ClickCease
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Bring clients, clinicians, scheduling, documentation, treatment planning, forms, and clinical workflows together in one connected platform.

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Your practice

The clinical workflow. Connected from end to end.

Bring the people, sessions, documentation, and workflows across your practice into one system built around behavioral health.

RIVERSIDE COUNSELING · THU, OCT 2

Practice today

18 Sessions
6 Notes awaiting
3 Intakes active
9:00
NO
Avery K. Individual · Session 4
Checked in
9:30
MC
Sam & Jo R. Couples · Telehealth
Reminder sent
10:00
SL
Priya T. Intake · Forms pending
Forms 2/3
Dr. Okafor signed 3 notes Avery K. completed intake
Client profile

Avery K.

29 · they/them · Dr. Okafor · F43.10
Active
TREATMENT PLAN · 2 GOALS
Goal 1 · Reduce trauma-related avoidance 60%

Exposure hierarchy · 3 of 5 steps

Goal 2 · Improve sleep consistency 72%

Sleep diary · 5 nights ≥ 6 hrs

Suggested update from Session 3

Advance Goal 1 to step 4

Client charts

Everything about the client.
In one place.

Sessions, notes, treatment plans, forms and appointments live in one complete chart—with goals visible across the course of care.

Clinical workflows

From intake to discharge. Keep it connected.

Client-level workflows keep forms, documentation, appointments and next steps moving together—built around how your practice works.

CLIENT WORKFLOW · AVERY K.

Adult outpatient

Step 3 of 6
Intake
Assessment
Treatment plan
Sessions
Review
Discharge
Treatment plan · required steps In progress
✓
Intake questionnaire Client portal · Sep 9
Done
✓
Informed consent E-signed · Sep 9
Done
✓
PCL-5 baseline Score 51 · Sep 11
Done
✓
Treatment plan draft AI-assisted · Dr. Okafor
In review
Client signature on plan Sent to portal when approved
Next
Coming soon - Client portal

Give clients a place of their own.

Practice will extend the experience beyond the clinician workspace with a secure client portal for forms, appointments, documents, and other parts of the care journey.

portal.autonotes.ai
GOOD MORNING

Hi, Avery.

Avery
NEXT APPOINTMENT TELEHEALTH
Thursday, October 8

2:00–2:50 PM · Dr. N. Okafor

Join when session begins
ACTION NEEDED Complete intake form

2 of 3 forms complete

→
DOCUMENTS Your care documents

3 documents available

→
PRACTICE BILLING

Billing overview

COMING SOON
READY TO BILL 12 completed sessions
PROCESSING 4 payments pending
COLLECTED $3,840 this week
RECENT BILLING ACTIVITY STATUS
AK
Avery K. Individual session · Oct 2
$150 Ready
JM
Jordan M. Telehealth session · Oct 1
$125 Paid
CD
Chris D. Individual session · Sep 30
$150 Pending
Coming soon - Billing

From session to payment, without the disconnect.

Bring billing into the same workflow as your clinical operations. Practice will help teams track what’s ready to bill, what’s been paid, and what still needs attention—all alongside the client record.

Your team

Built for more than
one clinician.

Give clinicians the access they need while keeping practice-wide workflows organized and controlled.

Team · 5 members

Invite
MEMBER ROLE CLIENTS ACCESS
NO
Dr. N. Okafor Clinical director
Owner · Supervisor 42 All clients
RP
R. Patel, LCSW Clinician
Clinician 31 Assigned
MC
M. Chen, LPC Clinician
Clinician 28 Assigned
SL
S. Lee Supervised by Dr. Okafor
Associate 12 Co-sign
DA
D. Alvarez Front desk
Intake coordinator — No notes
Associate notes require supervisor co-sign
Scheduling

Your calendar and sessions. Working together.

Schedule sessions, keep appointments organized, and sync AutoNotes with the calendar you already use.

MY CALENDAR September 21–25
MON 21
TUE 22
WED 23
THU 24
FRI 25
9 AM 11 AM 1 PM 3 PM
24
UPCOMING APPOINTMENT Jamie R. 9:00 – 10:00 AM · Individual Therapy
In person
Sync your calendar
Google Calendar Google Microsoft Outlook Outlook Apple Calendar Apple
PRACTICE TEMPLATES

Documentation standards

+ Template
Practice SOAP
Required for individual sessions
NO RP MC SL
Practice
Intake assessment
Required for all new clients
NO RP MC SL
Practice
Couples BIRP
Custom output · Gottman language
MC
Personal
Trauma-focused progress
Custom instructions · CPT
NO SL
Team
This week's notes 142 signed · 6 awaiting
Practice-wide documentation

Consistency without forcing everyone to work alike.

Set the documentation standards your practice needs while clinicians keep templates and instructions that fit their own workflow.

Practice insights

See what needs attention. Without chasing it down.

Give practice leaders visibility into documentation, clinician activity and workflow status in one place.

Needs attention

This week
6 notes unsigned > 48 hrs R. Patel 4 · M. Chen 2
Review
3 associate notes awaiting co-sign S. Lee · oldest Sep 30
Review
2 treatment plans due for review Avery K. · Chris D.
Review
CLINICIAN SESSIONS NOTES COMPLETE
Dr. Okafor 22
100%
R. Patel, LCSW 19
79%
M. Chen, LPC 17
88%
S. Lee (Assoc.) 11
73%
One clinical platform

From first appointment to final note.

AutoNotes
PRACTICE WORKFLOW

One connected
care journey.

From intake through ongoing care, documentation and oversight stay connected.

01 Client enters practice

New client setup and assignment

02 Intake & forms

Collect clinical information securely

03 Schedule & session

Coordinate appointments and care

04 Documentation

Capture notes while context is fresh

05 Treatment planning

Track goals, objectives and progress

06 Ongoing care

Keep sessions and history connected

07 Reporting & oversight

See what needs attention across the practice

Find your fit

Choose the level
your workflow needs.