Clinical notes
A note is a legal record, not a text box.
DAP, SOAP, BIRP, and custom templates that sign and lock. Corrections become tracked amendments, never silent edits — so the chart holds up long after the session.
Sign & lock · tracked amendments · supervisor co-sign
Draft, sign, lock, amend
The lifecycle of a defensible note.
Every note moves through the same clear path, so what's on the chart always reflects who wrote it, who signed it, and what changed after.
Draft
Write in your template — or start from an AI draft — and edit freely while it's open.
Sign
A licensed provider signs to finalize; associates route to a supervisor to co-sign.
Lock
The signed note becomes immutable. Nothing bills or discloses from an unsigned note.
Amend
Corrections attach as dated addenda; the original stays intact with full history.
Your structure, your language
Templates you shape, not a form you fight.
Start from a standard format or build your own. Notes come back pre-filled from the session and the intake forms, so you edit the clinical judgment instead of retyping the context.
Built around the record
Kept separate, kept safe.
Psychotherapy notes segregated
Process notes are stored and permissioned apart from the billable record and excluded from standard disclosures.
Co-sign for supervision
Associate and pre-licensed notes aren't final until the supervising clinician co-signs — tracked on the record.
Audited and yours
Every view, edit, and signature is logged. Records follow retention rules and export on your schedule.
FAQ
Notes, answered.
DAP, SOAP, and BIRP out of the box, plus intake and custom templates you build yourself. Each template is yours to shape — Front Desk does not force a rigid form designed by someone else.
Yes. A note is a draft until a licensed provider signs it; once signed it is locked and cannot be silently edited. Nothing bills or enters the legal record until that signature happens.
Corrections are amendments, not edits. The original signed note stays intact, and each addendum is stamped with the author and date, so the record keeps a version history an auditor can follow.
A licensed provider signs to finalize. Notes written by associates or pre-licensed clinicians are not final until the supervising clinician co-signs, and both signatures are recorded on the note.
Yes. Process and psychotherapy notes are stored and permissioned separately from the billable record and excluded from standard disclosures — the way HIPAA treats them — so they are not swept into a records request by default.
Yes. Every view, edit, signature, and amendment is logged with the user and timestamp, so you always have a defensible record of who touched a note and when.
Documentation that holds up.
See how a note drafts, signs, locks, and amends end to end — in a thirty-minute demo, or start your free trial.