Most mental health professionals discover Berries and immediately put it to work recording sessions and generating notes. That's a great start - but it's only scratching the surface. Berries was built specifically for mental health with features designed around the exact clinical and administrative challenges you face every day. Here are ten things you probably didn't know you could do.

Key Takeaways

• Berries goes far beyond live session recording - you can generate structured notes from typed summaries, voice dictations, uploaded audio files, images of handwritten notes, PDFs, and Word documents, giving you a reliable documentation workflow no matter how your session went.

• Clinical tools like Smart Diagnosis, the Berries Clinical Assistant, and AI-powered Treatment Plans are built directly into your workflow, reducing the cognitive load of documentation without sacrificing accuracy.

• Team features like template sharing and multi-language support make Berries as useful for group practices and diverse caseloads as it is for solo practitioners.

1. Generate Notes Without Ever Recording the Session

Recording every session isn't always possible - or preferable. Berries gives you four flexible ways to create a structured clinical note without a live recording.

Generate from Text lets you paste a typed summary, key points, or session reflections directly into Berries. The AI transforms your raw text into a complete, professionally structured note based on your chosen template. It's the fastest path to documentation when you're working from memory or personal notes.

Upload a file or image takes that one step further. Within the Generate from Text feature, you can upload a photo of your handwritten notes, a PDF, or a Word document - and Berries will extract the text and convert it into a structured clinical note. No retyping, no friction.

Upload an Audio File is for sessions you already have a recording of - whether from a voice memo app, a separate recorder, or a telehealth platform. From the Start Session dropdown, select Upload Audio File, choose your file (MP3, WAV, M4A, AAC, MP4, and more are supported), and Berries will transcribe it and generate a full note automatically.

Dictate a Session Summary is built for the moments right after a session ends. Speak a 2–4 minute summary into Berries and it processes your spoken words into a complete clinical note. Low effort, high quality - and ready in seconds.

Pro tip: All four options live in the same place: click the arrow next to the Start Session button on the Berries home page to access the full dropdown menu.

2. Run Multilingual Sessions - With English Notes

If you work with clients who speak a language other than English, Berries has you covered. The platform supports session recording and documentation in 20+ languages while automatically generating your clinical notes in English.

That means you can conduct therapy entirely in your client's preferred language and still produce compliant, English-language notes ready for review - no manual translation needed.

Pro tip: Before starting a session, make sure the correct session language is selected from the language dropdown in the top right corner of the Start Session page. Berries can capture sessions in multiple languages while automatically generating all notes and documentation in English.

3. Refine Any Note With a Single Instruction

Even a well-generated note sometimes needs a second pass. Maybe a section needs stronger clinical language, or you want the assessment to more clearly reflect medical necessity. Magic Edit helps you quickly adjust your notes using simple instructions. You can rewrite sections, change tone or wording, add missing details, shorten content, improve clarity, or apply changes across the entire note in seconds.

You can type your instruction, dictate it using the microphone icon, or pick from suggested examples. When you're done, click Regenerate. And if the result isn't quite right, the Undo button is right there.

Pro tip: Try prompts like "Make this section more concise", "Focus on the recent breakup", or "Strengthen this section to clearly reflect functional impairment and medical necessity." Magic Edit works across notes, treatment plans, and patient letters - one tool, everywhere it matters.

4. Generate Patient Letters Straight From Your Note

Generate patient letters in seconds with one click. After a session, the Patient Letter feature creates a range of clinician-to-patient communications directly from your session note content. Choose from predefined templates like session summaries, patient instructions, or school letters, or describe what you need and let the AI generate a custom letter from scratch.

Every letter is fully editable before you use it. Refine tone or content manually, use Magic Edit for more targeted changes, save it as a PDF, or simply copy it and send it through your preferred platform.

Pro tip: Access Patient Letters from the Patient Letter tab at the top of any note page. For custom formats, describe the recipient, the purpose, and your preferred tone - and Berries will handle the rest.

5. Get Real-Time Clinical Support With the Berries Assistant

The Berries Clinical Assistant is your AI-powered clinical thinking partner, available across the entire platform. You can ask it anything - and it responds with context drawn from your client's session history, diagnoses, and documentation.

Before a session, ask it to summarize recent notes or flag key themes. During a session, use it to brainstorm interventions or think through a challenging clinical moment. After a session, ask it to suggest next steps, generate homework ideas, or clarify billing codes. When relevant, responses can also draw on trusted clinical literature and professional guidelines.

Pro tip: Click Assistant in the top bar to open the Assistant page, then search for or select a patient to get context-aware responses. A few useful prompts: "Summarize the last three sessions", "Suggest a treatment goal and matching intervention", or "Find ICD codes based on this patient's diagnosis."

6. Let AI Highlight Diagnoses - Then Approve What Fits

Smart Diagnosis analyzes your session note and automatically highlights relevant ICD-10 diagnoses for your review. Each code includes a brief justification showing which parts of the note informed the recommendation, so you can quickly evaluate the reasoning and decide what fits.

Once you approve a diagnosis, it’s saved directly to the client’s profile, improving the consistency and accuracy of every note and treatment plan generated after that point. You can also manually search for and add any diagnosis directly from the note page whenever needed.

Pro tip: Approved diagnoses are included by default when you use the Copy Note feature. If you prefer not to include them in copied notes, adjust this under Account Settings → Note Preferences.

7. Generate and Update Treatment Plans With AI

Berries helps you maintain the “golden thread” across diagnoses, treatment plans, and ongoing session notes. The platform generate a complete treatment plan in seconds based on your notes, the client’s approved diagnoses, your chosen template, and the therapeutic framework you use (CBT, DBT, EMDR, ACT, and more). Custom instructions let you guide how the plan is written so it fits your clinical voice and practice requirements.

Once generated, review and edit each section manually, or use Magic Edit to refine specific parts. When you're satisfied, click Approve Plan to save it as the active version. All previous versions are stored and accessible anytime through the Plan Actions menu. Once approved, the treatment plan can also be reflected in your ongoing notes - keeping your session documentation consistent with the goals and clinical direction you've already established.

Pro tip: Treatment plans can be accessed from both the Note Page and the Client Page. If a client already has an older plan on file, you'll be prompted to generate a new version rather than starting from scratch.

8. Build a Template From a Note You've Already Written

Already have a note that perfectly captures your ideal structure, tone, and level of clinical detail? Berries can turn it into a reusable template. In the Templates library, click New note template, then select Create from Note. Paste your best-written example, give it a name, and Berries will analyze it to generate a fully structured template - complete with section titles, content instructions, and your preferred formatting style. All identifying information is automatically stripped out for privacy.

Review and refine the generated sections before saving, and the template will be available every time you start a new session.

Pro tip: The same workflow applies to treatment plan templates. In the Templates library, switch to the Treatment Plan filter, click New plan template, and select Create from Treatment Plan to build a treatment plan template from an existing plan example. It's the fastest way to lock in a documentation standard you already know works.

9. Share Your Templates With the Rest of Your Team

If you work in a group practice, consistent documentation matters - for compliance, supervision, and billing. Berries lets you share any custom note or treatment plan template with colleagues via a secure link. Recipients can open it, customize it to their preferences if needed, and save it to their own library in one click.

Practice administrators can build master templates with all required compliance fields built in and share them to every clinician on the team. New providers can start documenting to your organization's standard from day one.

Pro tip: To share a template, go to My Library in the Templates section, click the three dots next to the template you want to share, and select Share. A link is generated automatically - just send it to your colleagues. Keep in mind: shared templates don't update automatically if you later edit the original. Reshare the updated link after any significant changes.

10. Get Instant Session Preparation

Berries can help you walk into sessions more prepared. Before meeting with a client, use the Session Preparation tools to quickly review recent notes, treatment plan progress, diagnoses, medications, and key themes from previous sessions. Instead of spending valuable time searching through charts, Berries gives you a focused summary so you can reconnect with the client faster and stay more present during the session.

Pro tip: Use the Preparation tab before a session to quickly review recent summaries, follow-ups, treatment plan progress, and key clinical themes.

11. Track Medications and Allergies - Without the Manual Upkeep

If medications come up in your sessions, keeping that information accurate and accessible has always been a manual headache. The Medication List tab gives you one clear place to manage a client’s current medications and allergies, available from both the note page and the client page. Once added, medications can automatically carry forward across future notes while staying aligned with your documentation over time.

Setting it up is flexible - paste an existing list and let Berries structure it, import from past notes if medications were already mentioned, or add everything manually. 

The most useful part: when you complete a note after a session, the Medication List updates automatically based on what was documented. If something new is mentioned in a session note, it's surfaced in the tab for your review - so nothing slips through.

Pro tip: Click Details on any medication to see its full history, including previous versions and when changes were made. You can also click View Updates after completing a note to review exactly what was added or changed from that session.

One Platform, A Lot More Than Notes.

Most mental health professionals spend a significant chunk of their week on documentation. Berries was built to give mental health professionals more time doing what they love, not just by recording sessions, but by supporting every step of the clinical documentation process, from intake to diagnosis to treatment planning to client communication.

If you’ve been using Berries only for session recording, there’s so much more available to support your workflow. The features above are already built into your account and ready to start using today.

Want to see what Berries can do for your practice? Start your free trial at heyberries.com

This article is for informational purposes only and is not a substitute for professional clinical judgment, supervision, or continuing education. Therapists should consult current clinical guidelines and use their professional discretion when applying this information to individual client cases.