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Can AI Notes Work for Group Practices With Different Modalities? Hero Image

Can AI Notes Work for Group Practices With Different Modalities?

Dr. Danni Steimberg's profile picture
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For group practices managing multiple disciplines, documentation is a complex challenge. Each specialty uses distinct clinical language, note templates, and compliance standards, creating a jumbled system that creates more work and fuels burnout.

This raises a critical question: can one AI scribe effectively serve such diverse modalities? The answer lies within adaptive technology. Modern AI platforms are engineered with specialty‑trained models and customizable templates that understand the unique requirements of each discipline. Discover how a flexible AI therapy note solution can transform scattered documentation into a streamlined process across your practice.

The Unique Documentation Challenge Of Multi-Modality Practices

Group practices that combine specialties like Physical Therapy, Occupational Therapy, Chiropractic, and Psychotherapy face a complex documentation system. What appears as a single “practice” is, from an administrative standpoint, a collection of distinct professions, each with its own documentation standards. This diversity creates a substantial operational challenge, primarily seen in three key areas:

Key Differences in Documentation

  • Template & Structure Variance: Clinicians aren't just writing different words; they're using entirely different frameworks.
    • A physical therapist follows a SOAP (Subjective, Objective, Assessment, Plan) note format to track measurable progress.
    • A mental health provider may use a DAP (Data, Assessment, Plan) note to capture narrative and therapeutic process.
    • A chiropractor relies on a C.O.M.S. (Chief complaint, Observation, Manipulation, Supportive care) or similar structure.
    • An OT documents within a framework centered on functional goals and Activities of Daily Living (ADLs).
  • Modality-Specific Jargon & Goals: Each specialty has a unique lexicon. A session might involve documenting "ROM, MMT, and gait analysis" (PT), "adaptive equipment for dressing" (OT), "subluxation and HVLA adjustment" (Chiropractic), or "affect, cognitive restructuring, and safety planning" (Mental Health). A generic tool fails to recognize, structure, and prioritize these critical, discipline-specific concepts.
  • Billing & Compliance Nuances: Billing codes (CPT, ICD-10) and payer rules differ drastically. Therapists navigate the "8-minute rule" for Medicare, chiropractors must meet specific "medical necessity" documentation for adjustments, and all must tie treatment directly to coded diagnoses. A single error in these nuances can lead to claim denials or audit risks.

The Operational Toll

Without a unified solution, practices suffer from:

  • Inefficiency: Constant switching between templates or systems wastes valuable clinical time.
  • Inconsistent Quality: Notes that completeness and compliance vary by clinician and discipline.
  • Increased Costs: More administrative labor is required for billing, audits, and management.
  • Clinician Burnout: The cognitive load of translating sessions into documentation formats is a leading contributor to exhaustion, pulling focus away from patient care.

How a Flexible AI Scribe Adapts to Different Clinical Languages

The solution for a multi‑modality practice is not a single‑purpose note‑taker, but an adaptive clinical language engine. An AI therapy note tool avoids a one‑size‑fits‑all approach by combining specialized artificial intelligence with customizable workflows, allowing it to speak the precise language of each clinician in your practice.

Specialty-Trained Models

An AI scribe utilizes multiple specialty‑trained language models. These are AI systems fine‑tuned on de‑identified datasets of medical literature specific to each discipline.

  • How it Works: The AI for physical therapy is trained on PT notes, learning to recognize, contextualize, and structure phrases like "3/5 strength on knee extension" or "improved single-leg stance time by 2 seconds." Simultaneously, a separate, parallel model trained on psychotherapy notes learns that "patient demonstrated congruent affect" belongs in a mental status exam and "challenged all-or-nothing thinking" is a cognitive-behavioral intervention.

The Role of Customizable Templates

The specialized AI models are directed by intelligent, pre-configured templates and triggers set at the practice or clinician level. This is the layer that translates clinical speech into a perfectly formatted note.

  • How it Works: Administrators or clinicians create or select discipline-specific templates within the platform. These templates define the required sections (e.g., SOAP, DAP), mandatory fields for compliance, and even preferred phrasing.

A Modality-by-Modality Breakdown

Modality

Key Documentation Needs

How AI Scribe Addresses Them

Physical Therapy (PT)

Objective metrics (ROM, MMT), functional progress, and precise exercise description.

Captures quantifiable data, auto-populates exercise regimens from a pre-loaded library, and links findings to functional goals in the plan of care.

Occupational Therapy (OT)

Activities of Daily Living, adaptive equipment use, and environmental modifications.

Focuses on patient-reported performance in daily tasks, documents equipment training steps, and structures notes around functional goal achievement.

Chiropractic Care

Subluxation findings, adjustment specifics, post-adjustment assessment, and care plan.

Structures notes around examination findings (e.g., palpation, posture), logs the specific technique and segment adjusted, and captures immediate patient response.

Mental Health/Psychotherapy

Subjective mood/affect, therapeutic interventions, risk assessment, treatment plan progress.

Captures patient narrative, structures notes by intervention model (CBT, DBT, etc.), and automatically flags risk keywords (e.g., SI/HI) for clinician review.

Beyond the Note: Unified Data & Practice-Wide Benefits

The true power of a unified AI therapy note system extends far beyond drafting individual notes. It transforms disparate clinical data into a cohesive, strategic asset for the entire practice.

  • Standardized Data Collection: While clinicians speak, the AI works in the background to extract and tag structured data. It pulls numerical pain scores (e.g., "7/10"), standardized outcome measure results (like a PHQ-9 score of 15), functional goals, and treatment codes from the natural conversation. This creates a searchable, quantitative database across all modalities, enabling leadership to analyze health trends, measure intervention effectiveness, and demonstrate value to payers with concrete data.
  • Streamlined Compliance & Billing: A leading cause of claim denials and audit risk is inconsistent or incomplete documentation. A flexible AI scribe embeds compliance directly into the workflow for each discipline.
  • Automated Guardrails: For therapy notes, the system can automatically prompt for the "8-minute rule" time calculations. For chiropractic notes, it ensures the required elements of medical necessity (e.g., history, exam findings) are present before note completion. It structures every note to include legally required elements like time, dosage, and medical decision-making, creating a consistent, audit-ready record across all providers.

“AI is no longer an experiment.”

“It’s a real, scalable tool that can support patients, providers, and health systems — improving outcomes, reducing stress for caregivers, and making care more accessible and efficient for everyone involved,” – Ben Shahshahani, PhD, Cleveland Clinic’s Chief AI Officer.

Implementation Considerations for Group Practices

Successfully integrating an AI scribe into a multi‑modality practice requires strategic planning beyond the technology itself. A phased, thoughtful approach ensures adoption and maximizes return on investment.

Choosing the Right Tool

Selecting a platform is the most critical decision. The ideal tool must function as the connecting piece, and the key evaluation criteria include:

  • Multi-modality Template Libraries: Pre-built, specific templates for PT, OT, Chiropractic, and Mental Health are essential for a rapid start.
  • Ease of Customization: The platform must allow administrators to easily modify templates and create new ones to match your exact workflows and phrasing preferences.
  • EHR Integration: The AI should pull patient data for context and push finalized notes directly into the correct chart, eliminating double entry.

Staff Training and Change Management

Adoption is a human‑centric process, therefore a one‑size‑fits‑all training session will fail.

  • Discipline-Specific Onboarding: Conduct separate training sessions. Show physical therapists how to document exercises and outcome measures, while psychotherapists learn to handle sensitive narratives and risk flags. This demonstrates the tool’s relevance to each clinician’s daily work.
  • Pilot Program: Launch with a small group of clinicians from one or two disciplines. Use their feedback to build momentum and refine the rollout plan for the entire practice.

Ensuring Accuracy and Clinical Governance

Establishing clear protocol is vital for patient safety and legal integrity.

  • AI as the First Draft: The core governance principle must be that the AI generates a draft for review, not a final note. The clinician’s expertise is irreplaceable for nuance, judgment, and final validation.
  • The Review and Edit Workflow: Clinicians must efficiently review, edit, and sign off on every note. The system should make this process fast and intuitive.
  • Continuous Learning: AI tools will have a feedback loop, where clinician corrections anonymously train the underlying models, improving accuracy for your specific practice over time.

Addressing Privacy and Security

Any platform under consideration must be fully HIPAA‑compliant, willing to sign a Business Associate Agreement (BAA), and employ enterprise‑grade encryption (both in transit and at rest). Vendor audits and SOC 2 Type II reports are also strong indicators of good security protocols.

Conclusion

For multi‑modality group practices, the question is settled: a well‑designed AI scribe is a strategic asset. By adapting to the distinct clinical languages of each discipline, it transforms scattered, inconsistent documentation into an efficient and unified workflow.

The benefits are practice‑wide: clinicians can reclaim hours from administrative tasks, while the practice gains standardized data, compliance, and a cohesive operational backbone. The future of group practice efficiency belongs to intelligent AI tools that augment the unique expertise of every specialty.


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ABOUT THE AUTHOR

Dr. Danni Steimberg

Licensed Medical Doctor

Dr. Danni Steimberg is a pediatrician at Schneider Children’s Medical Center with extensive experience in patient care, medical education, and healthcare innovation. He earned his MD from Semmelweis University and has worked at Kaplan Medical Center and Sheba Medical Center.

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