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.

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.

Help Center

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.

Last updated: March 2026

WellNotes offers three plans: Free (3 notes/month), Starter (30 notes/month), and Professional (unlimited notes with advanced features like custom templates and CSV export). You can upgrade, downgrade, or cancel anytime from your Account page. All billing is handled securely through Stripe, and cancellations take effect at the end of your current billing period — you keep full access until then.

Step-by-step

1
Open Account Settings
Click your profile icon in the top-right header, or navigate directly to /account.
2
View your current plan
The Account page shows your active plan, renewal date, and whether your subscription is active, pending cancellation, or past due.
3
Upgrade your plan
Click "Upgrade Plan" to view available plans and pricing. You'll be redirected to the secure Stripe checkout to complete your upgrade.
4
Manage billing
Click "Manage Subscription" to open the Stripe billing portal. From there you can update your payment method, view invoices, or cancel your subscription.
5
Change your password
In the Password section, enter your current password and a new password, then click "Update Password".
6
Toggle dark mode
Click the theme toggle (sun/moon icon) in the header or on the Account page to switch between light and dark mode.

Tips

Subscription changes take effect immediately for upgrades.
Cancellations take effect at the end of your current billing period — you keep access until then.
If your payment fails, your account will show "Past Due" and note generation will be paused until payment is resolved.

Frequently asked questions

Can I cancel anytime?

Yes. Cancel anytime from the billing portal. You retain access until the end of your current billing period.

How do I get a refund?

Do you offer annual billing?

Yes. Annual plans are available at a discounted rate on the Pricing page.

Getting Started with WellNotes: Setup Guide for Therapists Export Therapy Notes as PDF or CSV for Your EHR

Still have questions? Email our support team — we typically respond within one business day.

WellNotes Account Settings, Plans & Billing Management

Step-by-step

Open Account Settings

View your current plan

Upgrade your plan

Manage billing

Change your password

Toggle dark mode

Tips

Frequently asked questions

Can I cancel anytime?

How do I get a refund?

Do you offer annual billing?

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