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Description

The STEPs method serves as a systematic approach for documenting progress notes effectively. By using STEPnotes™, counselors can articulate their therapy sessions and organize their notes in a clear and professional way. The second edition of Dr. Rhonda Sutton's essential guide to progress notes offers enhanced examples, additional information, and refined clinical language that builds upon the foundation established in the first edition. Furthermore, Dr. Sutton and her team have developed an intuitive online resource (as detailed in the highlights below) that simplifies the STEPs process for counselors, available for a one-time fee of $129.00 per counselor, which includes all necessary forms. This innovative tool features progress note formats that include dropdown menus, checkbox options, and text fields, enabling counselors to tailor their documentation to fit each client's specific needs. The formats are versatile and can be utilized in various settings, such as mental health practices, educational institutions, career counseling, and coaching environments, ensuring that counselors can maintain comprehensive and personalized records for every client they serve.

Description

Introducing your innovative AI assistant equipped with automated note-taking, video conferencing, and integrated analytics. Picture having your progress and therapy notes generated effortlessly for each session, allowing you to focus fully on your clients. You have the flexibility to edit the notes to your preference, regardless of how much or how little you want to change. While you engage with your client, our platform will transcribe the entire session and perform insightful analyses in real-time, ensuring you have all the necessary information readily available. We will highlight and categorize the essential insights, individuals, and significant aspects of each client's life for your convenience. Our intelligent system captures every detail in the background, allowing you to concentrate on interpreting body language without the fear of overlooking important conversation points. We also produce DAP-informed progress notes on your behalf! You can easily modify the content or include additional thoughts, whether during the call or afterward, requiring just a few quick actions. Additionally, you can share therapy notes with colleagues for peer reviews or simply refresh your memory about each client’s session history and insights before your upcoming meetings, enhancing your preparation and effectiveness. This comprehensive tool is designed to streamline your workflow and improve the quality of your client interactions.

API Access

Has API No 

API Access

Has API No 

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

STEPnotes

Founded

2022

Website

www.stepnotesinc.com

Vendor Details

Company Name

Upheal

Country

Czech Republic

Website

www.upheal.io

Product Features

Mental Health

Appointment Reminders No 
Appointment Scheduling No 
Assessment & Treatment Plans No 
Billing & Invoicing No 
Claims Management No 
E-Prescribing No 
EDI No 
EMR / EHR No 
HIPAA Compliant No 
Inpatient / Residential No 
Multi-Provider Practice No 
Patient Portal No 
Personnel Management No 
Progress Notes No 
Single Provider Practice No 

Product Features

Electronic Medical Records (EMR)

Appointment Management No 
Charting No 
Compliance Tracking No 
E-Prescribing No 
E/M Coding No 
HIPAA Compliant No 
Handwriting Recognition No 
Integrated Telehealth No 
MIPS Certified No 
Meaningful Use Certified No 
ONC-ATCB Certified No 
Patient Portal No 
Self Service Portal No 
Voice Recognition No 

Medical Transcription

Abbreviation Expansion No 
Archiving & Retention No 
Audio File Management No 
Audio Transmission No 
Customizable Macros No 
Transcription Reporting No 
Voice Capture No 
Voice Recognition No 

Mental Health

Appointment Reminders No 
Appointment Scheduling No 
Assessment & Treatment Plans No 
Billing & Invoicing No 
Claims Management No 
E-Prescribing No 
EDI No 
EMR / EHR No 
HIPAA Compliant No 
Inpatient / Residential No 
Multi-Provider Practice No 
Patient Portal No 
Personnel Management No 
Progress Notes No 
Single Provider Practice No 

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