Note Templates

Hermetiq supports multiple clinical documentation formats. Each template is designed to produce professional, neutral output that's easy to paste into your charting system.

Template selection

Choose your template based on your practice setting, insurance requirements, and personal preference. You can switch templates at any time.

Available Templates

SOAP Note

The classic medical documentation format. Structured, comprehensive, and widely accepted.

Sections
SubjectiveObjectiveAssessmentPlan
Best for

General therapy sessions, medical settings, insurance documentation

DAP Note

A streamlined format focusing on data, assessment, and planning. Less structured than SOAP.

Sections
DataAssessmentPlan
Best for

Counseling sessions, mental health settings, quicker documentation

BIRP Note

Behavior-focused format that emphasizes client actions and therapeutic interventions.

Sections
BehaviorInterventionResponsePlan
Best for

Behavioral therapy, substance abuse treatment, group therapy

Progress Note

A flexible format for ongoing treatment documentation. Tracks session content and client progress.

Sections
Session SummaryProgressGoalsNext Steps
Best for

Ongoing therapy, treatment tracking, case management

Treatment Plan

Comprehensive document outlining treatment goals, objectives, and interventions.

Sections
Presenting ProblemGoalsObjectivesInterventionsTimeline
Best for

Initial treatment planning, insurance authorization, care coordination

Intake Summary

Initial assessment documentation capturing client history and presenting concerns.

Sections
DemographicsPresenting ProblemHistoryMental StatusRecommendations
Best for

New client intake, initial assessments, referral documentation

Risk Assessment

Structured evaluation of client safety concerns and protective factors.

Sections
Risk FactorsProtective FactorsAssessmentSafety Plan
Best for

Crisis intervention, safety planning, high-risk clients

Session Summary

A client-friendly summary of the session. Suitable for sharing with clients.

Sections
Topics DiscussedKey InsightsHomeworkNext Session
Best for

Client communication, session recaps, collaborative care

Template Structure

All Hermetiq templates follow consistent principles:

  • Professional tone: Clinical language appropriate for medical records
  • Neutral language: Objective descriptions without judgment
  • Consistent structure: Predictable sections that match industry standards
  • EHR-ready: Formatted for easy copy/paste into charting systems

Verified output

Hermetiq includes a verification layer that checks generated notes against the source material. This helps prevent AI hallucinations and ensures accuracy.

Customizing Output

While templates provide structure, you can customize how Hermetiq generates content within each template. See the Customization guide for details on adjusting tone, detail level, and formatting.

Need a different template?

We're always adding new templates based on user feedback. If you need a specific format that isn't listed here, let us know.

Request a template →