Save time and reduce admin burden – JotPsych automatically drafts notes from your session recordings, helping you complete documentation in minutes i...

Web recorder (recommended) Apple device companion app Android device Chrome web extension In order to record your sessions we recommend using either t...

JotPsych provides several options for you to edit your note to match your exact preferences and documentation style: Direct edit : make direct edits t...

A template defines the structure, flow, and sections of your session note (e.g., HPI, Mental Status Exam, Assessment, Plan). Templates guide how the A...

Use the format you already love – Bring in your existing templates so your notes match the structure you’re used to. Less than 5 minutes to setup – ...

Automatically carry forward patient context: JotPsych uses prior session details (e.g., HPI, past interventions, diagnoses) to inform relevant sectio...

One-click follow-ups – schedule next sessions directly from your notes or the Scheduling tab — no toggling between tools. Smart suggestions – JotPsy...

You can now send clinical screeners and intake forms to clients with a single click — no portals, no paperwork. Seamless send and receive -- send form...

JotPsych now supports note signing , allowing you to finalize a version of your note for compliance or record-keeping — while still giving you flexib...

Reduce no-shows and late cancellations : easily keep patients informed and confirm appointments ahead of time without having to manually send reminder...

An Appointment Type in JotPsych represents the type of session you're doing as a clinician -- such as an intake, follow-up, med management + therapy...

Save time and skip the hassle – No more manual invoicing, card readers, or separate payment apps. Fewer tools to manage – Generate notes and submit...

Create any type of clinical document you need like: Emotional Support Animal (ESA) letters Work or academic accommodation letters Return-to-work / f...

Smart lab recommendations: JotPsych automatically suggests relevant lab “bundles” based on session content — like baseline labs for intakes or lithiu...

If you don't like having your computer open during your in-person session, recording using your portable Android device is a quick and convenient way ...

There are two ways your account may have been set up, either using an email and password entered directly into JotPsych, or using your Google/Apple ac...

If you are are familiar with Chrome web extensions and find it more convenient than the web recorder. Note: In order to use this companion app, you mu...

If you don't like having your computer open during your in-person session, recording using your iPhone or iPad is a quick and convenient way of settin...

Toggle whether provider, patient and session info is included in the "pasted" note: Click on the "gear" icon next to "Copy All Sections" Uncheck "In...

To turn off features and/or suggested actions: Navigate to the admin panel (click on the icon at the top right corner of your screen) Click into the...

In order to merge duplicate patients/clients you should: Re-assign all the notes from the duplicate patient/client to the main one Delete the duplica...

If you see a message that says: "Your network may be blocking audio uploads." …it means JotPsych couldn't send your recording to our servers, so the n...

Here are some approaches to fix simple issues that arise from time to time when you are trying to record a session or generate a note Sometimes after ...

To change the default template in the recording dropdown: Go to the "customization - templates" tab On the lefthand side of the screen, drag the tem...