Using an AI scribe with SimplePractice: session notes by copy and paste
SimplePractice is used mainly by therapists, psychiatrists and other practitioners who see clients in sessions. Session notes are sensitive, and many clinicians write them in their own format. ClearPass is not connected to SimplePractice. It drafts the note in English plain text, which you edit and paste into your progress note.
Who uses SimplePractice
SimplePractice's own site lists therapists, speech-language pathologists, occupational therapists and psychiatrists among the practitioners it serves, working solo or in groups, in person or by video.
ClearPass is a medical scribe. It suits psychiatrists and prescribing clinicians best, because its note structures are clinical: SOAP, Full headings, Follow-up, New patient, Procedure and Problem list. Therapists who use a session format such as DAP or BIRP can type those headings once in My own structure.
Where the note goes in SimplePractice
SimplePractice's help centre explains that progress notes are clinician-facing documents tied to appointments, and that templates for them live in the template library under Settings, Documentation, Template library. The default templates in an account follow the practitioner's specialty, and more can be added from pre-built templates or built from scratch.
A pasted ClearPass note is plain text, so it belongs in a free-text part of your progress note template. If your template has separate text areas per section, paste each section on its own; the capital headings in the draft mark where each one starts.
Choosing what the note should hold
A session transcript can contain far more personal detail than a progress note needs. Choose Concise length so the draft keeps the clinically relevant points rather than every sentence. Then read it and remove anything that does not belong in the chart.
You can also use the Ask box in plain words, for example ask it to leave out family members' names or to shorten the history to three lines. Do not type the client's name into ClearPass at all; SimplePractice already links the note to the right client.
Group sessions need extra care, because several people speak; check that the draft does not attribute one client's words to another.
A psychiatry follow-up in practice
- Get agreement. Confirm the client agrees to the session being transcribed. ClearPass asks you to confirm every time.
- Transcribe the session. Speaker separation keeps your words and the client's apart. Mixed-language sessions are fine; the note is in English.
- Pick Follow-up and Concise. Or your own session headings in My own structure.
- Check medication details. The numbers check marks any dose or figure not heard in the transcript. Confirm each one.
- Paste and finish in SimplePractice. Paste into the progress note, then sign it there the way you normally do.
Other documents from the session
ClearPass can draft a referral letter, patient instructions or a sick note from the same session. Paste each into the place you keep documents in SimplePractice, not into the progress note. Suggested ICD-10 codes are there for you to confirm; the diagnosis on a claim is your decision.
Limits
- No integration: ClearPass cannot open SimplePractice, read earlier notes or save anything into it.
- Notes are in English only, even when the session is not.
- Group practices may have a policy on outside tools; follow it and check with the practice owner first.
What ClearPass does not do
- It does not replace your judgement. Every note is an AI draft that you review and correct before it is used.
- It is not a medical device and does not make clinical decisions. It is a documentation aid.
- It does not connect to your EMR. The note is copy-ready text that pastes into any system.
Privacy
Clinical note content is not stored on ClearPass servers: it is processed to write the note, then discarded. Consultation audio is transcribed and discarded, never stored. Your note history stays in your browser, on your device, and you choose how long it is kept. Common identifiers are removed from typed and transcribed text before it reaches the AI; that is a best-effort safeguard, so leave names, ID numbers and file numbers out where you can. Processing goes through the AI providers named in our Privacy Policy, which sets out exactly what each one receives and how long it keeps it. ClearPass does not sign HIPAA business associate agreements today.
Questions
Is ClearPass the same as SimplePractice's own note tools?
No. ClearPass is a separate browser app with no connection to SimplePractice. You paste its text into your progress note.
Can it write DAP or BIRP notes?
Type those headings once in My own structure and ClearPass fills them from the session. Check the result as you would any draft.
Is ClearPass designed for talk therapy?
It is a medical scribe, strongest for psychiatric and medical visits. Therapists can use it with their own headings, but should judge whether its drafts suit their notes during the trial.
Does ClearPass keep the session audio?
No. Audio is transcribed and then discarded, and note text is not stored on ClearPass servers. The draft stays in your browser's History on that device until you delete it or auto-delete removes it.
What does ClearPass cost?
The 7-day trial is free, needs no card and simply ends after 7 days, with no automatic charge. After that there is one plan: $78 a month or $858 a year, with every visit transcribed.
Try it on your next clinic day
The full product for 7 days, with no card and no automatic charge. Then $78 a month or $858 a year. Pricing details.
Start free — 7 days, no cardSources
Checked on 2026-09-30. Prices and features change; the vendor's own site is the final word.
- SimplePractice home page
- SimplePractice Support: Using pre-built templates and your template library
SimplePractice is a trademark of its owner. ClearPass is not affiliated with, endorsed by or connected to SimplePractice: it does not read from or write to it. You copy the note from ClearPass and paste it into SimplePractice yourself.