IntelliSession Writes Compliant Therapy Notes the Way You Do

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Clinically accurate
therapy notes.

Works with your EHR.
Insert notes instantly.

One minute per note.
Save 30-60 minutes a day.

"I was incredibly impressed with the accuracy!"

"I honestly can't tell the difference between the notes I write manually versus the notes the system writes for me."

Lynnea

LMFT

"IntelliSession actually speeds up my practice."

"I had been looking for a tool that produces notes that I don't have to go back and edit a whole bunch. IntelliSession did it for me."

Artham

MFT

"Its notes are very accurate and on point."

"The notes IntelliSession produced were extremely accurate right from the start. I was pleasantly surprised!"

Elizabeth

LCSW

"IntelliSession has truly been a major timesaver for me."

"I'm generally slow with notes, usually taking around 10-15 mins per note. IntelliSession cuts that down to 1-2 mins."

Louise

LCSW

"IntelliSession's notes are remarkably close to my own."

"This makes it easy for me to just green light the note and submit it. I'm not constantly itching to rephrase things."

Tiffany

LMFT

Accurate Notes,
Every Session

Write them in a fraction of the time,
and stay compliant doing it

Pick a Template

Start from one of your own templates, or a starter like SOAP or DAP.

Generate a Note

1) Client Information

Add basic information about the client(s).

2) Template

Choose a template for structure and style.

3) Session Content

Add session audio, notes, or photo. Include multiple items if needed.

Audio

Text

Photo

Summary only:

Add session audio:

Attach

Record

0:00

Audio Recording

Summarize the session

Add photo of notes:

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Example Note

Preview the structure and style that IntelliSession will follow.

Please select a template.

Subjective

Client reported ongoing worry about work deadlines and difficulty falling asleep, estimating five to six hours of sleep most nights.

Objective

Client presented on time, alert and oriented x3. Affect was congruent with reported mood; speech was normal in rate and volume.

Assessment

Symptoms remain consistent with generalized anxiety. Client is engaged in treatment and is applying coping skills between sessions.

Plan

Continue weekly individual therapy. Client will keep a daily thought record and practice diaphragmatic breathing before bed.

Record the Session

Record the session with our built-in, HIPAA-compliant recorder. For consent guidance, see Privacy.

Generate a Note

1) Client Information

Add basic information about the client(s).

2) Template

Choose a template for structure and style.

3) Session Content

Add session audio, notes, or photo. Include multiple items if needed.

Audio

Text

Photo

Summary only:

Add session audio:

Attach

Record

0:00

Audio Recording

Summarize the session

Add photo of notes:

Attach

Capture

CancelTake Photo

photo-capture.jpg

Cancel

Create

Example Note

Preview the structure and style that IntelliSession will follow.

Please select a template.

Subjective

Client reported ongoing worry about work deadlines and difficulty falling asleep, estimating five to six hours of sleep most nights.

Objective

Client presented on time, alert and oriented x3. Affect was congruent with reported mood; speech was normal in rate and volume.

Assessment

Symptoms remain consistent with generalized anxiety. Client is engaged in treatment and is applying coping skills between sessions.

Plan

Continue weekly individual therapy. Client will keep a daily thought record and practice diaphragmatic breathing before bed.

Generate the Note

Your note is ready in under 60 seconds. Start your next session while it finishes.

Your Notes

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3 notes

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Created After

Aug 1

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Jordan Avery

Aug 12, 4:15 PM

Client reported reduced anxiety and practiced grounding exercises daily.

Priya Raman

Aug 12, 2:40 PM

Reviewed the sleep hygiene plan and discussed setbacks around work deadlines.

Marcus Hale

Aug 11, 11:00 AM

Follow-up on the exposure hierarchy. Client completed two of the four steps.

Elena Ruiz

Aug 11, 9:30 AM

Processed a recent conflict with a family member using a values-based frame.

Generate a Note

1) Client Information

Add basic information about the client(s).

2) Template

Choose a template for structure and style.

3) Session Content

Add session audio, notes, or photo. Include multiple items if needed.

Audio

Text

Photo

Summary only:

Add session audio:

Attach

Record

0:00

Audio Recording

Summarize the session

Add photo of notes:

Attach

Capture

CancelTake Photo

photo-capture.jpg

Cancel

Create

Example Note

Preview the structure and style that IntelliSession will follow.

Please select a template.

Subjective

Client reported ongoing worry about work deadlines and difficulty falling asleep, estimating five to six hours of sleep most nights.

Objective

Client presented on time, alert and oriented x3. Affect was congruent with reported mood; speech was normal in rate and volume.

Assessment

Symptoms remain consistent with generalized anxiety. Client is engaged in treatment and is applying coping skills between sessions.

Plan

Continue weekly individual therapy. Client will keep a daily thought record and practice diaphragmatic breathing before bed.

Review and Polish Your Note

Edit it by hand, or ask Magic Edit to do it. Learn More.

Your Notes

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4 notes

Filter

Created After

Aug 1

Select

Actions

Jordan Avery

Aug 12, 4:15 PM

Client reported reduced anxiety and practiced grounding exercises daily.

Priya Raman

Aug 12, 2:40 PM

Reviewed the sleep hygiene plan and discussed setbacks around work deadlines.

Marcus Hale

Aug 11, 11:00 AM

Follow-up on the exposure hierarchy. Client completed two of the four steps.

Elena Ruiz

Aug 11, 9:30 AM

Processed a recent conflict with a family member using a values-based frame.

NotesJordan Avery

Jordan Avery

SOAP Note

Aug 12

4:15 PM

Usage-Based: $0.04

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Subjective

Client reported ongoing worry about work deadlines and difficulty falling asleep, estimating five to six hours most nights. Appetite and energy are unchanged. He also described friction with his son over evening screen time.

Objective

Alert and oriented x3. Affect congruent with reported mood; speech normal in rate and volume. Engaged throughout and tracked the conversation without difficulty.

Assessment

Symptoms remain consistent with generalized anxiety. Client is engaged in treatment and is applying coping skills between sessions with some success. Concern about his son appears situational rather than clinical.

Plan

Continue weekly individual therapy. Client will keep a daily thought record and practice diaphragmatic breathing before bed. Review progress next session.

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Add It to Your EHR

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EHR

Jordan Avery· SOAP Note

Subjective

Client reported ongoing worry about work deadlines and difficulty falling asleep, estimating five to six hours most nights. Appetite and energy are unchanged.

Objective

Alert and oriented x3. Affect congruent with reported mood; speech normal in rate and volume. Engaged throughout and tracked the conversation without difficulty.

Assessment

Symptoms remain consistent with generalized anxiety. Client is engaged in treatment and is applying coping skills between sessions with some success.

Plan

Continue weekly individual therapy. Client will keep a daily thought record and practice diaphragmatic breathing before bed. Review progress next session.

EHR — Jordan Avery

app.your-ehr.com/clients/jordan-avery

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Jordan Avery

Aug 12, 9:15 AM

Client reported reduced anxiety and practiced grounding exercises daily.

Priya Raman

Aug 11, 2:40 PM

Reviewed sleep hygiene plan. Discussed setbacks around work deadlines.

Marcus Hale

Aug 11, 11:00 AM

Follow-up on exposure hierarchy. Client completed two of four steps.

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Supports Your
Existing Workflow

IntelliSession fits the way
you already work

Telehealth

Zoom, FaceTime, or the video built into your EHR - IntelliSession takes notes on whatever you use.

In-Person

Keep IntelliSession open on your phone or laptop within earshot, and it captures the session.

Group Sessions

From couples to families, IntelliSession keeps up with more than one person in the room.

Hundreds of Templates
to Choose From

Choose a use case, format, population,
and modality - there's one for it.

Find yours

250+ starter templates ship with IntelliSession.

Your template

—

Generate a Note

1) Client Information

Add basic information about the client(s).

2) Template

Choose a template for structure and style.

Choose a specific population and modality.

Individual Generic

Individual CBT

Individual DBT

Individual ACT

Individual MI

Individual IFS

Individual Psychodynamic

Individual SFBT

Individual Exposure/ERP

Individual Somatic

Individual Supportive

Individual Medication Management

Couple Generic

Couple EFT

Couple Gottman

Couple Imago

Couple Integrative/Systemic

Family Generic

Family Structural

Family Strategic

Family Bowenian/Intergenerational

Family Narrative

Family Functional Family Therapy

Group Generic

Group Process

Group Psychoeducational

Group DBT Skills Group

Group Relapse-Prevention/SUD

Child Generic

Child Play Therapy

Child Sandtray

Child TF-CBT/Child-CBT

Child PCIT

Child Parent Management Training

3) Session Content

Add session audio, notes, or photo. Include multiple items if needed.

Audio

Text

Photo

Summary only:

Add session audio:

Attach

Record

0:00

Audio Recording

Summarize the session

Add photo of notes:

Attach

Capture

CancelTake Photo

photo-capture.jpg

Cancel

Create

Example Note

Preview the structure and style that IntelliSession will follow.

Please select a template.

Subjective

Client reported ongoing worry about work deadlines and difficulty falling asleep, estimating five to six hours of sleep most nights.

Objective

Client presented on time, alert and oriented x3. Affect was congruent with reported mood; speech was normal in rate and volume.

Assessment

Symptoms remain consistent with generalized anxiety. Client is engaged in treatment and is applying coping skills between sessions.

Plan

Continue weekly individual therapy. Client will keep a daily thought record and practice diaphragmatic breathing before bed.

Auto-Generate Template

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Intake Assessment

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Referral & Presenting Concern

5 fields

Self-Referred

Primary Care

School

Court / Probation

Onset / Duration

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Presenting Problem

The concern in the client's own words.

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Risk Screening

5 fields

Suicidal Ideation

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Homicidal Ideation

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Prior Attempts

Access to Firearms

Safety Plan Completed

Substance Use

6 fields

Alcohol

Cannabis

Stimulants

Opioids

Nicotine

Last Use

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Developmental & Social History

Education, employment, relationships, trauma, legal history, and current supports.

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Diagnostic Impression

2 fields

Provisional Diagnosis

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Level of Care Recommended

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Or Create
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and we build the template around it.

Paste from Anywhere

A textbook example, a training-site page, a form from your EHR, or one of your own notes - Auto-Generate reads the structure straight out of it.

Every Field Comes Across

Checkboxes, dropdowns, headings, and free-text areas each carry over as their own section, ready for your next session.

Learns Your Style
Over Time

Every correction you make is
one you never have to make again

Learns from Your Edits

Ask Magic Edit for a change and IntelliSession offers to remember it, so every note after this one comes back that way.

NotesJordan Avery

Jordan Avery

SOAP Note

Aug 12

4:15 PM

Usage-Based: $0.04

Add Item

Magic Edit

Copy All

Subjective

Client reported ongoing worry about work deadlines and difficulty falling asleep, estimating five to six hours most nights. Appetite and energy are unchanged.

Objective

Alert and oriented x3. Affect congruent with reported mood; speech normal in rate and volume. Engaged throughout and tracked the conversation without difficulty.

Assessment

Symptoms remain consistent with generalized anxiety. Client is engaged in treatment and is applying coping skills between sessions with some success.

Plan

Continue weekly individual therapy. Client will keep a daily thought record and practice diaphragmatic breathing before bed. Review progress next session.

Show Original

Big Edits Count Too

Rework a note heavily by hand and IntelliSession offers to save it as a template example, so the next one starts closer to done.

NotesJordan Avery

Jordan Avery

SOAP Note

Aug 12

4:15 PM

Usage-Based: $0.04

Add Item

Magic Edit

Copy All

Subjective

Client reported ongoing worry about work deadlines and difficulty falling asleep, estimating five to six hours most nights. Appetite and energy are unchanged.

Objective

Alert and oriented x3. Affect congruent with reported mood; speech normal in rate and volume. Engaged throughout and tracked the conversation without difficulty.

Assessment

Symptoms remain consistent with generalized anxiety. Client is engaged in treatment and is applying coping skills between sessions with some success.

Plan

Continue weekly individual therapy. Client will keep a daily thought record and practice diaphragmatic breathing before bed. Review progress next session.

Show Original

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Combine Multiple Session Inputs

Combine audio, photos, and typed notes into one note when a single source doesn't capture everything.

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Handles Complex Charts Easily

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Works With Any Web-Based EHR

TherapyNotes, SimplePractice, and any EHR you access from your browser. If it opens in Chrome, Instant Insert works.

Learns Exactly How You Chart

Upload past notes from your EHR and IntelliSession picks up how you chart. Every new note comes back your way.

EHR

Jordan Avery· Progress Note

Presenting Problem

The client presented for an initial clinical session and reported persistent worry.

Current Mental Health

Orientation:

Oriented x3

Appearance:

Appropriate

Dress:

Appropriate

Motor Activity:

Unremarkable

Risk Assessment

Level of Risk:

Low

Medium

High

Imminent

Intent to Act:

Yes

Not Applicable

Interventions

Practiced diaphragmatic breathing and agreed on a daily thought record.

Plan

Continue weekly sessions and review the thought record next visit.

EHR — Jordan Avery

app.your-ehr.com/clients/jordan-avery

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Manage Templates

Jordan Avery

Aug 12, 9:15 AM

Client reported reduced anxiety and practiced grounding exercises daily.

Priya Raman

Aug 11, 2:40 PM

Reviewed sleep hygiene plan. Discussed setbacks around work deadlines.

Marcus Hale

Aug 11, 11:00 AM

Follow-up on exposure hierarchy. Client completed two of four steps.

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NotesJordan Avery

Jordan Avery

SOAP Note

Aug 12

4:15 PM

Usage-Based: $0.04

Add Item

Magic Edit

Copy All

Subjective

Client reported ongoing worry about work deadlines and difficulty falling asleep, estimating five to six hours most nights. Appetite and energy are unchanged.

Objective

Alert and oriented x3. Affect congruent with reported mood; speech normal in rate and volume. Engaged throughout and tracked the conversation without difficulty.

Assessment

Symptoms remain consistent with generalized anxiety. Client is engaged in treatment and is applying coping skills between sessions with some success.

Plan

Continue weekly individual therapy. Client will keep a daily thought record and practice diaphragmatic breathing before bed. Review progress next session.

Show Original