Gist is a free, open-source macOS app that turns session material into editable clinical-note drafts while keeping processing on your device. This questionnaire takes approximately 5–8 minutes. Please do not paste client names, recordings, transcripts, session content, or other identifying information into this form. Describe any issues in general terms.

Which best describes your professional role?

Therapist or psychotherapist

Clinical social worker

Trainee or student

Practice administrator

In which country do you practice?

Where do you primarily work?

How many client sessions do you typically document each week?

Which note formats do you regularly use?

Unstructured narrative notes

How do you currently create session notes?

Immediately after the session

From brief handwritten or typed prompts

By dictating a summary after the session

From a recording or transcript

With an AI documentation service

With templates in an EHR or practice-management system

Approximately how long does documentation take per session?

Note Quality & Workflow

What do you value most in your clinical documentation?

Clinical accuracy and thoroughness

Conciseness and brevity

Compliance with billing and insurance requirements

Speed and time-saving efficiency

Professional tone and structure

Ease of editing and customization

What is the most frustrating part of your current documentation workflow?

Your Experience with Gist

Please complete this section after trying Gist.

Which version of Gist did you test?

What kind of source material did you use?

An imported audio recording

Clinician bullet points

Written observations

Post-session dictation

How easy was Gist to install and open?

1 — I could not complete the installation

5 — Completely straightforward

How easy was it to understand what to do first?

1 — Very unclear

5 — Immediately clear

Which parts of Gist did you try?

Pasting a transcript

Adding written observations

Identifying speakers

Reviewing a note beside its source

Exporting or copying a note

Choosing a local model

Customizing a note template

Did anything prevent you from completing the workflow?

Installation or the macOS security warning

Model download or available storage

Recording or microphone access

Speaker identification

Editing or reviewing the note

Exporting or copying the note

I was unsure how to continue

If something went wrong or felt confusing, what happened?

Note Quality and Review

How useful was the generated note as a first draft?

5 — Close to what I would write myself

How much editing would the draft need before you could use it?

What did the generated note do well?

What would you change about the generated note?

Did the note include anything unsupported, misleading, or clinically inappropriate?

Possibly, but it was minor

Was it clear which parts of Gist run locally and what requires internet access?

What privacy or security question would you need answered before using Gist regularly?

Which of these would increase your confidence in Gist?

Clear documentation of where data is stored

Clear documentation of network activity

Better deletion and retention controls

Independent security review

More feedback from practicing therapists

Published accuracy or quality evaluations

A longer project history

Easier offline verification

Adoption and Priorities

Would you consider using Gist in your regular workflow after further testing?

What would need to change before you would use it regularly?

If you stopped using Gist after one week, what would probably be the reason?

Which improvements would matter most to you?

Better transcription

Better speaker identification

Signed and notarized macOS app

More control over deletion and retention

Better custom templates

Better EHR copy-and-paste formatting

Post-session dictation workflow

Better support for clinician bullet points

Which way of using Gist would be most useful to you?

How likely are you to recommend trying Gist to another therapist?

0 — Definitely not

What is one thing Gist should definitely keep?

What is one thing Gist should definitely change?

Is there anything else you think I should understand?

May I contact you with occasional follow-up questions or future beta builds?

Would you be open to a short feedback call?

Please confirm the following:

I have not included client names, recordings, transcripts, session content, or other identifying clinical information in this response.

Thank you for taking Gist seriously enough to be candid.

Gist is being developed in the open, and this feedback will directly influence what gets improved next.

If you agreed to follow-up, I may contact you from gist@jthiepler.com. Please do not send client information or session material in any follow-up communication.

https://github.com/jthiepler/gist

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