Progress notes that meet the standard before they're signed.
Everstone checks each progress note against your clinic's documentation requirements as it's written, then gives you a clean note to paste into the EHR you already use.
30-day free trial · No credit card required
How it works
From session to finished note
Three steps. Keep scrolling to move through each one.
STEP 01 OF 03
Add the session content
Type it or dictate it. Dictation is the fastest way in. Everstone then audits the content against your program's documentation requirements and shows what's missing.
Dictate or type the session. Everstone shows what your requirements still need.
- Type or dictate the session
- Run the audit
- See what's missing
Session contentAddress the red and yellow rows, then generate.
Individual therapySession content audit6 ITEMS
1
Presenting concern
2
Mental status
TIP TO IMPROVEAppearance is noted. Add affect, speech, thought process and risk to complete the mental status.
3
Intervention used
4
Client response
5
Progress toward goals
MISSINGNot documented. Describe change since the last session or baseline, tied to a treatment goal.
6
Plan and next steps
Session Contentedit to fix red & yellow rows · re-auditDictateStopTranscribing...
Speak freely — what happened in the session? Observations, interventions, response, plan. No need to format. The audit will catch what's missing.Okay, so client came in today talking about anxiety around the performance review coming up at work, and they've had trouble falling asleep most nights this week. They seemed pretty tense coming in. We did some cognitive restructuring, looked at the catastrophic thoughts about the review, and practiced diaphragmatic breathing together. They engaged well, came up with two balanced alternative thoughts, and rated their anxiety a 7 at the start and a 4 by the end. Plan is to keep weekly sessions, and they'll do one thought record before next time.
91 wordsLocked while processing...Run auditRun auditAuditing...Generate anywayRe-run auditGenerating note...
Generated noteThe requirements re-run against the formal note before you copy it.
← Back to session contentGenerated note audit6 ITEMS
1
Presenting concern
2
Mental status
3
Intervention used
4
Client response
5
Progress toward goals
6
Plan and next steps
Formal NoteDAP · editable · re-audit after changes
Drafting noteAuditing requirementsReady
Drafting a DAP note from the session content…
DATAClient presented reporting increased anxiety related to an upcoming performance review at work, with difficulty falling asleep most nights this week. Client reported practicing diaphragmatic breathing on four days this week, up from about one day per week last month. Client appeared tense on arrival. Affect was anxious and congruent; speech was slightly pressured; thought process was linear and goal-directed. Client denied suicidal and homicidal ideation.
ASSESSMENTClinician used cognitive restructuring to examine the client's catastrophic thoughts about the performance review and practiced diaphragmatic breathing with the client in session to address the client's treatment plan goal of managing anxiety. Client engaged well and generated two balanced alternative thoughts. Client rated anxiety at 7 at the start of session and 4 at the end. Client's increased use of breathing skills, from about one day per week last month to four days this week, indicates progress toward the treatment plan goal of managing anxiety. Difficulty falling asleep this week is a current challenge.
PLANContinue weekly individual therapy sessions. Client will complete one thought record before the next session.
0 wordsAuditing...Re-auditCopy note
Copied. Paste it into your EHR.
1Session content2Generated noteSession content2Generated note
Session content2 requirements need more detail.
Individual ▾Audit6 OF 6All 62 to fix
1Presenting concernMet
2Mental statusPartial
Appearance is noted. Add affect, speech, thought process and risk to complete the mental status.
3Intervention usedMet
4Client responseMet
5Progress toward goalsMissing
Not documented. Describe change since the last session or baseline, tied to a treatment goal.
6Plan and next stepsMet
Speak freely — what happened in the session? Observations, interventions, response, plan. The audit will catch what's missing.Okay, so client came in today talking about anxiety around the performance review coming up at work, and they've had trouble falling asleep most nights this week. They seemed pretty tense coming in. We did some cognitive restructuring, looked at the catastrophic thoughts about the review, and practiced diaphragmatic breathing together. They engaged well, came up with two balanced alternative thoughts, and rated their anxiety a 7 at the start and a 4 by the end. Plan is to keep weekly sessions, and they'll do one thought record before next time. ● Listening…
Dictate0:59StopTranscribing91 wordsGenerate anyway
Generated noteRe-audited before you copy it.
← BackNote auditDRAFTING NOTE
1Presenting concernMet
2Mental statusMet
3Intervention usedMet
4Client responseMet
5Progress toward goalsMet
6Plan and next stepsMet
Formal noteDAP · editable
Drafting a DAP note from the session content…
DATAClient presented reporting increased anxiety related to an upcoming performance review at work, with difficulty falling asleep most nights this week. Client reported practicing diaphragmatic breathing on four days this week, up from about one day per week last month. Client appeared tense on arrival. Affect was anxious and congruent; speech was slightly pressured; thought process was linear and goal-directed. Client denied suicidal and homicidal ideation.
ASSESSMENTClinician used cognitive restructuring to examine the client's catastrophic thoughts about the performance review and practiced diaphragmatic breathing with the client in session to address the client's treatment plan goal of managing anxiety. Client engaged well and generated two balanced alternative thoughts. Client rated anxiety at 7 at the start of session and 4 at the end. Client's increased use of breathing skills, from about one day per week last month to four days this week, indicates progress toward the treatment plan goal of managing anxiety. Difficulty falling asleep this week is a current challenge.
PLANContinue weekly individual therapy sessions. Client will complete one thought record before the next session.
0 wordsRe-auditCopy note
Copied. Paste it into your EHR.
STEP 02 OF 03
Fill the gaps
Add what the audit flagged and re-run it. When every requirement passes, Everstone starts drafting the formal note automatically.
Add what the audit flagged and re-run it. Once all six pass, Everstone drafts the note.
- Add what's missing
- Re-run the audit
- Note drafts when the audit passes
Session contentAddress the red and yellow rows, then generate.
Individual therapySession content audit6 ITEMS
1
Presenting concern
2
Mental status
TIP TO IMPROVEAppearance is noted. Add affect, speech, thought process and risk to complete the mental status.
3
Intervention used
4
Client response
5
Progress toward goals
MISSINGNot documented. Describe change since the last session or baseline, tied to a treatment goal.
6
Plan and next steps
Session Contentedit to fix red & yellow rows · re-auditDictateStopTranscribing...
Speak freely — what happened in the session? Observations, interventions, response, plan. No need to format. The audit will catch what's missing.Okay, so client came in today talking about anxiety around the performance review coming up at work, and they've had trouble falling asleep most nights this week. They seemed pretty tense coming in; affect anxious but congruent, speech a little pressured, thought process linear and goal-directed. Denies SI/HI. We did some cognitive restructuring, looked at the catastrophic thoughts about the review, and practiced diaphragmatic breathing together. They engaged well, came up with two balanced alternative thoughts, and rated their anxiety a 7 at the start and a 4 by the end. They've used the breathing four days this week, up from about one day a week last month, so that's progress on their treatment plan goal of managing anxiety. Plan is to keep weekly sessions, and they'll do one thought record before next time.
134 wordsLocked while processing...Run auditRun auditAuditing...Generate anywayRe-run auditGenerating note...
Generated noteThe requirements re-run against the formal note before you copy it.
← Back to session contentGenerated note audit6 ITEMS
1
Presenting concern
2
Mental status
3
Intervention used
4
Client response
5
Progress toward goals
6
Plan and next steps
Formal NoteDAP · editable · re-audit after changes
Drafting noteAuditing requirementsReady
Drafting a DAP note from the session content…
DATAClient presented reporting increased anxiety related to an upcoming performance review at work, with difficulty falling asleep most nights this week. Client reported practicing diaphragmatic breathing on four days this week, up from about one day per week last month. Client appeared tense on arrival. Affect was anxious and congruent; speech was slightly pressured; thought process was linear and goal-directed. Client denied suicidal and homicidal ideation.
ASSESSMENTClinician used cognitive restructuring to examine the client's catastrophic thoughts about the performance review and practiced diaphragmatic breathing with the client in session to address the client's treatment plan goal of managing anxiety. Client engaged well and generated two balanced alternative thoughts. Client rated anxiety at 7 at the start of session and 4 at the end. Client's increased use of breathing skills, from about one day per week last month to four days this week, indicates progress toward the treatment plan goal of managing anxiety. Difficulty falling asleep this week is a current challenge.
PLANContinue weekly individual therapy sessions. Client will complete one thought record before the next session.
0 wordsAuditing...Re-auditCopy note
Copied. Paste it into your EHR.
1Session content2Generated noteSession content2Generated note
Session contentEvery requirement is met.
Individual ▾Audit6 OF 6 METAll 62 to fix
1Presenting concernMet
2Mental statusMet
Appearance is noted. Add affect, speech, thought process and risk to complete the mental status.
3Intervention usedMet
4Client responseMet
5Progress toward goalsMet
Not documented. Describe change since the last session or baseline, tied to a treatment goal.
6Plan and next stepsMet
Speak freely — what happened in the session? Observations, interventions, response, plan. The audit will catch what's missing.Okay, so client came in today talking about anxiety around the performance review coming up at work, and they've had trouble falling asleep most nights this week. They seemed pretty tense coming in. We did some cognitive restructuring, looked at the catastrophic thoughts about the review, and practiced diaphragmatic breathing together. They engaged well, came up with two balanced alternative thoughts, and rated their anxiety a 7 at the start and a 4 by the end. Plan is to keep weekly sessions, and they'll do one thought record before next time. Also, affect anxious but congruent, speech a little pressured, thought process linear and goal-directed. Denies SI/HI. They've used the breathing four days this week, up from about one day a week last month, so that's progress on their treatment plan goal of managing anxiety. ● Listening…
Dictate0:59StopTranscribing135 wordsGenerating note
Generated noteRe-audited before you copy it.
← BackNote auditDRAFTING NOTE
1Presenting concernMet
2Mental statusMet
3Intervention usedMet
4Client responseMet
5Progress toward goalsMet
6Plan and next stepsMet
Formal noteDAP · editable
Drafting a DAP note from the session content…
DATAClient presented reporting increased anxiety related to an upcoming performance review at work, with difficulty falling asleep most nights this week. Client reported practicing diaphragmatic breathing on four days this week, up from about one day per week last month. Client appeared tense on arrival. Affect was anxious and congruent; speech was slightly pressured; thought process was linear and goal-directed. Client denied suicidal and homicidal ideation.
ASSESSMENTClinician used cognitive restructuring to examine the client's catastrophic thoughts about the performance review and practiced diaphragmatic breathing with the client in session to address the client's treatment plan goal of managing anxiety. Client engaged well and generated two balanced alternative thoughts. Client rated anxiety at 7 at the start of session and 4 at the end. Client's increased use of breathing skills, from about one day per week last month to four days this week, indicates progress toward the treatment plan goal of managing anxiety. Difficulty falling asleep this week is a current challenge.
PLANContinue weekly individual therapy sessions. Client will complete one thought record before the next session.
0 wordsRe-auditCopy note
Copied. Paste it into your EHR.
STEP 03 OF 03
Review, edit and copy
The formal note is audited against the same requirements before you see it. Review it, make your edits, then copy it into the EHR you already use.
The note is checked again before you see it. Edit it, then copy it into your EHR.
- All 6 requirements met
- Edit the generated note
- Copy it for your EHR
Session contentAddress the red and yellow rows, then generate.
Individual therapySession content audit6 ITEMS
1
Presenting concern
2
Mental status
TIP TO IMPROVEAppearance is noted. Add affect, speech, thought process and risk to complete the mental status.
3
Intervention used
4
Client response
5
Progress toward goals
MISSINGNot documented. Describe change since the last session or baseline, tied to a treatment goal.
6
Plan and next steps
Session Contentedit to fix red & yellow rows · re-auditDictateStopTranscribing...
Speak freely — what happened in the session? Observations, interventions, response, plan. No need to format. The audit will catch what's missing.Okay, so client came in today talking about anxiety around the performance review coming up at work, and they've had trouble falling asleep most nights this week. They seemed pretty tense coming in; affect anxious but congruent, speech a little pressured, thought process linear and goal-directed. Denies SI/HI. We did some cognitive restructuring, looked at the catastrophic thoughts about the review, and practiced diaphragmatic breathing together. They engaged well, came up with two balanced alternative thoughts, and rated their anxiety a 7 at the start and a 4 by the end. They've used the breathing four days this week, up from about one day a week last month, so that's progress on their treatment plan goal of managing anxiety. Plan is to keep weekly sessions, and they'll do one thought record before next time.
134 wordsLocked while processing...Run auditRun auditAuditing...Generate anywayRe-run auditGenerating note...
Generated noteThe requirements re-run against the formal note before you copy it.
← Back to session contentGenerated note audit6 ITEMS
1
Presenting concern
2
Mental status
3
Intervention used
4
Client response
5
Progress toward goals
6
Plan and next steps
Formal NoteDAP · editable · re-audit after changes
Drafting noteAuditing requirementsReady
Auditing the note against requirements…
DATAClient presented reporting increased anxiety related to an upcoming performance review at work, with difficulty falling asleep most nights this week. Client reported practicing diaphragmatic breathing on four days this week, up from about one day per week last month. Client appeared tense on arrival. Affect was anxious and congruent; speech was slightly pressured; thought process was linear and goal-directed. Client denied suicidal and homicidal ideation.
ASSESSMENTClinician used cognitive restructuring to examine the client's catastrophic thoughts about the performance review and practiced diaphragmatic breathing to address the client's treatment plan goal of managing anxiety. Client engaged well and generated two balanced alternative thoughts. Client rated anxiety at 7 at the start of session and 4 at the end. Client's increased use of breathing skills, from about one day per week last month to four days this week, indicates progress toward the treatment plan goal of managing anxiety. Difficulty falling asleep this week is a current challenge.
PLANContinue weekly individual therapy sessions. Client will complete one thought record before the next session. Revisit sleep difficulties next session.
176 wordsAuditing...Re-auditCopied
Copied. Paste it into your EHR.
1Session content2Generated noteSession content2Generated note
Session contentEvery requirement is met.
Individual ▾Audit6 OF 6 METAll 62 to fix
1Presenting concernMet
2Mental statusMet
Appearance is noted. Add affect, speech, thought process and risk to complete the mental status.
3Intervention usedMet
4Client responseMet
5Progress toward goalsMet
Not documented. Describe change since the last session or baseline, tied to a treatment goal.
6Plan and next stepsMet
Speak freely — what happened in the session? Observations, interventions, response, plan. The audit will catch what's missing.Okay, so client came in today talking about anxiety around the performance review coming up at work, and they've had trouble falling asleep most nights this week. They seemed pretty tense coming in. We did some cognitive restructuring, looked at the catastrophic thoughts about the review, and practiced diaphragmatic breathing together. They engaged well, came up with two balanced alternative thoughts, and rated their anxiety a 7 at the start and a 4 by the end. Plan is to keep weekly sessions, and they'll do one thought record before next time. Also, affect anxious but congruent, speech a little pressured, thought process linear and goal-directed. Denies SI/HI. They've used the breathing four days this week, up from about one day a week last month, so that's progress on their treatment plan goal of managing anxiety. ● Listening…
Dictate0:59StopTranscribing135 wordsGenerating note
Generated noteRe-audited before you copy it.
← BackNote audit6 OF 6 MET
1Presenting concernMet
2Mental statusMet
3Intervention usedMet
4Client responseMet
5Progress toward goalsMet
6Plan and next stepsMet
Formal noteDAP · editable
Drafting a DAP note from the session content…
DATAClient presented reporting increased anxiety related to an upcoming performance review at work, with difficulty falling asleep most nights this week. Client reported practicing diaphragmatic breathing on four days this week, up from about one day per week last month. Client appeared tense on arrival. Affect was anxious and congruent; speech was slightly pressured; thought process was linear and goal-directed. Client denied suicidal and homicidal ideation.
ASSESSMENTClinician used cognitive restructuring to examine the client's catastrophic thoughts about the performance review and practiced diaphragmatic breathing to address the client's treatment plan goal of managing anxiety. Client engaged well and generated two balanced alternative thoughts. Client rated anxiety at 7 at the start of session and 4 at the end. Client's increased use of breathing skills, from about one day per week last month to four days this week, indicates progress toward the treatment plan goal of managing anxiety. Difficulty falling asleep this week is a current challenge.
PLANContinue weekly individual therapy sessions. Client will complete one thought record before the next session. Revisit sleep difficulties next session.
176 wordsRe-auditCopied
Copied. Paste it into your EHR.
What it does
Drafting and checking in one place
Note drafting
Turn session details into a formatted progress note.
Requirement checks
Every note checked against your clinic's rules before it's final.
Your requirements
Owners set and edit the documentation requirements their clinic follows.
Batch audits
Upload an export from your EHR and screen many notes at once.
Saved results
Audit results stay in one place for your team to review.
Works with your EHR
No migration; copy notes into the system you already use.
Pricing
One plan, priced per clinician
$99 per clinician / month
30-day free trial · No credit card required
- Note drafting
- Requirement checks
- Your clinic's own requirements
- Batch audits of EHR exports
- Saved audit results
- Works with your EHR, no migration
Larger organization?
Built for regulated care
HIPAA and 42 CFR Part 2 aren't features we bolted on. They're the constraints we designed around from day one.
Your clinic's standards
Requirements are set per program, per note type and per clinic, so your clinic's documentation standards are upheld in every note.
Clinicians stay in control
Nothing reaches the chart until a clinician reviews the note and copies it into the EHR.
Access by role
Clinicians work with their own sessions. Clinic owners see audit results across the team.
See it on your own notes.
30-day free trial · No credit card required