AI-drafted session notes, treatment plans, letters
Fourteen editable global skills. Five note formats. Five treatment-plan formats.
Roadmap
What we're building, in the order we're building it.
Updated quarterly. Items are grouped by confidence: shipped, this quarter, next quarter, considering. We don't list everything — just the work likely to matter to customers and prospects.
Shipped and stable
In active use by early-access practices; production-grade architecture.
Supervision queue, end to end
Approve, send back, set aside — with a mouse or a single-key shortcut, and a full record of every decision.
Cash-pay billing, Stripe, superbills
Per-therapist CPT rate overrides. Sliding-scale documentation. AR aging.
Right-to-be-forgotten workflows
Redact rather than delete, so the U.S. records-retention rules and a European or Canadian erasure request can both be honored at the same time. Every step recorded.
Client portal with one-click sign-in
Intakes, consents, secure messages, payments, superbill download.
BAA-included onboarding
Click-through BAA, cryptographically logged signature.
Shipping this quarter
In active development, expected to ship within the next 90 days.
Self-serve Cloud trial
Free trial that takes a practice from signup to first documented session without a sales call.
Posted indicative pricing
Per-clinician numbers for Solo and Group tiers; Enterprise and Dedicated quoted.
Practice-level AI usage visibility
In-product admin dashboard showing AI draft usage vs. monthly limit.
Supervision-meeting export
Printable per-supervisor-supervisee summary of flagged items for offline review.
Next on the build
Planned for the following quarter. Order may shift based on what we learn from shipping the items above.
Praxnote Dedicated — productized deployment
Documented runbook, automated update pipeline, BYO-Anthropic-key support.
Migration tooling — SimplePractice
Documented import path. Self-serve where possible, services-supported where not.
Migration tooling — TherapyNotes, Owl Practice, Jane
Sequenced behind SimplePractice import, same playbook structure.
AI provider abstraction
Anthropic stays default. Second-provider pluggability without rewrite. Per-skill cost observability.
Outcome measures depth — ORS/SRS, OQ-45, AUDIT, C-SSRS
Extends current seven-scale library. Client-side scheduled push of measures.
Considering
On the long-term roadmap. Sequencing depends on signal from customers and on the items above landing well.
Native telehealth video
Currently pluggable; we'd ship a default provider in the deployment.
Cloud Canadian region
In-country PHI hosting for Canadian practices; province-specific retention rules and CAD platform billing track behind it.
BYO model endpoint for Dedicated
Customer points a Dedicated tenant at an alternate or self-hosted model. AI abstraction is the prerequisite.
Insurance billing — clearinghouse integration
Off the roadmap until we have 50+ paying practices and clear signal it's the right next investment.
e-Prescribing / EPCS
Not in scope for behavioral-health-only practices. Would only be added for a specific partnership opportunity.
Don't see something you need?
Tell us what we're missing.
The roadmap reflects what we hear from practices we talk to. If your situation isn't represented, we want to know. The fastest way is a short email — we read all of them.