Schedly
AI Clinical Documentation · Therapy

Automatic Therapy Session Notes

Writing therapy notes is the part of clinical practice nobody trained for. Schedly's AI generates complete session notes — in SOAP, DAP, or BIRP format — from your recorded video sessions automatically. Review, sign, and move on. No dictation tools, no third-party apps, no writing from memory.

HIPAA-eligible. No extra tools required.

Average time saved: 25 minutes per session on documentation

What Are Therapy Notes?

Therapy session notes (also called progress notes or psychotherapy notes in some contexts) are structured clinical records documenting what occurred in a therapy session. They serve multiple purposes: insurance billing documentation, treatment continuity records, supervision support, and legal protection for the clinician.

Therapy Note Structure

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

Before session
Stands for
Prep

Review previous session notes, intake, and treatment goals before the client arrives.

Example AI Output

"Review last session's homework assignment and progress on anxiety management goals."

During session
Stands for
Record

Schedly Video records and transcribes the session automatically.

Example AI Output

"Full speaker-labeled transcript generated in real time."

After session
Stands for
Generate

AI generates complete session notes in your chosen format (SOAP, DAP, or BIRP) within 60 seconds.

Example AI Output

"Complete SOAP note ready in dashboard before your next client."

Sign and store
Stands for
Document

Review, edit if needed, sign, and store. HIPAA-eligible encryption and audit-ready records.

Example AI Output

"Notes stored securely, linked to appointment, accessible for billing and supervision."

Workflow

How Schedly Generates Your Therapy Notes

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

1

Works with your existing video setup

Schedly Video integrates natively with your scheduling workflow. No separate recording tool. No upload process. The session records automatically within the platform.

2

Choose your format

Set your default note format — SOAP, DAP, or BIRP — per event type. Different client types or referral sources may require different formats; Schedly handles all three.

3

Sentiment and key moments flagged

Beyond the structured note, Schedly flags key moments in the session — a breakthrough, a crisis disclosure, a major decision — with timestamps. Jump to any moment without scrubbing through the full recording.

4

Action items extracted automatically

Every commitment made in session — homework assignments, referrals, follow-up tasks — is extracted into an action item list. Send to client in one click or copy to your task manager.

The Real Cost of Manual Therapy Note Writing — And What to Do About It

A therapist in full-time private practice writes approximately 1,500–2,000 therapy session notes per year. At an average of 20–25 minutes per note, that's 500–800 hours of documentation annually — the equivalent of 12–20 full work weeks spent writing notes rather than seeing clients, building referral relationships, or resting. This documentation burden contributes significantly to therapist burnout, which affects an estimated 21–67% of mental health professionals depending on setting and specialization.

Why Therapists Still Write Notes Manually

The alternatives to manual note writing have historically been unsatisfying. Dictation tools require clean audio and post-processing. Generic transcription services don't understand clinical structure. EHR systems provide templates but not automation — you still fill in every field. The result is that most therapists write notes the same way they were trained: from memory, after the session, in their own words. Schedly's approach is different because it starts from the actual session content, generates clinical structure automatically, and positions the therapist as reviewer rather than author.

What Changes When Notes Take 5 Minutes Instead of 25

When post-session documentation takes 5 minutes instead of 25, the practice changes. Therapists complete notes between sessions rather than after hours. The quality of notes improves because they're written immediately rather than reconstructed from memory. Burnout risk decreases. Session capacity can increase if desired. And the clinical record improves — notes generated from transcripts are often more accurate and complete than memory-based notes written under time pressure at the end of a long day.

Frequently Asked Questions

Under HIPAA, 'psychotherapy notes' have special protections — they're the personal notes a therapist keeps separate from the medical record. 'Progress notes' are part of the formal medical record used for billing and treatment continuity. Schedly generates progress notes for the medical record, not separate psychotherapy notes.

Who Uses Schedly for Therapy Notes

Licensed Therapists (LMFT, LCSW, LPC, PhD)Private Practice CliniciansGroup Practice TherapistsTelehealth ProvidersEmployee Assistance Program CounselorsSchool-Based Therapists
Start for free · No credit card required

Stop Losing Bookings to
Scheduling Friction.

Schedly puts your calendar to work around the clock. Every lead, every client, and every meeting lands exactly where it should, automatically.

✓ Free forever plan✓ Set up in under 5 minutes✓ No credit card required✓ Cancel anytime