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Notes & AI Documentation

Generate a progress note

4 min read Updated July 2, 2026

Here's the day-to-day flow for turning a session into a signed progress note.

From session to signed note

  1. 1
    Open the appointment and choose Add note.
  2. 2
    Pick your note format and let mePro draft from the transcript or your input.
  3. 3
    Edit the draft — adjust wording, add risk assessment, tighten the plan.
  4. 4
    Sign the note to lock it into the client's record.

Templates that fit your style

  • Choose from SOAP, DAP, BIRP, and intake templates out of the box.
  • Save your own template so every note follows your preferred structure.
  • Pull the previous note's plan forward to keep continuity between sessions.
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