Your session notes and your outcome measures are yours, worked out over years of practice. Moving platform should not mean rebuilding them by hand or settling for someone else's format. Tell the builder what you need, or upload the Word document you already use, and a working template comes back in under a minute. Then change it by asking.
SOAP, DAP, or the structure you invented that works better than either. Describe how you practise and what you capture after a session, and the template is built around that, with the fields, ratings and prompts you actually use.
Upload your existing session note template as a PDF or Word document. It is read, its structure and wording are preserved, and it comes back as a working template you can fill in on the platform. No retyping, no rebuilding.
Ask for a questionnaire and you get the questions, the answer options with the score behind each one, and the severity bands over the total. The maths is checked before you ever see it, so the ranges cover the whole score with no gaps. Save it and you can send or schedule it the same day.
The builder asks two questions: how you practise, and what you want the template to capture. That is enough to produce a complete first draft, laid out in tabs, with the field types chosen to match what each answer actually is: a rating, a date, a list to tick, a paragraph to write.
The draft appears in a live preview next to a chat panel. Ask for a risk section, a 0 to 10 mood scale, a field renamed or a tab removed, and the preview updates in place. Nothing is saved until you say so.
Headings, long text, ratings, dropdowns, tick lists, dates, numbers and signatures. One to six tabs, or a single continuous page when the content does not need splitting.
Ask for an outcome measure by name and the platform checks its own catalog first. When we hold a checked copy, you get the published version exactly as written, word for word, with its source credited.
When we do not, we say so. A questionnaire written from memory looks right and scores differently, and for a clinical outcome measure that is not good enough. Instead you choose: paste the questionnaire text and it is built from your wording exactly, or have a practice-authored measure designed to cover the same ground, clearly labelled as your own rather than the validated instrument.
Instruments already built into the platform are not duplicated. If you ask for one you already have, the builder tells you where to find it.
Save it and it lands in your template library like anything else. A session note template can be set as your practice default and is there the next time you write a note.
A questionnaire appears in the assessment picker beside the built-in instruments: send it or schedule it, let the client complete it in their portal, and it scores itself, plots on the outcome charts and exports to PDF. You can reopen it later and change the questions or the score bands.
Built once, then it behaves exactly like every other template on the platform. Nothing about it stays second class.
Initial assessment notes, treatment plans and intake forms are on the way.
| Template type | How you start |
|---|---|
| Session note template | Describe how you practise, or upload an existing PDF or Word template |
| Assessment questionnaire | Name a questionnaire, paste your own questions, or describe what to measure |
The catalog decides, not the model. This is what keeps a validated instrument validated.
| What you ask for | What happens |
|---|---|
| A questionnaire in our catalog | You get the published version exactly as written, with its source credited |
| An instrument already built in | The builder points you to it in your library rather than duplicating it |
| A licence-restricted instrument | The builder explains why it cannot be reproduced |
| Anything else known by name | You are told plainly, then choose: paste the text, or have your own measure designed |
Yes. Describe the modality you practise and what you capture after a session, including any scales or ratings and whether you follow a format such as SOAP or DAP. A complete template comes back in under a minute, laid out in tabs with the right field types.
You then refine it in conversation until it matches how you work, and save it to your template library.
Yes, for session notes. Upload it as a PDF or Word document, up to 10MB, and it is read and recreated as a working template with its structure and wording preserved.
Uploads are not available for assessment questionnaires yet. For those, paste the questions and answer options in and your wording is kept exactly.
Only when we hold a checked copy of it, in which case you get the published version exactly as written, with its source credited.
Otherwise we tell you we do not have it rather than writing a version from memory. You can paste the questionnaire text and have it built from your wording, or ask for a practice-authored measure covering similar ground, which is clearly your own questionnaire and not the validated instrument.
Exactly the way you send GAD-7 or PHQ-9. Once saved, the questionnaire sits in the assessment picker next to the built-in instruments, so you can send it now or schedule it, including on a recurring schedule with reminders.
The client completes it in their portal, it scores itself against the bands you defined, and the result feeds the outcome charts and exports to PDF. Clients see the questions and their own answers; the score and the severity bands stay on your side.
No. The builder works only from the description you type and, for uploads, the template document you provide. It does not read client records, sessions or notes.
It is saved to your template library and behaves like any other template. A session note template can be set as your practice default. A questionnaire appears in the assessment picker, can be sent or scheduled, is completed in the client portal, scores itself, feeds the outcome charts and exports to PDF.
No. The builder is included on every plan. Building session note templates needs either the practice settings permission or the session note permission; building questionnaires needs the practice settings permission.
Free for 30 days, no card required. Most therapists are taking new bookings the same afternoon they sign up, and cancel any time without writing an email.