and Abridge move down in rank.
  • 2026-10-13: Added Blueprint (blueprint.ai) at 81/100, rank #2, with a BAA in its Terms at signup; its pricing pages list different figures, shown as listed with "ask vendor". AutoNotes now receives the all-in-one platform EHR credit (8/20) for notes written into its own charts: 44 to 52, rank #10 to #9. Best pick by clinician type updated: Blueprint for individual therapists and therapy group practices. Guide short answers and the HIPAA BAA page now cover the new vendors.

Full history on the corrections page.

Who it is for and who should skip it

Who AutoNotes is for

  • Therapist who types or dictates notes after sessions: unlimited typed or dictated notes start at $16/mo billed annually.
  • Behavioral health group that wants a practice platform: charts, client portal, roles and supervision are on the Practice tier.
  • Program that wants a Part 2 style agreement: the public BAA document is titled Qualified Service Organization Agreement.

Who should skip AutoNotes

  • Practice that needs notes delivered into an outside EHR: no integration is documented.
  • Buyer who needs SOC 2: no SOC 2 report is published.
  • Clinician who needs a clear audio policy: the pages conflict on whether session audio is recorded. Ask vendor.

Overview

AutoNotes is an AI documentation and practice platform for therapists, counselors, social workers and behavioral health teams. Its tiers run from AI notes only to a full practice platform with charts, portal and billing. The vendor says 81,000+ clinicians use it.

Pricing

Notes $19/mo ($16 billed annually); Workspace $49/mo ($41 annually); Practice $69/mo ($58 annually), per clinician. Enterprise: custom, implementation from $2,500. Documentation reviewed

Free tier or trial: Free trial on all plans, no credit card. No permanent free plan. Monthly or annual billing; minimum term: Ask vendor.

Source: AutoNotes pricing, checked 2026-10-13.

EHR integration depth

AutoNotes positions itself as working without forcing an EHR switch, and its Practice tier adds full client charts and a client portal, so notes can live in its own charts. No push or integration into an outside EHR is documented. Under our all-in-one platform rule it receives partial EHR credit (8 of 20). SSO and API access are listed on Enterprise.

Listed integrations: No outside EHR integration documented; SSO and API access on Enterprise

Specialty suitability

Templates: Core note formats on all plans; custom templates and output formats; organization-wide required templates on Practice; custom template libraries on Enterprise

AutoNotes is built for behavioral health documentation. Its public BAA document is titled Qualified Service Organization Agreement, the agreement type used under 42 CFR Part 2, but Part 2 specific controls are not described. Psychiatry or prescriber features and psychotherapy-notes handling are not documented: Ask vendor.

Security and privacy

  • BAA: Yes. BAA published as a PDF and signed at signup or before PHI use Documentation reviewed
  • Certifications: HIPAA-aligned program informed by NIST SP 800-53 and SOC 2 controls; no SOC 2 report published Documentation reviewed
  • Data location: United States Documentation reviewed
  • Retention: Admins can request export or deletion; AI data follows customer retention settings Documentation reviewed
  • Model training: Customer data not used to train models without explicit agreement; PHI minimized or de-identified before external AI processing Vendor-reported
Bar chart of documented data retention in days: Freed 30, Heidi 1 to 90 configurable, Nabla 14, Dragon Copilot up to 90, Tali AI not stored beyond the conversation, Abridge Ask vendor.
Drawn only from documented values. Sources: Freed privacy, Heidi privacy policy, Nabla retention article, Microsoft licensing guidance; Tali and Abridge per the privacy by vendor section. Gray = no number published. Checked 2026-10-12 and 2026-10-13.

Workflow and UX

The Notes tier generates notes from typed or dictated session details. Workspace adds session recording and upload, scheduled telehealth with Zoom and others, and calendar sync. The vendor's HIPAA page says it does not record live session audio, which conflicts with the recording feature on the pricing page: Ask vendor.

Full fact table

Legend: green Documentation reviewed, blue Vendor-reported, amber Third-party sourced, red Ask vendor.
FeatureAutoNotes
Pricing tiers (exact, as published)Notes $19/mo ($16 billed annually); Workspace $49/mo ($41 annually); Practice $69/mo ($58 annually), per clinician. Enterprise: custom, implementation from $2,500. Documentation reviewed
Free tier / trialFree trial on all plans, no credit card. No permanent free plan. Monthly or annual billing; minimum term: Ask vendor. Documentation reviewed
BAAYes. Public BAA, signed at signup Documentation reviewed
EHR integrationsNo outside EHR integration documented; SSO and API access on Enterprise Documentation reviewed
In-person, telehealthScheduled AutoNotes Telehealth, Zoom and other platforms (Workspace and up) Documentation reviewed
Specialties and templatesCore note formats on all plans; custom templates and output formats; organization-wide required templates on Practice; custom template libraries on Enterprise Documentation reviewed
42 CFR Part 2BAA document titled Qualified Service Organization Agreement; controls not described Documentation reviewed
Audio handlingHIPAA page: no live audio recorded. Pricing page: session recording and upload on Workspace and up. Ask vendor Documentation reviewed
Research score52/100, rank #9 among vendors with a documented BAA Documentation reviewed

Pros and cons

Pros

  • Low published entry price
  • Public BAA document
  • Practice platform tiers with charts and portal
  • Telehealth on Workspace and up

Cons

  • No outside EHR integration documented (partial credit for its own charts)
  • No SOC 2 report
  • Conflicting statements on audio recording
  • Mobile capture and coding help not documented

Alternatives

Methodology

Facts come from AutoNotes's official pricing, security, trust, legal and help pages, checked 2026-10-13. BAA availability is an eligibility gate, not a score input. Read the full methodology and editorial policy.

Bottom line

AutoNotes is inexpensive, publishes its BAA and can run as a practice platform, but thin documentation on outside EHR delivery, certification and audio keeps its score in the lower half of our ranking.

Visit AutoNotes pricing (source)No affiliate or paid placement.

Evaluating AutoNotes in a demo? Use the free vendor evaluation scorecard (printable, PDF) to compare up to 3 vendors.

Sources and last checked

Who curates this site

Curated by a practicing, board-certified psychiatrist, not named to avoid conflicts. From the site data: 14 vendors tracked, 93 distinct external source pages linked, last full re-check of vendor facts 2026-10-13. How we work · Editorial policy.

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