Session Notes & Forms

Notes that keep up with you.

SOAP-style templates, intake forms, consents, and attachments — private to you, searchable across every client.

  • SOAP and custom note templates
  • Digital intake forms and consents
  • Attach files, images, and voice notes
  • Encrypted and searchable — always private
PRO DASHBOARD
Patients
Search, filter, and manage every Sohtak and own-patient relationship.
4
7
Active patients
6
Own patients
0
Upcoming bookings
$1360
Total revenue
All sourcesAll statusesRecent
PATIENT
SOURCE
STATUS
SERVICE
SES.
LAST
REV.
C
Charbel S.
Own patient
Active
Free Assessment
1
Jul 12
$500
U
Unnamed
Via Sohtak
Active
Tekbis
0
Jul 10
$0
M
mo
Own patient
Active
online ses…
4
Jul 7
$240
M
moha…
Own patient
Active
Package…
2
Jul 6
$60
M
mo 2
Own patient
Active
Free Assessment
2
Jul 4
$560

Built for the way you work

Every detail is designed around a real practice day — fewer clicks between sessions, less admin after them, and nothing to copy between tools.

SOAP templates

Structured notes with subjective, objective, assessment, plan.

Intake forms

Send digital intakes before the first session.

E-consent

Signed consents stored against each client.

Attachments

Attach files, images, and voice memos to any note.

Quick capture

Type or dictate a note in seconds.

Version history

See every change to a note over time.

Encrypted at rest

Client-level access controls, always encrypted.

Full-text search

Find any note by keyword or patient.

One platform. Endless possibilities.

Join hundreds of wellness professionals who are growing their practice with Sohtak.

Book a Demo