Wellistic

Features

Everything you need to generate professional clinical documentation — nothing you don't.

AI-Powered Note Generation

Type a brief session summary — chief complaint, treatment performed, findings, and plan — and get a complete, clinically accurate note in seconds. Our AI understands the terminology and documentation standards for your specific practice type.

  • Generates complete notes from brief session summaries
  • Uses practice-specific clinical terminology
  • Produces notes in 2-5 seconds
  • Consistent, professional formatting every time

SOAP, DAP & BIRP Formats

Choose the documentation format required by your practice, insurance, or state board. Each format follows the proper structure with clear section headers.

  • SOAP: Subjective, Objective, Assessment, Plan
  • DAP: Data, Assessment, Plan
  • BIRP: Behavior, Intervention, Response, Plan
  • Proper section headers and formatting for each

22 Practice Specializations

The AI adapts its language, terminology, and clinical focus based on your practice type. A massage therapy note reads differently from a chiropractic note — as it should.

  • Massage Therapy, Chiropractic, Acupuncture
  • Physical Therapy, Occupational Therapy
  • Speech-Language Pathology
  • Psychotherapy / Counseling, Psychiatry
  • Nurse Practitioner, Registered Nurse
  • Clinical Social Worker, Naturopathy
  • Health Coaching, Veterinary, Podiatry
  • Dentistry, Dietitian / Nutritionist
  • Athletic Training, Exercise Therapy
  • Pharmacy, Paramedicine / EMS, Other

Note History & Search

Every note you save is stored securely and searchable. Find past notes by date, practice type, or keyword. Never lose a note again.

  • Full searchable note history
  • Filter by date, practice type, or keyword
  • View, edit, or re-download past notes
  • Soft-delete with recovery option

Copy & Download

One-click copy to your clipboard or download as a .txt file. Paste directly into your EHR, patient management system, or paper file.

  • Copy to clipboard with one click
  • Download as formatted .txt file
  • Named with date for easy filing
  • Works with any EHR or documentation system

Edit & Regenerate

Not quite right? Edit the generated note directly in the app, or hit regenerate to get a fresh version from the same inputs. You always have final say.

  • Edit generated notes directly
  • Regenerate for a different version
  • Save edited versions to history
  • Practitioner always has final review

Voice Dictation

Speak instead of type. Every text input on the note generation page has a microphone button — tap it and dictate your session details hands-free using your browser's built-in speech recognition.

  • Microphone button on every input field
  • Uses browser's built-in Web Speech API — zero cost
  • No audio data sent to Wellistic servers
  • Works in Chrome, Edge, and Safari

Patient Tracking

Organize notes by patient and view visit history at a glance. Create patient records with a de-identified label, then link notes to patients for a complete session timeline.

  • Create patient records with a practitioner-assigned label
  • Link notes to patients for visit history
  • De-identified by design — no name or PII fields
  • Row-level security ensures data isolation

PDF Export

Download professional PDF notes with your clinic branding — business name, practitioner name, and license number. Generated entirely in your browser, so no clinical data leaves your device.

  • Branded PDFs with your clinic information
  • Client-side generation — no server involvement
  • Includes disclaimer footer
  • Professional formatting ready for patient files

Note Feedback

Rate every generated note with a thumbs up or thumbs down. Your feedback helps us continuously improve note quality over time.

  • One-click thumbs up / thumbs down after saving
  • Feedback stored securely with your account
  • Helps improve AI note quality over time
  • Completely optional — rate only when you want to

Analytics Dashboard

See how your documentation practice is trending. A full analytics page shows note generation over time, busiest days of the week, and breakdowns by note format and practice type — all with interactive charts.

  • Note generation trends over time
  • Busiest days of the week at a glance
  • Breakdown by SOAP, DAP, and BIRP format
  • Practice type distribution

Custom Note Templates

Control how the AI writes your notes. Set your preferred tone, detail level, custom terminology, default findings, and free-form instructions. Save multiple templates and select per note.

  • Tone: Professional, Concise, Detailed, Insurance-friendly, Casual
  • Detail level: Minimal, Standard, Comprehensive
  • Custom terminology (e.g. 'client' instead of 'patient')
  • Default findings & plan for sparse inputs
  • Free-form AI instructions (e.g. 'Always include ICD-10 codes')

Mobile & PWA Support

Install Wellistic on your phone or tablet like a native app. Works offline with cached data, adds a home screen icon, and feels native with smooth navigation — no app store required.

  • Installable as a Progressive Web App
  • Home screen icon on iOS and Android
  • Offline caching for fast load times
  • Native-feeling navigation and transitions

Privacy by Design

There are no fields for patient names, dates of birth, or any identifying information. The system is de-identified from the ground up — not as an afterthought.

  • No patient name fields in the interface
  • No PII ever enters the AI system
  • De-identified by design, not by policy
  • Session data is not used for AI training

Ready to Save Hours on Documentation?

Try Wellistic free — generate your first 3 SOAP notes with no credit card.

Try Free — No Credit Card