The workspace
One workspace. Four people who share it.
Praxnote isn't a notes tool with billing bolted on, or a billing tool with notes bolted on. It's one workspace, built end to end for behavioral-health practices, with the four people who actually run a practice in mind from the start.
At the front is the clinical work. Fourteen editable templates draft session notes in five formats, treatment plans in five formats, referral and discharge letters, case conceptualizations, assessment-result letters in clinician or client voice. Each template is written in plain language and can be adjusted by the practice to match how you actually write. The version in effect at the moment of a draft is kept with the document.
Around it is the day-to-day of running a practice. The supervision screen that lets a supervisor clear a Friday's notes in twenty minutes. The calendar that lets clinicians set their availability and clients book against it. Billing that sends an invoice and a payment link in a tap, with the right rate for the right clinician. The client portal that opens with a single link in a text message. These are not add-ons. They share one history, one set of permissions, and one place to look when you need to.
Underneath is the quiet work that keeps it all safe. Client information is encrypted, both when it sits and when it moves. Every read and every change is recorded. A right-to-be-forgotten request can be carried out cleanly, even alongside the records-retention rules that apply at the same time. The portal speaks more than one language. A private, PIN-locked copy of what you need can live on a clinician's device for the days when the wifi doesn't. None of this is visible most of the time. All of it is true all of the time.
Four roles share the workspace: clinician, supervisor, practice admin, and client. Each sees what their role calls for. The owner who is also a clinician — or the supervisor who still carries a half caseload — doesn't need two accounts. One identity, a clear visual cue for which hat is on, and a record that knows which hat took each action.
The clinical work
14 editable templates · session notes (SOAP, DAP, BIRP, narrative, custom) · treatment plans (PBT/EEMM, standard, CBT, DBT, simple) · diagnoses · case conceptualization · referral, discharge, and leave-of-absence letters · twenty validated assessments
The day-to-day
supervision screen · scheduling and waitlist · cash-pay billing with autopay · client portal with one-tap sign-in · email and text templates · session types and rates per clinician
The quiet work
encryption when records sit and when they move · a complete history of who did what when · right-to-be-forgotten that doesn't break records-retention · a multilingual portal · a PIN-locked offline copy for clinicians on the road · audit-ready exports
See it on your practice
A walk-through, on your terms.
Bring a recent session, a billing batch, a supervision queue, or an erasure scenario. We'll walk Praxnote through the actual work you do.