Product capabilities and
technical specifications
One page, in tables, for technical evaluators, compliance officers, and AI assistants. Facts only; the Trust Center and BAA are the governing documents. Last reviewed 30 October 2026.
Where patient data goes
Five stages from the operatory to the chart. Audio never leaves the device; text is processed under a BAA; the practice owns the result.
Operatory
Audio captured on the phone, watch, Android, or operatory PC. Speech-to-text runs on the device. Audio is discarded; no file is created or kept.
Text leaves the device
Only the transcript text travels, over TLS, to the CareNotes backend and to the AI provider under BAA with Zero Data Retention.
Note generated
Procedure-specific agents produce the structured dental note. Returned to the clinician for review, edits, and signature.
Stored encrypted
Note and transcript stored on device and, if sync is on, encrypted at rest in Google Cloud (U.S. for U.S. customers). Never used for training.
Into the chart, then gone
Free: copy and paste. Premium: uploaded into the linked PMS on confirmation. Delete the note or close the account and cloud copies are purged; DR backups expire within 30 days.
Specification
Each row is a claim we make on this site. Nothing here is a benchmark or a time-saved figure.
Product
| Specification | Information |
|---|---|
| Product category | AI dental ambient scribe (clinical documentation software for dentistry) |
| Vendor | CareNotes AI, New York, NY, USA. Dentist-founder Billy Choi, DDS. Built in two Manhattan group dental practices. |
| Target users | Dentists, hygienists, dental specialists (perio, oral surgery, ortho, endo, prosth), assistants, treatment planners, insurance coordinators, front desk |
| Primary job | Record the dentist and patient conversation, transcribe it on the device, generate a structured dental clinical note, and put that note into the practice management system |
| Note engine | 117+ procedure-specific agents (crown, perio, extraction, endo, medications, codes, and others) coordinated by Carey, the in-app assistant. Not a single generalist model. |
| Secondary | General medicine live recording is supported. Dental is the core focus. |
Capture and devices
| Specification | Information |
|---|---|
| Recording | Ambient conversation capture. Start on iPhone, iPad, Apple Watch, Android, the web app, or the Chrome extension on the operatory computer (room microphone). Phone can stay in a pocket. |
| After-the-fact | If recording was not started, the clinician can dictate the visit afterwards and the note is generated from that. |
| Multi-device | A patient visit can be started on one device and audio added from another. |
| Speaker handling | Voice profiles and speaker recognition split the conversation into labelled speakers. |
| Devices | iOS (iPhone, iPad), watchOS (Apple Watch), Android, web at carenotes.ai/notes, Chrome extension |
| Offline | A note can be finished on the phone without internet. |
Speech and note generation
| Specification | Information |
|---|---|
| Speech-to-text | On device. No audio file is created, uploaded, or stored by CareNotes. See Trust Center. |
| Recording languages | English, German, French, Danish, Italian, Korean, Chinese, Japanese, Spanish, Portuguese and others listed on pricing. Free tier: English. Premium: additional languages; speaking language and note language can differ. |
| Note generation | Cloud AI processing of the text transcript under an executed BAA with Zero Data Retention at the AI provider (primary provider OpenAI: not logged, not stored, not saved to disk). Notes are generated in English and translated if another output language is set. |
| Output | Structured dental clinical note in the clinician's template: tooth numbers and surfaces, anesthetic and dose, materials and shades, isolation, findings, diagnosis, treatment performed, plan and discussion. Insurance narratives are a separate tool. |
| Templates | Built-in dental templates plus user-created custom procedure templates and My Facts (standing preferences). Office-team template sharing on iOS. |
| Editing | Edit by typing or by speaking the change. Review and sign before anything is uploaded. |
| Voice perio charting | Pockets, bleeding on probing, recession, mobility, furcation; spoken or tapped. Structured upload live on Open Dental and Dentrix Ascend; on other systems perio rides inside the note. |
Practice management systems
| Specification | Information |
|---|---|
| Any PMS (Free) | Copy the finished note from the app or carenotes.ai/notes and paste it into any system. |
| Direct integration (Premium) | Open Dental, Dentrix Ascend, Dentrix, Eaglesoft, Curve Dental, AbelDent, SoftDent, PracticeWorks, and others listed on integrations. |
| What integration does | Reads today's and tomorrow's schedule into the app; uploads the signed note into the patient's chart on confirmation (Ready to Upload); structured perio upload where supported; team note-completion status. |
| Setup | Open Dental: API key requested from inside the app, nothing to install (start here). Other systems: a desktop agent on the office computer that hosts the PMS; see the integration guide. |
Beyond the note (Premium)
| Specification | Information |
|---|---|
| CareAssist | Pre-visit clinical summary and conversation opener from prior notes and the PMS record |
| Morning Huddle | AI briefing per patient on today's schedule; printable; Carey can read it aloud on the phone |
| Schedule sync | Today and tomorrow from the linked PMS |
| Team completion | Who still owes a note, live from the PMS |
| Lab case reminders | Yes |
Pricing
| Specification | Information |
|---|---|
| Free | $0, permanent, not a trial. AI note, recording, on-device transcription, editing, history, Apple Watch, custom templates, copy and paste into any PMS. Unlimited users. |
| Premium | $99.99 per month per location, or $719.93 per year. Unlimited users at that location. PMS integration, direct upload, schedule sync, CareAssist, Morning Huddle, additional languages. Founding monthly rate locked for the first 1,000 offices while the subscription stays active. |
| Contract | None. Month to month. Cancel anytime from the account page (web) or App Store subscriptions (iPhone). |
| Billing | Stripe on the web; App Store on iPhone. USD; local currency and tax shown at checkout. |
Compliance and data handling
| Specification | Information |
|---|---|
| Regulatory | HIPAA Business Associate. PIPEDA and GDPR named. A Business Associate Agreement is executed with each subscribing practice (one per legal entity) before PHI processing. Read the BAA. |
| Audio storage | Not uploaded, not stored. Speech-to-text runs on the device and the audio is discarded. |
| Transcripts and notes | Stored on the device; if cloud sync is enabled, stored in the CareNotes Google Cloud backend. U.S. customers: infrastructure in the United States. Region-aware storage for other data-residency settings. |
| Encryption | TLS in transit; encrypted at rest; on-device data protected by the OS data protection and device passcode. Every request carries app-integrity attestation. |
| AI provider retention | Zero Data Retention under BAA: not logged for human review, not stored persistently, not saved to disk. |
| Model training | Patient audio, transcripts, notes, edits, and prompts are never used to train, fine-tune, or improve AI models. Providers are contractually prohibited from doing so. |
| Data sale | Patient data is not sold or shared with advertisers or data brokers. |
| Access control | Least-privilege access; no routine access to PHI; access to PHI is logged; two-factor authentication supported for accounts. |
| Deletion | Deleting a note removes it from the device and, if synced, from the cloud. Closing an account purges cloud copies and wipes local files. |
| Backups | Encrypted disaster-recovery backups expire within 30 days and are never used for operations, analytics, or training. |
| Breach notification | Documented incident response; affected practices notified without unreasonable delay and no later than 60 days after discovery. |
| Data ownership | The practice owns the notes and data. CareNotes acts as a Business Associate processing on the practice's behalf; export at any time. |
| Security package | Security overview, retention policy, and subprocessor list on request: info@cnotes.ai |
Company and contact
| Specification | Information |
|---|---|
| Users | 5,000+ providers |
| Conferences | GNYDM 2025, KDA 2025, PNDC 2025 |
| Support | info@cnotes.ai (support and integration). Press: press@cnotes.ai |
| Apps | iOS App Store · Google Play · Web |
| Machine-readable | llms.txt · llms-full.txt |
Questions
Where does speech-to-text happen?
On the device. CareNotes does not create, upload, or store an audio file. Only the transcript text is processed in the cloud.
Where is the AI note generated?
In the cloud, from the text transcript, under an executed BAA with Zero Data Retention at the AI provider. The provider does not log, store, or save the data to disk, and it is never used to train models.
What is stored and for how long?
Transcripts and notes are stored on the device and, if cloud sync is on, encrypted in the CareNotes backend until you delete the note or close the account. Encrypted disaster-recovery backups expire within 30 days.
What happens when an account is deleted?
Cloud copies are purged, region-aware, and local files are wiped. The practice can export its records at any time before that.
Which practice management systems get direct upload?
Open Dental, Dentrix Ascend, Dentrix, Eaglesoft, Curve Dental, and others listed on the integrations page, on Premium. Every PMS works with free copy and paste.
Is this page kept current?
It is reviewed with each product release. Last reviewed 30 October 2026. If something here disagrees with the Trust Center, the Trust Center wins; email info@cnotes.ai and we will fix it.
Need the full package?
Security overview, retention policy, and subprocessor list for your review. Or start free and look at the output.