Notes & Charting
Efficient documentation
Faster notes
Pull in last session's details and update for current session, then securely sign and complete with one click.
Keep notes current & organized
Integrated session notes, treatment plans, and private therapy notes keep you organized.
Easy records release
Merge documents, PHI release logs, and statements to create a single PDF of a client's treatment record.
Online forms
Save time with templates
Simplify your workload with our free SOAP and HIPAA templates or make your own.
Customizable form fields
Add fields for providers and supervisors to complete sections and sign.
Delete old forms
Remove client forms you no longer use. We'll automatically add them to your client record report.
Clinical supervision sign-off
Supervisor review notifications
Supervisors are notified automatically when session notes are ready for review.
Fax referral source
Send fax notifications to thank referring doctors and share a client's diagnosis and treatment plan.
