Clinical Notes

Faster notes and custom forms

Efficient documentation

  • Faster notes. Pull in last session's details and update for current session, then securely sign and complete with one click.
  • Better organization. Stay organized with integrated session notes, treatment plans, and private therapy notes.
  • Easy records release. Merge documents, PHI release logs, and statements to create a single PDF of a client's treatment record.

Custom forms and templates

  • Free templates library. Save time 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 don't use. We'll add them to your client record report.

Clinical supervision sign-off

  • Automatic 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.

This electronic medical record system is incredibly user-friendly and designed by a psychologist for therapists, perfectly meeting our needs. TherapyAppointment is always innovating and values feedback. Their customer service is excellent, with quick responses. Training new staff is easy, and clients can manage their info and payments effortlessly. Highly recommended!

Dr. C
Trustpilot review on 3/11/25

Frequently Asked Questions

Does TherapyAppointment alert supervisors when they have notes ready for review?

Yes, with our system you are able to set it up so that supervisors are notified automatically when session notes are ready for review.

All Features

Everything you need to efficiently manage your practice

Perfectly paperless.

Simplify client intake, effortlessly organize records, and securely release documents—all in one place.

Powerful insights.

Create comprehensive income and data reports using real-time analytics.

Simplify your schedule.

Minimize no-shows with automated reminders, manage availability with flexible calendar settings, and enable client self-scheduling.

Secure client portal.

Engage with clients through secure client portals, HIPAA-compliant messages, and offer online self-scheduling.

Get paid faster.

Boost efficiency and get paid faster. Manage your schedule, process payments, and file insurance claims—all from one seamless platform.

Insurance

Improve claims with simplified verification, automated filing, and free ERA posting.

Telehealth

Conduct HIPAA-compliant telehealth sessions directly from your dashboard.

e-Prescribe

Safely manage your clients' prescription medication electronically.