NoteGenie

NoteGenie is a document formatting tool. Note Genie turns rough session notes into formatted clinical documentation (SOAP, BIRP, DAP and more) for social workers, therapists and students, with medical necessity language and PDF, DOCX or TXT export. It does not retain notes, so users must de-identify client details before pasting.

Note Genie is an AI documentation assistant for behavioral health and social work settings. A clinician pastes rough session notes into a template, chooses a format such as SOAP, BIRP, DAP, PIE or SBAR, and the tool rewrites the raw material into objective, professionally worded clinical language. The finished note can then be exported as PDF, DOCX or TXT and moved into an EHR or practice management system. The stated goal is straightforward: fewer evenings spent catching up on paperwork, more of the working day available for clients. The product was created by Dr. Dawn Thurman, a licensed clinical social worker, psychotherapist and behavioral health educator, and the marketing leans hard on that origin story. The template library covers more than a dozen formats beyond standard progress notes, including treatment plans, intake assessments, termination and discharge summaries, crisis management notes, mental status examinations and IEP notes. Users can also build and save custom templates for a particular practice setting. A separate feature nudges generated text toward medical necessity and measurable outcome language, which matters for teams whose notes feed insurance claims and audits. Who it suits: LCSWs, LSWs and LICSWs carrying caseloads, private and group practice therapists, clinical supervisors reviewing note quality, BSW and MSW students in field placement, and allied professionals such as occupational therapists, speech-language pathologists and case managers. The learning curve is shallow. Pick a template, paste de-identified text, generate, review, export. Where it sits among alternatives: most general AI writers can turn notes into prose, but they have no built-in clinical formats and no documentation ethics framing. Note Genie trades the flexibility of a general chatbot for structure. The tradeoffs are real. The company describes itself as a documentation enhancement tool rather than a storage platform and does not retain submitted notes, but the responsibility for de-identifying client information rests with the user, so names and identifying details must be stripped before pasting. The system supports clinical judgment rather than replacing it, and every note needs human review and approval before use.