Note Genie
Note Genie is a web tool that turns rough session notes into formatted clinical progress notes in SOAP, BIRP, PIE and SBAR formats. Built by a licensed clinical social worker, it publishes no privacy policy at all.
What is Note Genie?
Note Genie is a browser-based writing assistant for clinical documentation, aimed squarely at social work rather than at healthcare in general. The workflow is deliberately narrow: you paste the rough notes you scribbled during or after a session, pick the format you are required to produce, and the tool returns a clear, objective, professionally worded progress note that you review and approve before using it.
The product was created by Dr. Dawn Thurman, LCSW-C, a licensed clinical social worker, psychotherapist and behavioral health educator who presents herself as Founder and CEO. Her pitch is explicitly biographical: she describes the evenings lost to catching up on notes and the cognitive load of translating a meaningful session into compliant clinical language, and claims Note Genie is the only AI documentation tool built from the ground up around social work practice standards and ethical obligations. The site says the tool is designed with the NASW Code of Ethics in mind, that it supports clinical judgment rather than replacing it, and that the clinician approves every note.
Underneath sits a library of more than twelve named clinical templates: progress notes, treatment plans, intake assessments, termination and discharge summaries, crisis management, mental status examinations, IEP notes, and the SOAP, BIRP, PIE and SBAR structures. You can also build and save custom formats for your own setting, and add an optional free-text prompt to shape the output, for instance asking for two paragraphs or bullet points. A dedicated feature targets medical necessity language, the phrasing that supports insurance reimbursement and reduces denials and audit risk. Finished notes export to PDF, DOCX or TXT, which the site presents as compatible with most EHR and practice management platforms; in reality the bridge is a downloaded file, not an integration.
The generation itself runs on ChatGPT technology. Note Genie describes itself as a documentation enhancement tool and not a storage platform, states that it does not retain what you enter, and asks users to write in de-identified language. It is web only: no mobile app, no browser extension, no API.
What it does
- Turn rough session notes into a clean, objective, professionally formatted progress note
- Write in standard clinical formats: SOAP, BIRP, DAP, PIE and SBAR
- Choose from 12+ prebuilt templates, from intake assessment to crisis management and IEP notes
- Build and save custom templates matched to your own practice setting
- Steer the wording with an optional additional prompt
- Strengthen medical necessity language to support insurance reimbursement
- Export the finished note as PDF, DOCX or TXT in one click
When to use Note Genie / When not to
A quick filter to help you decide if Note Genie is the right fit.
When to use Note Genie
- Licensed clinical social workers (LCSW, LSW, LICSW) carrying large caseloads and heavy insurance documentation
- Therapists and counselors in solo or group private practice who need fast, defensible notes
- BSW and MSW students learning to write professional clinical documentation during field placement
- Clinical supervisors who review supervisee notes and want a consistent teaching reference
- Allied behavioral health practitioners such as occupational therapists, speech-language pathologists and case managers
When not to use Note Genie
- Organizations that require a signed DPA, a vendor security review or documented GDPR compliance, none of which exist here
- Healthcare providers who need a HIPAA Business Associate Agreement, a term the site never uses
- Clinicians who want to paste identifiable client records, since the vendor explicitly asks them not to and disclaims liability
- Teams looking for a native EHR integration or an API, as the only bridge out is a downloaded PDF, DOCX or TXT file
- Anyone hoping for a permanent free tier, a mobile app or a published team price
How to use Note Genie
A typical end-to-end flow, from setup to results.
- Create an account with your email address and a password, or log in if you already have one
- Start the seven-day free trial, which asks for card details at activation despite the 'no credit card required' wording elsewhere on the site
- Open the editor from your dashboard
- Select the template that matches your note type, for example progress note, treatment plan or discharge summary
- Choose the clinical structure you need, such as SOAP, BIRP, PIE or SBAR
- Type or paste your rough session notes into the input field, using de-identified language only: initials, case codes or general descriptors
- Add an optional extra prompt if you want to steer the result, for instance a two-paragraph or bullet format
- Click Generate and read the refined document in the output panel
- Review and approve the wording, correcting anything the model got wrong
- Export the note as PDF, DOCX or TXT; the file downloads to your own machine and nothing is kept on the platform
Pros & Cons
Pros
- Genuinely specialized in clinical social work rather than a general assistant with a healthcare label attached
- A named, licensed and independently verifiable founder who puts her professional reputation behind the product
- An unusually complete set of named clinical formats, including PIE, SBAR, mental status examinations and IEP notes that most rivals ignore
- The vendor states that notes are never stored on its servers, never shared and never used to train models
- The de-identification instruction is displayed openly on the homepage rather than buried, which is a responsible stance
- Medical necessity support is a concrete, billable benefit for practices working under insurance
- One readable price with no tier grid, and cancellation handled without contacting support
Cons
- No privacy policy and no terms of service exist, so nothing contractually documents how clinical material is handled
- No mention of HIPAA or a Business Associate Agreement, on a product sold to licensed US clinicians
- No GDPR framework whatsoever: no Article 27 representative, no DPA, no subprocessor list, no declared hosting country
- No named legal entity and no postal address; the footer carries only a copyright line
- Support runs through a Gmail address and a third-party form rather than a mailbox on the company domain
- The free trial is advertised as requiring no credit card, yet the confirmation dialog asks for one and announces automatic billing on day seven
- No API, no native EHR integration, no mobile app and no permanent free plan, with the team and student tier still unpriced
Pricing & Plans
There is no permanent free plan. Note Genie offers a single paid tier, Individual, at USD 17.99 per month, preceded by a seven-day free trial that can be taken only once per account. A Student & Group plan is announced on the pricing page but carries no published price. Billing is monthly only, with no annual option and therefore no annual discount, and payment is taken by card through Stripe.
- full platform access and unlimited note generation
- one trial per account
- card details are requested at activation and billing starts automatically on day seven unless cancelled
- unlimited note optimization
- all clinical formats
- custom templates and PDF
- DOCX and TXT export
- student learning features
- team collaboration tools and an admin dashboard
Data, GDPR & hosting
A consolidated view of how Note Genie handles your data.
GDPR overview
There is no mention of the GDPR anywhere on this site. Not one reference to the regulation, to a lawful basis, to data subject rights, to an Article 27 representative, to a data protection officer, or to a Data Processing Agreement. The N rating therefore records silence, not a refusal: Note Genie neither claims compliance nor denies it, it simply says nothing. There is no privacy policy of any kind, no company address, no legal or privacy mailbox and no declared hosting country, so a European user has no document to rely on and no identified controller to write to. The only data protection gesture on the entire site is a request that users type de-identified notes, together with a claim that notes are not retained. Neither of those is a GDPR framework.
Who owns the data?
No document on the site allocates ownership of the data, because no such document exists. Note Genie publishes neither terms of service nor a privacy policy; the only quasi-contractual text is a disclaimer page, and it deals with responsibility rather than ownership. What the vendor does say is that Note Genie is a documentation enhancement tool and not a data storage platform, and that it does not retain the notes you enter, which implies you keep whatever you export. The same disclaimer pushes the risk back to you: it asks you not to enter personal or identifiable information and assumes no responsibility for privacy breaches caused by such data. Ownership here is undocumented rather than agreed.
Reuse rights
Nothing restricts what you may do with the notes the tool produces, and nothing formally grants you the right either, since there is no licence clause and no contract. In practice you generate a note, export it as PDF, DOCX or TXT, and the file then lives on your own machine; reusing it in a client record, an EHR or a supervision session requires no permission from the vendor. On the other side, the FAQ states that your input is processed only to produce the formatted output and is then not saved to Note Genie's servers, not shared with third parties, and not used to train AI models. Processing itself runs on ChatGPT technology, which the homepage names openly. That single FAQ sentence is the entire commitment: no privacy policy, no subprocessor list and no retention schedule stands behind it.
Data retention & training
Hosting summary
Note Genie declares nothing about where user data is hosted. No country, no region, no cloud provider and no data centre is named anywhere on the site, and since there is no privacy policy there is no subprocessor list either, so the processing chain is undocumented from end to end. What can be observed technically is not a vendor declaration and should not be read as one: the domain resolves to 216.198.79.65, an address geolocated in the United States on Amazon's AS16509, with an anycast indication meaning the responding node may not reflect where data actually rests. The application also calls a backend host visible in the site's JavaScript bundle, and payments are handled by Stripe. Generation relies on ChatGPT technology, which implies at least one external processor that the site never identifies. In short: an American technical footprint, and no contractual jurisdiction statement of any kind.
Things to keep in mind
Risks and trade-offs to weigh before adopting Note Genie.
- No privacy policy exists anywhere on the site, on a tool that processes clinical session material: this is the single most important caveat
- No terms of service either; the only legal text is a disclaimer that limits the vendor's liability without describing any data handling
- No HIPAA, Business Associate Agreement, GDPR, DPA or subprocessor disclosure, and no declared hosting country, so no compliance claim can be checked
- No named legal entity and no address: the footer carries only a copyright line, which leaves you no one identifiable to hold to account
- De-identification is a condition of use, not a convenience; the vendor explicitly declines responsibility for breaches caused by identifiable data you type in
- The trial is advertised as needing no credit card while the confirmation dialog requires one and starts billing on day seven, so read the dialog carefully
- An AI-drafted note can read as polished and still be clinically wrong; you remain professionally responsible for reviewing and approving every note, and habitual acceptance erodes the documentation skill the tool is meant to support
Setup & Integrations
Technical difficulty
Very low. Note Genie is a web application: you sign up with an email address and a password, and there is nothing to install, no API key to obtain, no connector to configure and no administrator involvement. Pick a template, paste your notes, generate, export. The only real discipline the tool demands is human rather than technical, namely rewriting your notes in de-identified language before you paste them. Moving results into an EHR is equally manual, since it means downloading a file and transferring it yourself.
Deployment
Integrations
Behind Note Genie
Social
Resources
All the official URLs gathered for verification and reference.
Frequently asked questions
Who is Note Genie actually built for?
Which note formats does it support?
Are my notes stored or used to train the AI?
Can I enter my clients' names?
What does it cost, and is there a free plan?
Is the free trial really card-free?
Is Note Genie HIPAA or GDPR compliant?
Is there a mobile app or an API?
Should you pick Note Genie?
Note Genie is a real, narrowly focused product, and its focus is its strongest asset. Very few AI writing tools are built for clinical social work specifically, fewer still cover PIE, SBAR, mental status examinations and IEP notes, and almost none are signed by a named practitioner who stakes her professional standing on the result. For a solo clinician losing evenings to progress notes, the value proposition is concrete and the price is modest.
The difficulty is not the product but its governance. A tool that processes clinical material, even de-identified, publishes here no privacy policy, no terms of service, no HIPAA or GDPR statement, no named legal entity, no postal address and no hosting information. Its only legal text is a disclaimer that limits the vendor's liability without describing any data handling at all, and its support address is a Gmail account. The reassuring claims on the site, that notes are never stored and never used for training, may well be true, but nothing enforceable stands behind them.
The practical reading is therefore split. If you are an individual clinician, comfortable working strictly in de-identified language and content to treat the vendor's word as a commercial promise rather than a contract, Note Genie does what it says at a fair price. If a compliance officer, an employer, a payer or a data protection authority is going to ask who processes the data, where and under which agreement, this site currently gives you nothing to hand them. Check the free trial's card requirement before signing up, since the site contradicts itself on that point, and do not confuse this tool with the similarly named products at notegenieai.com and notegenie.org.
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