📋 ClinicalNotes

Choose your storage preference

☁️ Your notes are automatically backed up. Every note you save is securely backed up to the cloud so it can always be retrieved — even if your device is lost, your computer crashes, or you switch machines. Backup happens in the background; you don't need to do anything.

☁️ Local + Cloud Backup

Recommended

✅ Automatic cloud backup — notes are never lost

✅ Recoverable if a device is lost or crashes

✅ Primary storage still on your device

✅ Multi-device access and practice integration

⚠️ Requires internet to sync (queues when offline)

🔒 Local Device Only

Advanced

✅ Data never leaves your device

✅ Works 100% offline

⚠️ No automatic backup — notes exist only on this device

⚠️ Not recoverable if the device is lost or you leave

⚠️ Single device access only

Note: You can change this anytime in Settings. Cloud backup keeps your client records safe and retrievable for the practice.

🎯 Choose Your Workflow

📋

Gravity Forms Integration

Field-by-field recording with direct GF sync

Premium

✏️

Quick Session Notes

Simple note-taking with templates

Free

🤖

AI-Assisted Documentation

SOAP notes, treatment plans, risk assessments

Premium

👤

Add New Client

Create new client profile and intake

Free

📝

Type Notes

Pure text note-taking with Smart Tools

Free

① Select Client

② Client Name

③ Session Date

④ Session Type

Use Template (Premium)

📝 Session Notes

Session Notes

Quick Templates: | Gravity Forms (Premium):

📋 Client Intake Form (#93) - Premium Multi-Field Recording

👤 Client Name (#2)

💭 Presenting Issue (#74)

🎯 Desired Outcome (#75)

⚡ Current Functioning (#76)

⚠️ Trauma History (#79)

🎯 Goal Orientation (#78)

Recent Notes

👥 Client Management

📊 Session Analytics

👥

Total Clients

📝

Total Sessions

📅

This Week

🎯

Active Goals

📈 Sessions Over Time

🏷️ Session Types

👥 Client Status Overview

Active Clients 0

High Priority 0

Inactive 0

🕒 Recent Activity

🤖 AI Assistant

📋 Clinical SOAP Analysis

AI-powered clinical interpretation with personalized assessment suggestions and evidence-based insights

📈 Progress Tracking

Longitudinal client analysis with mood patterns and outcome tracking across multiple sessions

💡 Treatment Suggestions

Evidence-based treatment protocols and intervention recommendations from clinical databases

⚠️ Risk Assessment

Predictive analytics for risk factors with automated safety planning and crisis protocols

🧠 Clinical Insights

AI-powered pattern recognition across client history with diagnostic support recommendations

📋 ClinicalNotes

☁️ Local + Cloud Backup

🔒 Local Device Only

☁️ Cloud Sync Configuration

Sync Preferences

📋 ClinicalNotes

🎯 Choose Your Workflow

Gravity Forms Integration

Quick Session Notes

AI-Assisted Documentation

Add New Client

Type Notes

📝 Session Notes

Generated Content

📋 Client Intake Form (#93) - Premium Multi-Field Recording

📝 Progress Notes Form (#92) - Premium Multi-Field Recording

Recent Notes

📋 Gravity Forms Integration

👥 Client Management

📊 Session Analytics

📈 Sessions Over Time

🏷️ Session Types

👥 Client Status Overview

🕒 Recent Activity

🤖 AI Assistant

💎 Diamond AI Preview

📋 Clinical SOAP Analysis

📈 Progress Tracking

💡 Treatment Suggestions

⚠️ Risk Assessment

🧠 Clinical Insights

💬 Note Assistant

📋 ClinicalNotes

☁️ Local + Cloud Backup

🔒 Local Device Only

☁️ Cloud Sync Configuration

Sync Preferences

🎯 Choose Your Workflow

Gravity Forms Integration

Quick Session Notes

AI-Assisted Documentation

Add New Client

Type Notes

📝 Session Notes

Generated Content

📋 Client Intake Form (#93) - Premium Multi-Field Recording

📝 Progress Notes Form (#92) - Premium Multi-Field Recording

Recent Notes

📋 Gravity Forms Integration

🔍 Search All Clients

👥 Client Management

👤 Client Profile

📅 Session Timeline

📈 Treatment Progress

🎯 Treatment Goals

📊 Session Analytics

📈 Sessions Over Time

🏷️ Session Types

👥 Client Status Overview

🕒 Recent Activity

🤖 AI Assistant

💎 Diamond AI Preview

📋 Clinical SOAP Analysis

📈 Progress Tracking

💡 Treatment Suggestions

⚠️ Risk Assessment

🧠 Clinical Insights

⚙️ Settings

🔒 Storage & Privacy

☁️ Cloud Sync Settings

🔒 Privacy & Security

✨ Premium License

✨ Premium Features

🤖 AI Features

📋 ClinicalNotes V3 - Beta Feedback

✅ Thank You!

💬 Note Assistant