Therapy Notes & Documentation Software

Streamline your therapy documentation, notes, and session records with professional templates and secure storage

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Professional Documentation Made Simple

Therapy documentation is essential for client care, legal compliance, and practice management. PracFlow's documentation system provides flexible note templates, secure storage, and seamless integration with appointments and client records.

Key Features

Multiple Note Templates

Choose the format that works best for your practice:

  • SOAP Notes: Subjective, Objective, Assessment, Plan format
  • DAP Notes: Data, Assessment, Plan format
  • Free-form Notes: Customizable templates for your specific needs

Switch between templates or create your own custom format.

Auto-Session Numbering

Every client's sessions are automatically numbered sequentially. Track session progress easily, maintain accurate records, and quickly reference specific sessions. No manual numbering required.

Document Attachments

Attach supporting documents and uploads to your notes. Include client assessments, worksheets, external reports, or any relevant documentation. Keep all client information organized in one place.

Draft and Final Notes

Mark notes as draft while you're working on them, then finalize when complete. Work on notes over time, review before finalizing, and maintain clear documentation workflows.

Secure Storage

All notes are stored securely with:

  • Encryption at rest and in transit
  • HIPAA-compliant data storage
  • Access controls and audit logs
  • Automatic backups

Integrated with Appointments

Link notes directly to corresponding appointments. View notes alongside session details, payments, and attendance. Create a complete picture of each session in one place.

Share and Export

Share notes with clients if needed (with appropriate permissions) or export notes with your letterhead. Professional documentation that meets your practice needs.

Benefits for Your Practice

Time Savings

Streamlined note-taking and templates reduce documentation time significantly.

Compliance

HIPAA-compliant storage and documentation meets professional and legal requirements.

Organization

All notes linked to appointments and clients for easy access and review.

Flexibility

Multiple templates and custom options adapt to your documentation style.

Streamline Your Documentation Today

Join therapists using PracFlow to simplify documentation and focus on client care.

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Partner Program

Support Fellow Therapists. Earn Along the Way.

Refer PracFlow to your network and earn up to 10% commission on every sign-up — with no time limit on your earnings. Help others build the practice they envisioned while building yours.

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