Technology guide

How do I choose therapy notes software?

Global guidance for mental health providers searching "therapy notes software".

Audience: Clinicians
Topic: Mental health providers
Reviewed: Oct 23, 2026

Quick answer

Choose therapy notes software that supports your note formats, keeps notes private by role, links each note to the session and attendance record, works on the devices you use, and makes it easy to export or hand over records. Test it with real workflows, such as a late cancellation or a risk concern, before committing.

On this page

Questions to ask vendors

Evaluation checklist

Which note templates are included, and can we create our own?
Who can see therapy notes, and how is access logged?
Can supervisors review and co-sign notes?
How are risk concerns flagged and followed up?
Does it work offline or on low bandwidth?
Where is data stored, and how is it backed up?

Evaluation criteria

Questions to answer before choosing technology

Professional technology pages should stay product-neutral before they reference Tymira360 capabilities.

Does it support SOAP, DAP, BIRP or custom templates?
Can psychotherapy notes be kept separate from the general record?
Does each note link to attendance and billing status?
Can you export records in a usable format?

Common questions

FAQs are written for readers first and only use structured data if visible content supports it.

What is a SOAP note in therapy?

SOAP stands for Subjective, Objective, Assessment and Plan, a common structure for documenting a session.

Should therapy notes be visible to billing staff?

No. Billing staff usually need attendance and service details, not the content of therapy notes.

Can AI write therapy notes?

Some tools offer AI drafting. Clinicians remain responsible for accuracy, consent and privacy, so review any AI output carefully.