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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,

  • — K.E., LPC.

    I’ve been using your system for about 6 mths now. I like it and my new business partner also purchased one so she can do her notes.

  • — M.N., Registered Psychologist, Australia

    This is an amazing package.

  • — D.H., LCSW, Kentucky.

    Great program!!! So happy someone developed something like this!

  • — E.S., LCSW, Las Cruces, NM

    I’ve been using Note Designer for a few months and can say it’s proved itself very useful for me – not only in greatly speeding up the (often tedious) task of writing progress notes, but also in expanding my own treatment vocabulary. Also, for the price, it’s proved itself worthwhile many times over.

  • — J.H., LCPC, Illinois

    Thank you!!! You are wonderful to work with!!

  • — K.B., LCSW

    Thank you so very much! I have found that using this tool is making it so much easier for me to generate my weekly session notes! I’ve been using it for about a year now, and I love it. It has made my private practice so much more doable. I love that I can add my own content, particularly for interventions that aren’t listed that I use regularly.

  • — M.F., PhD, California

    This program is an absolute lifesaver. I tell everyone about it!

  • — KC, LCSW, Illinois

    I’ve been a clinical therapist for 15 years and highly recommend Note Designer. It affords me the opportunity to spend more time planning sessions for my clients, as opposed to transcribing the session. The statements are concise and succinct while covering a vast array of topics and interventions. The hours this program has saved me are countless! Love the program!

  • — MK, Alabama

    This is awesome, will save me many hours of anxiety. It copy/pastes without a problem into ECW. My add-on psychotherapy will be a a work of art. Thanks.

  • — P.H., LCSW

    I’m now using your program and it is wonderful! I added my own list of ‘trigger phrases’ into the spaces provided. I am able to quickly document a pretty comprehensive report of the clinical encounter. Thank you so much for creating the program.

  • — S.J., LCPC

    Thank you for your help, I love the program it has made my documentation so much faster.

  • — R.R., MAMFT

    The software has already saved me hours of work and a truck load of frustration. Thanks!

  • — J.S., California

    What your company has created is incredibly helpful to any clinician, especially to a psychotherapist. As the former C.O.O. for a Chemical Dependency and Mental Health Treatment Center, I know how difficult it is as one watches a clinician or therapist struggle with finding the proper wording for clear documentation. There is also time restraints on such documentation and when a therapist is under pressure to get all progress notes and assessment completed in a timely manner, it simply stresses out the therapist. ..Your program eliminates that issue and produces the proper documentation in a limited amount of time, while still producing quality documentation in order to meet the state guidelines.

  • — A.V., Psychologist

    I just used it and am more than delighted at the amount of time this software is saving me. Many many thanks!!

  • — CB PhD, LMHC

    Thank you, very, very much. I am Absolutely loving this program thus far. I FINALLY found a program that is clean, easy and just makes sense. And!!!! Excellent customer service. THANK YOU!!!

  • — J.S., MA, LPC

    I love the program, it’s exactly what I was looking for!

  • — K.T., LPC, CRC

    Hi there – I am really enjoying the note designer program and quite in awe of how efficient it makes my process. It’s clear that you put a lot of thought and research into this design.

  • — E.D., Ph.D., LMFT

    It’s the coolest thing ever!

  • — J.D., Ph.D., Montreal

    Note Designer has helped me keep up with the weekly task of writing up my progress notes. This is usually something I dread, and often feel stuck with writer’s block – but no more with Note Designer. I simply have to scan through my personal notes, pick out the main topics of discussion and interventions, and click the appropriate statements in the software. And voila, note is done! I can breeze through my notes quite easily, and avoid having to think too much (and let’s face it, after a full day or week of clients, we could all use a little break in thinking!). I also can avoid my tendency to write volumes of unnecessary detail in what should remain a fairly neutral and factual legal document. I’ve recommended Note Designer to all my colleagues!

  • — T.R., MMFT, MBA

    Note Designer has transformed my practice & has really made me a more effective clinician. I just love it!

  • — L.P.

    I have found your product unique, useful and a great attempt to address and stream line a time consuming task. Kind regards,

  • — C.S., Ph.D.

    Your program is fun to use and intuitive.

  • — K.P., M.A. LPCC, Denver, CO

    Note designer has given me back time. It can be difficult to put together a great note between clients. Note Designer lets me get my notes done in 15-20 between clients, which means I get to get home in time for dinner. Thanks very much!!

  • — A.B., Executive Director

    I have used NoteDesigner within my company and private practice for some time now. The ease of use, functionality, and custom options make this platform a must-have for mental health professionals.

  • — R.C.,M.D. ,Wichita, US

    The program expedites the note writing and works very well. I love writing notes with this program.

  • — S.B., MS, LMHC, LPC

    Thank you! I love this program and recommend it to all my colleagues! I appreciate your great customer service! Warm Regards.

  • — D.S., LMFT

    I actually look forward to doing my notes now, and have been able to conceptualize client cases more deeply just by seeing prompts in note designer. It’s been pretty cool.

  • — C.D.

    Thank you! I am enjoying the software, it has brought me relief with my practice!

  • — S.M.

    To The Designers: I would like to say thank you for such a great product. I have been using it now for I think 2 or maybe 3 months and I have really enjoyed it! Writing short, consistent, SOAP style notes has always been a struggle for me when it comes to being concise and formulating what happens in written form in the therapy room. Your software has been something I have been searching for literally for years without having to sign up with very expensive bundled EMR software. I love the flexibility and the ease of use of your product. Recently, I switched from one EMR platform to another and lost my built in [competitor’s name deleted] Tx planners but to my delight, since I have a Note Designer subscription, I was able to easily make this transition and wrote my first treatment plan in a matter of minutes and cut and pasted, and actually the ability to add my own phrases only increases the value of the plan because I curtail it to my specific client versus cookie cutter plans. I just wanted to give you direct positive praise on your product, thank you! Sincerely,

  • — J.L.

    As an inpatient and outpatient therapist, this is such a valuable tool. The amount of time you have saved me can not be stated enough, thank you! I love the recent additions you are adding.

  • — A.R., Clinical Psychologist

    Thank you again, busy playing with it now, what a brilliant product, it will be a game changer!

  • — C.M., MSW, LCSW

    I am absolutely THRILLED with this program! I had the hardest time figuring out how to write about what happened in session w/o writing exactly what happened in session, if that makes sense. From an inpatient unit, where we document any and all details, to private practice was such a challenge for me. Note Designer was the exact solution I needed, I am so grateful for the product and creators who saw a need and created a brilliant solution!!!

  • — J.H.

    I really like the added controls that you give prior to rewriting, especially being able to indicate third person or toggle how closely to the input you want the AI to stay. Great job!

  • — J. S., LCSW

    I have been using your product for several weeks and I want to send you my personal endorsement. My note-keeping has been enhanced, and my time writing notes has been significantly reduced. Thanks!!!

  • — L.D., MSW

    I just purchased Note Designer and did my first set of notes – this is going to change my life. I was seriously looking for notes I may have forgotten to write – because I was having fun! This is the most amazing thing I have found – I am so happy!!!!

  • — P.P., LCMHC

    Thanks for making an awesome product! This has made doing notes so much faster and easier, truly amazing. Completing my progress notes is no longer something I dread doing. I never thought that would be possible. I also appreciate your ethical use of AI in this process, which is very different from many other software options that are incorporating AI.

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    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.

    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.

    Note Designer Inc. is a Canadian company, founded by mental health professionals. While we’re proudly based in Canada, the majority of our users are in the United States, and our platform is designed to fully support U.S.-based clinicians, including compliance with HIPAA and common U.S. documentation standards.

    All online sales and subscription billing are securely processed by FastSpring, a trusted U.S.-based e-commerce platform that serves thousands of software companies worldwide. This ensures smooth, secure transactions for our customers across the U.S. and internationally.

    So whether you’re practicing in New York, California, Texas, or anywhere else, Note Designer is fully equipped to support your documentation needs with reliable service, ethical AI, and personalized support — no borders in the way.

    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.

    View all frequently asked questions

    Ready to simplify your documentation?

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