The five formats

Pick the one that matches how you actually write.

Changing formats is a setting, not a migration. A practice with mixed clinical styles can run multiple formats side-by-side — different clinicians, different formats, the same chart. The AI template behind each format is editable, so the structure is yours to shape.

Format Sections When it fits
SOAP Subjective · Objective · Assessment · Plan The traditional medical format. Recognized everywhere. The default many supervisors and insurance reviewers expect.
DAP Data · Assessment · Plan A streamlined version, common in counseling. Less repetition than SOAP for sessions that are mostly narrative.
BIRP Behavior · Intervention · Response · Plan Behavioral-health-friendly. Makes the work you did and the way the client responded easy to see at a glance.
Simple narrative Free prose For experienced clinicians who think in paragraphs rather than headings — and for sessions where the story is the point.

How the draft gets made

Four ways to start. One signed note.

A quick summary you typed

Paste in dictation, a few sentences after the session, or a free-form recap. Praxnote drafts a complete note from whatever shape you give it.

A recording you uploaded

Drop in a phone recording or audio file. Praxnote transcribes privately before drafting — the raw audio never leaves your encrypted records.

A telehealth session

For practices using a supported telehealth integration, Praxnote drafts directly from the session recording, with the client's consent on the chart.

The treatment plan, in the loop

Praxnote checks the draft against the active treatment plan and quietly points out anything that diverged from it. You decide whether each is intentional movement in therapy, or worth a note.

Signing and history

A signed note stays signed. The earlier versions are kept.

Edit freely while a note is in draft — your changes are saved along the way. When you sign, that version of the note is locked. Earlier drafts stay in the history, in case a supervisor or a future audit ever asks what changed and when.

  • Mental status exam sections available on every format, hidden when not needed
  • Risk-assessment fields surface inline when the session calls for them
  • Earlier drafts of a note are kept; supervisors can see what changed between them
  • The signature is recorded with the clinician's name and the time it happened
  • Late-cancel, no-show, and clinician-cancelled status icons show up on the calendar at a glance

See a draft from a real session

Bring a recent session. We'll draft it in your format.

Most walk-throughs draft a real (or sanitized) session live. You'll see the SOAP, DAP, BIRP, or narrative note appear in your voice, and edit it together.