AI-powered clinical note-writing for Therapists

Role

Research, UX/UI Design, Product Strategy, Prompt Engineering, Testing Conversational AI

Senior Product Designer,

Mobile and Web

Team

Head of Product, Head of Design, Head of AI, CTO, Chief Clinical Officer, Senior PM, Front and backend Developers

The need for Therapist buy-in

HelloSelf is a teletherapy startup connecting mental health patients with therapists. While designing our first AI-summary feature for patients, we uncovered a critical business constraint: therapists had to approve any AI output before it could reach patients. This revealed a deeper insight—AI adoption wouldn’t succeed unless therapists saw real value for themselves. To unlock long-term growth, we needed to treat therapists not just as gatekeepers, but as primary users.


This made one thing clear: to introduce AI responsibly, and lay the foundation for future AI tools, we first had to earn the trust of therapists.

Business Objective

Grow HelloSelf’s therapist network by building tools that support their workflow—so they adopt, advocate, and scale the platform.

User Problem

Therapists struggle to write detailed high-quality clinical notes, especially when managing heavy caseloads—leading to burnout.

Research process

Multi-user journey mapping

...to understand the shared journey, needs, and pains between patient and therapist

Multi-user journey mapping

...to understand the shared journey, needs, and pains between patient and therapist

Multi-user journey mapping

...to understand the shared journey, needs, and pains between patient and therapist

Multi-user journey mapping

...to understand the shared journey, needs, and pains between patient and therapist

Multi-user journey mapping

...to understand the shared journey, needs, and pains between patient and therapist

User-Interviews: Therapists

...to understand the needs and pain-points of therapists and the clinical tools they use

User-Interviews: Therapists

...to understand the needs and pain-points of therapists and the clinical tools they use

User-Interviews: Therapists

...to understand the needs and pain-points of therapists and the clinical tools they use

User-Interviews: Therapists

...to understand the needs and pain-points of therapists and the clinical tools they use

User-Interviews: Therapists

...to understand the needs and pain-points of therapists and the clinical tools they use

Competitive Analysis

...to understand market opportunity and winning design patterns

Competitive Analysis

...to understand market opportunity and winning design patterns

Competitive Analysis

...to understand market opportunity and winning design patterns

Competitive Analysis

...to understand market opportunity and winning design patterns

Competitive Analysis

...to understand market opportunity and winning design patterns

What I found

What I found

To gain therapist buy-in, it wasn’t enough for AI-summaries to just benefit patients—it had to benefit therapists as well. In other words, therapists needed support on their own clinical responsibilities.


When we looked at where AI could add real value for Therapists, note-taking stood out from interviews as one of the biggest pain points to solve, especially for those managing high caseloads. However, this solution raised ethical concerns: Therapists were open to support, but wary of AI taking over; they didn’t want to lose control or forsake clinical standards.

What it meant

What it meant

To gain trust, we had to give therapists practical value—on their terms. That meant two things:

  1. Empowerment: Therapists should be able to review and approve patient summaries, and receive a separate Clinical Summary tailored to their workflow.

  2. Integration: We redesigned the workstation UX/UI to support both summary types, ensuring AI fit seamlessly into their existing process—without removing accountability.


This dual-summary approach let us adapt a single AI technology for two users—reducing dev effort and aligning both sides of the therapeutic alliance around one shared system.

  1. Empowerment: Therapists should be able to review and approve patient summaries, and receive a separate Clinical Summary tailored to their workflow.

  2. Integration: We redesigned the workstation UX/UI to support both summary types, ensuring AI fit seamlessly into their existing process—without removing accountability.


This dual-summary approach let us adapt a single AI technology for two users—reducing dev effort and aligning both sides of the therapeutic alliance around one shared system.

Job To Be Done

"When I am struggling to write detailed clinical notes because of high caseloads, I want to use AI-generated Clinical-grade Summaries as stimulus, so that I can write my notes more productively and maintain momentum between sessions."

Ideas & Sketches

Ideas & Sketches

Workshop on AI-Output

I generated multiple summary versions, using real/synthetic data, and ran a workshop with the CTO and CIO to vote and refine the best format.

Workshop on AI-Output

I generated multiple summary versions, using real/synthetic data, and ran a workshop with the CTO and CIO to vote and refine the best format.

Workshop on AI-Output

I generated multiple summary versions, using real/synthetic data, and ran a workshop with the CTO and CIO to vote and refine the best format.

Workshop on AI-Output

I generated multiple summary versions, using real/synthetic data, and ran a workshop with the CTO and CIO to vote and refine the best format.

Workshop on AI-Output

I generated multiple summary versions, using real/synthetic data, and ran a workshop with the CTO and CIO to vote and refine the best format.

UX/UI of Call & Work Station

I worked with the Head of Product to redesign the call and work station that therapists use

UX/UI of Call & Work Station

I worked with the Head of Product to redesign the call and work station that therapists use

UX/UI of Call & Work Station

I worked with the Head of Product to redesign the call and work station that therapists use

UX/UI of Call & Work Station

I worked with the Head of Product to redesign the call and work station that therapists use

UX/UI of Call & Work Station

I worked with the Head of Product to redesign the call and work station that therapists use

Feedback Mechanisms

I built feedback loops into the workstation so therapists could rate summaries, helping the team monitor and improve model accuracy.

Feedback Mechanisms

I built feedback loops into the workstation so therapists could rate summaries, helping the team monitor and improve model accuracy.

Feedback Mechanisms

I built feedback loops into the workstation so therapists could rate summaries, helping the team monitor and improve model accuracy.

Feedback Mechanisms

I built feedback loops into the workstation so therapists could rate summaries, helping the team monitor and improve model accuracy.

Feedback Mechanisms

I built feedback loops into the workstation so therapists could rate summaries, helping the team monitor and improve model accuracy.

Final Designs

Desired Outcome

Provide therapists a more efficient way to write clinical notes using AI—while keeping them in the driver’s seat—so their workflow improves and they’re more likely to advocate our platform.

BEFORE: Previous Workstation

The previous design felt cluttered and did not incorporate AI-tooling to help Therapists write clinical notes.

AFTER: Updated AI-powered Workstation

AFTER: Updated AI-powered Workstation

I redesigned the therapist workstation UX/UI to embed both Therapy and Clinical summaries—making the experience feel clear and grounded in therapist-control. I also designed a feedback loop to let therapists rate summaries, helping improve our model quality over time.

I redesigned the therapist workstation UX/UI to embed both Therapy and Clinical summaries—making the experience feel clear and grounded in therapist-control. I also designed a feedback loop to let therapists rate summaries, helping improve our model quality over time.

Outcomes & Feedback

Outcomes & Feedback

Outcomes & Feedback

Partnered with leading providers

Our AI-powered clinical tool sparked partnerships with a major UK health insurer and a national telehealth platform—validating AI summaries as a credible step forward in care delivery.

Partnered with leading providers

Our AI-powered clinical tool sparked partnerships with a major UK health insurer and a national telehealth platform—validating AI summaries as a credible step forward in care delivery.

Partnered with leading providers

Our AI-powered clinical tool sparked partnerships with a major UK health insurer and a national telehealth platform—validating AI summaries as a credible step forward in care delivery.

Partnered with leading providers

Our AI-powered clinical tool sparked partnerships with a major UK health insurer and a national telehealth platform—validating AI summaries as a credible step forward in care delivery.

Partnered with leading providers

Our AI-powered clinical tool sparked partnerships with a major UK health insurer and a national telehealth platform—validating AI summaries as a credible step forward in care delivery.

63% adoption within 3 months

63% of therapists adopted clinical summaries within three months, revealing promising initial traction and clear paths for future engagement.

63% adoption within 3 months

63% of therapists adopted clinical summaries within three months, revealing promising initial traction and clear paths for future engagement.

63% adoption within 3 months

63% of therapists adopted clinical summaries within three months, revealing promising initial traction and clear paths for future engagement.

63% adoption within 3 months

63% of therapists adopted clinical summaries within three months, revealing promising initial traction and clear paths for future engagement.

63% adoption within 3 months

63% of therapists adopted clinical summaries within three months, revealing promising initial traction and clear paths for future engagement.

4.0/5 therapist satisfaction rating

Therapists rated AI-generated summaries 4.0 out of 5 for usefulness—reflecting high trust in the tool and its ability to support quality, efficient note-taking.

4.0/5 therapist satisfaction rating

Therapists rated AI-generated summaries 4.0 out of 5 for usefulness—reflecting high trust in the tool and its ability to support quality, efficient note-taking.

4.0/5 therapist satisfaction rating

Therapists rated AI-generated summaries 4.0 out of 5 for usefulness—reflecting high trust in the tool and its ability to support quality, efficient note-taking.

4.0/5 therapist satisfaction rating

Therapists rated AI-generated summaries 4.0 out of 5 for usefulness—reflecting high trust in the tool and its ability to support quality, efficient note-taking.

4.0/5 therapist satisfaction rating

Therapists rated AI-generated summaries 4.0 out of 5 for usefulness—reflecting high trust in the tool and its ability to support quality, efficient note-taking.

The summaries helped me stay clinically accurate without the admin overload. Once I saw how accurate they were, I felt confident using them to help me write my notes—and even more comfortable offering summaries to patients.

The summaries helped me stay clinically accurate without the admin overload. Once I saw how accurate they were, I felt confident using them to help me write my notes—and even more comfortable offering summaries to patients.

- Clinical Psychologist

Summaries save time, reduce pressure, and hit the right tone. I was surprised by how accurate they were. Now I’m more confident letting patients access them—it’s boosted engagement between sessions.

- CBT Therapist

What I learnt

What I learnt

I learned that therapist buy-in can’t be assumed—it has to be earned. For AI to reach patients safely, therapists needed to trust it and see direct value in their own work. That meant addressing real pain points, like note-taking, without removing their control. We had to integrate AI into existing workflows in a way that felt helpful, not intrusive.


This grounded my approach in ethical design: trust is built by giving clinicians tools they can rely on, not tools that try to replace them—connecting directly back to our business goal of adoption and our user goal of making AI feel safe and genuinely useful.


I also learned how to work cross-functionally in a high-stakes, fast-moving environment—partnering closely with clinical leads, data scientists, engineers, and leadership to balance speed with safety. Most importantly, I deepened my understanding of how to translate complex AI capabilities into accessible, human-first experiences.