Blank Note

Write your note from scratch

The blank note option opens the note editor with nothing pre-filled. You write everything yourself — no AI, no prompts, no guided flow.

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How It Works

1. Open Create A Note from the dashboard
2. Select Blank Note
3. Click Finish — a new note is created and the editor opens immediately
4. Choose your format (SOAP, BIRP, or Unstructured) from the note editor
5. Fill in each section, assign a client, and approve when done

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When to Use This

• You prefer full control over your documentation
• The session was straightforward and you know exactly what to write
• You're documenting a brief check-in or follow-up
• You want to write notes in your own style using the unstructured format

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What You'll See in the Editor

The blank note starts with placeholder values. From the editor you can:

• Switch formats between SOAP, BIRP, and Unstructured at any time
• Add topics to organize the session themes
• Write a client summary to share with the client via their portal
• Add retrospection notes for your own private reflections
• Assign a client and approve when you're satisfied

For a full overview of the note editor, see Generate Your Note.