Is my data secure with WellNotes?

Yes. We sanitize all content before processing, store no patient data on external servers, and enforce row-level security at the database level. Your clinical data stays yours.

How does the note generation work?

You type or dictate brief session observations — key topics, interventions, and client responses. WellNotes expands them into a fully structured clinical note matching your chosen template (SOAP, DAP, BIRP, etc.), using professional clinical language and proper formatting.

How does voice dictation work?

Click the microphone button and speak your session notes naturally. WellNotes transcribes your words and uses them to generate a complete clinical note. You can also upload a pre-recorded audio file. Voice dictation is available on Starter and Professional plans.

What note formats are supported?

We support 15+ formats: SOAP, DAP, BIRP, GIRP, SIRP, PIE, Treatment Plans, Intake Reports, Risk Assessments, and specialized templates for Couples, Family, Child-Family, Addiction, Group Therapy, and Supervision notes.

Is there a free trial?

Yes — every plan includes a 7-day free trial with full access to all features. No restrictions during the trial. Cancel anytime before it ends and you won't be charged.

Can I cancel anytime?

Absolutely. There are no contracts or commitments. Cancel your subscription anytime from your account settings — no questions asked.

How accurate is the AI?

Our documentation engine is trained to generate clinically appropriate language and proper formatting. You always review and can edit notes before saving — you stay in full control of every note.

Do you offer a BAA (Business Associate Agreement)?

Yes. We provide a Business Associate Agreement to all subscribers. We take data security seriously. Contact support@wellnotesai.com to request your BAA.

Does my client data get sent to third parties?

Your session content is processed through a secure API to generate notes, but all content is sanitized of identifying information before it's sent. The AI provider does not use API inputs to train their models. No protected health information is stored on any external servers.

Does WellNotes integrate with my EHR?

WellNotes currently works as a standalone documentation tool. You can copy or export your completed notes directly into SimplePractice, TherapyNotes, or any EHR system. Direct integrations are on our roadmap.

What happens to my notes if I cancel?

Your notes remain accessible for 30 days after cancellation, giving you time to export everything. We also offer a one-click bulk export option so you can download all your notes before your account closes.

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Last updated: March 2026

Reviewed by the WellNotes Clinical Team

WellNotes is a secure clinical documentation tool built specifically for mental health professionals. Generate complete therapy notes in under 2 minutes.

With therapist burnout rates reaching 50–60% nationally (APA Center for Workforce Studies, 2024), reducing documentation burden matters more than ever.

Try WellNotes Free for 7 Days See full comparison →

Why Clinicians Switch from SimplePractice

SimplePractice note templates feel rigid and time-consuming

AI features require expensive Plus plan upgrade

Documentation is just one small part of a large platform

Want specialized note generation without changing your entire EHR

Why WellNotes Is the Best SimplePractice Alternative

Affordable Pricing

$38/mo for unlimited notes. Save $46/mo with WellNotes (notes only).

Private & Secure

Your data is encrypted and secure. No patient data stored on external servers.

Built for Clinicians

WellNotes

Export to PDF/CSV — paste into any EHR

Should You Switch?

Stay with SimplePractice if...

Practices needing an all-in-one EHR solution
Clinicians who want scheduling, billing, and notes in one place

Switch to WellNotes if...

Clinicians already happy with their EHR but wanting better notes
Clinicians who find SimplePractice note templates limiting
Solo practitioners looking for affordable documentation help

How to Switch from SimplePractice

Migration difficulty: easy

Generate notes in WellNotes and paste or export them into SimplePractice

Use WellNotes alongside SimplePractice — no need to migrate

Optionally downgrade SimplePractice plan since you won't need their AI notes

Simple, Predictable Pricing

WellNotes Professional — unlimited notes at $38/mo.

$38/mo

Unlimited clinical notes

All 10+ note formats
Secure & private
PDF & CSV export
Voice-to-note
7-day free trial

Start Free Trial

Make the Switch Today

Join clinicians who document smarter with WellNotes. Your first 7 days are free.

Start Free 7-Day Trial

7-day free trial · Cancel anytime · Secure & private

Frequently Asked Questions

Do I need to leave SimplePractice to use WellNotes?

No. WellNotes works alongside SimplePractice. Generate your notes in WellNotes, then paste them into SimplePractice. Many clinicians use WellNotes for note generation and SimplePractice for scheduling and billing.

Is WellNotes cheaper than SimplePractice for notes?

Yes. WellNotes is $38/mo for unlimited notes. SimplePractice requires their $84/mo Plus plan for AI note features — and you still need the EHR for scheduling and billing.

Can I export WellNotes notes into SimplePractice?

Yes. Copy notes directly to your clipboard or export as PDF. Then paste into any SimplePractice note field.

Is WellNotes secure?

Yes. WellNotes is fully secure and private, just like SimplePractice.

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