Features / Charting

Focus on your clients. Not on your notes.

Reusable templates and easy sharing make documenting progress and taking next steps a snap.

Woman taking notes

Organized session notes at your fingertips

Enjoy fast and frictionless charting with note templates and snippets.

Organized session notes at your fingertips

Enjoy fast and frictionless charting with note templates and snippets.

  • Streamline your process

    Improve your note-taking experience with templates, placeholders, and snippets.

  • Simplify sessions

    Use one platform to take notes during telehealth sessions and easily reference past notes.

  • Enhance your workflow

    Include protocols, labs, tasks, and supporting documents in your session notes.

AI Charting Assistant

So you can focus on your clients, not on your notes.

Charting assistant

AI Charting Assistant

So you can focus on your clients, not on your notes.

  • Capture every conversation

    With word-perfect dictations, summaries, and action items, you won’t miss a moment of client calls.

  • Be more fully present

    Let your AI assistant dictate and summarize your notes while you focus on the human on the other side of the screen.

  • Keep your data secure

    Rest easy knowing your AI assistant is fully compliant with all HIPAA, PHIPA, PIPEDA, and GDPR regulations.

Customize notes to your preferences

Make notes make sense for you by creating flows that fit your needs.

Customize notes to your preferences

Make notes make sense for you by creating flows that fit your needs.

  • Personalize client-facing assets

    Create new templates or modify pre-built options just the way you like.

  • Accelerate note-taking

    Include multiple choice, checkboxes, tables, and free-form fields to expedite note-taking.

  • Repurpose for the future

    Save and reuse content in notes, recommendations, and messages with snippets.

Shareable notes and templates

Practice Better makes collaboration easier.

Charting notes

Shareable notes and templates

Practice Better makes collaboration easier.

  • Keep control

    Easily share parts of notes with clients while keeping other areas private.

  • Collaborate smarter

    Download notes to PDF or fax notes to referring practitioners.

  • Set favorites

    Build share preferences into templates or on an individual basis.

“There are so many incredible ways to create charting templates that are easy to use (because we don’t love notes as clinicians, so why not make them easy to do?).”
Lexie Belle

Lexie Belle

Licensed Mental Health Counselor

woman sitting at desk in home office

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