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About

The STEPs method for progress notes provides a structured method for taking progress notes. With STEPnotes™, counselors are able to conceptualize their counseling sessions and take their notes in a professional and organized manner. Dr. Rhonda Sutton's second edition of the straightforward guide to progress notes includes additional examples, information, documentation, and clinical language that expands on the utility and readability of the first book. Dr. Sutton and her team have created an online tool (see highlights below) that provides the STEPs in an easy to use format for taking and maintaining progress notes, all for the one-time cost of $129.00, per counselor, all of the forms. Progress note formats that provide drop down menus, check box options and text areas so that counselors can customize their notes to the level of client care. Progress note formats for mental health/private practice settings; school environments; career counseling sessions; and coaching sessions.

About

Meet your new AI assistant with automated notes, video calls, and analytics built-in. Imagine progress and therapy notes being done for you – in every session. Edit as much or as little as you like. Stay present while we transcribe the whole session and run helpful analyses in the background. It’s all at your fingertips. We’ll highlight and organize the key insights, people, and places in every client’s life. Our smart platform captures your session in the background so you don’t have to worry about missing an important detail of the conversation as you pay attention to contrasting body language. We create DAP-informed progress notes for you! Easily edit the content or add your own notes – during the call or after. It just takes a few quick clicks. Share therapy notes with a colleague for a peer review or simply remind yourself of each client’s session history and insights before your next session.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Mental health providers and therapists looking for a solution to manage their operations

Audience

Anyone searching for a therapy tool with secure video calling, automated progress notes and analytics built-in

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • 1. Saves a tremendous amount of time--Enough to see more clients 2. Is very thorough and catches insights I may miss 3. Creates treatment plans from up to 3 sessions 4. Can go in and tweak anything I don't like 5. Creates very professional notes with clinical analysis of my interventions 6. Helps me meet insurance requirements

Cons

  • 1. Can't upload and get summaries of client's completed intake documents to integrate with "intake" note feature. That would be absolutely amazing! 2. Must update your consent forms and gather consent from clients to use AI software, if that's not already included. 3. Capturing sessions through zoom uses the recording feature, which announces "recording in progress." That tends to put clients on edge, so I record with a secondary device to avoid that.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

STEPnotes
Founded: 2022
www.stepnotesinc.com

Company Information

Upheal
Czech Republic
www.upheal.io

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Alternatives

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Categories

Mental Health Supported
Therapy Supported

Categories

Integrations

No info available.

Integrations

No info available.
Claim STEPnotes and update features and information
Claim STEPnotes and update features and information
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Claim Upheal and update features and information