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HIPAA-ready session notes

One workspace for your entire therapy practice.

Notes, scheduling, and client outcomes connected — designed for modern therapy practices.

40 min

saved per day on notes

90%

faster documentation

PHQ-9

& GAD-7 built in

MC

Michael Chen

Session 8 · Anxiety (GAD)

Active

PHQ-9 trend

Last 6 sessions

Product demo video

Features

Built around how therapists actually document — not how hospital software thinks they should.

Online Booking

Allow your clients to book their own sessions directly into your Psy Planner calendar.

New

Session Scheduling

Easily plan, reschedule, and track sessions with an intuitive calendar that keeps both you and your clients on the same page.

What therapists say after switching

From practitioners who were spending evenings on notes and mornings on admin.

“I write my SOAP notes in Psy Planner right after each session. The template saves me 20 minutes a day. It’s become non-negotiable.”
DA

Dr. Anna K.

Psychologist

Simple, transparent pricing

The right plan for your practice

Less than half the price of SimplePractice. Start with a 7-day free trial on any paid plan — no hidden fees, no long-term lock-in.

Starter

$0/mo

Try the core tools with up to 5 clients.


5 clients profile

Basic session scheduling

Notes & history tracking

Email support

Secure data storage

Online booking page

Automated reminders

CSV data export

Dedicated priority support

Note templates creation and management

Submissions tracking and analysis

External calendars synchronization

Most popular

Pro

$10/month

You save $120.00 — that's 6 months free


Everything in Starter, plus:

Unlimited client profiles

Import clients from CSV

Advanced scheduling & analytics

Online booking page

Automated reminders

CSV data export

Dedicated priority support

Note templates creation and management

Submissions tracking and analysis

External calendars synchronization

7-day free trialNo credit card requiredHIPAA-secure storageCancel anytime

Questions about which plan is right for you? Talk to us

One workspace for your entire practice

Client records, session notes, intake forms, and scheduling — all connected. Stop switching between tools and start spending more time with clients.

Frequently asked questions

Yes. Psy Planner uses HIPAA-compliant infrastructure with AES-256 encryption at rest and TLS 1.2+ in transit. Business Associate Agreements (BAA) are available on request.

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Psy PlannerPsy Planner

HIPAA-compliant practice management for therapists - notes, scheduling, and outcomes in one place.

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CompareSimplePracticeTherapyNotes
18
16
15
12
10
7
— scores down 11 points over 6 sessions.

New booking

Sarah M. booked Thu 2:00 via your booking page.

Intake form completed · 2 min ago

Automated Reminders

Reduce no-shows by up to 30% with automatic email reminders sent before every session.

Session Notes & Templates

Write structured SOAP, DAP, BIRP, and GIRP notes using built-in clinical templates. Sign and lock notes to client records. Smart variables auto-fill client name, session date, and session number. Templates for CBT, EMDR, DBT, psychodynamic, and somatic approaches.

Intake Forms & Assessments

Build and send intake questionnaires, PHQ-9, GAD-7, and consent forms. Clients complete them before their session — results appear in their profile automatically.

Outcome Tracking

Track client progress over time with PHQ-9, GAD-7, and SRS trend charts. The only solo-practice tool with built-in clinical alerts that automatically flag when scores worsen significantly between sessions.

Public Booking Page

Share a link — clients book directly, choose a service, and complete their intake in one flow. No back-and-forth emails.

Smart Client Profiles

Every client's full history, notes, intake responses, and assessment scores — one click away before every session.

Insightful Analytics

Gain a clear overview of your practice with simple reports on sessions, attendance, and client engagement—helping you make informed decisions and track growth.

Secure & Private

Your data and your clients’ information are protected with encryption and HIPAA-compliant infrastructure.

Sync Your Calendar

Two-way sync with Google Calendar — so your availability is always accurate without manual updates. Outlook and Apple Calendar coming soon.

Still have questions? Chat with us

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