Session over. Notes over.
That's the new standard.

Yes. Saved notes stay in your browser on your own device and are not stored on WellNotes servers. Common identifiers such as names, Social Security numbers, phone numbers, emails, and dates of birth are automatically removed from your text before it is sent to generate a note (pattern-based, so avoid typing identifying details you do not need). Logging out or 15 minutes of inactivity clears saved notes from the browser, so export or copy them first.

You type or dictate brief session observations: key topics, interventions, and client responses. WellNotes expands them into a fully structured clinical note matching your chosen template (SOAP, DAP, BIRP, etc.), using professional clinical language and proper formatting.

Click the microphone button and speak your session notes naturally. WellNotes transcribes your words and uses them to generate a complete clinical note. You can also upload a pre-recorded audio file. Voice dictation is available on Starter and Professional plans and unlocks once your free trial ends and your paid plan begins.

We support 15 formats: SOAP, DAP, BIRP, GIRP, SIRP, PIE, Treatment Plans, Intake Assessments, Risk Assessments, and specialized templates for Couples, Family, Child-Family, Addiction, Group Therapy, and Supervision notes.

Yes. Your first WellNotes subscription starts with a 3-day free trial. A card is required to start, and you are not charged until the trial ends. Cancel anytime before then and you won't be charged. One free trial per person and per card. If you have had a WellNotes trial or subscription before, your paid plan starts at checkout. If your card has already been used for a WellNotes trial, no trial starts and you are not charged, and you can then subscribe without a trial.

Absolutely. There are no contracts or commitments. Cancel your subscription anytime from your account settings, no questions asked.

Our documentation engine produces clinically appropriate language and proper formatting. Every note is saved when it is generated and opens for you to review and edit. You stay in full control of every note.

Your session text is processed through a secure API to generate the note. Before it is sent, WellNotes automatically removes common identifiers such as names, Social Security numbers, phone numbers, emails, and dates of birth. This removal is pattern-based, so avoid typing identifying details you don't need. If you dictate or upload audio, the audio is sent to a transcription service (OpenAI's speech-to-text) to be converted to text. Identifiers are removed from the transcript afterward, and WellNotes does not store the audio or your notes on its servers.

WellNotes works as a standalone documentation tool that fits seamlessly into any EHR workflow. Copy your completed notes to clipboard or export as PDF and paste directly into SimplePractice, TherapyNotes, TheraNest (Ensora Health), Tebra (formerly Kareo), or any other system. Direct API integrations are on our roadmap.

If you cancel after your first paid billing period, you get a 30-day grace period after your subscription ends to export your notes. If you cancel during the free trial, export your notes before the trial ends. Export from the Notes page using Export All as PDF or Export All as CSV. Notes are stored only in your browser, so export them before you log out, because logging out clears them.