Clinical note workflow

Finish your documentation faster without making it feel generic.

Note Genie helps you capture visit details, generate payer-aware notes, and export cleaner documentation whether you want a lighter web workflow or medical-grade transcription for longer sessions.

19+ note types Zero data retention Desktop + mobile Deepgram medical transcription available
$17/mo

Start with the lighter workflow and a 14-day free trial.

Web + Pro

Choose quick browser dictation or longer medical-grade capture.

Review first

Generate, revise, and copy the final note from one workspace.

Note Genie AI note generation interface
Web workflow Great for quick follow-ups and everyday charting.
Pro workflow Capture longer dictation and telehealth audio when you need it.

Built for real workflows

Used across psychiatry, therapy, nursing, and behavioral health teams

PMHNPs Therapists Psychiatrists RNs BHTs Billers UR teams Group facilitators

Choose your path

Two ways to work in Note Genie

Start simple for everyday notes, or turn on medical-grade transcription when the visit is longer and the audio matters more.

Web

The lighter workflow for everyday charting

Best for follow-ups, therapy notes, quick edits, and shorter dictation sessions using your browser.

  • Fast browser-based speech to text
  • Clean note generation and revisions
  • Simple path for daily documentation

How it works

From visit details to a finished note in three steps

The workflow stays simple: choose the template, capture the details, then refine the draft until it is ready to paste into your EMR.

1

Choose the note type

Select the template that matches the visit so the draft starts in the right shape.

2

Paste or dictate the essentials

Bring in your EMR details, dictate key points, or capture telehealth audio in the Pro workflow.

3

Generate, revise, and export

Create the draft, make targeted changes, and copy or save the final note once it looks right.

See the workflow

Built to feel calmer than the note workflows you are used to

The app keeps the main note path visible while still giving you access to the helpers and calculators you need.

Note type selector inside Note Genie AI

Start from the right template

Pick the note type first so the prompts, questions, and structure work with the visit you are documenting.

Information box used for pasted or dictated visit details

Capture the visit details quickly

Paste from the EMR, dictate the essentials, or use the guiding questions to fill in the gaps.

Formatted note output inside Note Genie AI

Let the note take shape for you

Turn rough details into a cleaner draft, then request a focused revision without rebuilding the note from scratch.

Demos

Watch the product in real workflows

See how Note Genie handles therapy, group notes, medical-grade transcription, and day-to-day documentation.

Therapy topic helper

Insurance-ready notes instantly

From problem to therapy plan

Dictate and generate

Group notes

RN and BHT workflows

Pricing

Start at $17/month. Add medical-grade transcription only when you need it.

The base plan gives you the lighter web workflow, note templates, revisions, and a 14-day free trial with no card required.

Base plan

$17/month
14-day free trial
  • Web workflow with browser speech to text
  • 19+ note types for psychiatry and therapy
  • Guided prompts and focused revisions
  • Zero data retention workflow
  • Desktop and mobile support
  • Medical-grade transcription available as usage-based add-on

FAQ

Questions clinicians usually ask first

No. Note Genie is built around a zero data retention workflow, so content is processed and then discarded.

The underlying API workflow is HIPAA-ready and the app is designed not to store PHI. You should still follow your own organization's policies for handling PHI and de-identification.

Yes. Paste in the visit details, generate the note, review it, and paste the final version back into your EMR.

Psychiatric evaluations, follow-ups, therapy notes, group notes, RN and BHT workflows, treatment plans, and more.

The standard web workflow is best for shorter dictation. For longer sessions, the medical-grade transcription workflow is the better fit because it is designed for more sustained capture.

Note Genie Pro uses Deepgram Nova-3 Medical, a transcription model trained on medical terminology. It is more reliable for longer dictation and more complex clinical language.

The base plan is $17 per month. Medical-grade transcription usage is billed separately at $0.009 per minute and can be tracked inside the app.

PMHNPs, psychiatrists, therapists, nurses, BHT teams, utilization review teams, and clinicians who want a faster documentation workflow without starting from a blank note.

Get started

Try the workflow before you commit to changing how you chart.

Start with the free trial, generate a few notes, and see whether the calmer workflow fits the way you document.