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NoteLane

Built for Wisconsin CCS Service Facilitators, Mentors, Rehab Workers & Clinics (DHS 36) · Plus SOAP, DAP & BIRP
Wisconsin CCS DHS 36 • RWC Avatar • Custom .docx Secondary Presets: SOAP • DAP • BIRP AWS HIPAA BAA Active (us-east-2) Isolated Provider Workspaces
Wisconsin CCS Service Facilitators, Mentors, Rehab Workers & Clinics (DHS 36)

Wisconsin CCS progress notes, done right, in minutes.

Whether you mentor community members on front porches and trails, coordinate care as a Wisconsin CCS Service Facilitator or Rehab Worker, or run a behavioral health clinic, documentation shouldn't steal your evenings. Speak a 60-second voice debrief after session — NoteLane drafts your audit-ready progress note into your exact Wisconsin CCS (DHS 36) or custom agency .docx template (plus secondary support for SOAP, DAP, and BIRP) in your choice of 🏡 Kitchen-Table, 🩺 Clinical, or 🤝 Hybrid Skill-Building language.

Wisconsin CCS (DHS 36) & Custom Agency .docx Engine: Built from the ground up for Wisconsin county CCS programs (St. Croix, Rusk/RWC Avatar, Polk, Pierce, Dunn, Dane & statewide DHS 36) with secondary one-click presets for SOAP, DAP, and BIRP.
Voice-to-Note Language Switcher (🏡 Kitchen-Table ↔ 🩺 Clinical ↔ 🤝 Hybrid): Choose warm, plain, non-jargon Kitchen-Table language for human-first notes, formal Clinical / Medical terminology for insurance & medical necessity, or Hybrid Skill-Building with verbatim ISP goal alignment — and switch in one click.
100% Isolated Per-Provider HIPAA Workspaces & 16-Point Pre-Flight QA: Every subscribing provider operates in a private, encrypted workspace with their own client roster, in-memory Recovery Plan PDF intake, handwritten signature, and 16-point Pre-Flight compliance validator.

Private 30-day persistent HTTPS session. Signed-in devices only.

Simple, Honest Pricing · Built for Wisconsin CCS & Community Providers

Start Free, Pay-As-You-Go, or Go Unlimited

Test with 3 free notes (plus a pre-seeded [SAMPLE] practice client), buy non-renewing Note Packs for light caseloads, or unlock the full unlimited stack with NoteLane Plus.

Try Risk-Free No Card Required

Free 3-Note Starter

$0
Includes 3 full session note credits + unlimited tests on the [SAMPLE] client

Prove NoteLane on your own device and county workflow in under 2 minutes with zero commitment.

  • Pre-Seeded [SAMPLE] Practice Client (test voice-to-note & .docx export without burning a credit)
  • 3 Real Session Note Credits (1 credit per unique session approved/exported; re-edits are free)
  • 16-Point DHS 36 Pre-Flight Validator & signed .docx download
  • Isolated HIPAA Workspace covered under AWS BAA
Part-Time & Flex Caseloads Zero Auto-Renewal

Pay-As-You-Go Note Packs

$19 / 10 notes | $49 / 30 notes
One-time purchase · Valid 12 months (365 days) · $1.63–$1.90/note

Ideal for part-time mentors, rehab workers, and facilitators who want zero monthly subscription.

  • 10-Note Pack ($19) or 30-Note Pack ($49) — top up anytime
  • Unlimited Re-Edits & Re-Exports on any paid session note at zero extra credit cost
  • Built-In Template Presets (CCS DHS 36, SOAP, DAP, or BIRP)
  • Rolling Client Continuity Card + 30-day automatic historical note purge
⭐ Most Popular · Unlimited Saves $168/yr

NoteLane Plus Unlimited

$65/mo
Billed annually at $780/yr (or $79/mo billed monthly)

Complete clinical & county automation stack for active caseloads:

  1. Unlimited Notes & Sessions: Zero monthly caps across your entire caseload.
  2. Custom Agency .docx Mapper: Upload your clinic or county's exact Word template and preserve logos & tables.
  3. Live 3-Mode Language Switcher: Switch between 🏡 Kitchen-Table, 🩺 Clinical, and 🤝 Hybrid in one click.
  4. In-Memory Recovery Plan PDF Auto-Onboarding: Drop in a county Recovery Plan PDF to extract verbatim ISP goals in memory without saving the PDF to disk.
  5. One-Click Monthly County & RWC Avatar Batch Packager: Instant .zip of all signed .docx notes + cover sheet + RWC Avatar portal pack.
🧪 Founding Beta Cohort (5 Volunteer Spots · 90 Days of Full NoteLane Plus Access)
Selected beta testers receive 90 days of full NoteLane Plus access (reminders at Day 76 & Day 90, zero auto-charge, option to lock in Founding Plus at $49/mo) in exchange for running 5+ real session notes and submitting 2 feedback items via the in-app 💡 Suggest button.

Designed for One Thumb in the Car After Session

Documentation shouldn't steal your evenings or pull your eyes away from the person sitting across from you.

Step 1 · Presence

Stay Unhurried in the Session

Keep your phone in your pocket and your attention on the person in front of you. No typing during session, no clinical clipboards in the room.

Step 2 · 60-Second Debrief

Speak Naturally Before You Drive Off

Capture what you worked on, how the member responded, and where you drove while the session is still vivid. Your voice brief stays strictly private.

Step 3 · One-Tap Closeout

Proof, Approve & Export Your .docx

Tap once to verify times and mileage, see your 16/16 Pre-Flight green light, and download your signed Word (.docx) file or copy for RWC Avatar.

How NoteLane Protects Client Confidentiality (HIPAA Security Architecture)

Engineered from the ground up so providers, contracted agencies, and county programs can trust every step of documentation.

Pillar 1 · Infrastructure

AWS HIPAA BAA & Encrypted Storage

Hosted on dedicated AWS (us-east-2 Midwest) infrastructure covered by an active AWS HIPAA Business Associate Addendum (BAA), with AES-256 encrypted storage and automated 35-day encrypted backups.

Pillar 2 · Multi-Tenancy

Strict Per-Provider Workspace Isolation

Every subscribing provider operates inside a cryptographically isolated workspace. No provider — and no outside agency — can ever view, query, or access another provider's client roster, voice briefs, or progress notes.

Pillar 3 · Zero Email PHI

In-Memory Recovery Plan PDF Intake

Account setup and subscription billing never touch client information. Providers onboard clients inside their authenticated HTTPS workspace by dropping in a county Recovery Plan PDF — NoteLane extracts verbatim goals in memory, builds your .docx templates, and immediately discards the PDF without writing it to disk.

Pillar 4 · Voice Privacy

Zero AI Training & 30-Day Note Auto-Purge

Post-session voice briefs are processed strictly to draft your progress note and are never used to train AI models. Full historical note narratives are automatically purged 30 days after export while preserving your non-narrative Client Continuity Card.

Pillar 5 · Pre-Flight Validator

16-Point County & DHS 36 Pre-Flight

Built-in validator enforces county and state compliance (verbatim Recovery Plan goals, 12-hour standard time, in-car drive intervention rules, exact mileage/documentation minutes, and [Initials]- MM.DD.YYYY.docx naming) before a note ever leaves the app.

Pillar 6 · Audit & Access Control

Per-Provider Audit Trail & Session Security

Every view, edit, approval, and .docx export is recorded in a tamper-evident HIPAA access log with hashed reference IDs, protected by strict Owner-only file access controls, encrypted sessions, and brute-force rate limiting.

Built for State of Wisconsin DHS 36 & County QA Audits — With Instant Rule Adaptability

Every progress note is checked against all 12 Wis. Admin. Code § DHS 36.16–36.18 (Comprehensive Community Services) and county QA inspection points before export — and our declarative audit engine lets new county or state audit feedback be applied across templates and notes immediately:

1. Client & County Header (DHS 36.18): Recipient Name, DOB, County Agency & Service Facilitator match.
2. Exact Time & Duration Math: 12-hour AM/PM start/stop times (zero midday AM typos) & exact elapsed Service Minutes.
3. Authorized Service Array (DHS 36.17): Exact match to Recovery Plan authorization (ISDE, Service Planning, WMR, etc.).
4. Specific WI Place of Service: Explicit municipality + absent-client virtual dual-location rule when applicable.
5. Verbatim Recovery Plan Goal (DHS 36.16): Word-for-word Goal, numbered Objectives & Provider Action Plan highlighted in the dedicated goal block.
6. Active Skill-Building Interventions: Concrete provider interventions tied directly to the member's Recovery Plan.
7. Member Response & Progress: Observable client response and progress toward objectives in person-first language.
8. In-Car Community Transport Separation: Goal work during in-session drives documented in body; never mixed into billable travel.
9. Billable Travel Origin & Destination: Explicit from origin and to destination (never ambiguous toward) with paired miles/minutes.
10. Continuity of Care (Next Plan): Explicit future Next Plan date strictly after Date of Service (Next Plan > DOS).
11. Provider Attestation & Signature: Provider Name, Billing Credentials, embedded handwritten signature & Signature Date >= DOS.
12. Telehealth Consent & Language Bar: Synchronous audio+visual verbal permission & zero forbidden clinical clichés.

Clinician Author-of-Record Attestation, Rolling Continuity & Support Policy

Clinician Responsibility: The subscribing clinician is the sole author of record and must review, edit, and attest to every progress note before approval, export, or county submission. Rolling Continuity & 30-Day Full-Note Auto-Purge: NoteLane maintains a living Client Continuity Card (verbatim ISP goals, last 3 session threads, active next steps, and preferred phrasing) plus the 2 most recent approved notes for voice synthesis, and automatically purges full historical note narratives older than 30 days once exported. Provider Support Window: Email support at support@mynotelane.com · Weekly office hours Fridays 1:00–3:00 PM CT (never include client PHI in email). Read Full HIPAA BAA & Terms (v2026.10-HIPAA-v2) →