
Explore privacy‑first tools that fit your clinical workflow
Notes, plans, insights, and more—thoughtfully designed for mental health professionals. No session recording. Your data stays yours.
Progress Notes
Progress Notes
Draft clear, compliant notes in minutes. Use smart templates and AI‑assistance to capture session details, interventions, and outcomes—your style, your voice.
- Templates: SOAP, DAP, BIRP, and free‑form
- AI helps draft while preserving clinician voice and control
- Auto‑formatted summaries and optional client‑facing versions
- Built‑in export to streamline documentation workflows

Intake Assessments
Intake Assessments
Create therapist‑led intakes or send secure client links. Pick sections, use Format & Add for clean structure, and review before completing—private and encrypted.
- Therapist‑led or client‑completed via secure link
- Select only the sections you need; prefs are remembered
- Format & Add turns raw input into clear entries
- Submissions land in the Intake inbox for review

Treatment Plans
Treatment Plans
Build collaborative, outcomes‑focused plans that link goals, objectives, and interventions. Keep plans current with gentle reminders and easy updates.
- Plan history and versioning for clear clinical traceability
- Suggestions when goals stagnate to drive meaningful updates
- Automated review reminders to stay on schedule
- Designed to be a living artefact of the therapeutic journey

Clinical & Discharge Summaries
Clinical & Discharge Summaries
Generate professional, share‑ready clinical and discharge summaries with one click. PepperChat securely analyzes historical notes and treatment plans to extract essential context—then you review and refine.
- AI‑assisted synthesis across notes and plans
- Clinician review and edit step maintains judgment and nuance
- Export or copy instantly for coordination, referrals, or reports
- Privacy‑first design for collaborative care

Outcomes & Insights
Outcomes & Insights
Quantify movement against treatment plan goals and spot patterns across sessions—symptoms, behaviors, and what is (and isn’t) moving—without sacrificing the therapeutic relationship.
- Track recent‑session symptoms and mental‑hygiene metrics
- Monitor goals and objectives progress over time
- Surface emergent risks (e.g., self‑harm, substance use)
- Turn intuition into actionable, data‑informed insights

Smart Reminders & Pins
Smart Reminders & Pins
Pin reminders from anywhere and see them surface where they matter—homework, follow‑ups, and more. Keep momentum without mental clutter.
- Client‑ and practice‑level reminders
- Assign, set due dates, mark complete/edit/delete
- Smart surfacing on client dashboards where relevant

Client‑Aware Clinical Chat
Client‑Aware Clinical Chat
A clinician‑crafted, HIPAA‑aligned assistant that’s aware of your client’s history. Get grounded guidance and rich search across your documentation—always under your control.
- Client‑aware answers grounded in your own records
- Search across progress notes, plans, and summaries
- Pre‑session prep and in‑the‑moment decision support
- Never auto‑writes; you decide what’s saved

