1
Choose the source
Start from an eligible live session, upload or recording-free recap. A recap reflects only what the therapist enters after the session.
Choose the note format your practice uses. Request a draft from a live session, an uploaded recording or a post-session recap, then review and edit it before deciding what enters the record.
Nine formats · Therapist-reviewed drafts · Separate save-to-record action
1
Start from an eligible live session, upload or recording-free recap. A recap reflects only what the therapist enters after the session.
2
Select a supported format and request an AI-generated draft. You request every draft yourself, so nothing generates without you.
3
Check the draft against the source, correct it and make the Assessment and Plan your own.
4
Saving to the client record is a separate therapist action.
The client described waking earlier on three mornings and the therapist stated that the agreed plan was to keep observing the pattern.
Data: Client reports waking earlier on three mornings. Plan: Continue observing the pattern as discussed.
The therapist checks the wording, adds only their own assessment and chooses whether to save the note.
SOAP, DAP, BIRP, GIRP, PIRP, SIRP, PIE, Narrative and EMDR. The detailed guides below explain five common structures with fictional examples and copyable templates.
Learn how to write a therapy SOAP note, see a fictional Subjective–Objective–Assessment–Plan example and copy a blank therapist template.
Learn Data–Assessment–Plan, see a fictional therapy DAP note and copy a blank therapist template.
Learn the BIRP structure, see a fictional therapy example and copy a blank template with a clear intervention-to-client-response trace.
Learn Intuita's live Goal–Intervention–Response–Progress structure, see a fictional therapy example and copy a product-aligned GIRP template.
See Intuita's ten live EMDR note fields, a fictional example and a matching template. SUD and VOC remain therapist-confirmed numeric fields.
A recording-free recap can only reflect the details the therapist provides; it cannot recover unentered dialogue.
A separate comparison proposes details from the transcript that the draft does not yet carry, each anchored to its source passage. The therapist reviews every suggestion before it enters the note.
The tool organizes documentation. It does not supply the therapist’s independent assessment, treatment decision or final record.
AI must not invent or decide safety or risk status, referrals, homework, treatment changes, Assessment or Plan. These belong in a draft only when explicitly stated in the eligible source and remain therapist-owned.
Privacy before convenience
Therapy notes can contain health data. Before using a recording or recap, the responsible practice must establish the appropriate legal basis, give the required information and use the source only for its stated purpose. If recording is not appropriate, a therapist can type a post-session recap. Providers, transfers, retention and rights are set out in our data processing agreement.
No. You can use an eligible live session, upload an existing recording or type a post-session recap without recording the conversation.
SOAP, DAP, BIRP, GIRP, PIRP, SIRP, PIE, Narrative and EMDR. EMDR numeric fields such as SUD and VOC remain therapist-entered.
No. The therapist selects a supported format and requests the draft for an eligible session source.
It builds a checklist from the transcript without seeing the note, matches each item to its source passage, and then checks whether the saved note already carries the same substance. Every proposed omission comes with the passage behind it; the therapist decides what enters the note.
The therapist. AI must not invent or decide safety or risk status, referrals, homework, treatment changes, Assessment or Plan. Source-explicit material still requires therapist verification.
No. Reviewing and editing the draft comes first; saving it to the client record is a separate therapist action.
Apply for the one-month free pilot — you can request a demo walkthrough right in the form. Inspect the nine formats and decide whether the review workflow fits your practice.
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