Notes, reports, reminders: which tasks you can delegate to AI and how to do it without compromising your patients' data.
Alicia explains her beginnings, why she decided to start a business and how she has managed the good and bad times.
Artificial intelligence is already part of the daily routine in many professions, and psychology is no exception. More and more professionals are using it to write notes, prepare reports, or summarize sessions. At the same time, many others have yet to take the step due to a reasonable doubt: what happens to my patients' data when I share it with an AI?
The question is relevant. We work with mental health information, which the GDPR considers a special category of data that requires a higher level of protection. The good news is that you don't have to choose between leveraging AI and protecting your patients. The key is knowing which tasks make sense to delegate and under what conditions to do so.
Writing notes after each session is one of the most time-consuming tasks and the one that piles up the most by the end of the day. AI can transcribe the session, always with the patient's consent, or organize the observations the professional dictates at the end and convert them into a structured note.
The result does not replace clinical insight. It is a draft that the professional reviews, corrects, and completes. What you save is the time spent writing, not the judgment.
Reports for schools, other professionals, or the family itself usually follow similar structures. AI can generate a first draft based on the clinical history and respect the format that each practice or center typically uses.
A good practice is to instruct the tool that if any data is missing, it should not invent it but ask instead. This reduces the risk of errors and lets the professional know what information needs to be filled in.
Before each session, a summary of what was worked on in previous ones helps to pick up the thread of the therapeutic process, especially when seeing many patients a week. AI also makes it easier to locate specific information in an extensive clinical history, such as when a patient spoke about a particular topic.
Metaphors, stories, exercises, or follow-up questionnaires adapted to each patient are another area where AI contributes a lot. It does not replace the professional's creativity, but it does allow them to create personalized materials in minutes.
Appointment reminders, billing, sending consent forms for signature, or tracking pending payments do not require artificial intelligence per se, but rather automation. Even so, they are part of the same idea: taking off the professional's plate everything that does not require their direct intervention.
There are decisions that must always remain in the hands of the professional. AI can offer hypotheses or interpretations from a theoretical framework, but diagnosis, risk assessment, treatment decisions, and any intervention in crisis situations require clinical judgment, context, and professional responsibility.
It is also not advisable to accept what AI generates without reviewing it. These tools can make mistakes or fill in missing information with invented data. Everything that goes into a clinical record or appears in a signed report must be reviewed by the professional.
The main risk is not the AI itself, but where it is usedGeneral-purpose AI tools are not designed to handle health data. According to their terms, the information you input may be stored on external servers or used to improve their models.
A common practice is to anonymize data before pasting it into such a tool. However, effective anonymization is harder than it seems. Beyond just names, details in a narrative—such as a profession, workplace, or a specific event—can make it possible to identify a person. Doing this every time takes so much effort that it ends up negating the time you intended to save.
Before incorporating an AI tool into your practice, it is worth asking yourself a few questions.
The first is whether the data leaves the platform or is processed within an encrypted environment. The second is whether the provider guarantees in writing that patient information is not used to train models. The third is whether they hold externally audited security certifications, such as ISO 27001, rather than just self-declarations. The fourth is whether they offer a data processing agreement, as required by the GDPR.
Then there is the patient. If you are going to record or transcribe sessions, you need their explicit informed consent, and it is advisable to explain to them in simple terms how the AI will be used and what safeguards are in place.
AI can free up many hours of administrative and writing work, and help prepare better sessions and more personalized resources. The key is to use it where it adds value, always keep clinical judgment in the hands of the professional, and choose an environment that protects patient data by design.
Eholo is management software for psychologists and psychology centers that integrates artificial intelligence directly into the platform. It operates in an encrypted environment, patient data never leaves the system or is used to train models, and the platform is ISO 27001 certified.
From one single place, you can transcribe sessions and generate notes and reports with AI, manage clinical records, send digital consent forms, automate reminders, and handle billing in compliance with VeriFactu. More than 21,000 psychology professionals have already trusted Eholo to spend less time on administration and more on their patients.
Because we take care of those who care for others.
👉 Book your demo ateholo.health
Explora las últimas novedades
Notes, reports, reminders: which tasks you can delegate to AI and how to do it without compromising your patients' data.
Reminders, cancellation policies, and flexibility: how to prevent no-shows from costing you hours just when your schedule is at its fullest.
Has your psychology practice grown? Discover the difference between multi-user and single-user software and what to look for before choosing.


.webp)
.webp)
.webp)
.webp)
Virginia Lagartos Lopez
April 12, 2024
.webp)
Maria De Salazar Martínez
September 01, 2023
.webp)
April 2, 2024
.webp)
April 3, 2024
.webp)
January 22, 2025
Más de 10,000 psicólogos ya confían en Eholo para gestionar sus consultas.
.png)
Necesitamos saber esta información para personalizar tu demo: