Here's How Doctors Are Using Okara for Confidential Mental-Health Notes and Therapy Plans | Okara Blog
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Rajat Dangi · October 21, 2025 · 5 min read

Here's How Doctors Are Using Okara for Confidential Mental-Health Notes and Therapy Plans

Many mental health professionals have started using Okara because of it's privacy and find that it seamlessly fits into their workflow.

For mental health professionals in private practice or clinic settings, documentation is a crucial but time-consuming part of the job. The notes need to be thorough and clear, yet maintaining client confidentiality is paramount. Many therapists have wondered: Can an AI help me with paperwork without risking my patients' privacy?

The good news is that with platforms like Okara, the answer is yes.

Therapists can now use AI assistance to keep detailed notes while focusing more on their clients, without compromising privacy. With a private assistant like Okara, clinicians no longer have to choose between thorough documentation and patient trust. This kind of support means they can spend less time on paperwork and more time on patient care, all while keeping data completely confidential.

The Challenge of Therapy Notes and Plans

  • Psychiatrists, psychologists, and therapists spend hours every week writing session notes and therapy plans.
  • These documents are vital for tracking progress and planning treatment, but creating them eats up a lot of time that could be spent with clients. It's a delicate balance – you want to be efficient, but you cannot cut corners on privacy or accuracy.
  • Traditional methods of writing notes are often tedious, and some clinicians have looked to AI for help drafting text. After all, if an AI could summarize a session or outline a treatment plan, it would save a lot of effort.

However, using AI raised red flags about confidentiality. Public AI chatbots (like the ones anyone can use online) aren't designed for handling sensitive patient information. Standard AI models might store or learn from the data you enter, which is unacceptable when it comes to private therapy conversations. For mental health professionals, this has been a deal-breaker.

Why Generic AI Tools Fall Short for Therapists

OpenAI’s ChatGPT is explicitly not HIPAA-compliant because OpenAI will not enter into a BAA for its service. In short, generic AI might be fine for drafting an email or a blog post, but it's too risky for therapy notes or plans that contain identifiable patient details.

Therapists also worry about data storage. Where does the conversation with an AI go? If the AI provider saves chats on their servers, that's another vulnerability. And even if the AI is accurate most of the time, you must ensure it doesn't fabricate information or misinterpret clinical details. All these concerns have made many mental health professionals understandably wary of bringing AI into their workflow.

But what if there were an AI assistant created specifically to handle confidential clinical information safely? This is where Okara comes in.

Meet Okara: A Private AI Assistant for Sensitive Work

Okara is an AI chat platform designed with privacy at its core – essentially an AI assistant that won’t spill your secrets. It was built for professionals who handle sensitive data, which means it addresses the privacy and compliance issues that generic AI tools ignore.

  • All interactions with Okara are private, encrypted, and never used for training the AI models.
  • You can safely discuss a session or copy notes into Okara without worrying that the data will be stored or seen by anyone else.
  • None of your chats are retained on their servers (once you delete) or used to improve the AI. This commitment to confidentiality helps ensure that using Okara keeps you fully compliant with privacy.

What makes Okara particularly powerful for therapists is that it combines privacy with flexibility. The platform gives you access to 30+ advanced AI models (including well-known ones like OpenAI’s GPT-4, Anthropic’s Claude, Google’s Gemini, and more) all in one place. You can seamlessly switch between models to find the best fit for your task.

For example, one model might be better at summarizing text, while another might excel at creative phrasing – with Okara you get to choose.

You can upload documents such as a PDF of a journal article, a DOCX therapy worksheet, or an anonymized treatment guideline – directly into the chat and ask the AI about it. The system is versatile enough to handle text, PDFs, spreadsheets, and more, covering many formats therapists deal with in day-to-day work.

To recap, here are some of Okara’s strengths that make it stand out for mental health professionals:

  • Privacy First: End-to-end encryption on all chats, and no conversation data is stored or used to train AI.
  • Multiple AI Models: Access over 30 AI models (e.g. GPT-4, Claude, Gemini) and switch as needed to get the best results for different tasks.
  • Document-Friendly: Upload PDFs, Word documents, or spreadsheets and have Okara analyze or summarize them right within the chat.
  • No Data Retention: Okara does not retain your data or share it with any third parties, giving both you and your clients peace of mind.

With these capabilities, Okara effectively becomes a secure digital assistant in your therapy practice. Let’s explore some real-world ways mental health professionals are using Okara day to day.

Effortless, Confidential Therapy Notes

Therapists can input a raw session summary or a list of key points from their notes, and ask Okara to generate a well-structured, professional document. Crucially, because Okara is private, you can include specifics about the session (even the client's first name or particular issues) without fearing a privacy breach.

For example, after a session you might tell Okara: “Turn this session summary into a progress note focusing on the client's improvements and remaining challenges.” Within seconds, the AI will draft a coherent note that you can review and edit. The content stays in your secure environment, so no patient conversation details are exposed in the process.

Drafting Therapy Plans Without the Worry

Beyond session notes, mental health professionals also plan out treatments or therapy programs. Whether it's a cognitive-behavioral therapy (CBT) plan for anxiety or a month-long roadmap for building coping skills, drafting these plans can be another time sink. Okara helps here by turning your ideas and goals into a structured plan, again without any of that sensitive context leaving your private chat.

You might provide Okara with a brief outline of a client's situation and therapy objectives, then ask something like: “Draft a six-week therapy plan for improving social anxiety, including weekly exposure exercises and journaling homework.” In moments, you'll get a framework that you can further customize.

Summarizing Research and Guidelines, Securely

Mental health professionals often stay updated by reading research papers, clinical guidelines, or articles about therapy techniques. This can be time-consuming, and sometimes you just need the key takeaways or a plain-language summary of a dense journal article. Okara proves invaluable in this regard by allowing you to securely summarize and discuss external documents right in the chat.

Let's say a new guideline for treating PTSD is released, or there's a lengthy journal article on adolescent depression interventions. You can upload the PDF or paste the text into Okara and ask something like: “Summarize the main points of this document and how I might apply them in practice.”

Alternatively, you can also select YouTube search tool, paste the links to YouTube videos about new discoveries or practices, and ask Okara to find key insights as quotes or summary.

Explaining Conditions and Techniques in Plain Language

Another practical use of Okara is helping therapists communicate complex ideas to clients in an accessible way. Mental health professionals often need to explain diagnoses, treatment methods, or psychological concepts to people who don’t have a clinical background. Doing this well is an art – you have to simplify without losing the core meaning, and avoid jargon that might confuse or overwhelm the client. Okara can act as a smart sounding board for crafting these explanations.

For instance, you might ask Okara: “Help me explain cognitive behavioral therapy to a teenager in simple, friendly language.” The AI can generate a few patient-friendly paragraphs describing what CBT is and what the client can expect, using clear everyday terms. Because Okara draws on a wide range of knowledge (and you can even specify which model to use for a different tone or style), it often comes up with analogies or phrasing that make the concept click for laypeople.

Multiple AI Models at Your Fingertips

One unique advantage of Okara is the ability to tap into many different AI models on the fly. In practical terms, this means you have a whole toolbox of AI “brains” or perspectives to choose from. If GPT-4 tends to give very detailed, formal answers and you want something more concise, you could switch to another model like Claude. Or perhaps you’d like to try Google's latest model (Gemini) for a different style of explanation. With Okara, this switching is seamless – all your work stays in one platform, and you just select the model that suits the task best.

Having 30+ models available also adds a layer of reliability. If one model ever seems unsure or gives an output that doesn't fit, you can get a “second opinion” from another, almost like consulting with a colleague. For example, you might ask GPT-4 to draft a therapy plan, and then ask Claude to suggest any alternative activities or identify potential issues. This can enrich your final result without any extra cost or hassle, since it's all within the same secure application. And crucially, even when using various models, Okara keeps the conversation in a protected, private mode, so every model’s output still respects the privacy rules and none of your data leaks out.

Embracing Secure AI in Your Practice

AI is rapidly changing many aspects of healthcare, including mental health practice. The key is to adopt these innovations in a way that enhances your work without ever betraying client trust.

Many mental health professionals have started using Okara and find that it seamlessly fits into their workflow. It doesn’t demand any technical expertise or lengthy setup; you can log in and start a secure chat within seconds. For instance, you could be finishing up a session, type a quick prompt to Okara for the note, and have a draft ready by the time you’ve seen your next client.

For those who have been hesitant to try AI due to privacy concerns, Okara might be the tool that changes your mind. It's designed with safeguards that let you confidently say, "Yes, I'm using an AI assistant, but it's completely private and secure."

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