From session notes to evidence-based treatment plans in minutes
WiseOwli helps mental health clinicians document faster, auto-score common assessments, build SMART goals, and track phase-based care in one connected workflow.
Clinician-controlled AI · HIPAA compliant · DSM-5 based
Why WiseOwli Stands Out
Built for real clinical workflow, not generic task management
Measurement-based care, without manual scoring
WiseOwli already supports digital assessments like PHQ-9 and GAD-7 with automatic scoring, so clinicians can capture outcome data without spreadsheet work.
SMART goals tied to the presenting disorder
Treatment planning is not just a blank text field. WiseOwli can surface disorder-linked SMART goals, interventions, and modality phases to accelerate plan creation.
Phase-based treatment tracking built into care
Clinicians can set a patient’s current phase and document which phases were addressed during session notes, making phase-based care visible instead of implied.
Built by Mental Health Professionals
For mental health professionals who need structure, not clutter
WiseOwli was built by mental health professionals who understand the realities of documentation fatigue, treatment planning, and late-night charting. The product keeps clinician control, clear permissions, and one connected workflow across care and practice operations.
Role-based workflows for providers, schedulers, billers, and admins
Clinician-controlled suggestions instead of fully automated decisions
Appointments, documentation, treatment planning, and billing in one connected system
Built specifically for mental health practices, not adapted from generic business software
Features
Save time on documentation and keep care more structured
Instead of listing generic modules, WiseOwli helps psychologists move from note-taking to assessment review to treatment planning without losing clinical context.
Finish session documentation faster
Use structured notes and clinician-controlled AI suggestions to reduce after-hours charting while keeping your clinical judgment front and center.
Send PHQ-9 and GAD-7 with automatic scoring
Deliver common outcome measures digitally, review scored results without manual calculation, and keep assessment data tied to the patient record.
Turn diagnoses into structured SMART goals
Build treatment plans from disorder-linked goals, evidence-based interventions, and modality phases instead of writing every plan from scratch.
Track where each patient is in treatment
Set a current phase, document which phases were addressed in session notes, and keep the treatment plan connected to actual care delivery.
Keep scheduling, billing, and reminders connected
Appointments, notes, treatment plans, reminders, and billing live in one workflow so psychologists do less app-switching and less admin cleanup.
Built for real practice roles and patient trust
Support providers, schedulers, billers, and admins with role-based workflows designed for mental health practices that need structure and discretion.
Competitive Benchmark
Where WiseOwli goes deeper than general practice software
The goal is not to win on generic feature count. WiseOwli is built to make mental health documentation, assessment, and treatment planning more clinically useful.
Feature
Templates
Market Leaders
Large libraries of general templates across many practice types.
WiseOwli Opportunity
Psychologist-specific depth with structured notes, disorder-linked treatment planning, and templates grounded in real clinical workflow.
Feature
Measurement-Based Care
Market Leaders
Often handled through forms, manual review, or limited scoring workflows.
WiseOwli Opportunity
Send PHQ-9 and GAD-7 digitally, review automatic scoring, and keep outcomes attached to the patient record.
Feature
Treatment Planning
Market Leaders
Generic plan builders or static documentation fields.
WiseOwli Opportunity
Move from diagnosis to SMART goals, evidence-based interventions, and modality phases instead of writing every plan from scratch.
Feature
AI Integration
Market Leaders
Ambient listening and generic note automation.
WiseOwli Opportunity
Clinician-controlled suggestions tied to diagnoses, assessment data, and treatment planning workflow.
Feature
Next-Step Guidance
Market Leaders
Limited support once documentation is complete.
WiseOwli Opportunity
Phase-aware suggestions can support what comes next in care, from goals and interventions to progress tracking.
Feature
Workflow Continuity
Market Leaders
Scheduling, documentation, assessments, and billing may feel separated.
WiseOwli Opportunity
Appointments, notes, treatment plans, assessments, reminders, and billing stay connected in one mental-health-specific system.
How It Works
From intake and session notes to measurable next steps
WiseOwli connects documentation, assessments, planning, and ongoing treatment progress into one practical workflow for clinicians.
Capture the session or intake
Use structured documentation to record symptoms, observations, risk, and context without starting from a blank page every time.
Review diagnoses and scored measures
Combine DSM-5-informed suggestions with auto-scored measures like PHQ-9 and GAD-7 while keeping the clinician in control of every decision.
Build the treatment plan
Select evidence-based modalities, pull in SMART goals, and choose treatment phases that align with the patient’s presentation.
Track progress session by session
Update the current treatment phase, review repeated assessment results, and keep scheduling, communication, and billing in the same workflow.
AI Capabilities
Clinical support that stays useful, structured, and reviewable
WiseOwli uses AI to accelerate review and planning, but keeps the clinician in control of diagnoses, goals, and the final record.
AI suggestions that stay grounded in clinical notes
Upload or type session notes and get structured suggestions for themes, diagnoses, and next-step planning without handing over clinical judgment to a black box.
- Automatic disorder suggestions based on note content
- Confidence scoring for each diagnostic recommendation
- Key symptom extraction to speed review
- Clinician remains the final decision-maker
Patient reports persistent feelings of sadness and hopelessness over the past 3 weeks. Difficulty sleeping, decreased appetite, and loss of interest in previously enjoyed activities. Reports difficulty concentrating at work and feelings of worthlessness...
Major Depressive Disorder
F32.1 · Moderate episode
Generalized Anxiety Disorder
F41.1 · Comorbid consideration
Adjustment Disorder
F43.21 · With depressed mood
Outcome measures and DSM-5 support in one workflow
Navigate disorder criteria, symptom checklists, and common assessments from the same clinical workflow so evaluation and planning stay connected.
- 20+ disorders with full DSM-5 diagnostic criteria
- PHQ-9 and GAD-7 auto-scoring built into the workflow
- Interactive symptom checklists with scoring
- Differential diagnosis and severity support
Major Depressive Disorder
DSM-5 Diagnostic Criteria · F32
Meets threshold (5+ of 9 criteria required for diagnosis)
Treatment plans that stay alive after intake
Move from diagnosis to disorder-linked SMART goals, modality phases, and session-level phase tracking so the plan actually guides care over time.
- Disorder-linked SMART goals and interventions
- Modality-based treatment phases with clear objectives
- Current phase tracking connected to session notes
- Exportable treatment plans for the record
Treatment Plan: MDD
CBT-Based · 16 weeks · Started Jan 15
Patient will identify and challenge 3 negative automatic thoughts per week using a thought record, reducing Beck Depression Inventory score from 28 to below 20 within 6 weeks.
Resources for your practice
Practical guides to help you work smarter, document better, and grow with confidence.
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How to Write Session Notes That Hold Up to Insurance Review
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Ready to transform your practice?
Join mental health professionals who are spending less time on paperwork and more time with patients.
Clinician-controlled AI · HIPAA compliant · DSM-5 based