Skip to content
Notes & AI Documentation

Generate a progress note

4 min read Updated July 2, 2026

Here's the day-to-day flow for turning a session into a signed progress note.

From session to signed note

  1. 1Open the appointment and choose Add note.
  2. 2Pick your note format and let mePro draft from the transcript or your input.
  3. 3Edit the draft — adjust wording, add risk assessment, tighten the plan.
  4. 4Sign the note to lock it into the client's record.

Templates that fit your style

  • Choose from SOAP, DAP, BIRP, and intake templates out of the box.
  • Save your own template so every note follows your preferred structure.
  • Pull the previous note's plan forward to keep continuity between sessions.
Was this article helpful?

Still need a hand?

Our team is happy to help. Reach out with a question, or book a live walkthrough and we'll show you around.

Not sure about how it works?

Book a demo to see mePro in action, ask questions, and explore how the platform can support your practice at every stage.

©2026 mePro. All rights reserved.