Features | JotPsych — Documentation, Billing & Practice Management

Everything you need to document, bill, and run your practice — in one system

JotPsych combines clinical documentation, billing intelligence, and practice tools into a single platform.

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EXPLORE FEATURES

01 — DOCUMENTATION

Notes that write themselves

Record your session. Get a structured, audit-ready note in seconds. Edit with natural language. Push to your EHR.

AI SCRIBE

Record on any device, get structured notes

Hit record on your phone, tablet, or desktop. JotPsych listens to your session and produces a complete, structured clinical note — formatted to your chosen template — in under 60 seconds.

  • Works with in-person and telehealth sessions
  • Supports 16 languages
  • Compatible with headphones and speaker setups
SR
Sarah Reynolds
Psychiatric Intake • 45 min • Apr 12, 2026
Chief Complaint
Patient reports worsening anxiety over 3 months with panic attacks 2–3x/week, difficulty sleeping, and impact on work performance.
Assessment
GAD with comorbid insomnia. PHQ-9: 14 (moderate). Initiate sertraline 50mg, sleep hygiene counseling.
F41.1 GAD F51.01 Insomnia 99205
AI EDIT

Natural language edits — teach it your format

Tell JotPsych what to change in plain English. "Add the PHQ-9 score to the assessment." "Shorten the HPI." It learns your preferences over time, so your notes get closer to perfect with every session.

  • Conversational editing — no re-dictation
  • Learns your writing style and preferences
  • Remembers formatting choices across sessions
AI Edit
"Make the assessment more concise and add PHQ-9 score of 14"
Assessment (updated)
Changes applied
TEMPLATES

60+ pre-built behavioral health templates

Psychiatric intakes, follow-ups, therapy progress notes, group notes, EMDR, ABA — we've built templates for every common behavioral health encounter. Just pick one and record.

  • Intake, follow-up, therapy, med management
  • Specialty templates: EMDR, ABA, group therapy
  • Each template maps to the right billing codes
Template Library
60+ templates
All Psychiatry Therapy Intake
Psychiatric Intake
99205 Intake
Follow-Up Note
99214 Med Mgmt
SOAP Note
90837 Therapy
EMDR Session
90837 Specialty
TEMPLATE BUILDER

Bring your own or build custom

Upload a sample note and JotPsych will reverse-engineer your format into a reusable template. Or build one from scratch with our drag-and-drop builder. Your notes, your way.

  • Upload a sample → auto-generate a template
  • Drag-and-drop section builder
  • Share templates across your practice
Template Builder
Custom Template
Chief Complaint Free text
Mental Status Exam Structured
Assessment & Plan AI-assisted
Section Config: Mental Status Exam
Appearance Behavior Mood/Affect + Cognition
CUSTOM DOCUMENT GENERATOR

Generate any clinical document from session data

Need a letter to a PCP, a prior authorization narrative, or a disability form? JotPsych generates custom clinical documents from your session recordings and existing notes — no re-writing needed.

  • Referral letters, prior auth narratives, disability forms
  • Pulls from session data automatically
  • Editable before export
Document Generator
GENERATED
Prior Authorization Letter
For: Sarah Reynolds • BCBS
Dear Medical Director,
I am writing to request prior authorization for continued psychiatric treatment for the above-referenced patient...
EHR INTEGRATION

Push notes to any EHR with one click

Our Chrome extension detects your EHR and pushes the completed note directly into the right patient chart. No copy-paste. No switching windows. Works with any web-based EHR.

  • Chrome extension — installs in seconds
  • Auto-detects patient chart in your EHR
  • Works with any web-based EHR system
EHR Integration
J
JotPsych
Notes • Codes • Dx
EHR
Your EHR
Patient chart auto-detected 0.2s
Note mapped to chart fields 0.5s
Pushed successfully 1.1s
02 — BILLING & COMPLIANCE

Bill with confidence

Automatic coding, payer-aware documentation, and audit protection built into every note.

CPT / ICD-10 CODE SUGGESTIONS

Automatic coding from your notes

JotPsych reads your documentation and surfaces the most accurate CPT and ICD-10 codes. No more guessing, no more under-coding, no more leaving money on the table.

  • Real-time code suggestions as notes generate
  • Maps diagnoses to ICD-10 and visits to CPT
  • Flags when documentation supports a higher code
Suggested Codes
CPT Codes
99214 — E/M Follow-Up 90833 — Add-on Psychotherapy
ICD-10 Codes
F33.1 — MDD, Recurrent F41.1 — GAD
PAYER AWARE NOTES

Documentation aligned to payer requirements

Different payers want different things. JotPsych adjusts your note structure and content to match the specific requirements of your client's insurer — reducing denials before they happen.

  • Automatically detects payer from eligibility data
  • Adjusts note elements to payer-specific rules
  • Reduces denial rates from documentation gaps
Payer-Aligned Note
Blue Cross Blue Shield
Payer Requirements Met
Medical necessity documented
Treatment plan updated
Time-based billing supported
JOTAUDIT

Compliance checking with hundreds of automated rules

Every note runs through JotAudit before you sign it. Hundreds of rules check for documentation gaps, coding mismatches, and compliance risks — so you can fix issues before they become audit findings.

  • Hundreds of automated compliance rules
  • Flags risks before you sign the note
  • Tracks compliance scores over time
JotAudit Report
Compliance Score: 96%
Findings
Medical decision-making: Supported
Time documentation: Complete
Risk assessment: Add safety plan
CLAIM GENERATION

Generate and submit claims directly

Go from completed note to submitted claim without ever leaving JotPsych. Claims are pre-populated with the right codes, patient data, and payer information — ready to file.

  • Auto-populated from note and eligibility data
  • Clearinghouse integration for direct submission
  • Claim status tracking and denial management
CMS-1500 Claim
PatientJ. Doe
CPT99214, 90833
ICD-10F33.1, F41.1
PayerBCBS
INSURANCE ELIGIBILITY CHECKS

Verify coverage before the session starts

Run real-time eligibility checks to confirm active coverage, co-pays, deductibles, and authorization requirements — before your client walks in the door.

  • Real-time verification across major payers
  • Co-pay, co-insurance, and deductible details
  • Authorization requirements surfaced upfront
Eligibility Confirmed
Verified March 26, 2026
PayerBC All-States
Co-insurance20%
Deductible remaining$450
Auth requiredNo
PATIENT BILLING

Collect payments directly

Send invoices, collect co-pays, and process client payments without a separate billing system. Clients get a clean payment portal; you get faster collections.

  • Automated invoicing after sessions
  • Patient payment portal
  • Credit card and ACH processing
Patient Invoice
Session (99214)$185.00
Insurance paid-$148.00
Patient responsibility$37.00
Send Invoice →
03 — PRACTICE MANAGEMENT & GROWTH

Grow your practice

Scheduling, client management, forms, and coaching tools to run and scale your practice from one platform.

JOTCOACH

AI coaching for documentation quality

JotCoach analyzes your notes over time and gives you actionable feedback to improve documentation quality, coding accuracy, and compliance scores. Think of it as a chart reviewer that never sleeps.

  • Personalized feedback after every note
  • Tracks improvement trends over time
  • Practice-wide insights for clinic managers
JotCoach Insights
Compliance score improved 12% this month
Your assessment sections are more thorough
Tip: Add medication rationale
Including clinical reasoning for med changes reduces denial risk
SCHEDULING

Calendar and appointment management

Manage your schedule, send appointment reminders, and let clients self-book through a branded booking page. Integrated with your documentation workflow so sessions flow straight from calendar to note.

  • Drag-and-drop calendar
  • Automated appointment reminders
  • Client self-booking portal
Today's Schedule
9:00 AM — Patient A
Follow-Up (Med Mgmt)
10:00 AM — Patient B
Therapy Session
11:30 AM — Patient C
Psychiatric Intake
1:00 PM — Patient D
Follow-Up (Med Mgmt)
FORMS & SCREENERS

PHQ-9, GAD-7, PCL-5, and more

Send validated clinical screeners to clients before or after sessions. Scores flow directly into your notes and are tracked longitudinally to show treatment progress over time.

  • PHQ-9, GAD-7, PCL-5, AUDIT-C, and more
  • Scores auto-populate into clinical notes
  • Longitudinal tracking and trend visualization
Screener Results
Last 6 sessions
PHQ-9
14 ↓ 4
GAD-7
11 ↓ 3
PCL-5
22 ↓ 11
PATIENT MANAGEMENT

Your full client roster in one place

View client demographics, visit history, documents, screener trends, and billing status from a single client profile. Everything your front desk and clinicians need, connected to documentation.

  • Centralized client profiles
  • Visit history and document archive
  • Quick access to insurance and billing data
JD
Jane Doe
DOB: 04/15/1988 • BCBS
Last visitMar 19, 2026
Total sessions24
DiagnosesF33.1, F41.1
Balance$0.00
E-PRESCRIBING (JOTRX)

Prescribe directly from your workflow

JotRx brings e-prescribing into JotPsych so you can send prescriptions — including controlled substances — without switching to a separate system. EPCS-certified and DEA-compliant.

  • EPCS-certified for controlled substances
  • Drug interaction and allergy checking
  • Pharmacy lookup and e-send
℞ New Prescription
EPCS Certified
Sertraline 50mg
SSRI • Selective Serotonin Reuptake Inhibitor
Sig
1 tab PO QD
Qty / Refills
30 tabs • 2 refills
No interactions found
📍 CVS — Main St, 0.3 mi
Send ℞
LABS

Order and track lab results

Order labs directly from JotPsych and receive results back into the patient chart. Track lithium levels, metabolic panels, and other labs critical to psychiatric medication management.

  • Integrated lab ordering
  • Results flow into patient chart
  • Longitudinal lab tracking for medication monitoring
Lab Results
Lithium Level
0.8 mEq/L Normal
TSH
2.1 mIU/L Normal
CMP
Review 1 flag
★★★★★

Trusted by thousands of psychiatrists and PMHNPs

"JotPsych has quickly become an essential part of my workflow — from therapy visits to med management. I save hours every week, and I can't imagine going without it."
AS
Dr. Andrew T. Schmale
Psychiatrist, MD
"JotPsych has been great to work with! They have been responsive with questions, professional, and timely. We really enjoy the extra time this service affords us to spend with our clients and families rather than being stuck behind a screen documenting each day."
MJ
Mark Jepson
PMHNP-BC
"Finally, an AI tailored for behavioral health! The customizable modules have been a game-changer for our practice. We build the templates exactly as we need them."
SG
Sean Goddard
MSN, APRN, NP-C, AGPCNP-BC

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