Case notes for every modality, tailored by you.
Customisable case note templates, drafts built from your session transcript, and MHTP tracking built into your client workflow.
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...
Reviewed evidence for and against automatic 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, then deletes the audio.
Review the draft
InterSession drafts the sections your template needs. You edit language, add judgment, 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 said in session
Case notes are created from the session transcript according to your modality, so you review immediately instead of starting from scratch.
- Transcript-backed session detail
- Modality-specific headings and terminology
- Faster first draft, less end-of-day catch-up
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
Define your own headings, prompts, and section order. Duplicate a default template or start from scratch for each modality.
- Name the sections your practice expects
- Save separate templates for intake, CBT, trauma work, and more
- Generate session notes from your saved structure every time
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
Keep track of MHTP sessions
Track Mental Health Treatment Plan sessions per client without separate spreadsheets or manual counting.
- Session count tied to each client profile
- Visible while you draft and review notes
- Helps you stay on top of plan usage
Sarah M.
Case note draft ready for review
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.
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
Client-controlled updates for partners, family, carers, and support networks.
Client app
One place for recaps, tasks, resources, mood check-ins, and reflections.
Common questions about case notes
Short answers on templates, 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 review and MHTP tracking built in.