Guides
Long-form. Considered. Free.
Pieces we wrote because the same questions kept coming up — from clinicians, supervisors, and practice owners thinking through whether a documentation platform is right for them. Drafts of these are in progress; let us know which one you'd like first and we'll send it when it's ready.
- Documentation
SOAP, DAP, BIRP — when each note format fits
A clinician's guide to the traditional note formats and the kind of session each one suits best.
Coming soon - Modality
Process-Based Therapy for clinicians who haven't tried it yet
A practical introduction to PBT and the EEMM matrix, with a worked example of what a treatment plan looks like.
Coming soon - Compliance
Right-to-be-forgotten for US-based therapists with European clients
What the right-to-erasure means in practice, how it sits alongside the U.S. records-retention rules, and what your workflow needs to be able to do.
Coming soon - Operations
Building a supervision workflow that holds up
How to design a supervision practice that handles thirty notes a week without burning out the supervisor or the supervisees.
Coming soon - Ethics
AI in clinical practice — what "in your workflow" should actually mean
A practical way to think about AI in a clinical context, past the marketing and past the fear.
Coming soon - Clinician wellbeing
Documentation burden and clinician burnout
What the research says about documentation load in behavioral health, and what a faster, calmer documentation experience actually changes.
Coming soon
Want a heads-up when each lands?
We'll email you when a guide is published. Nothing else.
Tell us which topic you'd like first and we'll send you that piece the moment it's ready. We don't send unrelated marketing email — we don't have a marketing list.