I Tried 20+ Best AI For Therapy Notes: Here Are My Top 5 Picks 

Flo Crivello
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Marvin Aziz
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Lindy Drope
Founding GTM at Lindy
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Lindy Drope
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Last updated:
May 7, 2025
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I Tried 20+ Best AI For Therapy Notes: Here Are My Top 5 Picks 

What is an AI progress note generator?

An AI progress note generator is a software that utilizes artificial intelligence to automatically create detailed and structured progress notes for healthcare professionals, particularly those in therapy and mental health.

Modern solutions for AI therapy notes not only save time but also improve note accuracy.

Instead of typing everything manually, therapy notes AI now lets you dictate or summarize sessions almost instantly.

It drafts a structured clinical note, capturing important details like diagnoses, behavioral observations, and care plans. 

Good AI generators are trained to understand medical language, so they recognize therapy-specific terms and specialty nuances. 

Many also connect with digital health records, scheduling tools, and telehealth platforms, making them easy to fit into a daily routine. 

That’s exactly why finding the best AI for therapy notes matters more than ever.

TL;DR: Best AI Psychotherapy Notes Software

Here’s a quick look at the best psychotherapy notes software and what they’re ideal for:

  1. Lindy: Best for therapy-specific AI note generation
  2. Noterro: Best AI for mental health notes
  3. Augmedix: Best note-taking app for therapists
  4. DeepScribe: Best for specialty-focused ambient AI notes
  5. Microsoft Dragon Copilot: Best for voice-driven clinical workflows

Common Abbreviations You’ll See

Abbreviation Full Form Meaning
EMR Electronic Medical Record A digital version of a patient’s chart is used during treatment.
SOAP Subjective, Objective, Assessment, Plan A standard format for writing clinical notes after patient visits.
DAP Data, Assessment, Plan A shorter version of SOAP notes, common in therapy.
EHR Electronic Health Record A full digital record that follows a patient across providers.
ASR Automatic Speech Recognition Technology that turns spoken words into text.
NLP Natural Language Processing AI that understands and organizes human language.
LLM Large Language Model AI trained on massive data to generate human-like text.
HCC Hierarchical Condition Category A coding system for assessing patient health severity.
MEAT Monitor, Evaluate, Assess, Treat A method to properly document health conditions.
HIPAA Health Insurance Portability and Accountability Act U.S. law protects sensitive patient health information.
PIPEDA Personal Information Protection and Electronic Documents Act Canadian law protects personal health data.
SOC2 Service Organization Control 2 Certification proving secure and private data management.

1. Lindy: Best for therapy-specific AI note generation 

What does it do? Lindy securely transcribes, summarizes, and customizes therapy notes with templates and AI agents, “Lindies”.

Who is it for? Therapists, counselors, and healthcare providers looking to speed up documentation.

At Lindy, we built our AI therapy notes generator to deliver exactly what busy therapists and healthcare professionals need: speed, accuracy, and specialty-level understanding. 

Whether you're seeing patients in person, via telehealth, or virtually, Lindy securely joins the session, records the conversation, and intelligently transcribes it in real time.

It filters out casual chatter and keeps only the medically relevant information. 

Within seconds, we generate EMR-ready notes tailored to your preferred format, whether that’s SOAP, DAP, or a completely custom template.

For example, after a teletherapy session, instead of manually typing behavioral observations and treatment updates, you can simply dictate, “Patient reports reduced anxiety, continues CBT exercises independently.”

Lindy will automatically format it into a structured SOAP note, ready for review and approval.

We designed Lindy to UNDERSTAND the nuances of therapy language. 

Whether it’s recording a DSM-5 diagnosis or noting subtle behavioral changes in counseling, Lindy makes documentation natural, accurate, and clinically precise.

You can choose from customizable templates for primary care, family practice, psychiatry, and more, whether you run a solo practice or a multi-provider clinic.

 Lindy fits right in.

Security is foundational to everything we do. Lindy is fully HIPAA, PIPEDA, and SOC2 compliant, encrypting all data both at rest and in transit.

We never store session recordings or reuse patient data. 

That means when you're documenting sensitive therapy sessions or medical consultations, you can trust that everything remains confidential and secure.

All these value-packed and practical features and offerings make Lindy the best AI tool for mental health notes, psychotherapy notes, AI SOAP notes, and much more. 

Pros

  • Instant plug-and-play with Zoom, Google Calendar
  • Extensive integrations to plug Lindy into your workflow
  • Lindy Academy to get started easily with guides and tutorials

Cons

  • The best note customization options need a bit of upfront setup

Pricing

  • Free ($0/month): 400 credits/month, up to 400 tasks, 1M character knowledge base
  • Pro ($49.99/month): 5,000 credits, up to 5,000 tasks, premium actions, basic phone call features
  • Business ($299.99/month): 30,000 credits, up to 30,000 tasks, premium phone call features, priority support

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2. Noterro: Best AI For Mental Health Notes

What does it do? Simplifies progress notes, billing, scheduling, and insurance management.

Who is it for? Chiropractors, massage therapists, physical therapists, and multidisciplinary clinics.

Noterro isn’t just a progress note software. It’s a full clinic management system designed to keep your practice flowing without the typical chaos. 

When I tested it, the first thing that stood out was how EASILY I could build and customize clinical note templates. 

You start with a default, but everything from sections to widgets (like AI SOAP notes or snapshot summaries) is tweakable. 

Plus, if you've used a template once, it locks automatically for recordkeeping, which makes a lot of sense for compliance.

I also liked the clean dashboard.

You can add notes right from the appointment or patient profile without bouncing between tabs. 

And if you're worried about documentation overload, Noterro’s AI-driven form summaries and Scribe features (included even in the Core plan) take a lot off your plate. 

From insurance billing to reminders and reports, it covers pretty much every admin task a small-to-medium-sized clinic deals with daily.

That said, if you're only looking for a lightweight notes app, Noterro might feel overwhelming. 

But if you want a "one login, everything sorted" setup, it’s worth a try.

Pros

  • 14-day free trial for each paid plan
  • Fully customizable clinical note templates
  • AI-driven form summaries and the Scribe tool
  • Direct insurance billing and payment processing
  • Strong multi-location and assistant management

Cons

  • Limited offline access options
  • It might be overkill for solo practitioners

Pricing

  • Core ($30/month): 1 practitioner seat, billing, scheduling, AI form summaries, unlimited locations
  • Plus ($50/month): Everything in Core + file uploads, staff text notifications, Noterro GO app
  • Max ($70/month): Everything in Plus + packages, memberships, insurance claims integration

3. Augmedix: Best Note-Taking App For Therapists

What does it do? Captures patient-physician conversations and turns them into structured clinical notes.

Who is it for? Clinicians who want AI scribes for faster EHR documentation.

Augmedix feels like having a smart, invisible scribe sitting in on your patient consults. 

It uses automatic speech recognition (ASR) to capture conversations, then passes them through a series of medical-grade NLP models to generate clean, structured notes. 

When I looked into it, what impressed me was how Augmedix isn’t just dumping raw transcripts; it layers specialty-specific LLMs to make the notes sound natural and clinically relevant.

You can choose from three products:

Augmedix Go (pure AI self-service), Assist (AI plus human review for faster sign-offs), or Live (full human support before, during, and after patient visits). 

I tested how Augmedix handles EHR sync, and the bi-directional integration with platforms like Epic and Cerner ACTUALLY works smoothly. 

Notes aren’t just dumped in. You can pull patient info in real-time and push updates back without juggling different windows.

Still, I noticed some concerning employee feedback about work culture and management, which made me a bit cautious about long-term support quality. 

But from a pure tech standpoint, Augmedix nails the balance between automation and human oversight better than most.

Pros

  • Supports over 32 languages
  • Integrates with major EHR systems
  • HITRUST-certified for HIPAA compliance
  • Specialty-tuned NLP for better clinical accuracy
  • Multiple service models (self-service, hybrid, full-service)

Cons

  • A full-service option can get expensive
  • Employee feedback suggests possible internal issues

Pricing

Augmedix offers custom plans:

  • Go (Self-service): AI-only note drafting, editing by clinician
  • Assist (Hybrid): AI-drafted notes + human review within 1 hour
  • Live (Full-service): Dedicated medical documentation specialist support

4. DeepScribe: Best for specialty-focused ambient AI notes

What does it do? Tracks conversations in real-time and generates ready-to-sign clinical notes.

Who is it for?  Clinicians need specialty-optimized notes with minimal editing.

DeepScribe feels like having an invisible medical scribe who’s already trained in your specialty. When I tested it, what stood out immediately was how ambient it truly is.

You just start talking to your patient, and DeepScribe handles the documentation in the background. 

Before any medical exam, it shows you the HCC(Hierarchical Condition Category)codes relevant to the case. 

During the procedure, it gently prompts you if you're missing compliance documentation. 

And after that, it maps everything neatly against MEAT (Monitor, Evaluate, Assess, Treat) criteria.

The AI is also highly personalized. 

Their "Customization Studio" lets you tweak 50+ different settings for how you want notes structured, phrased, and organized, which I thought made a REAL difference compared to "one-size-fits-all" AI scribes. 

I also DeepScribe’s security measures.

With features like HIPAA compliance, end-to-end encryption, and de-identified patient data, you don’t have to lose sleep over patient privacy.

If you work in specialty fields like oncology, orthopedics, or cardiology, DeepScribe’s fine-tuned models save a lot of editing time. 

Just know that it’s better suited to clinics that value customization and real-time insights over completely hands-off scribing.

Pros

  • SSO and multi-factor authentication for better security
  • Supports Medicare Advantage compliance automatically
  • Helps clinicians finish documentation faster and leave on time
  • Tracks conversation-to-note accuracy with "Clinical Moments"

Cons

  • Pricing is not publicly transparent
  • Might need occasional manual review for rare specialties

Pricing

Custom pricing based on organization size and features. Demo required.

5. Microsoft Dragon Copilot: Best for voice-driven clinical workflows

What does it do? Turns speech into structured notes and automates clinical tasks across devices.

Who is it for? Clinicians who want ambient dictation plus full workflow control.

Microsoft Dragon Copilot feels like an upgraded version of what Dragon has done best for decades, but now it's AI-driven. If you prefer voice-to-text workflows for therapy notes AI tasks, Dragon Copilot feels like a natural fit.

When I tested it, what stood out was how WELL it integrated across web, mobile, desktop, and even EHR platforms.

You can dictate naturally, and Copilot will not just draft the clinical note but also suggest ways to complete encounter records (like nudging you if you forgot to mention family history or BMI).

What’s even smarter is that Copilot doesn’t just stop at notes. 

You can even generate referral letters, after-visit summaries, evidence-based recommendations, or even prep orders, inside your workflow without having to tab-hop. 

Since it’s anchored in Microsoft's security stack: HIPAA compliance, fine-tuned generative AI, and integration with Microsoft Fabric for large-scale healthcare analytics.

If you’re someone who likes full control over how your documentation gets structured, with templates, prompts, and real-time coaching, Dragon Copilot feels powerful without feeling overwhelming. 

The only catch? 

It’s still best suited for organizations already heavily tied into Microsoft’s ecosystem.

Pros

  • Transparent documentation for privacy 
  • Multilingual system with translation support
  • Over 12 Order types from clinician-patient conversations
  • Smart "evidence summarization" to validate clinical decisions

Cons

  • Might feel feature-heavy for simple note-taking needs
  • Best performance when paired with Microsoft services

Pricing

Custom enterprise pricing, depending on organization size and features.

What Is The Best Therapy Notes Software?

Lindy is the best therapy notes software on the market in 2025. It reduces documentation time, adapts to your clinical workflow, and keeps patient data secure.

Whether you're documenting therapy sessions, physical rehab plans, or mental health progress notes, it tailors notes to your style, specialty, and preferred terminology. 

Lindy also allows you to choose note types like SOAP, PIPEDA-compliant summaries, or physiotherapy-style functional assessments.

Unlike many generic tools, Lindy is built to understand clinical nuance from DSM-5 observations to subtle shifts in patient behavior,  making it easier to stay focused on care, not keystrokes.

So while there’s no one-size-fits-all answer, if you're looking for therapy notes software that feels more like a teammate than a template, tools like Lindy are worth a closer look.

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Frequently Asked Questions

1. What Is The Best AI for SOAP notes?

Lindy is one of the best AI tools for SOAP notes. It integrates with your therapy or medical sessions, listens in real-time, and automatically generates structured SOAP notes that capture subjective input, objective observations, clinical assessments, and next-step plans. You can speak naturally or dictate specific details, and Lindy formats everything into EMR-ready documentation instantly.

It’s built specifically for healthcare, with full HIPAA compliance and support for custom templates, making it ideal for therapists, counselors, and clinical providers who need accurate, hands-free documentation.

2. How To Write Mental Health Progress Notes?

To write mental health progress notes, use a structured format like SOAP (Subjective, Objective, Assessment, Plan) or DAP (Data, Assessment, Plan). Start by recording the client’s reported experiences, followed by observable behaviors. 

Then document your clinical impressions and outline next steps or treatment updates. Be specific, use clinical language, and keep it concise. Many clinicians now use AI tools to draft these notes in real-time, saving time while improving consistency.

3. Does AI Therapy Work?

AI therapy tools can support mental health care by helping with note-taking, session summaries, screening, and basic conversational support. While they don’t replace human therapists, AI tools like Lindy assist professionals by automating documentation and freeing up more time for patient care. 

Studies and clinician feedback suggest AI works best when it’s used as a support layer, not a substitute, for licensed therapy.

4. What are the three basic types of progress notes?

The three most common types of progress notes are SOAP notes, DAP notes, and narrative notes.

  • SOAP (Subjective, Objective, Assessment, Plan): A structured note format used to document patient interactions and treatment plans.
  • DAP (Data, Assessment, Plan): A slightly more streamlined version of SOAP, focusing mainly on observations, evaluation, and next steps.
  • Narrative notes: A freeform style where clinicians describe the patient session in a flowing paragraph rather than strict sections.

Each method suits different practices depending on how formal or flexible the documentation needs to be.

5. What is the difference between progress notes and clinical notes?

Progress notes are a type of clinical note, but they specifically focus on tracking a patient's ongoing care. 

They document each patient visit, showing changes over time and outlining next steps.

Clinical notes, on the other hand, are a broader category. They can include progress notes, history and physicals, consultation reports, operative reports, and discharge summaries.

6. What are the types of progress notes used in research trials?

In research trials, progress notes document a participant's status, protocol compliance, and any unexpected events during the study. Common types include:

  • Source documents: Original records like medical charts, lab results, and signed consent forms that verify participant data.
  • Visit notes: Detailed notes of each clinical visit, including vitals, adverse events, interventions, and medication adherence.
  • Deviation or violation notes: Documentation explaining any deviations from the study protocol, why they occurred, and corrective actions taken.

These notes must follow Good Clinical Practice (GCP) guidelines and serve as an essential audit trail for regulatory review.

About the editorial team
Flo Crivello
Founder and CEO of Lindy

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Education: Master of Arts/Science, Supinfo International University

Previous Experience: Founded Teamflow, a virtual office, and prior to that used to work as a PM at Uber, where he joined in 2015.

Lindy Drope
Founding GTM at Lindy

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Education: Master of Arts/Science, Supinfo International University

Previous Experience: Founded Teamflow, a virtual office, and prior to that used to work as a PM at Uber, where he joined in 2015.

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