Faster case notes, without switching systems
Say what happened. TryCaSIE writes the case note. You review it and paste it into the system your team already uses.
Free for 7 days or 5 notes. No credit card needed.
What you said
Met with Marcus this morning at the office for our weekly check-in, about 45 minutes. He came in agitated, kept standing up and sitting back down, said he's barely slept the last three nights.
Behavior
The client arrived agitated and repeatedly stood up and sat back down. He said he had barely slept during the previous three nights. He reported being without his medication for about one week because the pharmacy told him the prior authorization had expired, and he did not know whom to call. The client also reported receiving a lease violation notice on Tuesday regarding noise complaints and said he was scared of losing the apartment he obtained in March. When asked directly, the client said he had no thoughts of hurting himself or anyone else.
Intervention
The case manager reviewed the lease violation notice with the client line by line to help him understand its contents. The case manager and the client called the property manager together. The case manager helped the client draft a written response to the notice. The case manager also called the pharmacy and restarted the prior authorization process. The case manager guided the client through the grounding exercise practiced the previous month and again provided the 24-hour crisis line number.
You don't need a new system. You already have one.
TryCaSIE fits in front of it. Speak or type what happened. Pick your format: SOAP, BIRP, DAP, or any of the others. TryCaSIE writes the note in that format. You review it, change anything you want, and paste it into your EHR.
What you type or say
Met with Marcus this morning at the office for our weekly check-in, about 45 minutes. He came in agitated, kept standing up and sitting back down, said he's barely slept the last three nights. He's been off his medication for about a week because the pharmacy told him the prior authorization expired and he didn't know who to call. On top of that he got a lease violation notice Tuesday for noise complaints and he's scared he's going to lose the apartment he just got in March. I went through the notice with him line by line so he understood what it actually said, then we called the property manager together from my desk. She agreed to hold off on filing as long as he responds in writing by Friday, and I helped him draft the response letter before he left. I also called the pharmacy and got the prior auth restarted, they said 48 hours. We did the grounding exercise we practiced last month and I gave him the 24 hour crisis line number again. By the end he was noticeably calmer, said his chest wasn't tight anymore and he could think straight. I asked directly and he denied any thoughts of hurting himself or anyone else. He agreed to call me Thursday to confirm he mailed the letter. I'm going to reach out to his prescriber Monday about a 90 day fill so this doesn't happen again.
The note TryCaSIE writes
Behavior
The client arrived agitated and repeatedly stood up and sat back down. He said he had barely slept during the previous three nights. He reported being without his medication for about one week because the pharmacy told him the prior authorization had expired, and he did not know whom to call. The client also reported receiving a lease violation notice on Tuesday regarding noise complaints and said he was scared of losing the apartment he obtained in March. When asked directly, the client said he had no thoughts of hurting himself or anyone else.
Intervention
The case manager reviewed the lease violation notice with the client line by line to help him understand its contents. The case manager and the client called the property manager together. The case manager helped the client draft a written response to the notice. The case manager also called the pharmacy and restarted the prior authorization process. The case manager guided the client through the grounding exercise practiced the previous month and again provided the 24-hour crisis line number.
Response
The property manager agreed to delay filing as long as the client responded in writing by Friday. The pharmacy stated that the prior authorization process would take 48 hours. The client participated in the grounding exercise. By the end of the meeting, he was noticeably calmer and said his chest was no longer tight and he could think clearly.
Plan
The client agreed to call the case manager on Thursday to confirm that he mailed the response letter. The case manager will contact the client’s prescriber on Monday regarding a 90-day medication fill.
Sample data. No real client information is shown.
Case notes pile up
Some workers turn to ChatGPT to keep up. It's fast, but it wasn't built for protected client information or the documentation standards this work runs on.
If you've ever thought:
- I'll clean this up later...
- I hope this is written the right way
- Why did this get sent back again?
- I know what happened, I just can't get it down right
With TryCaSIE:
- Notes done in minutes, not hours
- Leave work on time
- No backlog piling up
- Ready for review the first time
- Document many clients at once, one note each, automatically
Your note is done before you start the next session
A note in minutes
Speak in English, Spanish, Portuguese, or Amharic. TryCaSIE writes the note while the session is still fresh.
The format your reviewer expects
SOAP, BIRP, DAP, BioPsychoSocial, and eight more. The note comes out in the structure your system of record already wants.
You stay in control
Pick how much help you want, from light polish to a full rewrite. Nothing is final until you approve it.
Your instructions, every time
Save your own writing instructions and set one as the default, so every note matches how your team documents.
A record of who wrote what
See what was entered, what was suggested, what you edited, and when you approved it. Every note carries its own history for as long as you keep it.
HIPAA-compliant infrastructure
Runs on Microsoft Azure under a BAA. Encrypted at rest and in transit, on a private network. The AI never trains on your data.
How client records are handled
Trust & Security- Teams sign a Business Associate Agreement before anyone writes a note.
- Note content is never used to train AI models.
- Every view, edit and copy of a note is logged, and the log is kept six years.
- You set how long notes are kept. Anything older is deleted every night.
- It runs on Microsoft Azure, under Microsoft's Business Associate Agreement.
- Every copy of a 42 CFR Part 2 record carries the redisclosure notice.
One session. A separate note for every client.
Describe the session once, then add a few lines for each client. TryCaSIE writes a separate note for every one of them. The shared session content is written once and reads the same in every chart, while each client's own sections come from what you wrote about them. You review the whole set before anything is final. Built for psychoeducation, skills groups, IOP and PHP, and any time you document several clients from one encounter.
Every common format. Plus the ones nobody else has.
TryCaSIE ships the formats human services and behavioral health teams already use. When an agency or state program requires something specific, we build that too.
Standard formats
- Standard Case Note
- Flexible format for general documentation without a specific structure.
- BIRP
- Behavior, Intervention, Response, Plan
- BPS
- Biological, Psychological, Social
- DAP
- Data, Assessment, Plan
- FIRP
- Functioning, Intervention, Response, Plan
- GIRP
- Goals, Intervention, Response, Plan
- PCAP
- Purpose, Content, Assessment, Plan
- SIRP
- Situation, Intervention, Response, Plan
- SIRT
- Situation, Intervention, Response, Treatment
- SOAP
- Subjective, Objective, Assessment, Plan
Built for specific customers
- DAOP
- Data, Assessment, Observable Behavior, Plan
- FIRPP
- Focus, Intervention, Response, Progress, Plan
Each one exists because a user asked for it and sent us how their agency documents. We built the format, and it's now live in the app for everyone. Send us how your agency documents and we'll build the format.
Frequently Asked Questions
Something else? hello@trycasie.com
Go home with your notes done
No more weekend catch-up. Notes finished at work, ready to be copied into your system.
Free for 7 days or 5 notes. No credit card needed.
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