Online Progress Notes | STEPnotes


Where To Document Notes

30 Second Explainer Video


Dr. Sutton and her team at STEPnotes™ have created an online tool that provides the STEPs in an easy to use format for taking and maintaining progress notes. For the one-time cost of $129.99, counselors can access all of the STEPnotes™ formats:

  • the adult intake form;
  • the child/adolescent intake form;
  • the mental health progress note form;
  • the career counseling progress note form;
  • the school counseling progress note form; and
  • the coaching note form

…as often as they wish. In each note form, counselors can either click on selections under each of the “STEPs” or type in their own information in the spaces provided; each note can be customized to the level of care provided. Once counselors purchase their access to the STEPnotes Online system (for the one-time fee of $129.99), counselors log into the system, enter in the information for their note, and then save it to their computer to either store on their own hard drive or external drive and/or print out for their files. Notes can be saved in a PDF format that can also be uploaded to EHR/EMR systems. Counselors have no concerns about storing their notes on a cloud or having the security of their notes compromised from an unknown server. Instead, counselors store their notes on their own computers and do not need internet access to retrieve them later. This system helps counselors keep their notes in an organized, professional and efficient structure – and counselors control the access and storage of their notes.


FAQs Buy Now

STEPnotes Online is a clinically sound way to take progress notes and gives counselors everything they need that is required by insurance. I love its simple, easy-to-use format with different options to choose from as well as the ability to put in as much information as I want.

Leslie S.