Built for how private practice works now.

Not how it worked in 2012.

Notea is a clinical documentation and supervisor workflow platform for independent therapists. Optional LLM-assisted note structuring, supervisor co-sign built in, state compliance deadlines tracked automatically. No recording. No platform lock-in. Your notes stay yours.

Founding member spot reserved. First month free when we launch.

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Works in your browser — no app download or install ever required.

Post-session summary
Typing summary
Structuring note...
S
Patient reported increased anxiety related to workplace demands and interpersonal conflict with direct supervisor.
O
Patient presented alert and engaged. Affect appropriate. Speech clear and goal-directed.
A
Presentation consistent with adjustment disorder with anxious mood. Patient demonstrates strong insight and motivation.
P
Continue weekly CBT sessions. Patient to complete thought record. Review at next appointment.
Note structured · under 2 min
Note submitted to Dr. Rivera for co-sign

Deadline tracked · you'll be notified when signed

LAC → LCT
associate → supervisor workflow
⏱
state-by-state insurance deadline tracker
$0
billing complexity

What therapists told us — directly from r/therapists

"I literally sat at my desk for 10 minutes trying to figure out what we talked about in my second session of that day. It came to me eventually but I had to sift through a lot."

— Licensed therapist, private practice

"I try to picture what they were wearing, who was seated where, what each person said that stood out — and then try to follow a trail. Sometimes I have to run to the bathroom and forget to jot anything down too."

— Therapist, r/therapists

"Because my practice takes Medicaid, I have to get notes signed in 48 business hours. As an LAC I have to get them in even sooner so my supervisor can read and sign them."

— Pre-licensed therapist (LAC)

"I found it more time consuming trying to fit the lived experience of sessions into a rigid structure. I made my own format — patient issues, patient process, facilitation."

— Solo practice therapist

"I do notes at the end of the week. During sounds awful. I will make note of a dream if it comes up, or a particularly key feeling quote — but largely no, it's from memory."

— Therapist, weekly batcher

"I started scheduling sessions with 15 minute breaks between each one instead of on the hour. Life changing. I finally have time during the day for notes — but it costs me a billable session."

— Private practice therapist

How it works

Session to signed note
in under 2 minutes.

Not AI in your session — a documentation workflow for after it ends. Works alongside any billing setup you already have.

01
Type what you remember
Right after the session, type two to five sentences — what happened, what you addressed, what's next. No format required.
02
Notea helps structure your note
Your summary is used to help structure a complete clinical note — SOAP, DAP, BIRP, or your own format. Ready in seconds for your review.
03
Review, approve, and sign
You review every note before it saves — always. Notea is a first draft, never the final word. Your clinical judgment stays exactly where it belongs.

Platform flow

One login. Built for your stage of practice.

Two paths in. The right workflow appears automatically.

Notea user flow — two login types Two login paths: associate and licensed practitioner. Both converge on AI note structuring then branch to their approval actions. I'm an associate Pre-licensed · needs co-sign I'm a licensed practitioner Solo practice or supervisor Type post-session summary 2–5 sentences · no recording Type post-session summary 2–5 sentences · no recording Notea helps structure your note SOAP · DAP · BIRP · custom · seconds Review · edit · approve Send to supervisor Co-sign · deadline tracked Sign & save to record Instant · PDF export · EHR + Supervision queue if supervising

Built for every stage of practice

The supervision workflow
every other tool ignores.

Whether you're licensed or pre-licensed, Notea handles the compliance workflow so you can focus on your patients.

1
Session ends — you type a summary T + 0

Two to five sentences. Your summary is used to help structure a complete clinical note instantly. You review, edit, and submit to your supervisor in under 2 minutes.

2
Supervisor notified automatically T + 2 min

Your supervisor receives an instant notification with the note ready to review. No email threads. No chasing. No "did you get my note?" messages.

3
Deadline visible to both parties Ongoing

Your state Medicaid compliance deadline is tracked in real time, visible to you and your supervisor. Reminders escalate as the deadline approaches.

4
Supervisor co-signs. Compliant. Done. On time · compliant

Note is co-signed, encrypted, stored. Medicaid compliance met. Audit trail complete. You never had to build a spreadsheet or chase anyone.

This workflow exists nowhere else. Not in AutoNotes. Not in SimplePractice. Not in Headway.

The difference

Not AI in your session.
A workflow for after it.

Therapists are leaving platforms that record sessions, transcribe conversations, and use AI inside the therapeutic space. The ethical concerns are real — and so is the patient trust damage.

Notea never touches your session. There's no microphone, no recording, no transcript. You close the door with your patient, do the work, and when it's done — you open Notea and capture what happened. We structure it. You sign it.

Other tools
AI joins your session → records or transcribes → generates note → requires patient consent for recording → raises ethical concerns about therapeutic space
vs
Notea
Session ends → you type what happened → your summary helps structure a complete clinical note → you review and sign → done. Your session stays yours.
HIPAA
HIPAA
COMPLIANT

Compliance isn't a checkbox. It's the foundation.

HIPAA requires a signed Business Associate Agreement with every vendor that touches patient data — your hosting, your notes, your payments. We built compliance in from day one: encrypted storage, signed BAAs with every vendor, audit logs, and no PHI ever appearing in emails or error messages.

AWS encrypted storage Signed BAA Audit logs MFA required No PHI in emails TLS 1.2+

Why not the others?

Legacy software was built for 2012.
Notea was built for now.

Feature Legacy platforms Notea
Note workflow Blank box, no structure Optional LLM-assisted from your summary
Supervisor co-sign Email and hope Built into every note
State deadline tracking Not tracked Real-time, state-specific
Session recording Required for AI features Never. No mic, no transcript
Secure messaging None Note-attached, HIPAA compliant
Mobile experience Desktop-first, clunky PWA, works in any browser
Built for 2012 private practice How you work today

Everything included

Built for how therapists
actually work.

01
Optional LLM-assisted note structuring
Type a brief post-session summary and receive a complete, structured clinical note in seconds. SOAP, DAP, BIRP, or your own custom format.
Core feature
02
Supervisor co-sign workflow
Notes from associates route automatically to their supervisor. Both parties notified, deadline tracked, co-sign timestamped. No other tool has this.
Unique to Notea
03
State-specific deadline tracker
Medicaid documentation deadlines vary by state. Notea tracks your state's window in real time and sends escalating reminders to both the associate and supervisor.
Unique to Notea
04
Secure note-attached messaging
Every message thread is attached to a specific note — not a general inbox. Associates and supervisors communicate in context. No PHI ever leaves the platform via email.
HIPAA-compliant
05
Patient dashboard
A complete encrypted patient roster with session history, note timeline, and next appointment. Everything in one place — no more switching between tools to find patient context.
Core feature
06
Session schedule
A weekly calendar view showing upcoming sessions with one-click access to start a note after each one. Outstanding notes flagged directly on the schedule — nothing slips.
Core feature
07
Progress + private note separation
Progress notes (medical record, shareable with insurers) and psychotherapy notes (your private reflections) are stored completely separately per HIPAA 45 CFR 164.501.
HIPAA required
08
PDF export + EHR compatible
Export any signed note as a formatted PDF or copy it directly into SimplePractice, TherapyNotes, or any EHR. Notea works alongside your existing setup — no switching required.
Core feature
09
PWA — no download required
Works in any browser on any device. Add to your home screen in one tap. Draft notes offline between sessions and sync when you reconnect. No App Store, no IT request.
No install needed

Early access

50 beta spots.
Be part of what's next.

FOUNDING MEMBER — FIRST 50 ONLY
50
beta spots available

Founding members receive:

First month completely free · Priority early access · Direct line to the founding team · Rate input before pricing is set

Claim your beta spot →

Only 50 spots available. First month free.
No credit card required to join the waitlist.

Common questions

Questions answered.

Is Notea HIPAA compliant?
Yes. We have signed BAAs with every vendor. Notes are encrypted at rest and in transit. No PHI ever appears in email notifications.
Does Notea record my sessions?
Never. Notea has no microphone, no recording, no transcription. You type a summary after your session ends. Your session stays yours.
Does it work with my current EHR?
Yes. Export any signed note as a PDF or copy it directly into SimplePractice, TherapyNotes, or any other platform. Notea works alongside your existing setup.
How long does it take to write a note?
Most therapists complete a note in under two minutes. Type your summary, review the structured output, approve it. Done.
Manny Sonera-Gregg, Founder of Notea

The founder

Manny Sonera-Gregg

Founder & CEO · Notea

Before building Notea, I spent years in collision estimating — an industry where wrong documentation means nothing moves. A job sits, a payout delays, a customer churns. Precision paperwork wasn't optional. It was the job.

When therapists described their note problem, I recognized the exact same broken workflow. Just with higher stakes, real patient risk, and no modern solution in sight. That's why I built Notea.

Every decision in this product comes from one place: the tools therapists use should protect the relationship between a clinician and their patient above everything else. No recording. No AI in the room. Your session stays yours.

"The same broken process I knew from another industry — just with higher stakes and no modern solution in sight."

Your session.
Your notes.
Your practice.

50 beta spots. First month free. No credit card required.

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