The New PsyFi Practice Chat: A Cleaner Conversation and a Side-by-Side Drafting Panel

Quick answer: PsyFi Practice's chat has been redesigned — a centered, easier-to-read conversation with your messages on the right and the assistant's on the left — and it now includes a drafting panel that slides in beside the conversation. When you ask the AI to draft a note or letter, it writes into the panel as an editable document. You can edit it directly, save it, copy it as Markdown, and pick it back up when you reopen the chat.

Chat is where clinical documents get made — so we rebuilt it around that

If you watch how clinicians actually use AI chat, one pattern dominates: the conversation exists to produce a document. A progress note. A treatment plan update. A prior authorization letter. The chat is the workshop; the document is the product.

The old chat interface treated those two things the same way. The draft you asked for arrived as just another message bubble, and revising it meant scrolling back through the conversation, finding the latest version, and copying it out by hand — hoping you grabbed the right one.

The redesign separates the conversation from the document, and gives each one a home.

What changed in the conversation itself

The chat surface got a full visual refresh, in both light and dark mode:

• A centered reading column. Messages sit in a comfortable column width instead of stretching across the whole window, so long clinical text stays readable.
• Clear speaker sides. Your messages align right, the assistant's align left — the familiar messaging convention, so you can scan a long conversation at a glance.
• A calmer surface. The conversation sits directly on the page background rather than inside a boxed card, which reduces visual noise during long working sessions.

None of this changes what the assistant can do. It changes how much effort it takes to read what it did.

The drafting panel: your document, beside the conversation

Here's the headline. When you ask PsyFi Practice to draft something, the assistant no longer buries the draft in the message stream. Instead, a drafting panel slides in from the right as a floating card, and the assistant writes the document there — side by side with the conversation.

That split does something subtle but important: the conversation stays a conversation. You can keep refining — "make the plan section more specific," "tighten the language in the second paragraph" — and the assistant revises the document in the panel. You're never scrolling through bubbles to figure out which version is current. The panel always holds the latest draft.

Starting from a blank page works too. Open the panel and you'll see a "What are we drafting?" starting point with template cards for common clinical documents, so you can kick off a draft without composing the perfect request first.

Editing, saving, and getting the draft out

The panel is not a read-only preview — it's an editor.

• Edit directly. Click the pencil and the draft becomes editable text. Make your changes, click Save, and the panel confirms with a "Saved" timestamp. If you try to leave editing with unsaved changes, the panel asks before discarding anything — no silent losses.
• Copy as Markdown. One click copies the whole draft as clean Markdown, ready to paste into your EHR or document system. (If you're still working out where AI drafts belong in your charting flow, see Adding AI Notes to Your EHR Workflow Without Breaking What Already Works.)
• Close it, reopen it. The × closes the panel when you want the full chat width back, and a small "view draft" chip stays in the composer so the draft is one click away.
• It persists. The draft is saved with the conversation. Close the chat, come back tomorrow, reopen it — the panel restores with your draft intact.

The clinical workflow this enables is the one you already have, minus the friction: talk through the session, let the assistant draft, edit in place, copy the final version into the record. You remain the author of the note; the panel just stops making you the version-control system.

The same panel powers the Notes tab

If you use the Notes tab in PsyFi Practice, the drafting panel will look familiar — it's the same editing experience in both places. In chat, the panel holds the document you're drafting in that conversation. In the Notes tab, it edits a session's note, with a couple of additions specific to session documentation: note-format chips (SOAP, DAP, BIRP, GIRP, Narrative — with your default coming from Settings → Preferences) and a Regenerate button.

One consistent way to view, edit, save, and copy a clinical document, everywhere in the product. Learn a workflow once, use it everywhere.

Small screens, and small courtesies

On narrower windows and mobile browsers, the panel opens as a slide-over rather than a side-by-side column, so both the conversation and the draft get full width when they're in focus. The slide-in animation respects your system's reduced-motion setting — if you've turned animations off at the OS level, the panel simply appears.

This release is part of a bigger August update to PsyFi Practice — see the full roundup in What's New in PsyFi Practice: August 2026.

PsyFi Practice is HIPAA-aligned clinical documentation software backed by a Business Associate Agreement. For questions about implementation in your practice, contact our onboarding team at [email protected].

For the practical version — how to get a document into the panel, edit it, and keep it alongside the conversation — see our guide to using the drafting panel.