Documentation

ShrinkNotes guides

Everything you can do in ShrinkNotes, explained step by step — from end-to-end encryption to intake forms, superbills, and keyboard shortcuts.

Encryption & Recovery Keys

How ShrinkNotes end-to-end encrypts your private notes, and how to set up and use your one-time recovery key.

Build customizable, branded intake forms with consent documents and send clients a private link.

Generate insurance-ready superbills so cash-pay clients can seek out-of-network reimbursement.

Create and maintain structured treatment plans for the clinical work that calls for them.

Fulfill and securely share client records when they are requested.

Use service types like life coaching and spiritual direction, and keep clinical features out of the way.

How ShrinkNotes sets appointment duration and CPT code, and remembers each client’s usual settings.

Why an appointment shows in Unresolved Sessions or gets an orange band, and how to clear it.

Stop balance reminders for a client without hiding the balance — fully reversible.

Remove a client from your active list while keeping all their records, and restore them any time.

How everyone on a practice account sees appointments, notes, and intakes update live.

The Practitioner, Scheduler, and Admin roles, and who can see which appointments and notes.

Move around ShrinkNotes faster with single-key shortcuts for search, calendar, home, and adding clients.