Evaluation reports, drafted with care —
on your own computers.
InsightNotes takes you from intake to a finished report: structured intake for each kind of evaluation, AI drafting of each section from what you documented, and Word and PDF reports in your format. Client records stay encrypted on your practice’s computers.
Card required to start; cancel any time. For Mac (Apple silicon, macOS 13+) and Windows 10 and 11.
From the first interview to a signed report
The same steps for every evaluation, with the clinician in charge of each one.
Document the evaluation
Work through intake modules built for the evaluation type: background, observations, collateral sources, testing and medications. Dictate notes if you prefer.
Draft each section
AI drafts a section from your documented facts — never inventing details, and never deciding risk, credibility or placement. Ask for a revision, or write it yourself.
Review and finalize
Edit freely, check every section, and finalize. A finalized report is frozen with your practice details as they were that day.
Export
Produce a Word document or PDF in the InsightNotes layout or in the referral source’s own template, ready to sign and send.
Built for the evaluations you write
Each type comes with its own intake, report structure and safeguards — including the things a report must not decide on its own.
General clinical
- General Adult Psychological Evaluation — Standard
- General Adult Psychological Evaluation — Brief
- General Child Psychological Evaluation
Disability
- Adult Disability Evaluation
- Two-Hour Mental Status Disability Evaluation
- Three-Hour Testing Disability Evaluation
Child welfare (DFCS)
- DFCS Adult Psychological Evaluation
- DFCS Adult Psychosexual Evaluation
- DFCS Child Psychological Evaluation
- DFCS Child Psychosexual Evaluation
Everything a report takes, in one place
Structured intake for each evaluation
Each evaluation type has its own intake modules — history, mental status, collateral sources, testing, medications — so nothing a report needs is left to memory.
AI drafts each section from what you documented
Sections are drafted from your intake answers and nothing else. You review, edit and approve every word. Turn AI off for any evaluation, or any section.
Dictation on your computer
Speak into any notes field. Speech is transcribed on the computer itself; the recording is not kept and never leaves it.
Reports in your format
Export finished reports to Word and PDF — in the InsightNotes standard layout, or filled into a referral source’s own template.
Peer review, encrypted
Share a report with a colleague in your practice for review. It is encrypted on your computer before it leaves, and the service that carries it cannot read it.
Built for a whole practice
Connect each computer with a code, give administrators control, and remove a lost laptop in seconds — from the practice’s own computers.
Works offline
Write in a jail, a school or a client’s home with no signal. The app needs the internet only for AI drafting, and to check in at least once a month.
Records stay with you
Client records are kept encrypted on your practice’s computers — not in our cloud. We sign a Business Associate Agreement with every practice.
Recovery if every computer is lost
A sealed copy of your practice key lets your records be recovered, released only after we confirm the request with you — and you are shown every time it happens.
Your clients’ records stay with your practice
InsightNotes is desktop software. There is no cloud copy of your records for anyone to lose.
- Clients, evaluations, scores and reports are stored encrypted on your practice’s computers.
- AI drafting sends the answers for the section being drafted — not the client’s name, date of birth, contact details or record numbers.
- AI drafting can be turned off for any evaluation, or a single section.
- A Business Associate Agreement with every practice, accepted when you sign up.
- Lost or stolen laptop? An administrator removes it, and it is locked out at its next connection.
Plans for one evaluator or a whole practice
Every plan includes every evaluation type and report format. Start with a 14-day free trial.
Write your next report with InsightNotes
Set up takes a few minutes: start your trial, install the app, and connect it with the code you are given.