Don't Let Writing Progress and Intake Notes Affect Your Love For Therapy

Effortless automated notes & treatment plans for mental health providers: save time, enhance care, and improve compliance.

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15 free notes for 14 days • No credit card required

Trusted by 30,000+ mental health professionals

4.6/5
4.5/5
"Mentalyc has made my personal and professional life so much easier. Not only does it make note-taking quicker and more effective, but it’s also HIPAA-compliant. Instead of catching up on notes, I can now spend my free time taking care of myself and making sure I show up as my best version for my clients.I would highly recommend Mentalyc and their Dictation Feature!"
Paige Wilson, LICSW
Psychotherapist, LICSW - Owner
“Mentalyc has a unique ability to transcribe and summarize the therapeutic process. It helps me reflect and gain an objective perspective after a session. This way, I can create a stronger conceptualization of the client’s individualized path to wellness.”
Daniel Helvetius
Licensed Professional Counselor, MEd, LPC-S, NCC - Practice Owner
"I am truly amazed at how well mentalyc AI works. It has cut my charting time by two-thirds, and in many ways-honestly-it does a better job than I did than I did. I love the way it captures quotes from the session to demonstrate points…”
Robin M. Mathy
Therapist, ASW - Open Path Psychotherapy Collective
“This software is GAME CHANGING!!!!!!!! I cannot believe how accurately it summarizes the audio. We will be purchasing this for our small, overworked team of clinicians here for sure. Thank you for creating something that allows us to do our job better and more efficiently by minimizing the time constraints of documentation.”
Angie O'Rourke MA, LPCS/C, NCC
Financial Director, Counselor & Clinical Supervisor - Co-Owner
“This is a system that has significantly simplified my note-taking process, it has just about eliminated the time that I actually spend on progress notes while still giving me high-quality progress notes that are insurance worthy.”
Thomas Hanna
Counselor, LMHC, NCC, CCTP - Private Practice Owner
“There is no going back to life without Mentalyc”
Clare Smith
Occupational Therapist & Child Centered Play Therapy - Creative Therapy Options

Mentalyc Is Compliant With

and more..

There Is No Safer Place
For Your Data Than Mentalyc

We believe that you need to know exactly what happens to your data.

No Recordings Stored

When you upload a session recording to Mentalyc, it’s instantly transcribed, and the original recording is securely deleted in a HIPAA-compliant environment.

Anonymization—On Your Terms

Client names and locations are automatically anonymized during transcription. You choose how clients appear in Mentalyc notes: full names, nicknames, or initials.

Delete Anytime

Your notes are safe and secure with HIPAA compliance, but if you want full control, you can delete transcripts or entire sessions whenever you like.

Try for Free

Made For Mental Health

Because you deserves tools that get your workflow.

From Individual to Group

From individuals, children, couples, to varied family and group sizes.

All Your Notes, Covered

Intake, SOAP, DAP, PIRP, SIRP, GIRP, BIRP, PIE, MSE, custom & more.

SMART Treatment Plans

Automatically created based on intake sessions. Seamless progress tracking over time.

Golden Thread

All your notes and treatment plans are linked and cross-referenced for seamless continuity.

In-person and Telehealth

Seamless integration with in tele-heath tools and EHRs, voice capture directly from browser or from the room.

Dictation and Description

If a client prefers not to be recorded, you can still create structured notes by typing or dictating a session summary — no recording is needed.

Tailored to Your Practice

Customizations for all therapy modalities far beyond CBT. Built to support EMDR, social work, ABA, PMHNP, play therapy, and much more.

Client Summaries

Session summaries ready to to be sent to your clients after each session.

Mobile and Desktop

Enjoy a seamless experience on a desktop, tablet, or phone.

Insurance Ready Notes

Your notes clearly show medical necessity and progress — just what insurers look for.

Supervision Notes

Use session recordings or post-session recaps to generate structured supervision notes.

Transparency Starts Here

We’ve made it easy for you with a ready-to-use client consent template — available right in the app under your profile and on our website. It’s important to let your clients know about session recording to build trust and transparency every step of the way.

Client Consent Template

Stay Compliant

Our notes adhere to healthcare giants.

Blue Cross Blue Shield (BCBS)

Mentalyc Notes captures all the details BCBS requires including the full client history, presenting issues, diagnostics, clinical formulation, interventions performed, care coordination, and future treatment plans. It also allows linkage of treatment to measurable goals.

Aetna

Aetna necessitates clear documentation of medical necessity, diagnosis justification, symptom severity, care coordination, and progress monitoring. Mentalyc Notes facilitates capturing all of these elements concisely.

Medicare

Medicare necessitates clear justification of medical necessity, risk assessments, care coordination details, diagnosis codes, measurable goals, and progress tracking. Mentalyc Notes prompts for comprehensive documentation across all these areas. Using it assists providers in meeting Medicare's documentation standards for medical need, appropriateness of care, and ongoing outcomes.

Medicaid

Medicaid requires establishment of symptoms and function impairments requiring treatment, use of evidence-based modalities, linkage of interventions to goals, risk evaluations, precise start/end times, and care coordination. Mentalyc Notes ensures easy documentation of these key elements in a Medicaid compliant structure. It facilitates rapid yet thorough capturing of clinical details Medicaid focuses on for reimbursement.

Anthem Inc.

Mentalyc meticulously utilizes the industry-standard DSM-5 diagnostic criteria and codes, aligning with Anthem's commitment to recognized diagnostic criteria. Our notes diligently document a comprehensive clinical formulation that captures predisposing factors, adhering to Anthem's guidelines for a thorough assessment. Moreover, our notes encompass a detailed mental status examination and thorough risk assessment, meeting Anthem's requirements for a comprehensive evaluation. We ensure that our notes thoroughly outline the discussed goals and articulate a continued treatment plan, in full accordance with Anthem's care coordination and follow-up requirements.

Centene

Mentalyc notes capture subjective quotes from the client, illustrating symptoms and aligning with Centene's emphasis on the patient's perspective. They also record details on the onset, frequency, and duration of symptoms, providing crucial information in line with Centene's evaluation criteria. Furthermore, our notes include family history and trauma details where applicable, addressing Centene's assessment requirements and providing relevant context. Additionally, we document the interventions used and the client's response, ensuring compliance with Centene's standards for evidence-based care.

Humana Inc.

Mentalyc notes comprehensively cover all presenting problems, clinical observations, and diagnosis details in alignment with Humana's comprehensive care approach. Additionally, any safety risks or concerns identified are diligently noted as per Humana's risk assessment guidelines. Our notes outline the follow-up actions, such as assigned homework, in accordance with Humana's discharge planning and continuity of care protocols. Lastly, we emphasize the coordination of care with other providers, ensuring compliance with Humana's integrated care requirements.

HealthCare Services Corp.

Mentalyc notes use industry-standard DSM-5 diagnoses and codes that align with HCSC's diagnostic criteria. We thoroughly document the interventions used and provide a clear rationale behind them, following HCSC's evidence-based care standards. Our notes also capture the progress made and any challenges faced, offering clinical evidence of outcomes as required by HCSC. Furthermore, we outline measurable goals using the S.M.A.R.T format, adhering to HCSC's treatment planning and efficacy criteria.

CVS Health Corp.

Mentalyc notes include a mental status exam that comprehensively assesses mood, speech, and cognition, meeting CVS's clinical evaluation guidelines. Important biological factors, such as medications and medical history, are noted to provide relevant clinical context as per CVS's criteria. We also record a clinical formulation that summarizes predisposing factors, complying with CVS's biopsychosocial assessment standards. Lastly, our notes outline follow-up actions, such as assigned homework, in accordance with CVS's care planning requirements.

GuideWell Mutual Holding Corp.

Mentalyc notes cover symptoms, functioning, and include related quotes from the client, effectively conveying patient experiences as per GuideWell's guidelines. Our notes identify diagnostic possibilities with clinical reasoning, meeting GuideWell's standards for evidence-based diagnoses. They also document risk assessments for safety concerns, addressing GuideWell's safety evaluation guidelines. Lastly, we outline goals, barriers, and continued treatment plans in compliance with GuideWell's care planning criteria.

Independence Health Group Inc.

Mentalyc notes document mental status exam details like mood, speech, and cognition are included to provide a comprehensive clinical evaluation as required by Independence Health Group. Our notes identify diagnoses with clinical reasoning and examples, meeting Independence Health Group's criteria for evidence-based assessment. They also document symptoms, onset, duration, frequency, and intensity, offering a detailed understanding of the client's condition. Lastly, we outline goals in S.M.A.R.T format and barriers, addressing Independence Health Group's treatment planning and monitoring protocols.

Kaiser Permanente

Mentalyc notes cover clinical observations, diagnoses, and symptoms clearly, providing a comprehensive overview of the client's condition as required by Kaiser Permanente. We note interventions used and the client's response, offering insights into the effectiveness of the provided care. Our notes assess strengths, risks, and safety concerns appropriately, following Kaiser Permanente's comprehensive evaluation standards. Lastly, we outline coordinated care with other providers, highlighting Kaiser Permanente's commitment to integrated healthcare.

UnitedHealth

Mentalyc notes provide a comprehensive account of the client's symptoms, functioning, and clinical observations, while adhering to UnitedHealth's guidelines for documentation. Our notes include a well-documented assessment and treatment plan section that outlines the goals and ongoing care plans as required by UnitedHealth. Additionally, we specify the interventions implemented, along with the rationale behind them, and document the client's response to treatment, ensuring compliance with UnitedHealth's standards for evidence-based care. Furthermore, our notes cover thorough risk assessments and address safety concerns, aligning with UnitedHealth's criteria for evaluating and effectively managing potential risks.

FAQs

Can I take intake notes using Mentalyc?
Yes! Just choose “Intake” under the “Note Type” section when creating your note [Configure and Generate].
Does Mentalyc work for Play therapy?
Yes, it does! With the easy-to-use Template Builder, you can create notes that fit your unique play therapy style. It’s easy to build a structure that matches the way you work.
Will the notes and Treatment Plan fit my approach, clients, and therapy style?
Absolutely. Whether you’re working with individuals, couples, families, or groups, you can create personalized, customized notes and a Treatment Plan for each client.

Mentalyc supports a wide range of therapy styles and modalities—including CBT, EMDR, psychodynamic, humanistic, play therapy, ABA, social work, PMHNP, and more—so you can tailor your plans to match your unique clinical approach.

Mentalyc offers editable templates that you can modify, use as is, or build from scratch, so you have full control at every step of note creation. 
Can the Mental Status Exam (MSE) be included in all templates?
You can easily add the MSE to any note using our easy-to-use template editor.
How can I record my session with Mentalyc?
Mentalyc captures your session data in a few ways:
- Live listening – Let the app listen during in-person or telehealth sessions.
- Upload a session recording – Add an audio file after the session.
- Dictate a summary – Speak your notes via phone or computer.
- Type a summary – Manually enter a written summary to generate structured notes.
Does Mentalyc support Psychiatrists and Psychiatric Nurse Practitioners (PMHNPs)
Absolutely. Mentalyc is designed to support the unique workflows of both psychiatrists and PMHNPs . You’ll find dedicated templates for medication management, psychiatric evaluations, and more. Plus, with the flexible template builder, you can easily customize your notes to include any sections you need.
Can I upload one recording that includes two back-to-back sessions?
If you upload one recording with two sessions, the system will treat it as a single session and generate just one note. We recommend avoiding this, since it won’t be able to tell where one session ends and the next begins, especially if the sessions involve different clients. This could lead to mixed or inaccurate documentation.
Does Mentalyc do Psychiatry notes?
Yes, it does! You can easily customize your note layout to fit your psychiatric workflow. Just look for sections recommended for psychiatrists when building your note—it’s simple to create exactly what you need.
Do Mentalyc notes comply with insurance?
Yes. Mentalyc helps you create thorough, insurance-ready notes by focusing on medical necessity. It guides you in documenting your client’s current symptoms, diagnosis, and how these impact daily functioning—all essential for demonstrating the need for treatment.

Your notes automatically reference prior sessions to maintain continuity and support the “golden thread” of treatment, helping you build a clear, connected story over time, especially important for audits.

Mentalyc also recommends evidence-based techniques when listing interventions. This not only enhances the clinical strength of your notes but also helps improve therapeutic outcomes, which naturally show up in your documentation over time.

In addition, Mentalyc lets you track progress against specific goals, monitor client engagement, and build customizable Treatment Plans with measurable objectives, making it easier to demonstrate clinical effectiveness and meet the documentation standards required by insurers.
How can I add a new client?
You can easily add a client by clicking [+Add New Client] while creating your note [Configure and Generate] or from the Client section.
What note formats are available in Mentalyc?
Mentalyc offers a wide variety of note templates to suit your needs— including SOAP, DAP, PIRP, SIRP, GIRP, BIRP, PIE, EMDR, Play Therapy, Psychiatry notes, and more. You can create intake notes, progress notes, and treatment plans.

It supports all client types — individuals, children, couples, and families. Notes can be created from recordings, transcripts, dictation, or written summaries — whatever works best for you. Everything is easy to customize to fit your workflow and style.
Is it possible to use Mentalyc on an iPad?
Certainly! You can easily utilize Mentalyc on your iPad by following our guidelines and recording the phone conversation. Simply upload the recorded conversation to the Mentalyc tool from your iPad. However, please note that the editing and signing of notes can only be done from your computer.
Does Mentalyc offer group therapy notes?
Yes! The app supports group notes - both for the group as a whole and for individual participants. This feature is available on the SUPER and TEAM plans.
Does Mentalyc ensure a “golden thread” for therapy notes?
Yes! Saving your notes in Mentalyc keeps your therapy history connected across sessions, helping you track progress and maintain context over time. That’s why we recommend saving and storing every note in Mentalyc — even if you later transfer it to your EHR.
Do you support telehealth & in-person sessions?
Yes — Mentalyc works seamlessly with both telehealth platforms and in-person sessions—no extra integrations needed. While Mentalyc doesn’t have built-in telehealth, you can easily use it alongside your preferred video platform or phone.
Can I record phone call sessions?
Certainly! We have easy guides for both iPhone and Android to help you record your phone calls.
Can I use Mentalyc with my current video call platform (telehealth)?
Yes! You can easily capture audio directly from your browser while using your preferred telehealth platform. Check out our tutorial to learn how.
Does Mentalyc integrate with Simple Practice?
While direct integration with SimplePractice isn’t available due to their platform limitations (which applies to all solutions on the market), Mentalyc is designed to work smoothly alongside any EHR. It adds a powerful layer of clinical insight and creates structured, insurance-ready notes. You can easily copy your notes into Simple Practice or any other EHR, submit them to insurance, or use Mentalyc as your main documentation hub.
Does Mentalyc capture medication details during sessions?
Yes! Mentalyc records medication details, dosages, and any changes.
Can I use Mentalyc for couple, child, or family therapy sessions?
Yes. With the PRO plan and above, you gain access to features for different client types — including couples, children, and families. These client types are available across all note formats, including treatment plans, intake notes, and more. Just a heads-up: the BASIC and MINI plans support individual adult clients only.
What is the typical length of notes?
It depends on the type and format you choose. With the template builder, you can customize your notes to be as brief or detailed as you need, so the length is totally up to you.
Is Mentalyc using human scribes?
No, it is not. All transcripts and notes are generated using advanced technology like Machine Learning Algorithms, Language Models, and Statistical models.
Can I use Mentalyc with my EHR?
Absolutely! You can easily copy notes from Mentalyc and paste them into your EHR system with just a click. For enterprise users, we also offer API integration to make the process even smoother and more automated.
Is Mentalyc secure and compliant with privacy regulations?
Yes. Mentalyc is fully committed to protecting your data and maintaining the highest standards of privacy and security. It is 100% compliant with major data protection regulations, including: HIPAA (U.S.), SOC 2, PIPEDA, PHIPA, PIPA, and PHIA (Canada), APP (Australia).

Mentalyc also goes beyond just compliance. It offers enhanced privacy through full data anonymization, so your client information remains secure.
How does Mentalyc create my therapy notes?
It’s a simple process:
1. Add your session – Record in-person or telehealth session, upload a session recording, dictate or type a session summary.
2. Mentalyc organizes it – Your input is structured into a note using your chosen template.
3. Get your draft – Receive a clear, ready-to-edit note with summary, insights, and next steps.
4. Review – You stay in control by checking and editing the draft.
5.  Save Note - store it securely in Mentalyc and/or copy it to your EHR. Saving notes builds therapy context and unlocks helpful analytics

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