Case notes for every modality, tailored by you.
Customisable case note templates and drafts from your session transcript. Add an optional writing style, then review sources on the clinical note before you save.
Client reports feeling "more grounded" this week. Successfully used breathing exercises during a work meeting...
"If I speak up, everyone will think I'm incompetent". Identified as mind-reading and catastrophizing...
Cognitive restructuring. Reviewed evidence for and against the thought. Generated alternative: "I have valuable experience to share..."
Complete thought record for 2 situations. Practice 4-7-8 breathing daily. Behavioural experiment for presentation...
From transcript to saved case note in minutes
One session transcript becomes a structured draft you review, edit, and save. InterSession drafts the structure and detail. You check the clinical record before anything is saved.
Choose your template
Pick a default case note template for the modality, or use a custom structure you have saved.
Transcribe the session
Capture in-person or telehealth audio. InterSession creates the transcript and does not store the audio.
Review the draft
Open sources where they appear, add context if something is missing or wrong, then edit language and decide what is saved.
Save or export
Keep the note in InterSession, copy it for your EHR, or export to PDF when your record is ready.
All documentation starts from what was said in session
Case notes are created from the session transcript according to your modality. On the clinical note, some lines show a source icon you can open.
- Transcript-backed session detail
- Source icons on the clinical note where quotes can be attached
- Modality-specific headings and terminology
Edit every note before exporting to your PMS
Drafts are a starting point. Add clinical judgment, adjust language, and decide what gets saved to the client file.
- Full editing control even after saving
- Separate from client guides and summaries
- Copy or export when the record is ready
Build a structure that matches how you write
Describe the template you want, upload an example note, or build the sections yourself. Pick an Adult, Child, or Couples audience, then check a preview note before you save.
- Describe it, upload a PDF, DOC, DOCX, or TXT example, or build it manually
- Preview a note drafted from a sample session before saving
- Optional matching client summary template
- Save separate templates for intake, CBT, trauma work, and more
Session themes, MSE, and what changed since last appointment
Techniques used and how the client responded in session
Risk screening, safety planning, and protective factors
Next session focus, between-session tasks, and follow-up
Optional writing style for notes and client materials
Under Templates, set a Clinical Voice and a Client-Facing Voice. Tune your style, optionally add a writing sample, review the profile, and save it. Only the saved profile text is used when drafts are generated.
- Optional. Sessions still generate without a voice profile
- Clinical Voice for case notes, session plans, quick summaries, and Client Ark
- Client-Facing Voice for summaries, growth tasks, resources, and emails
- Per-client tone on client summaries stays separate
Saved profile
Write concise, objective notes. Use client. Keep formulation moderate. Name the modality when it is relevant to the record.
Keep track of MHTP sessions
Track Mental Health Treatment Plan sessions per client without separate spreadsheets or manual counting.
- Turn on tracking per client for an Initial or Review MHTP
- New sessions count toward the plan automatically
- Usage shows on the client profile and the clients list
- Warnings when one session is left or the plan is used up
Sarah M.
Initial MHTP
Explore the rest of the InterSession toolkit.
Session transcription, practitioner outputs, and client follow-up work together in one workflow.
Session transcription
Accurate transcripts for therapy sessions. Audio is not stored.
Client Ark
A living treatment synthesis from sessions and clinical records.
Document Studio
Formal letters, reports, and forms drafted from the client record.
My Writing Voice
Optional Clinical and Client-Facing voices that shape phrasing and tone.
Quick transcription
Transcribe calls, meetings, and brief notes without a full session.
Email reply
Paste an email and get a thoughtful draft reply to edit.
Client guides
Summary, growth tasks, and personalised resources in one between-session guide.
Support summaries
Plain-language updates your client can pass on to partners, family, and carers.
Client app
One place for recaps, tasks, resources, mood check-ins, and reflections.
Common questions about case notes
Short answers on templates, writing style, review, export, and how case notes stay separate from client materials.
Ready when you are
Spend less time writing case notes
Modality-specific templates and transcript-backed drafts, with optional writing style, sources you can open, and MHTP tracking.