Smarter and faster progress notes, built for you.

Streamline documentation with autosaving, customizable templates, side-by-side comparisons, and interactive body charts. Designed to make note-taking fast, accurate, and secure.

Great care deserves great documentation

From your own templates to autosaving and addenda, Caspen makes clinical documentation fast, flexible and frustration-free.

Start every note from a template.

Build templates for initial assessments, follow-ups or any session type, sort them into colour-coded categories, and pick one when you create a note.

Body charts you can draw on.

Choose a built-in body chart, a client photo or your own image, then mark it up with drawing, arrows, shapes and text.

Past notes and client details beside you.

While you write, the client’s earlier notes and their details, including any alert, sit in a panel next to the editor.

Caspen AI, right in the note.

Ask Caspen AI for help with a note. It can look at the client’s details, appointments and previous notes, and you can insert its answer in one click.

Finalize, revert or add an addendum.

A finalized note can be reverted to draft for 48 hours. After that it is locked, and any later details go in a dated addendum.

The details that make notes easier

Smaller touches that save time before, during and after every session.

Autosaving drafts

Drafts save automatically while you type, so nothing gets lost along the way.

Tables and choices

Add tables, single and multiple choice lists, headings and bullet points.

Images and signatures

Embed photos and screenshots, and sign notes with your saved signature.

Notes from the calendar

Add a progress note from an appointment and it stays linked to that session.

Incomplete notes

Draft notes wait on your dashboard, showing how long ago each was started.

PDF and email

Download a finalized note as a PDF, or email it with the PDF attached.

Group notes

Write one note for a group appointment, linked to every client in it.

Missing notes report

See which appointments and activities don’t have a progress note yet.

Action log

Each note records who created, viewed, edited, finalized or sent it.

Get started today

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