Question 1

Is my data secure with WellNotes?

Accepted Answer

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.

Question 2

How does the note generation work?

Accepted Answer

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.

Question 3

How does voice dictation work?

Accepted Answer

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.

Question 4

What note formats are supported?

Accepted Answer

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.

Question 5

Is there a free trial?

Accepted Answer

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.

Question 6

Can I cancel anytime?

Accepted Answer

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

Question 7

How accurate is the AI?

Accepted Answer

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.

Question 8

Do you offer a BAA (Business Associate Agreement)?

Accepted Answer

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

Question 9

Does my client data get sent to third parties?

Accepted Answer

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.

Question 10

Does WellNotes integrate with my EHR?

Accepted Answer

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.

Question 11

What happens to my notes if I cancel?

Accepted Answer

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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