WellNotes works with every EHR
WellNotes is a standalone documentation tool that fits into your existing workflow. Generate SOAP, DAP, BIRP, and 12 other note formats, then copy or export directly into SimplePractice, TherapyNotes, Tebra, or any EHR you use.
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How WellNotes fits into your EHR workflow
No IT setup, no API keys, no configuration. WellNotes generates your note. You copy or export it into your EHR in seconds.
One-click copy
Copy your completed note to clipboard with a single click, ready to paste anywhere.
PDF export
Download notes as clean, professionally formatted PDFs for attachment to any EHR.
No re-formatting
WellNotes generates notes in standard clinical formats that fit EHR templates as-is.
Secure & private
Session content is encrypted in transit, and saved notes stay in your own browser.
Step-by-step guides for popular EHRs
Whether you use SimplePractice or a homegrown system, getting notes from WellNotes into your records takes under 60 seconds.
SimplePractice
Copy your WellNotes output and paste directly into SimplePractice's progress note field. The structured SOAP, DAP, or BIRP format fits perfectly into their note templates.
- 1Generate your note in WellNotes
- 2Click "Copy Note" to copy the full text
- 3Open SimplePractice and navigate to the session note
- 4Paste into the progress note field
TherapyNotes
WellNotes produces notes in a standard SOAP, DAP or BIRP structure you can paste into a TherapyNotes note, or download as a PDF to keep with the record.
- 1Generate your note in WellNotes
- 2Click "Copy Note" or download as PDF
- 3Open TherapyNotes and create a new note
- 4Paste the generated content or reference your PDF
TheraNest (Ensora Health)
Import WellNotes output into TheraNest's progress notes. Use the copy feature for quick paste, or download as PDF to attach to any session record.
- 1Generate and copy your note in WellNotes
- 2Open TheraNest and navigate to the client record
- 3Create a new progress note
- 4Paste your WellNotes content
Luminare Health / Valant
Paste WellNotes-formatted notes into Valant's clinical documentation fields. SOAP, DAP, and BIRP formats align directly with their note structure.
- 1Generate your clinical note in WellNotes
- 2Copy to clipboard
- 3Open Valant and open the session record
- 4Paste into the appropriate note field
Tebra (formerly Kareo)
WellNotes generates clinically accurate notes that slot into Tebra's documentation workflows. Use copy-paste or PDF export to move notes into Tebra quickly.
- 1Complete note generation in WellNotes
- 2Copy or download the note
- 3Navigate to the encounter in Tebra
- 4Paste or attach your documentation
Any Other EHR
WellNotes works as a standalone documentation tool that feeds into any EHR. Copy notes to clipboard or export as PDF, compatible with every system that accepts text or PDF uploads.
- 1Generate your note in WellNotes
- 2Copy to clipboard or export as PDF
- 3Open your EHR system
- 4Paste or upload your completed note
Choosing between tools? Compare WellNotes vs SimplePractice and WellNotes vs TherapyNotes, browse SimplePractice alternatives, read how exporting notes works, or see every note template.
Direct EHR integrations are on the roadmap
We're building direct API integrations with SimplePractice and TherapyNotes so your notes flow automatically, no copy-paste required. Want to be notified when your EHR is supported?
Secure from note to EHR
Security is built into every step of the WellNotes workflow.
Content is sanitized before processing
Common identifiers are removed (pattern-based) before your session text is sent for processing.
No notes stored externally
Your completed notes are saved only in your own browser, never on our servers or third-party servers.
You control exports
Every copy, download, or export is initiated by you. Nothing leaves without your action.