Progress notes made easy

Choose from 10 different AI note types and save your time and energy for breakthroughs.  

Upheal progress note

Our own unique progress notes include the Client presentation, Therapeutic interventions, Assessment (including risk and MSE), and Plan sections. Our AI has been specially trained in collaboration with mental health experts.

SOAP note

Subjective, Objective, Assessment, and Plan. Track the client’s progress, thoughts, behavioral changes, subjective experiences, and facilitate therapeutic insights as well as enable effective session planning.

DAP note

Data, Assessment, and Plan. A note style that combines subjective and objective data into one section and primarily focuses on the client’s goals and the interventions used to address them.

GIRP note

Goals, Intervention, Response, and Plan. Focuses on the specific goals and objectives identified by the client for therapy, outlines therapeutic interventions and techniques used, evaluates their effectiveness, and facilitates planning for continued growth.

BIRP note

Behavior, Intervention, Response and Plan. BIRP notes include the subjective and objective data from your session in one place, the behavior section. They are especially useful in the behavioral health field.

EMDR note

Eye Movement Desensitisation and Reprocessing. Measure the client’s emotional and physical responses, shifts in beliefs or perceptions, and insights that arise when dealing with traumatic memories.

Mental Status Exam

The MSE is a standard tool used by clinicians to assess the basic functioning of a client. The assessment categories include mood, cognition, perception, thoughts, behaviors, insight, and judgement.

Intake note

Use Intake notes during an intake session to automatically capture answers to standard intake questions such as personal and social history, family background, and any previous treatment received.

Upheal progress note

Client presentation
Therapeutic interventions
Assessment (Risk, MSE)
Plan

See generated example

Generated by Upheal AI without any additional modifications. Sign up for free to try it yourself.

SOAP note

Subjective
Objective (MSE)
Assessment (Risk)
Plan

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

DAP note

Data
Assessment (Risk)
MSE
Plan

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

GIRP note

Goal
Interventions
Response
Plan
Assessment (Risk)

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

BIRP note

Behavior
Interventions
Response
Plan
Assessment (Risk)

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

EMDR note

Client information
Presenting issues and preparation
Assessment
Desensitization
Installation
Body scan
Closure
Reevaluation and next steps

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

Mental Status Exam

Appearance
Behavior
Speech
Mood
Affect
Thought content & process
Cognition
Insight
Judgment

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

Intake note

Identification information
Reason for seeking therapy
Psychotherapeutic goals
Medical history
Psychosocial history
Current status
Diagnostic information
Treatment plan

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

Upheal progress note

Our own unique progress notes include the Client presentation, Therapeutic interventions, Assessment (including risk and MSE), and Plan sections. Our AI has been specially trained in collaboration with mental health experts.

Upheal progress note

Client presentation
Therapeutic interventions
Assessment (Risk, MSE)
Plan

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

SOAP note

Subjective, Objective, Assessment, and Plan. Track the client’s progress, thoughts, behavioral changes, subjective experiences, and facilitate therapeutic insights as well as enable effective session planning.

SOAP note

Subjective
Objective (MSE)
Assessment (Risk)
Plan

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

DAP note

Data, Assessment, and Plan. A note style that combines subjective and objective data into one section and primarily focuses on the client’s goals and the interventions used to address them.

DAP note

Data
Assessment (Risk)
MSE
Plan

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

GIRP note

Goals, Intervention, Response, and Plan. Focuses on the specific goals and objectives identified by the client for therapy, outlines therapeutic interventions and techniques used, evaluates their effectiveness, and facilitates planning for continued growth.

GIRP note

Goal
Interventions
Response
Plan
Assessment (Risk)

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

BIRP note

Behavior, Intervention, Response and Plan. BIRP notes include the subjective and objective data from your session in one place, the behavior section. They are especially useful in the behavioral health field.

BIRP note

Behavior
Interventions
Response
Plan
Assessment (Risk)

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

EMDR note

Eye Movement Desensitisation and Reprocessing. Measure the client’s emotional and physical responses, shifts in beliefs or perceptions, and insights that arise when dealing with traumatic memories. Emotions are rated and located in the body, followed by bilateral stimulation and de-sensitization.

EMDR note

Client information
Presenting issues and preparation
Assessment
Desensitization
Installation
Body scan
Closure
Reevaluation and next steps

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

Mental Status Exam

The MSE is a standard tool used by clinicians to assess the basic functioning of a client. The assessment categories include mood, cognition, perception, thoughts, behaviors, insight, and judgement.

Mental Status Exam

Appearance
Behavior
Speech
Mood
Affect
Thought content & process
Cognition
Insight
Judgment

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

Intake note

Use Intake notes during an intake session to automatically capture answers to standard intake questions such as personal and social history, family background, and any previous treatment received.

Intake note

Identification information
Reason for seeking therapy
Psychotherapeutic goals
Medical history
Psychosocial history
Current status
Diagnostic information
Treatment plan

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

Psychiatric SOAP note

Subjective
Objective (MSE)
Psychiatric review of systems
Medication management
Dosages & side effects
Substances
Assessment (including Risk)
Plan

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

Psychiatric Intake note

CC
HPI
Psychiatric review of systems
DSM-V
Past medical & psychiatric history
Medications & substances
Social & family history
Assessment (including Risk)
MSE
Plan

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

Psychiatric SOAP note

Includes important MSE criteria under the Objective section to capture Appearance, Emotions, Thoughts, Cognition, Judgment and Insight. It will identify and spell check medication names, capture dosages, changes, side-effects, and also contains a lab results and risk assessment section.

Psychiatric SOAP note

Subjective
Objective (MSE)
Psychiatric review of systems
Medication management
Dosages & side effects
Substances
Assessment (including Risk)
Plan

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

Psychiatric Intake note

Use during an initial patient evaluation for a complete psychiatric assessment. Captures chief complaints, mental status, family/social backgrounds, medical and substance histories, and DSM diagnoses leading to an informed treatment plan.

Psychiatric Intake note

CC
HPI
Psychiatric review of systems
DSM-V
Past medical & psychiatric history
Medications & substances
Social & family history
Assessment (including Risk)
MSE
Plan

See generated example

Generated by Upheal AI without any additional modifications. This demo session is available to everyone; sign up for free and try it yourself.

What you can find in our notes

Subjective, Objective and Data sections
Assessment and Plan
MSE and Risk Assessment
Client identification and demographics
History and reason for treatment
Suggested diagnosis with DSM5 or IC10 codes
Smart goals broken down into Objectives - Coming soon
Strategies and interventions, strengths and resources
Medication management (dosages, side effects)
Medication name checker
Chief complaint (CC), History of present illness (HPI)
Medical and psychiatric history
Social and family history
Psychiatric Review of Systems
Substance use
Discussion summary of Lab Results

Here's how to get your notes and insights

Session to transcript made easy

Upheal works invisibly in the background to capture your session audio in whatever way you’re used to. This creates a session transcript

Transcript to progress notes

When the transcript is done, we automatically delete the session audio recording and create your notes and insights. More on how we secure your data.

Validated by you

You’ll receive pre-drafted editable progress notes, with a session summary, a list of important people and places in the client’s life, and a summarized breakdown of all the topics covered in the session.

Review and edit as you need

Once you’ve reviewed and edited the notes, you can copy them, download them, or sign them off. This should help you get progress notes done 90% faster than the usual way!
Dashboard mockup

Our AI progress notes: best in the industry

We love hearing this from our users. Compared to universal AI solutions like ChatGPT, ours is specifically trained for therapeutic and psychiatric sessions. In addition, our model has been developed together with mental health experts and continues to be developed over time.

More expertise, more time saved

Treatment plans and goals

Help your clients make more progress with our clear, actionable, and insurance-supported Treatment plans. You can edit, save, export, or update the plan entirely – in just a few clicks.

Coming soon

Create custom note templates

Easily swap and move around any of our existing content sections to build your very own note template. Just edit and then save a current template so you can use it when you need to.

Sign off – and securely send off

It's only a matter of time before you'll be able to securely sign off notes in Upheal. Simply lock and time-stamp them together with important client and session information.

Based on clinician criteria

Our notes are co-created together with you and our community. We eagerly listen to user feedback and implement updates which align with the industry best standards

Compatible with all EHRs

You don't have to change the way you work. Either through copy and paste or by simple PDF download, it's possible to add your Upheal-generated notes to any EHR system.

Insurance-ready and compliant

Each note is downloadable and includes a header and footer with the time, client name, and session details, reducing admin work and potential errors.

Focus on your session, we’ll do your notes.

The first AI-assisted platform for mental health professionals with automated notes and analytics.

15 free session notes a month
No credit card required