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HIPAA Compliant

AI Medical Scribe for

Health Coaches

Back-to-back coaching sessions leave no gap to write up goals, barriers, and agreed actions — so session notes shrink to one line. Medical Scribe turns the whole conversation into a structured note with your client's goals and commitments in their own words.

Sample note

What your notes will look like

A real example of the documentation Medical Scribe generates for health coaches — ready before your patient leaves the room.

Coaching Session Ready to copy

Current Condition/Complaint

45M, prediabetes identified at last GP visit (HbA1c 6.1%, 04/2026), referred for lifestyle coaching. BMI 31. Sedentary desk job; reports low energy mid-afternoon and stress-driven snacking. Session 3 of 12.

Patient Goals

  • Reduce HbA1c below 5.7% by next GP check (10/2026)
  • Lose 5kg over 12 weeks
  • Walk 30 minutes, 5 days per week
  • Replace afternoon vending-machine snack with prepared option 4 days per week

Subjective

Walked 4 of 7 days last week, up from 2. Prepared lunches Monday-Wednesday, then a work deadline derailed the routine — identified late-night emails as the trigger for skipping morning prep. Weight down 1.8kg from baseline. Feels motivated by early progress; worried about an upcoming two-week work trip.

Assessment

Consistent early progress on activity and weight goals. Primary barrier is workload spikes disrupting meal preparation. High engagement; readiness for change remains strong. Travel period is the main risk to momentum.

Plan

  • Agreed action: batch-prep lunches Sunday evening; set a hard stop on email at 9pm
  • Travel plan: hotel gym walk 20 minutes each morning; review restaurant menus in advance
  • Client to log walks and snacks daily in app of choice
  • Next session in 2 weeks (video); share progress summary with GP before the October review

Illustrative example. Every note is fully editable, and you control the format — SOAP, DAP, or your own custom template.

Coaching runs on conversation — until the note is due

Sessions stack, notes slide

A day of hour-long sessions leaves minutes between clients. Writing up each one properly happens at night, or not at all.

Progress lives in the details

Coaching works by tracking goals, barriers, and commitments from session to session. When last month's action steps aren't written down, accountability has nothing to stand on.

Referring providers expect real records

Coaches working alongside GPs, dietitians, and care teams need notes that communicate the client's condition, goals, and progress in a format clinicians take seriously.

AI-Powered Documentation

Real-time transcription that understands medical terminology and clinical context.

Specialty Vocabulary

Recognizes terms, conditions, and procedures specific to your practice area.

Save Hours Daily

Generate comprehensive clinical notes in minutes instead of hours.

HIPAA Compliant

Enterprise-grade encryption and security to protect sensitive data.

Built-in templates

Note templates built for health coaches

These aren't generic formats — they ship in the product today, structured around how you actually document.

GP MP/TCA

Patient's Medical Background Clinical History GP Management Plan (GPMP) Patient Problem or Need or Relevant Condition 2 Patient Problem or Need or Relevant Condition 3

Mental Health Care Plan

Patient & GP Details Referring GP Details Problem/Diagnosis Clinical Details Mental Status Examination Risk Assessment

OT Note

Subjective Objective Assessment

Physio Note

Patient Information Employment status, Physical demands of job, Work-related activities] Medical History Current Condition/Complaint Patient Goals Subjective

Skin Check Note

Plus 280+ templates across every specialty — or build your own in minutes.

Coaching sessions become accountable records

Whether it’s a weight-loss program, chronic-condition lifestyle support, or a corporate wellness engagement, Medical Scribe records the session — in person or over video — and drafts a structured note: what the client reported, what got in the way, and exactly what they committed to before next time. You review and finalize in minutes.

Notes shaped for shared care

Health coaches often document alongside clinicians, so the built-in library includes formats they already use — the Physio Note’s Current Condition/Complaint, Patient Goals, Subjective, Assessment, and Plan sections, the OT Note, and GP Management Plan (GP MP/TCA) structures — plus custom templates you can build in minutes to match your own program.

Accountability you can point to

Coaching outcomes depend on the paper trail: the goal set in week one, the barrier named in week four, the commitment made last session. Medical Scribe captures those in the client’s own words — never inventing progress or paraphrasing goals into something that wasn’t said — so every session starts from an accurate record.

Frequently asked questions

I'm a coach, not a licensed clinician — is this still for me?

Yes. Medical Scribe works for any professional client conversation. It captures goals, barriers, and agreed actions from your sessions, and you choose the structure — session notes don't need to look like a physician's chart unless you want them to.

Can my notes work alongside the client's GP or care team?

Yes. Notes are fully editable and can follow structures clinicians recognize — SOAP, DAP, or formats like the built-in Physio Note with its Current Condition/Complaint and Patient Goals sections — so your documentation slots into a shared-care conversation.

Do I need to tell clients they're being recorded?

Yes — clients should be informed and consent, just as with any recording. Most coaches find clients appreciate it: full attention during the session, and a clearer record of what was agreed.

How is client information protected?

Medical Scribe is HIPAA compliant, with encryption in transit and at rest. Recordings are processed securely and only you can access your clients' notes, which you review before finalizing.

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