How to Set Up and Switch Note Formats in PsyFi Practice
Set your default note format, pick one per session, and switch formats after a note is drafted — plus what GIRP and Narrative add to SOAP, DAP, and BIRP.
Read morePsyFi Notes — formerly Scribe — now lives natively inside PsyFi Practice. Record sessions in your browser, review transcripts side by side with an editable note draft, and generate notes in SOAP, DAP, BIRP, GIRP, or Narrative format without ever leaving the app.
Quick answer: PsyFi Notes — the session recording and note-generation product formerly known as PsyFi Scribe — is now built directly into PsyFi Practice. A Notes tab sits next to Chat, with a transcripts sidebar, in-browser session recording, and a session page that puts the transcript and an editable AI note draft side by side. Notes generate in your default format (SOAP, DAP, BIRP, GIRP, or Narrative) and can be regenerated in any other format, downloaded as PDF, or copied straight into your record system. Available on plans that include Notes.
For a long time, clinicians using both of our products lived in two tabs: PsyFi Practice for clinical AI chat, and Scribe for session recording and transcription. The tools worked, but the seam between them was your problem — copy a transcript here, paste it into a chat there, keep two browser tabs straight during a busy clinic day.
That seam is gone. PsyFi Notes now lives inside PsyFi Practice as a first-class surface. At the top of the sidebar you'll find a simple switcher: Chat and Notes. Your transcription workflow and your clinical AI now share one app, one login, and one sidebar — and your documentation moves between them without a clipboard.
Along the way, the product picked up its new name. What was PsyFi Scribe is now PsyFi Notes everywhere you see it. Nothing about your existing transcripts or workflow changed — sessions you recorded before the transition are right where you left them.
Switch to Notes and the sidebar becomes a transcripts list — your recorded sessions grouped by Today, Yesterday, and Earlier, with search across your library. Selecting a session opens its detail page; opening Notes fresh takes you straight to your most recent session.
Each session page gives you the working view clinicians asked for:
Sessions captured with the PsyFi capture extension appear in the same list as in-browser recordings — one library, regardless of how the audio was captured. And since prompts are a chat concept, the Notes sidebar swaps that section for an Install Extension link, so the capture extension is always one click away.
Recording now starts from the red record button in the transcripts sidebar. One click opens the recording page and starts capturing from your browser microphone — no separate app, no download for in-browser recording.
While you record, the page shows a timer and a live waveform, with pause and resume controls. A side panel lets you set the session title, tag the modality (CBT, DBT, EMDR, ACT, Motivational Interviewing), and jot into a scratchpad — a place for the observations you'd otherwise scribble on paper, saved with the session.
When you stop, transcription kicks off automatically. Longer sessions can take a few minutes to process; when it's done, the page tells you your transcript and draft note are ready, with Review note and Record another buttons. Recording, transcription, and note generation are one continuous flow — no exporting audio files, no uploading recordings to a second tool.
The drafting panel — the editable document surface that PsyFi Practice chat users draft notes and letters in — is now the same panel on every session page. Open a session and your transcript sits on one side with the AI-drafted note beside it in the panel.
That shared panel means a shared workflow:
Every draft is a starting point. You review, edit, and approve before anything enters your record — the panel just makes that review fast, because the transcript evidence is right next to the text you're editing.
PsyFi Notes generates first drafts in five formats: SOAP, DAP, BIRP, GIRP, and Narrative. You choose a preferred format once in Settings under Preferences, and every session's first draft uses it.
Changed your mind — or documenting for a setting that expects a different structure? On the session page, pick a different format and regenerate. The same transcript, restructured, in seconds. If you're weighing which format fits your practice, our comparison of SOAP, DAP, and BIRP for AI documentation walks through the trade-offs.
One detail worth knowing: the first draft always uses your Settings default — format switching happens when you review the note, which is where you're making clinical decisions anyway.
The native Notes experience is live in PsyFi Practice today, on plans that include Notes. If your plan includes it, the Notes tab is already in your sidebar — click it, hit record on your next session, and see your transcript and draft note land in the same app you already use.
This release is part of a larger wave of updates — see the full What's New in PsyFi Practice, August 2026 roundup for everything that shipped.
PsyFi Practice is HIPAA-aligned clinical software backed by a Business Associate Agreement. For questions about PsyFi Notes or plan options for your practice, contact our team at [email protected].
Once you are set up, the step-by-step version of this workflow lives in our guide to recording a therapy session in PsyFi Notes, which walks through the recorder, the note formats, and what to check before a draft goes in the record.