Therapist Session Notes Drafter
Automates audit-ready clinical documentation, treatment plans, and intake assessments for mental health professionals.
Free
Works with the AI tools you already use
See it in action
You say
Draft a SOAP note for a 53-min session (90837). Client JD, DX: GAD. Discussed job anxiety. I used CBT cognitive restructuring for catastrophic thinking. Client engaged well. No SI/HI.
Your agent does
S: Client reports increased anxiety regarding potential layoffs, stating "I can't sleep thinking about my mortgage." O: Client appeared restless; mood anxious, affect congruent. A: Session addressed GAD symptoms through CBT. P: Continue weekly CBT; client to complete worry log.
About this skill
The problem
Mental health practitioners spend hours on administrative overhead, often struggling to translate raw session observations into audit-ready clinical documentation. Poorly structured notes can lead to insurance claim denials and increased liability during audits.
What it does
- Drafts progress notes in SOAP, DAP, BIRP, and GIRP formats tailored to medical-necessity standards.
- Generates SMART-compliant treatment plans including problem lists, measurable goals, and evidence-based interventions.
- Constructs comprehensive biopsychosocial assessments and intake summaries from raw clinical data.
- Produces HIPAA-compliant psychotherapy process notes, keeping them distinct from the official medical record.
- Drafts discharge summaries that track goal progress, termination reasons, and relapse-prevention plans.
Why this beats prompting it yourself
This skill is pre-configured with the specific structural requirements of payors and Medicaid auditors. It enforces the critical HIPAA separation between progress notes and process notes, preventing accidental commingling of protected psychotherapy reflections into the medical record. It ensures risk assessments and medical-necessity anchors are included in every session draft by default.
Use cases
- Converting rough session shorthand into a formal 90837 CPT code progress note.
- Building a detailed initial treatment plan with measurable objectives for insurance authorization.
- Summarizing a complex client history into a structured biopsychosocial intake report.
- Drafting a termination summary for a client who has successfully completed their goal sequence.
Known limitations
Requires the practitioner to provide the actual diagnosis, risk assessment findings, and specific interventions used. It will not generate clinical opinions or suggest diagnoses.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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