Client Profile
Load saved defaults — no identifiers stored, ever
Save client profiles for faster documentation
Subscribers can create a nickname for each client (e.g. "Tuesday 3pm" or "Client A") and save their default note format, presenting themes, modalities, and diagnosis. No names, DOB, or identifiers — ever. Only you know which profile corresponds to which client.
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Session Setup
Format, type, and duration
Note format
SOAP
Subjective · Objective · Assessment · Plan
DAP
Data · Assessment · Plan
BIRP
Behavior · Intervention · Response · Plan
Narrative
Free-form clinical narrative
Session type tap one
Individual
Couples
Family
Group
Intake / Assessment
Crisis Intervention
Telehealth
Collateral / Case Mgmt
Duration tap one
25 min
38 min
50 min
45 min
60 min
90 min
Session date optional
Session time optional
Location / setting optional
Presenting Themes
What did the client bring to session? Select all that apply
Anxiety / Worry
Depression / Low mood
Trauma processing
Grief / Loss
Relationship conflict
Work stress / Burnout
Parenting / Family stress
Anger / Irritability
Self-esteem / Identity
Life transitions
Substance use
Sleep difficulties
OCD / Intrusive thoughts
ADHD / Focus
Boundary setting
Suicidal ideation
Safety planning
Treatment planning / Goal review
Progress review
Medication check-in
Interventions & Response
What you used and how the client responded
Modalities used select all that apply
CBT
DBT skills
EMDR
ACT
Motivational Interviewing
Narrative therapy
Somatic work
Psychoeducation
Parts work / IFS
Play therapy
Exposure / ERP
Thought challenging
Mindfulness / Grounding
Crisis intervention
Psychodynamic exploration
Supportive counseling
Coordination of care
Structural family therapy
Gottman method
EFT (couples)
Solution-focused
Strength-based
Reality therapy
Trauma-focused CBT
CPT
Prolonged exposure
Interpersonal therapy
Behavioral activation
Schema therapy
Attachment-based
Anger management
Relapse prevention
12-step facilitation
Psychopharmacology consult
Case management
Psychosocial assessment
Client response / engagement select all that apply
Good engagement
Insight demonstrated
Mood improved by end
Tearful / Emotional
Guarded / Resistant
Limited verbal response
Receptive to intervention
Activated / Dysregulated
Motivated for change
Ambivalent
Denial present
Progress toward goals
Previous homework review tap one
Completed ✓
Partially completed
Not completed
Not reviewed this session
No prior homework assigned
Usefulness rating if obtained — tap one
Very helpful
Somewhat helpful
Neutral / Unsure
Not helpful
Found it difficult
Not obtained
Homework assigned this session select all that apply
Thought record
Mindfulness practice
Journaling
Between-session reading
Safety plan review
Behavioral activation
Grounding practice
Coping skills practice
Communication exercise
Self-monitoring log
Exposure practice
DBT diary card
Values clarification exercise
Relaxation / breathing practice
Sleep hygiene plan
Activity scheduling
Worry time practice
Anger log
Substance tracking
Self-compassion exercise
Positive data log
Assertiveness practice
Grief ritual / letter writing
Referred to support group
Medication follow-up
Referral provided
No homework assigned
Risk & Clinical Context
Risk level, diagnosis, client info
Risk level tap one
None identified — no SI/HI
Low — passive ideation, no plan
Moderate — passive SI, monitoring
High — active SI/HI, safety plan completed
Diagnosis optional
Client initials no full names
Unique Session Details
What the checkboxes above don't cover — specifics, quotes, context
No PHI. Use client initials only. Notes are not stored after generation.
0 / 5,000
What to include here
- →Specific content client shared (quotes, examples)
- →Notable moments, breakthroughs, or setbacks
- →Specific interventions with client response
- →SUD ratings before/after if tracked
- →Anything the checkboxes above couldn't capture
SOAP Note
Daily Limit Reached
You've used all your notes for today
Subscribe to Clinical Tools for $7.95/mo for 30 notes/day.
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