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A case note generator drafts the appointment for you in a structured format: presenting concern, observations, assessment and plan, set out in the format your service already uses.
Your note is drafted from the session itself, not from memory at the end of the day. Review the draft, make changes, and move to your next visit.
One session produces the note. Findings, assessment and plan laid out the way you write them. Refocus on care, not your keyboard.
The case note generator handles documentation so you maintain the headspace needed to handle multiple cases. Across Heidi, that totals 62.9 million hours saved for clinicians beyond behavioral health. Sign up and start generating notes for free with your next case.
Choose a sample case, or paste your own appointment notes or transcript. The case note generator picks out the presenting concern, what you observed and what happened during the session.
Review the draft against the format your service uses. Switch between SOAP, DAP, BIRP or a narrative structure, and set how much detail the note carries.
Sign up free to continue in Heidi, your AI Care Partner. Refine the wording, save the templates you use most and reuse them whenever you need them.
A full day of appointments blurs details fast, and case notes written from memory hours later show it. A note drafted from the appointment itself holds the specifics rather than a general impression of how it went.
A case note that reads as fact holds up better than one that reads as an impression, particularly if it's ever read by someone outside the service. Heidi documents what was seen and said, and keeps your clinical interpretation in its own section.
SOAP, DAP, BIRP or your team’s own structure. Heidi writes to whichever format applies rather than handing back a note you have to restructure before it's usable.
Case notes that used to take ten to fifteen minutes can be reviewed and filed in a few. The clinical content stays as complete as before. The minutes that disappear are the ones spent typing it out.
Imogen Dean
Dr. Chris Bojrab
Alex Jolley
Dr Annie Liau Fui Vun
Answers to what case managers ask before using our case note generator.
SOAP separates the client's own account from your objective observations, then your assessment and plan. DAP combines both into one data section before assessment and plan, making it shorter and more common in fast-paced settings. BIRP centers on behavior and intervention, which suits goal-driven or behavioral health work. Heidi can generate a case note in any of these, depending on what your service requires.