STEPNotes – Review


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EHRs qualify for a full review if they:

  • Offer or make available a trial or demo account
  • Answer questions about their product and related topics (security, HIPAA)
  • Are focused on the needs of therapist in private practice

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STEPNotes was developed by Dr. Rhonda Sutton when she realized that most counselor education programs didn’t adequately address the completion of good progress notes. With a focus on quality notes, STEPNotes features notes for counselors, school counselors, career counselors, coaches, and more. Featuring a format similar to SOAP style notes, each PDF note is customized to meet the requirements of the different environments/professions.   

The STEP in step notes corresponds to

  • Symptoms
  • Tools
  • Evaluation
  • Plan

​When taking the note, you are “stepped” through the process including appropriate pulldown menus to mark appropriate information for each step, along with open text boxes to add your own notes.  There is a companion book for STEPNotes if you’d like some guidance through the process, or you can simply purchase the PDF forms and get started.

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About the Author

Rob has been covering technology and business news for mental health professionals since 2011. His extensive experience in IT, business, and private practice allow him to synthesize information in a friendly, digestible manner. He also enjoys time with his family, ultimate frisbee, and board gaming.

Rob Reinhardt

CEO, Tame Your Practice

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