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AI Progress Notes for Counselors Using Kareo

Save 4.8 hours weekly on documentation. Built specifically for counselors who use Kareo.

6+
Hours Saved Weekly
32
Avg Sessions/Week
12-18 minutes
Per Note (Manual)
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Sound Familiar?

"Each progress note takes 12-18 minutes. Multiply by 32 clients and I've lost an entire workday to paperwork."

As a counselor using Kareo, you deserve documentation tools that understand your specific workflow.

Counselor Documentation Workflows

Mozu understands the unique documentation needs of counselors, including:

Common Documentation Types

  • Session Notes
  • Biopsychosocial Assessments
  • Crisis Documentation
  • Referral Letters

Specialty Workflows Supported

  • Community mental health documentation
  • Sliding scale client tracking
  • School-based counseling
  • Crisis intervention protocols

Progress Notes Requirements for Counselors

Mozu generates compliant progress notes with all required elements.

Required ElementMozu Coverage
Session focus Auto-generated
Interventions used Auto-generated
Client response Auto-generated
Plan for next session Auto-generated

Insurance Note: Must demonstrate medical necessity and treatment plan progress

Counselor Compliance Considerations

Documentation that meets your regulatory and licensing requirements.

State licensure requirements
Supervision documentation for provisionally licensed
Continuing education tracking
Mandated reporting

Common Progress Notes Mistakes Mozu Prevents

Audit-proof documentation that avoids these common pitfalls:

Too brief for medical necessity

Mozu prevents this

Missing measurable progress

Mozu prevents this

Lacks treatment plan connection

Mozu prevents this

Counselor-Specific Clinical Terminology

Mozu understands and correctly uses counselor-specific language:

presenting concernscoping strategiesresource linkagecase conceptualizationtherapeutic goals

Example Progress Notes for Counselors

Here's a sample progress notes generated by Mozu. Ready to paste into Kareo.

MozuGenerated Note
Kareo Ready
SESSION DATE: [Date] SESSION TYPE: Individual Therapy (50 min) CPT CODE: 90834 PRESENTING CONCERNS: Client discussed ongoing workplace stress and its impact on sleep and relationships. Reports feeling "overwhelmed" by new responsibilities at work. Sleep has decreased to 5-6 hours per night. Described conflict with supervisor that triggered feelings of inadequacy. INTERVENTIONS: - Reviewed cognitive restructuring techniques for catastrophic thinking patterns - Practiced grounding exercises for acute anxiety moments (5-4-3-2-1 technique) - Explored work-life boundary setting strategies using assertiveness framework - Assigned thought record homework to track automatic thoughts CLIENT RESPONSE: Client engaged actively in session. Demonstrated improved ability to identify cognitive distortions, specifically "mind reading" and "catastrophizing." Expressed motivation to implement boundary-setting conversation with supervisor. Practiced grounding technique successfully in session, reducing reported anxiety from 7/10 to 4/10. PROGRESS TOWARD GOALS: Goal 1 (Reduce anxiety): In progress - GAD-7 decreased from 14 to 11 Goal 2 (Improve sleep): Minimal progress - will address sleep hygiene next session PLAN: Continue weekly sessions. Review thought record homework. Next session focus: assertive communication skills and sleep hygiene education.

Why Counselors Using Kareo Choose Mozu

Kareo: Medical billing integration. Mozu adds AI-powered documentation.

Built for Counselors

Trained on counselor sessions. Understands clinical nuance, not just transcription.

Kareo Ready

Copy-paste directly into Kareo. No integrations needed, no workflow changes required.

Cross-Session Memory

Mozu remembers client history, names, and patterns across all your sessions.

Clinical-Grade Security

HIPAA compliant with BAA provided. Built on SOC 2 Type II certified infrastructure.

SOC 2 Type II
HIPAA Compliant

Frequently Asked Questions

How much time will Mozu save me as a counselor?

Most counselors using Kareo save 4.8 hours per week on documentation. That's approximately 12-18 minutes saved per progress notes.

Does Mozu work with Kareo?

Yes. Mozu generates progress notes that you can copy directly into Kareo. No integration or setup required - it works with any EHR system.

Is Mozu HIPAA compliant for counselor documentation?

Yes. Mozu is fully HIPAA compliant with BAA provided. We use SOC 2 Type II certified infrastructure and never use your patient data to train AI models.

What types of notes can Mozu generate for counselors?

Mozu generates Session Notes, Biopsychosocial Assessments, Crisis Documentation, Referral Letters specifically formatted for counselor documentation requirements.

Is there a free plan for solo counselors?

Yes. Mozu is completely free for solo practitioners. No credit card required, no trial period - free forever for individual counselors.

Free for Solo Counselors

Start saving 4.8 hours weekly on progress notes. No credit card required.

$0
per month for solo practice
  • Unlimited Progress Notes
  • Cross-session memory
  • Works with Kareo
  • HIPAA compliant
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