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What’s included with Note Designer?

At Note Designer, your clinical expertise remains at the forefront – with Ethical AI as an optional support tool. Our ethically designed platform puts you in charge.

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Built to support your practice, your way

smart notes

Smart Note Templates

Use ready-made templates for SOAP, DAP, BIRP, GIRP, SIRP, and PIE notes — plus intake reports, treatment plans, and more.

optional ai assistance

Optional AI Assistance

Let AI rewrite or summarize your notes only if and when needed – keeping your voice intact and your workflow efficient.

customization

Full Customization

Modify headings, tabs, and dropdowns to match your process — or build notes entirely from your own structure.

optional ai assistance

Integrated Clinical Assistant

Get instant answers on interventions, diagnoses, and best practices — without leaving your workflow.

secure

HIPAA and PIPEDA Compliant

Keep client data fully private. Note Designer is designed to meet HIPAA and PIPEDA standards and protect confidentiality.

ehr

EHR-Friendly Export

Copy or export your notes into your existing system with ease. No formatting issues, no special setup required.

flexible subscriptions

Flexible Subscriptions

Pick a plan that fits your practice. Choose monthly or yearly billing — no hidden fees, limits, or long-term lock-ins.

forms letters

Forms, Letters, and Handouts

Includes consent forms, referral templates, and client-friendly handouts—so you can save time and communicate clearly.

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What therapists are saying

  • — J.C., San Jose, California

    I have a small practice. I searched several months for the right therapy note tool to decrease the time spent creating notes. I found Note Designer, but was still not sure it would meet my needs. The search continued with 30 day trials. Finally, I decided upon Note Designer. It’s concise, user friendly. Note Designer allows me to incorporate my standard notes, while teaching me how to effectively write notes. I document, and file way. That simple!

  • — B.P., LCSW, California

    Documentation has always been my least favorite part of being a therapist. Note Designer transformed my note-writing time from mindless drudgery into an opportunity to mindfully reflect on my clients and my practice. I love that Note Designer allows me to protect my clients’ confidentiality by avoiding the use of the cloud. Thank you!

  • — J.H., MS, LCPC, Illinois

    Dear Note Designer, I want to tell you again, how much I love your product. It makes my life so much easier and I wouldn’t be as effective in my work without it!’

  • — G.C., LCSW-C

    One of my personal goals as a therapist is to use proper clinical terms when writing progress notes for my clients . However, I found it difficult to come up with or look for the right terms to use. Note Designer has made it easier for me to not only use clinical terms but also the proper terms for clinical intervention. I am spending less time in doing my notes. The software is easy to use, you can add your own items and interventions. I am very satisfied with this software and highly recommend it.

  • — M.G., LPC, Colorado

    Just completed my first note! Love the program, what a time and energy saver!

  • — R.H., M.S., LPC, Oklahoma

    I am glad I purchase Note Designer, it has saved me a lot of time, I have also recommended to co-workers. Thank you !

  • — JL, PhD

    Thank you. I love your product

  • — L.K., Art Therapist, New Jersey

    Thank you for your message. That’s very helpful. I want to also say how pleased I am with this product it has been immensely helpful, and was exactly what I needed. Have a great day

  • — S.S., Psychologist, Ontario, Canada.

    Thank you! I LOVE the program! It has been incredibly useful, effective and efficient!!!

  • — H.S., MAMFT, Tennessee.

    Hi there, I am a therapist in Chattanooga, TN and I just purchased your Note Designer. In just one hour from the time I discovered your product, I purchased and logged 6 client notes without any issue or trouble. This included learning to navigate associated passwords and all. The thing I tend to dread in my practice is note taking and it has now has become a source of thoughtful more meaningful engagement allowing me to add my own voice where needed. I have already shared my excitement and enthusiasm with 15 colleagues in our practice and a sister practice we recently launched for pre-licesnced therapists. Thank you, thank you, thank you. Warmly,

    star star star star star

    Outstanding Customer Support

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    FAQs

    We know therapists value clarity and control. Here are some of the most common questions about Note Designer to help you feel confident before getting started.

    Yes — you can cancel your subscription at any time, directly from your account dashboard. Simply start by clicking the “Cancel Subscription” button, and following the instructions: your subscription will end at the close of your current billing cycle. You will not be charged again, and you can continue using Note Designer until your plan expires.

    Absolutely. We offer a 30-day money-back guarantee so you can try Note Designer risk-free. If you’re not satisfied for any reason during your first 30 days, you can request a full, unconditional refund of your initial payment — no questions asked. Just email us at info@notedesigner.com, and we’ll take care of it.

    All our online sales are handled by Fastspring, a world leader in e-commerce and the retail partner for thousands of online companies internationally. Fastspring securely handles your credit card information and billing (using industry-standard encryption to protect the confidentiality of your personal information); we at Note Designer then set up your user account and ensure access to the program. Billing is automatically done either monthly or annually. The merchant of record is Fastspring’s office in the United States, and pricing is therefore in US dollars with conversions applied for other currencies that take into account the typical range of currency exchange fluctuation over time. If you need it, their W-9 information can be found here.

    Note Designer is licensed on an individual user basis. Each license provides access for one clinician, with full use of all features and customization tools. In the case of a group subscription, licenses can be transferred from one user to another (e.g., if clinic personnel change over time). You can review our full License here. This document outlines the terms of use, privacy protections, and your rights as a subscriber.

    If you’ve forgotten your password, resetting it is quick and easy. Simply go to the login page (accessible from the top right corner of our website) and click the “Forgot Password?” link. Enter the email address associated with your account, and we’ll immediately send you a secure link to reset your password.

    If you don’t see the email within a few minutes, be sure to check your spam or junk folder. Still having trouble? Reach out to us anytime at info@notedesigner.com — we’re here to help.

    At Note Designer, we pride ourselves on offering personalized, responsive customer support — provided by real humans who truly understand the work you do. As a clinician-founded company, we know how important it is to feel heard, supported, and respected, especially when it comes to the tools you rely on every day.

    When you reach out to us, you’re not speaking to a bot or navigating a help desk maze. You’re connecting with fellow professionals who care about your experience and are committed to helping you succeed. Whether you have a technical question, need help customizing a template, or just want to offer feedback, we’re here — and we listen.

    In a time when automated support is the norm, our users consistently tell us how refreshing it is to get fast, thoughtful, and human responses. Your feedback truly shapes how we grow, and we’ll always do our best to help you feel supported every step of the way.

    View all frequently asked questions

    Ready to simplify your documentation?

    Join thousands of mental health professionals who trust Note Designer to save time, reduce stress, and stay in control of their workflow.

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