Schedly
AI Clinical Documentation

Automatic SOAP Notes Generator

SOAP notes are the gold standard of clinical documentation — but writing them manually after every session eats 20–30 minutes of your day. Schedly's AI generates complete, editable SOAP notes from your recorded video session the moment the call ends. No dictation. No templates to fill. Just structured clinical notes waiting in your dashboard.

HIPAA-eligible. No extra tools required.

Average time saved: 25 minutes per session on documentation

What Are SOAP Notes?

SOAP notes are a structured documentation format used by therapists, counselors, physicians, and healthcare providers to record patient or client sessions. SOAP stands for Subjective (what the client reports), Objective (observable data), Assessment (clinical interpretation), and Plan (next steps and treatment direction).

SOAP Note Structure

How the format breaks down, and what Schedly captures in each section.

S
Stands for
Subjective

What the client reports — their own words about symptoms, feelings, progress, and concerns.

Example AI Output

"Client reports feeling more anxious this week due to work stress. States sleep has been disrupted for 3 nights."

O
Stands for
Objective

Observable, measurable data — session behavior, mood presentation, engagement, and clinician observations.

Example AI Output

"Client appeared well-groomed, made good eye contact, affect was congruent with reported mood. Session lasted 50 minutes."

A
Stands for
Assessment

The clinician's professional interpretation of what was discussed, including diagnostic impressions and progress toward treatment goals.

Example AI Output

"Client continues to meet criteria for GAD. Anxiety appears situationally triggered by occupational stressors. Moderate progress on breathing regulation goals."

P
Stands for
Plan

Concrete next steps — homework assignments, upcoming treatment focus, referrals, medication notes, and next appointment.

Example AI Output

"Continue CBT protocol. Assign thought record worksheet for work-related anxiety triggers. Follow up in 1 week."

Workflow

How Schedly Generates Your SOAP Notes

AI clinical documentation from session recording to signed note — under 5 minutes total.

1

Session ends — AI starts immediately

The moment your Schedly Video session ends, the AI transcribes the full conversation with speaker labels and timestamps. No upload required. No third-party service to log into.

2

SOAP notes generated in under 60 seconds

Schedly's AI reads the full transcript and populates all four SOAP sections automatically. Subjective pulls directly from client statements. Objective is drawn from session behavior observations. Assessment and Plan are drafted from the clinical direction of the conversation.

3

Edit, sign, and store

Every AI-generated note is fully editable. Review, refine, and sign within Schedly. Notes are stored securely with HIPAA-eligible encryption — ready for audit, supervision, or billing documentation.

4

One-click debrief to client

Send the session summary and action items to your client in one click — without sharing the full clinical note. Professional follow-up in three seconds.

Why Manual SOAP Notes Are Costing Therapists 2+ Hours Every Day

The average therapist sees 6–8 clients per day. At 20–30 minutes of documentation per session, that's 2–4 hours of note writing — happening after clinical hours, in the margins of the day, or worse, cutting into personal time. SOAP notes are non-negotiable for clinical practice: they're required for insurance billing, protect against liability, and document treatment progress for supervision and case management. But the time cost is real and it compounds every single week.

How AI Changes the Documentation Equation

Schedly's meeting intelligence layer fundamentally changes the documentation workflow. Instead of writing from memory after every session, clinicians record their video sessions through Schedly Video. The AI transcribes the full conversation, then drafts a complete SOAP note — all four sections — in under 60 seconds. The clinician's job shifts from author to editor: reviewing, refining, and signing a high-quality first draft rather than writing from scratch. Most clinicians report documentation time dropping from 20–30 minutes to under 5 minutes per session.

Integrating AI Notes Into Your Clinical Workflow

The most effective workflow: conduct your session via Schedly Video, allow the session to record (with client consent), and open the note immediately after. The AI draft gives you a structured starting point — you correct clinical terminology, add nuance the AI missed, and sign. The note is timestamped, stored securely, and linked to the appointment record. Over time, your notes become a searchable clinical record: you can pull any session transcript or note and recall exactly what was discussed without scrubbing through recordings.

Frequently Asked Questions

Yes. Schedly's AI-generated SOAP notes are editable and signable. Once you review and sign them, they meet documentation standards for insurance billing. Always review AI output before signing — you as the clinician are responsible for accuracy.

Who Uses Schedly for SOAP Notes

Therapists & CounselorsPsychiatristsPsychologistsSocial WorkersMarriage & Family TherapistsAddiction CounselorsSchool Counselors
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