Using NovoNote for General Note-Taking


NovoNote is a powerful AI-driven note-taking tool designed to assist mental health professionals and enhance client care by streamlining documentation and transcribing detailed clinical notes from client sessions.


While its primary function is clinical note-taking, NovoNote can also be used for general note-taking purposes within a professional setting. This ensures that important information is captured efficiently and securely.


Appropriate Use Cases

NovoNote supports various general note-taking needs, including:

  • Session Dictation Notes – Documenting insights and action items from client sessions.

  • Case Consultations – Recording key points from case discussions with colleagues.

  • Meeting Notes – Capturing essential details from team meetings, professional development sessions and training workshops.

  • Research and Study Notes – Summarizing key insights from seminars, webinars or courses relevant to mental health practice.


How to Use NovoNote for General Note-Taking


Option 1: Record the audio from a webinar, meeting or discussion using the "Record Session" feature. This will then process the audio into a transcription and provide you with a summary.


For more on how to use the "Record Session" functionality, see our article here. 




Option 2:

Dictate your own insights or notes from a session using the "Dictate Note" feature. This will process the audio into a transcription and provide you with a summary.


For more on how to use the "Dictate Note" functionality, see our article here.




Option 3: Record the audio manually and have this uploaded to NovoNote using the "Upload Audio" feature. This will process the audio into a transcription and provide you with a summary.


For more on how to use the "Upload Audio" functionality, see our article here.








Selecting the Right Template for General Note-Taking


When you use any of the methods above, you will have the option to select the NovoNote Template that matches your general note-taking requirements, to get the output you need. NovoNote has over 60 custom templates to choose from, but some templates that you might find helpful for more general note-taking purposes include:

  • Summary of Conversation - A general-purpose template that can be used to capture the details of any conversation, such as a work meeting or professional conversation with colleagues.
  • Professional Development - Converts professional development workshops and webinars into a comprehensive summary for your records and use as a helpful resource to assist with implementing your learning. 
  • Clinical Case Review / Meeting Summary - Generates more formal output suitable for use as minutes, helpful for documenting meetings with stakeholders (for example, in relation to a client/patient).


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