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Browse guides for creating notes, exporting, managing your account, and more.

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Getting Started

Getting Started with WellNotes: Setup Guide for Therapists

Set up your WellNotes account and write your first clinical note in under 2 minutes. Starting at $27/month. Secure documentation for therapists.

Creating Notes

How to Create a Clinical Note: Step-by-Step Guide

Write structured therapy notes in minutes. Choose from SOAP, DAP, BIRP, and 12 other clinical note formats. Step-by-step guide for therapists and clinicians.

How to Choose a Note Format in WellNotes

How to pick a note format in WellNotes: the 15 formats in the note editor, what each one is best for, and when to create a custom template instead.

Voice-to-Note: Dictate Therapy Notes with Voice Transcription

Dictate session observations with your microphone or upload audio files. WellNotes transcribes your voice and generates structured clinical notes automatically.

Customize Note Tone, Length & Style for Clinical Documentation

Adjust clinical note tone (Standard, Empathetic, Brief, Comprehensive), length (Short, Medium, Long) and section distribution to fit your practice style.

Exporting

Export Therapy Notes as PDF or CSV for Your EHR

Export clinical notes as PDF (via the browser print dialog) or CSV. Attach to your EHR, practice management system, or patient records in seconds.

Account & Billing

WellNotes Account Settings, Plans & Billing Management

Manage your WellNotes subscription, upgrade or downgrade plans, update payment methods, and access billing history. Cancel anytime with no hidden fees.

Advanced

Custom Clinical Note Templates for Your Practice

Pro

Build your own note templates with custom sections for ABA therapy, trauma-focused CBT, group sessions, or any clinical specialty. Professional plan feature.

8 help articles · Updated October 3, 2026

Where to start

New to WellNotes?: set up your account and write your first note.
Writing a note: enter session observations, pick a format and review the draft.
Choosing a format: how the 15 note formats differ and when to use each.
Moving notes into your EHR: export as PDF or CSV, available on both plans.
Plans and billing: change plans, update payment details or cancel.

Before you log out

Saved notes are stored only in the browser you use, with no cloud sync or backup. Logging out, 15 minutes of inactivity, or the end of your session permanently deletes the notes in that browser. Copy or export each note into your EHR or records system first.

Still stuck?

Contact support: email the team about anything these articles do not answer. Leave client details out of your message.

Common questions

Why did my notes disappear?

Notes are kept only in your browser. They are deleted when you log out, after 15 minutes of inactivity, when your session ends, when browser site data is cleared, or when a private window closes. If you turned on auto-clear, notes not edited in 24 hours are removed too. Deleted notes cannot be recovered.

When can I use voice dictation?

Voice dictation and audio upload are available on the Starter and Professional plans and unlock after your free trial ends.

Which plan includes custom templates?

Custom templates are a Professional plan feature. You describe the sections and format you want in your own words, up to 2,000 characters.

Can I open my notes on another device?

No. Notes are saved only in the browser where you wrote them. To use a note somewhere else, export it as a PDF or CSV, or copy it into your EHR, before you log out.