Never Have to Edit a Note Again By Using Templates to Guide IntelliSession
Actively teach your style so that AI can
produce notes exactly as you would
A Template for Every Kind of Note
Make distinct templates for different kinds of notes (e.g., couples, groups, etc.).
Upload Some Personal Examples
For each template, upload example notes that show the desired style and content.
Create Unlimited Templates
Make as many templates as you need for different techniques, modalities, and use cases.
Create Simple Text Notes
Use templates to generate a single block of text; great for simple progress notes.
Create Multi-Section Notes
For formats like SOAP or DAP, generate multiple sections per note using templates.
Copy Notes Section-by-Section
Quickly copy each section from a multi-section note with handy copy buttons.
Use IntelliSession across diverse
clients, modalities, and use cases
Client Intakes
Create a template for your intakes, capturing the demographic and history details you track.
Progress Notes
Create a template for your progress notes, showcasing your typical session-to-session activities.
Couples Sessions
Create a template for your couples notes, showcasing how you document two perspectives.
Group Sessions
Create a template for your group consultations, showcasing how you summarize group interactions.
Co-Parenting
Create a template for your co-parenting sessions, showcasing how you note down family dynamics.
Immigration Evaluation
Create a template for immigration evaluations, showcasing what information you capture for these notes.
Improve note accuracy by correcting
errors and giving targeted feedback
Notes are Linked to Their Templates
Every note you create stays tied to the template that generated it, so IntelliSession can learn in context.
Teach Through Your Edits
Edits you make are remembered the next time you use that template for the same client.
Keep Client Details Accurate
Update names, pronouns, or other key details once; IntelliSession remembers them for future sessions.
Give Direct Feedback
Point out specific issues in a note and tell IntelliSession exactly how to fix them next time.
Apply Feedback Automatically
Your feedback is automatically applied whenever you generate new notes from that template.
See All Feedback in One Place
Review every change and suggestion you've made for a template by visiting its feedback page.
IntelliSession comes with many
starter templates out-of-the-box
SOAP, SIRP, DAP, Intakes, etc.
IntelliSession supports many of the standard note formats used in therapy, psychiatry, etc.
Starter Templates Are Compliant
Based on high-quality resources (e.g. Headway’s official blogs) to ensure quality notes.
Customize Starter Templates
Personalize the starter templates to fit your exact requirements by cloning and customizing them.
Build your own templates or start
with one of our starter templates