NoteScreen for practices

One login carries your whole professional life.

Your solo caseload, the group you contract with — each practice cleanly separated, with its own records, roles, and billing. Built by a practicing clinician who was tired of paying full price at every place he worked.

In private beta — onboarding practices directly, not self-serve yet

What the private beta includes

Five working foundations, still being hardened.

Available in the current private beta. Security and workflow hardening continues before broader release.

  • Client recordsOne record, however the work changes shape.

    Identified client profiles, insurance, and outcome measures live on the person — not the case — so a couples case splitting into individual work never re-collects demographics or loses PHQ-9 history. The beta includes versioned note edits, audit logging for record access and changes, and workflows for export, amendment, and hard-delete. Security hardening continues before broader release.

  • SchedulingA real week grid, and every EHR you already use in one agenda.

    Recurring appointments materialize as real, individually-manageable instances — canceling a series leaves history untouched. Separately, your existing EHR calendars (SimplePractice, TherapyNotes, anything with an iCal feed) aggregate into one read-only agenda, plus a shareable link that strips every name and shows only busy/free blocks.

  • SuperbillsA real receipt, not a screenshot of your ledger.

    Every logged payment can produce a print-ready superbill — practice info, the one identified patient (never "the couple," even for a joint case), the service line, and the required not-a-guarantee-of-payment disclosure. Payments are logged today (amount, method, code); card processing is a deliberate later step, not yet built.

  • Practice & teamRoles that actually restrict what a role can see.

    The beta enforces owner, admin, associate, biller, front-desk, and viewer roles server-side. Biller and front-desk responses are designed to exclude clinical narrative. Invites, role changes, suspensions, and removals are audited, while authorization hardening continues before broader release.

  • Bring your own AI keyConnect Claude, OpenAI, or Gemini — pay provider cost, not a markup.

    Each clinician connects their own key, per practice, behind an explicit consent step. Keys are envelope-encrypted at rest and decrypted only by the dedicated provider proxy when it makes a model call. They are never displayed back in plaintext, and the beta does not fall back to a colleague's key.

Where it stands

Straight about what this is, and isn't.

  • Security and compliance detail — encryption, BAAs, subprocessors — is on one page for the whole product, not repeated here: see Security.

  • This is not a full EHR — no scheduling-to-claims-submission pipeline or client-facing portal yet. It's the documentation and billing layer with memory of each client.

  • Pricing isn't public yet — the model depends on a couple of decisions still being finalized. Ask, and we'll tell you honestly where that stands.

Built for HIPAA-sensitive workflows. NoteScreen is a documentation-support tool and does not guarantee payment or any particular claim outcome. See Security & Compliance for the full picture.

Early access

We onboard practices one at a time, by hand.

Tell us how your practice is set up and which EHRs you already use, and we'll walk you through what the private beta covers today.