1. Click “+ Add Note”
Inside the Note Editor (after generating your first note), locate the tabs toward the top of the page and click: + Add Note
This opens a list of available output formats.
2. Choose the Document Type You Want
You’ll see all supported formats such as:
SOAP Note
DAP Note
BIRP Note
GIRP Note
PIE Note
SIRP Note
Narrative Note
Treatment Plan
Intake Note
Discharge / Termination Summary
And more, depending on your organization’s settings
Simply click the format you want.
3. AutoNotes Generates the Document Immediately
Once you choose the document type:
The document is generated automatically
No additional details or prompts are required
The new document appears as a new tab next to your existing one
For example:
If your original doc was a DAP Note, and you add a BIRP Note, you will now have two tabs:
DAP Note
BIRP Note
You can switch between them anytime.
4. Edit, Finalize, or Download Additional Documents
Each document behaves independently:
You can:
Edit it
Use Magic Edit
Copy or download it
Finalize it
Add even more documents
Customize sections as needed
Autosave keeps everything updated automatically.
5. Why Create Multiple Documents?
Clinicians often add extra documents when:
Supervisors require specific formats
Agency or insurance billing demands certain documentation
A Treatment Plan or Evaluation is needed alongside the session note
They want both narrative and structured documentation
They want to transition from one format to another mid-case
This feature saves time by eliminating repeated data entry.