SOAP notes
Track client progress, thoughts, behavioral changes, subjective experiences to facilitate therapeutic insights and enable effective session planning.
Create a SOAP note
100% HIPAA compliant
No credit card required
SOAP note
Subjective
Objective (MSE)
Assessment (Risk)
Plan
Upheal SOAPnote templates
Therapy SOAP note
Document patient encounters, interventions, and plans in the SOAP format: subjective data, objective data, assessment, and plan.
Individual
Couples
View example
Psychiatric SOAP note
Captures MSE criteria including appearance, emotions, thoughts, cognition, judgement and insight. Also identifies medication names, dosages, changes, side-effects and contains lab results and risk assessment.
Individual
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Medical SOAP note
Captures subjective (patient-related symptoms and histories), objective (observations, measurements, and test results discussed), assessment (diagnosis and evaluation), and plan (treatment and follow-up).
Individual
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Enhanced SOAP note
Encompasses diverse clinical domains and more detailed rationale for care. Also emphasizes individualized factors, clarifies targeted objectives, and supports richer understanding and more responsive, tailored interventions.
Individual
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Headway SOAP note
Aligns with Headway's note structure, capturing clinical summaries, diagnostic support statements, medical necessity, and progress toward treatment objectives.
Individual
View example
How to write a SOAP note
Learn how to write effective SOAP notes for therapy. Discover templates, examples, and tips.
Learn more
How Upheal AI SOAP notes work
Record a full session, dictate your thoughts, or submit a written summary. Upheal fits seamlessly into your existing clinical workflow.
Choose from our list of SOAP note templates, including therapy SOAP notes, psychiatric SOAP notes and medical SOAP notes.
Upheal’s artificial intelligence uses your transcription to create a HIPAA-compliant note which you can review and edit before saving.
Get time back
What would you do with six extra hours each week? With less time spent on admin, you can take on more clients or enjoy some well-deserved relaxation time.
Catch the details
Struggling to split attention between your clients and detailed note-taking? AI notes let you focus on the client without worrying you'll miss important details.
Better client experience
With manual note-taking distractions a distant memory, you can stay present during sessions and provide a more engaging client experience every session.
Frequently asked questions
What are AI SOAP notes?
SOAP notes are a progress note template with sections corresponding to the SOAP acronym: subjective, objective, assessment, plan. If you’d like you learn more about SOAP notes, you can read our SOAP note guide.
AI-generated SOAP notes use artificial intelligence to interpret relevant information from a therapy session and produce a SOAP note for the session.
Are AI notes HIPAA compliant?
Upheal AInotes are HIPAA compliant. However, not all AI notes are HIPAA compliant. Ensure the AI tools you use to create clinical notes are HIPAA compliant by reviewing the privacy section of their website.
You can learn more about Upheal’s compliance on our HIPAA compliance page.
How much does Upheal cost?
You can generate unlimited clinical notes using Upheal AI for free!
If you’d like advanced features like different note types, treatment plans, and client summaries, you can sign up to one of our paid plans.
To find the right plan for your practice, visit our pricing page.
Will Upheal work with my EHR?
Absolutely. You can capture online sessions without even leaving your EHR. Our extension works with any telehealth or video-calling platform. You can also capture audio during in-person sessions or choose to upload audio recordings manually.
Either way, it’s easy to copy-paste the note content to your EHR.
What are the benefits of using AI for clinical note-taking?
Administrative tasks like note-taking are time-consuming. They are also usually done during sessions, or in your personal time. This contributes to burnout, limits the number of clients you can see, and ultimately impacts patient care.
AI scribes like Upheal, are up to 90% faster than manually writing clinical notes, giving you back 6+ hours a week and allowing you to stay present during consultations.
This is time you can use to, take on new clients, develop your skills, or spend with family.
Are you trying to create an AI therapist?
No, we are not. Our goal is to support the therapist in the work that they do and provide better life balance with AI-powered automation.
We do a limited amount of data training for specific scenarios like medication and name recognition, prompt evaluation, or to test the accuracy of our notes.
Clients have the option to participate or decline in the sharing of their data for improvements to the Upheal app.
Built with patient care in mind
Compatible with your EHR
Capture online sessions without leaving your EHR with our browser extension. Record in-person audio or upload recordings, and easily copy and paste notes to your EHR.
Other clinical note formats
Avoid burnout and focus on patient care with AI SOAP notes
Upheal streamlines clinical documentation so you can save time on note-taking and be more attentive during sessions.
Try for free
100% HIPAA compliant
No credit card required
