

Therapists spend 5–10 hours weekly on clinical documentation, but digital tools can cut this time by up to 67%. These tools not only save time but also ensure compliance with strict security standards like HIPAA. Below are five tools designed to simplify therapy note-taking:
TheraPulse: Real-time transcription with 90% time savings and multi-voice detection.
Upheal Clinical Analytics: Offers data-driven insights and supports various note formats.
Behavioral Health Notes Pro: Combines AI-powered notes with practice management tools.
SecureDictate: Voice-to-text software with 95% accuracy and EHR integration.
ComplianceGuard: Focuses on regulatory compliance with automated audit trails.
Feature |
TheraPulse |
Upheal |
BH Notes Pro |
SecureDictate |
ComplianceGuard |
AI Note Generation |
Advanced |
Detailed insights |
Multiple formats |
Basic transcription |
Not available |
Security Standards |
HIPAA |
HIPAA, GDPR |
HIPAA |
HIPAA |
HIPAA + Audit Logs |
Pricing (Starting) |
$29/month |
Free Plan |
Free Plan |
$29/month |
Custom Pricing |
Choosing the right tool depends on your practice size and needs. Solo practitioners may prefer TheraPulse or SecureDictate, while larger practices might benefit from Upheal or ComplianceGuard.
TheraPulse AI Scribe is designed to help mental health professionals simplify their documentation process. This AI-powered tool turns therapy sessions into structured clinical notes, cutting documentation time by up to 90% - a significant improvement compared to the industry-average 67% efficiency gain. For busy clinicians, this means more time for patients and less time spent on paperwork.
Using advanced natural language processing, TheraPulse transcribes sessions in real-time and formats the content to meet clinical standards. It even adjusts to your preferred documentation style for a personalized experience.
One standout feature is its multi-voice detection, which is especially useful for family or group therapy. The platform can differentiate between speakers, ensuring accurate attribution of statements and observations in the final notes.
To ensure data security, TheraPulse employs AES 256-bit encryption, conducts regular security audits, and uses robust backup protocols.
Starter: $29/month for 30 sessions
Professional+: $149/month for 150 sessions
Both plans include all core AI features.
TheraPulse goes beyond transcription. Its AI analyzes session content to highlight key therapeutic themes and patterns, helping therapists monitor client progress over time. It can also suggest treatment plans based on session data, providing valuable support for clinical decision-making.
The platform offers guided onboarding, allowing most therapists to become comfortable with its core features after just a few sessions.
Upheal Clinical Analytics is trusted by over 8,000 practices [6]. While TheraPulse focuses on streamlining transcription, Upheal goes a step further by using AI to provide detailed quantitative insights. Its documentation system helps therapists save an average of 14 minutes per session, giving them more time to focus on client care.
The platform analyzes talking ratios, response times, and speech patterns, while supporting a variety of note formats like SOAP, GIRP, DAP, EMDR, and BIRP. This data-driven approach not only simplifies documentation but also offers insights into treatment progress and effectiveness.
Here’s a breakdown of the pricing plans:
Free Plan: Includes unlimited basic notes.
Starter ($49/month): Adds SOAP, DAP, and intake notes.
Premium ($99/month): Includes AI-powered editing features.
Unlimited ($149/month): Offers full video platform integration.
Upheal meets PHIPA, PIPEDA, and GDPR standards in addition to HIPAA compliance. It also integrates seamlessly with major EHR and telehealth platforms.
One standout feature is its treatment plan generation tool, which creates personalized care strategies based on session data. This ensures insurance compliance while maintaining the integrity of the therapeutic narrative [6].
Behavioral Health Notes Pro is designed for practices that need an all-in-one solution, combining AI-powered documentation with practice management tools. By automating documentation tasks, it helps reduce time spent on notes by 30%.
The platform provides four pricing options to suit different needs:
Basic: Free (includes 60 AI-generated notes per month)
Essential: $25/month
Premium: $49/month
Ultimate: $99/month
Security is a priority here, with all data protected by 256-bit AES encryption. Beyond documentation, the tool also supports clinical decision-making, offering features like:
Multiple note formats (SOAP, DAP, BIRP)
DSM-5 diagnostic tools
Automated treatment plans based on documented diagnoses
For group practices, the platform includes role-based messaging, ensuring confidentiality during case discussions. Its integrated messaging system makes team communication easy and efficient.
One standout feature is its free dictation recorder, allowing clinicians to create real-time session notes. These notes can be quickly turned into compliant progress reports and copied directly into existing EHR systems.
To help practices measure success, the software includes an analytics dashboard that tracks treatment outcomes and key metrics .
SecureDictate shows that voice-to-text tools still have a place in modern workflows, especially for clinicians who prefer dictation. With a 95% accuracy rate for voice recognition, it turns therapy sessions into clinical documentation while adhering to strict HIPAA regulations.
The platform's standout feature is its advanced speech recognition technology, specifically designed for medical terminology. Over time, SecureDictate becomes more accurate as it adapts to individual speech patterns using machine learning.
When it comes to security, the software offers multi-factor authentication, automatic session timeouts, and detailed audit trails to ensure data protection.
One of its biggest advantages is its ability to streamline clinical documentation. SecureDictate integrates seamlessly with major EHR systems via HL7 APIs, cutting documentation time by 50% compared to manual methods.
Basic: $29/user/month, ideal for solo practitioners
Professional: $49/user/month, designed for small practices
Enterprise: Custom pricing tailored for large organizations
The platform supports mobile functionality with iOS and Android apps, allowing offline dictation with secure cloud syncing.
Customization is another strong point. It offers specialty-specific vocabularies for fields like CBT and psychoanalysis, along with personalized templates and shorthand commands.
SecureDictate provides a voice-first solution that complements AI scribe tools while focusing on secure, efficient documentation.
ComplianceGuard stands out by prioritizing strict regulatory adherence, an essential focus given the hefty average cost of healthcare data breaches - $9.23 million per incident. This platform is built to help healthcare practices stay secure and compliant in an ever-changing regulatory landscape.
The tool automatically creates audit trails and access logs, keeping practices prepared for audits. It also updates monthly to reflect the latest compliance requirements. With its granular access permissions, practices can confidently safeguard sensitive data while meeting regulatory demands. Data is stored using encrypted cloud storage, ensuring high-level protection for client information.
Automated compliance reports, including access logs and risk assessments
Real-time updates to stay ahead of regulation changes
Staff training modules to educate teams on compliance essentials
One mid-sized practice with 15 therapists shared that ComplianceGuard reduced their compliance workload by 40% within six months. This demonstrates how the platform effectively combines efficiency with strong data security.
To further support users, the platform offers live access to compliance experts and automatic updates for evolving regulations. With its robust features and focus on data protection, ComplianceGuard is a must-have for therapy practices navigating strict HIPAA requirements.
Let’s break down the features of these therapy note-taking tools to help you decide which one fits your clinical needs best. This comparison highlights features that directly influence daily workflows and practice management.
Feature |
TheraPulse |
Upheal |
BH Notes Pro |
SecureDictate |
ComplianceGuard |
AI Note Generation |
Advanced real-time |
Progress notes & treatment plans |
Multiple formats |
Basic transcription |
Not available |
Template Customization |
Therapy-specific |
Highly flexible |
Multiple formats |
Limited |
Standard |
Offline Mode |
Limited |
Not available |
Full functionality |
No |
Basic |
EHR Integration |
Limited |
Browser extension |
Copy-paste support |
File export |
API-based |
All tools meet HIPAA standards, but Upheal sets itself apart by adhering to international privacy laws. This makes it a strong choice for practices that operate across borders, ensuring both efficiency and strict data protection.
TheraPulse and Upheal stand out with advanced AI features, while Behavioral Health Notes Pro emphasizes format variety for different note-taking needs.
Behavioral Health Notes Pro provides several standard formats, offering more flexibility. SecureDictate, on the other hand, focuses on transcription with limited template customization. Upheal’s templates are highly adjustable, catering to various therapeutic approaches.
Upheal offers broad integration through a browser extension, making it easy to incorporate into existing workflows. Behavioral Health Notes Pro also shines here, supporting offline use for added convenience.
Upheal Clinical Analytics delivers the most detailed reporting tools, ideal for practices that rely heavily on data insights. SecureDictate focuses more on transcription accuracy rather than in-depth clinical analytics.
For clinics mindful of costs, SecureDictate’s per-session pricing may appeal to smaller practices. Larger clinics with more complex needs could benefit from platforms like Behavioral Health Notes Pro, which offer a more all-encompassing solution.
Different tools cater to specific clinical workflows. When selecting one, consider the size and needs of your practice:
For solo practitioners and small practices, the best options include:
Behavioral Health Notes Pro: Offers templates tailored to specific specializations.
TheraPulse AI Scribe: Simplifies transcription and note-taking.
SecureDictate: Provides flexible, customizable dictation workflows.
Medium to large practices should look at:
Upheal Clinical Analytics: Delivers valuable data insights and supports team collaboration.
ComplianceGuard: Focuses on enterprise-level security and seamless integration.
On average, therapists using AI-assisted documentation save about 14 minutes per session.
Practice Size |
Recommended Tools |
Key Benefit |
Solo |
TheraPulse/BH Notes Pro |
Tailored templates |
2-5 clinicians |
SecureDictate |
Flexible dictation workflows |
6-20 clinicians |
Upheal |
Data-driven treatment insights |
20+ clinicians |
ComplianceGuard |
Automated regulatory processes |
Most practices recover implementation costs within 6 to 12 months through saved clinical hours.
The right choice balances improved efficiency with strong security measures. Look for tools that align with your therapeutic approach while meeting high security standards.
Here are answers to some common questions about the tools we've reviewed:
Yes, tools like ComplianceGuard and others we reviewed go beyond HIPAA standards by including:
AES 256-bit encryption (the same level used by banks)
Multi-factor authentication for added account security
Automatic audit trails to track access and changes
Secure cloud storage with regular backups
All five tools we reviewed meet HIPAA compliance standards and include specialized security features:
Tool | Security Features |
TheraPulse |
AES 256-bit encryption |
Upheal |
HIPAA, PHIPA, GDPR compliance |
BH Notes Pro |
256-bit AES encryption |
SecureDictate |
HIPAA compliance + Multi-factor authentication |
ComplianceGuard |
Encrypted cloud storage |
When selecting a tool, make sure it offers:
End-to-end encryption to protect data
Two-factor authentication for secure logins
Regular security audits to ensure compliance
A signed Business Associate Agreement (BAA)
All of the tools listed here meet these requirements and also include features designed to streamline documentation.
"As shown in our tool comparisons, HIPAA-compliant solutions balance security with workflow efficiency through features like encrypted templates and access controls."