Your template, printed as written
Ona fills the [bracketed] fields and the answer blocks you add. Headings, fixed wording and layout never pass through the model, so every note keeps the structure you set.
AI Notes
AI charting: clinical notes Ona drafts and you sign
Ona's AI charting drafts clinical notes from your own templates inside the EHR. Pick a template on a visit and Ona fills it from the recording, intake answers and chart; every change it proposes after that is a suggestion you keep or discard. Then sign, co-sign or amend, and share the note to the patient portal, a PDF or a fax.
- 35 library templates
- Keep or discard every AI edit
- Sign, co-sign, amend
- Portal, PDF or fax
AI charting in Ona means clinical notes written from your own templates, inside the EHR of Ona, the AI-native practice management platform. Choose a template on a visit and Ona fills the fields you marked from the visit's recording, intake answers and chart. You read every line, keep or discard each change Ona proposes, and sign. Nothing is signed until you do.
It's built for clinicians whose notes follow them home: primary care, psychiatry and psychotherapy, physical therapy, pediatrics, nutrition, functional medicine and women's health, the specialties the template library covers. Solo practices get a note that drafts itself from a template; multi-clinician teams get notes that read the same whoever wrote them.
01 · Why it matters
The note is the part of the visit that follows you home.
A note you can't trust is a note you rewrite. Ona is built so you never have to wonder what the AI changed.
Two things make AI notes hard to sign. The draft drifts from the template your practice agreed on, and changes land that you never saw happen. Either one sends you back to reading the whole note line by line, which is the work you were trying to skip.
Ona fills only the fields you marked. Your template's headings and fixed wording print exactly as written, a field Ona can't support stays visibly open, and once a draft exists, nothing Ona writes is kept until you keep it.
02 · What you get
Notes in your structure, on your terms.
Filled from the whole visit
Ona reads the visit's transcript, intake forms and interviews, the records charted on the visit, recommendations and the patient notebook. A field it can't support stays open as Left empty by Ona, never “N/A”.
Keep or discard every edit
Regenerate, Polish or Clear any field, card or selected passage. Each change appears in place with a line on what changed, and Save and Sign wait until you keep or discard it.
Sign, co-sign, amend
Signing records who signed and when. A supervising clinician adds their signature in one click, and a correction becomes an amendment with a required reason and a diff of what changed.
Out of the chart in one step
Share a signed note to the patient portal, export it as a PDF, send it by fax, or build a patient-facing After Visit Summary with only the sections you choose.
35 templates to start from
SOAP, DAP, BIRP and ADIME notes, intakes, progress and discharge notes, risk assessments, and referral and work letters. Import one and make it yours, or build from a blank page.
03 · How it works
From template to signed note.
Pick how to start
On a visit or the patient's chart, Add a note lists suggested templates, all your templates, past notes to copy forward, and a blank note, with a preview of each.Ona fills the template
Choose Generate and Ona fills the template's fields and blocks from the visit's recording, intake and chart. The template's own text is never rewritten.Review it beside the chart
The draft opens in its own tab next to the chart's Overview. Ona's words stay underlined until you edit them, and an unfilled field offers Try again or Write by hand.Revise with Ona, on your terms
Select a sentence or open a field and choose Regenerate, Polish or Clear. Keep or discard each suggestion; typing over it counts as keeping your version.Sign and share
Sign, or Sign and share to the patient portal. If fields are still open, Ona tells you how many first. Later corrections become amendments with a reason.
04 · Ona Assistant
Ask about the patient in front of you.
For the questions that would otherwise mean clicking through five screens.
Ona Assistant sits in the bottom-right corner of the dashboard. Open a patient or a visit and it already has that record in context: the chart, past visits, forms, interviews, the notebook and, on a visit, the transcript. Ask for a summary, a timeline of a problem, or what changed since the last visit, and check the answer against the chart before you act on it.
- Answers from the patient or visit you have open
- Looks up Help Center articles for how-to questions
- Attach images or PDFs, up to 5 files of 10 MB each
- Chat history saved and private to you
- Read-only: it never changes the chart
- Available on desktop
05 · In practice
What this looks like on a real day.
Psychotherapy practice
DAP or BIRP, the same way every session.
Import Progress Note (DAP) or (BIRP), record the session and generate. Every therapist's note keeps the practice's structure, and risk answers the clinician didn't state stay open for them to complete.
Supervised clinicians
Co-signing without a workaround.
The supervisee signs; the supervising clinician opens the note and chooses Add my signature. Both appear under Signed by, each with the date and time.
Physical therapy clinic
Daily notes that carry forward.
Start today's Daily Treatment Note from the last one with Copy forward, then regenerate or rewrite only what changed. The original note stays exactly as it was.
Primary care with referrals
Referral letters without retyping.
Generate a Specialist Referral Letter from the patient's chart, sign it, and send it by fax from the note's Share menu. Work or school letters come from the same library.
FAQ
Common questions from clinicians.
What is AI charting?
AI charting is software that drafts a clinical note from what happened in the visit, then hands it back for review and signature. In Ona it runs inside the EHR: you pick one of your note templates on a visit, Ona fills it from the recording, intake answers and chart, and you edit and sign.
Can Ona write SOAP notes?
Yes. The template library includes Office Visit (SOAP), Progress Note (DAP), Progress Note (BIRP) and ADIME nutrition notes among 35 templates. Import one, adjust it to how your practice writes, and Ona drafts against your version.
How do AI note templates work?
A template is laid out exactly as the note will print. Type [what to write] where Ona should fill a line, and add (a hint) to say how, or when to leave the line out. Type / for longer answers, choices, scales, checkboxes, tables, matrices and loops, and switch any block to Clinician answers. The Example tab writes a sample note from made-up data so you can check the template before a real visit.
Does Ona write the note automatically before or after the visit?
No. A note is drafted when a clinician chooses Generate, whenever that is. Ona uses what the visit holds at that moment: intake answers and chart records before the visit, plus the transcript once a recording has been transcribed.
Can I change what Ona wrote?
Yes. Type over anything; your edit counts as keeping it. Or ask Ona to Regenerate, Polish or Clear a field, a card or a selected passage. Each suggestion shows in place with Keep and Discard, and Discard puts back exactly what was there.
How do I correct a signed note?
Signed notes lock. Editing one starts an amendment with a required reason, and Amendment history shows each amendment's status, date and a diff of the changes. If the note was shared, the patient sees the latest signed version.
Can a second clinician co-sign a note?
Yes. Another clinician opens the signed note and chooses Add my signature. Each signer gets their own row under Signed by, with the date and time.
What languages does AI charting support?
English. Transcription and note drafting run in English today.
Ready when you are
Stop writing notes after hours.
See Ona draft a note from one of your own templates in a 15-minute demo.