Feature: Templates
The draft follows your structure, not the other way around.
A note format isn't just a preference, it's how your practice, your supervisor, or your payer expects information to be organized. Templates covers the built-in formats most therapists use, and Custom Templates covers everything else you've already built.
What it does
Built around how the work actually happens.
Built-in formats
SOAP, DAP, and BIRP are supported out of the box, covering the formats most group practices, solo clinicians, and insurance-audited settings already use.
Bring your own template
Have a format your practice already built, a family-systems template, a supervision note, an intake summary? The draft follows its exact headings and structure.
Set a default per clinician or per practice
A group practice can standardize on one format for every clinician, or let each account keep its own default.
Switch formats without switching tools
Different clients, different contexts, different templates: the app adapts per session instead of locking you into one structure.
Why it matters
The right structure is the difference between a fast note and a slow one.
A note in the wrong format usually gets rewritten, either by you before you sign it or by someone reviewing it later. Templates exists so the first draft is already in the structure that's actually going to be used.
Documentation
What turns a session into a finished document. Three ways into the same place.
Scribe
Listens during the session and hands back a structured note.
Explore →Dictation
Narrate the session after it ends. The client is never recorded.
Explore →Dictate Anywhere
One key turns speech into text wherever the cursor already is.
Explore →Set your format once. Every draft follows it from there.
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