Custom Templates
Built for therapy workflows
LocalScribe for Therapy, Counseling, and Social Work
AI-assisted clinical documentation
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See how LocalScribe works for therapy, counseling, and social work
Clinical content you type
indiv therapy. client says anxiety spiked after supervisor email and then avoided opening inbox rest of day. explored shame spiral + fear of disappointing others. used CBT to map trigger/thought/behavior cycle and practiced alternative response. no SI/HI. homework = open inbox with timer 10 min and track what actually happens.
Clinical content you type
new intake. referral for burnout, panic episodes, and relationship stress. works in healthcare, caregiver for parent, sleep poor, appetite inconsistent. hx anxiety since college, no prior psych hosp, one prior therapy episode helped. strengths = insight, motivation, close friend support, faith community. denies current SI/HI; past passive SI years ago no plan/intent. wants better emotion regulation and less shutdown/avoidance.
Clinical content you type
tx plan update after 6 sessions. progress: more awareness of triggers, 1 fewer panic episode this month, using grounding 3-4x/week. still avoiding conflict with partner and procrastinating hard tasks. keep anxiety goal, add communication objective, continue CBT + coping skills + between-session exposure practice.
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How LocalScribe Helps Therapy, Counseling, and Social Work
For therapy, counseling, and social work, the main value is simple: capture the session the way you actually work, whether that means live dictation, ambient recording, or quick shorthand, then combine that with your own language and templates so the draft starts closer to your real clinical voice.
Therapy, Counseling, and Social Work Documentation
Feature focus
Progress notes from brief source material
Turn session shorthand, themes, interventions, risk notes, homework, and plan updates into cleaner progress notes without rewriting the full encounter from scratch.
Source material examples
- session themes = brief reminders about stressors, insight, conflict, or gains that need to become coherent narrative
- interventions used = CBT, ACT, supportive, trauma-informed, solution-focused, or other intervention notes that can be carried into the draft
- plan / homework = between-session tasks, follow-up steps, referrals, or scheduling details that belong in the closing portion of the note
Feature focus
Live dictation during or after session
If typing is not your preferred workflow, use live dictation to capture interventions, client themes, risk updates, and next steps in real time, then turn that spoken content into a cleaner draft.
Dictation workflow examples
- post-session dictation = speak a fast clinical recap right after session while details are still fresh
- between-visit capture = dictate brief risk, coordination, or follow-up notes without stopping to fully type them out
- hands-busy workflow = use voice capture when typing feels slower, more disruptive, or less natural than speaking
Feature focus
Ambient session recording
For clinicians who want a fuller source record, ambient session recording can provide transcript-based context from the encounter so the draft has more detail to work from than a few typed bullets alone.
Recording workflow examples
- longer sessions = use recordings when the session covered many themes and you want more detail preserved for drafting
- nuanced client language = keep more of the client's phrasing, emotional shifts, and sequence of content available in the source material
- documentation catch-up = record first, then turn the transcript into notes, summaries, or letters afterward
Feature focus
Custom terminology library
Keep your preferred wording for affect, engagement, insight, coping, risk language, psychosocial context, and strengths-based framing so drafts sound more like your own documentation.
Terminology examples
- grounded but tearful = affect language that captures emotional intensity without sounding exaggerated or vague
- utilized coping skills = preferred wording for how clients apply regulation or distress-tolerance strategies between sessions
- psychosocial stressors = recurring language for housing, work, family, school, financial, or caregiving pressures
Feature focus
Custom writing style
Save the tone you want for psychotherapy notes, intake summaries, letters, or care-coordination documents, whether that means concise clinical wording or more readable language for external communication.
Writing-style examples
- brief psychotherapy style = Write in concise psychotherapy-note prose. Keep the note clinically useful and specific, but avoid unnecessary filler or overexplaining.
- strengths-based language = Use strengths-based clinical language that acknowledges symptoms and barriers while also reflecting effort, insight, resilience, and progress.
- reader-friendly summary = When writing for clients, families, or referral partners, use plain language and minimize jargon while preserving the core clinical meaning.
Feature focus
Templates for recurring therapy documents
Build templates for progress notes, biopsychosocial intakes, treatment plans, discharge summaries, support letters, collateral-call notes, and care-coordination documentation.
Template workflow examples
- progress note = structured note with the exact sections and level of detail you want after each session
- intake summary = reusable structure for presenting concerns, history, strengths, risk, and treatment goals
- treatment plan update = goal-focused document for revising objectives, interventions, and progress over time
Language, Templates & Workflow
Template setup
You set the template structure. LocalScribe drafts to it.
Templates can define the note structure and the section-specific instructions you want the AI model to follow, so drafts stay concise, clinically appropriate, and consistent with your style.
- Session Focus: AI instruction: Summarize the central themes, stressors, or presenting issues from the session in concise therapy-note language.
- Interventions Used: AI instruction: Describe the clinical interventions, techniques, or therapeutic stance used during the session without turning the note into a transcript.
- Assessment / Risk: AI instruction: Briefly note engagement, insight, symptom pattern, and any relevant risk updates with appropriate restraint.
- Plan: AI instruction: State homework, follow-up, referrals, or next-step treatment focus in practical language.
Workflow fit
Why it fits this workflow
- Keep your note style consistent across settings: Use the same LocalScribe workflow for private practice, agency work, college counseling, community mental health, or hybrid therapy settings while still keeping your own phrasing and structure.
- Capture the session the way you actually work: Some clinicians want live dictation right after session. Others prefer ambient session recording for fuller transcript context. Others still want fast shorthand only. The therapy workflow can support all three.
- Draft more than just the session note: The same source material can support progress notes, intake summaries, treatment plans, support letters, collateral-call notes, and discharge documentation without starting over each time.
- Local drafting matters for sensitive behavioral-health work: When your notes include trauma history, relationship conflict, substance-use context, risk discussion, or psychosocial stressors, local processing changes the privacy conversation in a meaningful way.
Example Psychotherapy Note Template
Custom templates combine your preferred section structure with the writing guidance you want used under each header.
1
You name the section
Example: Session Focus
2
You write the instruction
AI instruction: Summarize the central themes, stressors, or presenting issues from the session in concise therapy-note language.
3
LocalScribe drafts that part
The output below follows those saved instructions.
Session Focus
AI instruction: Summarize the central themes, stressors, or presenting issues from the session in concise therapy-note language.
Interventions Used
AI instruction: Describe the clinical interventions, techniques, or therapeutic stance used during the session without turning the note into a transcript.
Assessment / Risk
AI instruction: Briefly note engagement, insight, symptom pattern, and any relevant risk updates with appropriate restraint.
Plan
AI instruction: State homework, follow-up, referrals, or next-step treatment focus in practical language.
Example output from those instructions
Session Focus
Session focused on anxiety related to work stress, avoidance after perceived criticism, and the client's tendency to move quickly into shame and shutdown.
Interventions Used
CBT interventions were used to identify the trigger-thought-behavior cycle, and the session included practice generating a more grounded alternative response.
Assessment / Risk
The client remained engaged and reflective and demonstrated increasing awareness of the connection between anxiety and avoidance. No acute safety concerns were reported.
Plan
Client will complete a brief between-session exposure task and continue tracking triggers, emotional response, and follow-through before next session.