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Create A Note

Write a session note from scratch

Create A Note lets you document a session without uploading or recording audio. You pick a method, and Serene walks you through it.

Three Ways to Create​

When you click Create on the card, you'll choose one of three modes:

Blank Note​

Opens the note editor directly. You write the note yourself — no AI, no prompts.

Best for: clinicians who prefer full control over their documentation.

Assisted Note​

A guided, chat-based flow. Serene asks you a series of prompts about the session — what happened, what interventions were used, the client's response, next steps — and generates a structured note from your answers.

Best for: clinicians who want help organizing their thoughts into a structured format.

Audio Note​

Dictate your session notes by voice. Serene transcribes what you say and turns it into a structured note.

Best for: clinicians who think better out loud or want to document quickly between sessions.

After Creating​

  • Blank notes open in the note editor immediately — you can assign a client, choose a format (BIRP, SOAP, or unstructured), and start writing
  • Assisted and Audio notes are processed and appear in your Pending Notes section for review before being finalized

For a deeper look at note formats and the review process, see the Notes section.

Last updated on by Anurag Mandal