Caresoft.aiCaresoft.ai
ProductDocsEssentialsBlogPricing
TrustSign inStart free trial
ProductDocsEssentialsBlogPricingTrust center
Start free trialSign in
  • What Caresoft does
  • Create your account
  • The first-run setup wizard
  • Your profile
  • Practice locations
  • Reading your dashboard
  • Hours, buffers and time off
  • Calendar and appointment statuses
  • Creating an appointment
  • Booking requests
  • Google Calendar and Meet
  • Registering a patient
  • The patient record
  • The clinical timeline
  • The follow-up queue
  • The assessment library
  • Assigning an assessment
  • Scores and trend comparison
  • Running a session
  • Voice notes and AI drafting
  • Building documentation templates
  • AI insights
  • AI credits and usage
  • How billing works
  • Billing setup
  • Invoices and documents
  • Recording and verifying payments
  • Daily close
  • Reports and exports
  • Your public page
  • Joining Caresoft
  • Home, booking and your calendar
  • Assessments, progress and activity
  • Paying for a session
  • Your account
  • Security and access
  • Troubleshooting
  • Glossary
DocsSessions and documentationBuilding documentation templates

Building documentation templates

Named sections, typed fields, SOAP and BIRP formats, and versioning.

For psychologistsUpdated September 19, 20261 min read
  • Building a template
  • SOAP and BIRP
  • Why old notes never change

On this page

  • Your templates
  • Building one
  • Versioning

Your templates

Templates list

Building one

Template builder

Add named sections and typed fields, and drag to reorder. SOAP and BIRP are available as starting structures.

Versioning

Every completed note snapshots the exact template version it was filled against, so editing a template later never rewrites an old note.

PreviousVoice notes and AI draftingNext AI insights

On this page

  • Your templates
  • Building one
  • Versioning

Practice management for psychologists, with appointments, assessments, consultation records and patient follow-up in one workspace.

Product

  • Platform
  • How it works
  • Pricing
  • Security
  • FAQ

Resources

  • Docs
  • Practice essentials
  • Blog
  • Getting started

Company

  • Trust center
  • Privacy
  • Terms

Access

  • Create account
  • Sign in
Caresoft.ai

© 2026 Caresoft.ai. All rights reserved.

Marketing copy is not legal advice. Compliance claims belong to your counsel and your certification path.