Mentalyc vs Heidi (2025) | Best AI Note-Taking Tool for Therapists Compared

Mentalyc vs Heidi: Why Mentalyc is the better choice than Heidi Health

Choosing the right AI platform for therapists can be overwhelming – especially with so many options claiming to do it all.

Today, we’ll compare two popular tools: Mentalyc vs Heidi Health — Mentalyc, designed specifically with therapists in mind, and Heidi, a more general health platform. This comparison will help answer the common question: Is Mentalyc better than Heidi?

We’ll highlight 5 reasons why Mentalyc is the smarter choice for mental health professionals – from better workflow support to more meaningful treatment planning powered by AI-assisted mental health documentation.

Let’s dive in and make your decision easier!

Mentalyc vs Heidi features comparison chart

Features	Mentalyc	Heidi Health
HIPAA compliance & BAA	✅	✅
Data Usage Transparency	✅	❌
Record any way: Live (in-person & telehealth), Dictated, Uploaded, Typed	✅	❌
Full support for All Client Types (individual, group, couple, family, child)	✅	❌
Various notes formats beyond SOAP	✅	❌
Supervision notes	✅	❌
Treatment Plan with SMART goals suggestions	✅	❌
Progress Tracking	✅	❌
Golden Thread	✅	❌
EHR plug-in	Coming Soon	✅

1 – Mentalyc is a platform that speaks your language – built for therapy, not general healthcare

Heidi vs Mentalyc – unbiased review

Heidi is a note-taking platform designed for a broad range of healthcare specialties, whereas Mentalyc is a mental health-first platform – created with the support of therapists, for therapists.

Mentalyc offers a more tailored experience because it was built from the ground up with input from mental health professionals. Its features, language, and workflows are specifically aligned with the needs of therapists, making daily tasks like note-taking, treatment planning, and supervision more intuitive. Unlike general platforms like Heidi, Mentalyc understands the nuances of mental health work – which means less time spent adapting the tool, and more time focused on clients. This distinction becomes especially clear when comparing Mentalyc vs Heidi for mental health professionals.

2 – Notes built by therapists, backed by research – not just community templates

Mentalyc vs Heidi AI note comparison

In Mentalyc, all templates are carefully designed and created by experienced therapists. They’re built on thorough user research and real-world feedback to ensure they truly align with your unique style, therapeutic approach, and modalities. This attention to detail means the notes generated are accurate, clinically relevant, and require minimal editing – helping you save time while maintaining high-quality documentation that meet insurance requirements and support HIPAA-compliant note-taking for therapists.

Heidi Health

In contrast, Heidi relies primarily on community templates – that is, templates created by other users from different professions – which can be risky, as their quality, clinical accuracy, and compliance may vary significantly.

This gap in quality is often highlighted in Mentalyc vs Heidi user reviews, especially when it comes to delivering insurance-ready mental health notes.

3 – Templates that work for you – not ones that make you work

Mentalyc vs Heidi for Accuracy and Compliance

Mentalyc is built around a library of clinically developed templates – with deep customization options that go far beyond CBT (Cognitive Behavioral Therapy). Whether you practice EMDR, ABA, play therapy, social work, or work as a PMHNP, Mentalyc offers a wide range of note formats to choose from – including SOAP, DAP, PIRP, SIRP, GIRP, BIRP, PIE, MSE, custom templates, and more. Mentalyc is designed to support your specific modality, language, and workflow, adapting seamlessly to how you practice with automated therapy progress notes and secure data handling for therapists in mind.

Heidi offers only basic templates for therapists – SOAP. The rest must be searched through community templates or created from scratch by the therapist. While this may sound like a highly flexible, personalized approach, in practice it shifts the burden of prompt creation onto the therapist. This is not only time-consuming but also risky – therapists are not prompt engineers.

Why choose Mentalyc over Heidi? Instead of streamlining your workflow, Heidi adds friction and cognitive load by requiring therapists to create prompts—just when they’re already managing heavy caseloads. Poorly constructed prompts can also result in incomplete or inaccurate notes that don’t meet compliance standards.

Heidi Health

APA emphasizes that clinicians should retain full control over documentation. “AI should assist, not dictate, to avoid bias and maintain ethical integrity.” This aligns with Mentalyc’s clinician‑guided workflow approach.

Mentalyc vs Heidi Pricing Comparison

Feature	Mentalyc	Heidi Health
Starting Price	USD 14.99 / Month	USD 99 / Month
Free Trial	YES	YES
Customization	✅ High – easily customizable note templates	⚠️ Limited – requires complex manual setup
HIPAA Compliance	✅ Full HIPAA-compliant note-taking for therapists	✅ HIPAA-compliant
Group Practice Support	✅ Yes – Built-in support for group practices with user management	⚠️ Limited – Better suited for solo practitioners

4 – Mentalyc offers much more than just note-taking – it’s clinical intelligence

Heidi or Mentalyc, which one truly supports real clinical insight?

Mentalyc: Therapeutic Alliance Insights

Mentalyc: Speech Insights

Mentalyc provides deep insights from sessions, including supervision-like feedback and therapeutic alliance analysis. It supports the entire therapeutic workflow, from intake to progress, treatment planning, and tracking. It ensures notes continuity through the Golden Thread, helping therapists stay aligned with goals and outcomes while using clinician-friendly AI tools for a streamlined documentation process.

Mentalyc: Therapeutic Alliance Insights

Heidi, on the other hand, doesn’t offer any of that. Its treatment planning is limited to basic community templates, with no built-in support for deeper analysis or workflow continuity.

5 – With Mentalyc, the treatment plan becomes useful, even if you don’t need it for insurance

Which is better for therapy notes – Mentalyc or Heidi?

The Treatment Plan doesn’t have to be just a formality. In Mentalyc, the treatment plan is tailored to your modality and your client’s presenting issues. Based on previous sessions’ analysis, Mentalyc suggests SMART goals and relevant interventions, making the plan a dynamic, clinically meaningful roadmap for the therapeutic journey.

In addition to ready-made templates, the treatment plan is fully customizable – you can include only the sections you find clinically relevant and remove the ones that feel unnecessary. It adapts to your workflow, not the other way around.

Because session context is reflected in the notes and tied to goals, you can easily track progress over time. Instead of being a static document, the treatment plan becomes a living guide that supports both clarity and direction in your work with clients.

Mentalyc: Treatment Plan Generation

Heidi only offers a basic, community-created treatment plan template. There’s no support for personalization, session-based analysis, or goal tracking – which limits its usefulness to little more than a checkbox exercise and highlights Mentalyc vs Heidi pros and cons in real clinical settings. For those still wondering “What’s the difference between Mentalyc and Heidi?”, this is where the gap becomes most evident.

Heidi or Mentalyc – Which Platform Wins in 2025?

The choice is clear: Mentalyc isn’t a one-size-fits-all tool – it adapts to the way you practice.

Unlike Heidi, which offers only basic, community-created templates and minimal support beyond note-taking, Mentalyc delivers a complete, therapist-first experience. This is especially important when considering Mentalyc or Heidi – which is better?

It’s intuitive and easy to use, so you can focus on your clients instead of fighting the interface or spending time learning how to write effective prompts. Therapists trust it for its note accuracy – notes are context-aware, aligned with session content, and require minimal editing.

With flexible, customizable templates, you can easily adjust your notes and treatment plans to fit your modality, workflow and your clients. Whether you prefer structured templates or want to build your own, Mentalyc adapts to how you work.

Recording is effortless, too – Mentalyc supports all input formats: in-person sessions, Telehealth, dictation, uploads, and manual typing. It’s one of the few video and audio session capture AI tools that’s fully compatible with the tools you already use, like Zoom or other video platforms, so you don’t need to change your workflow to make it work. If you’re working with families or larger caseloads, and trying to decide whether you should choose Mentalyc or Heidi for group therapy documentation, Mentalyc’s flexibility and modality-specific support clearly give it the edge.

And most importantly, it’s more than just notes – it’s clinical intelligence. With treatment planning, SMART goal suggestions, therapeutic alliance insights, and full progress tracking built-in, Mentalyc becomes a powerful ally in your therapeutic journey.

If you’re looking for a platform that delivers high-quality, audit-proof documentation and truly empowers both therapist and client through meaningful, data-informed care, Mentalyc is the clear winner.

Heidi Health vs Mentalyc – Pros and Cons

Category	Mentalyc – PROS	Mentalyc – CONS	Heidi – PROS	Heidi – CONS
User Focus	Designed specifically for therapists	May not be ideal for general health providers	Built for general health workflows	Not tailored to mental health professionals
Documentation Workflow	Offers streamlined documentation process with clinical insights	Lack of notes for physicians	Basic notes feature for general use	Limited clinical context and continuity in documentation
Customization	Highly customizable templates and treatment plans	None notable	Some templates available	Limited personalization; relies on community-generated templates
Treatment Planning	SMART goals, dynamic and modality-aligned plans	Not available in the basic free plan	Community-created basic treatment plan	Lacks real-time insights or goal tracking
Security & Compliance	Full HIPAA-compliant note-taking for therapists with secure data handling	None notable	HIPAA compliant	Fewer controls for advanced privacy and access levels

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Frequently Asked Questions About Mentalyc vs Heidi Health

Should I use Mentalyc or Heidi?

If you’re a mental health professional looking for an AI tool that adapts to your specific workflow, Mentalyc is often the better choice. It’s built specifically for therapists and provides a streamlined documentation process from intake to treatment planning. While Heidi serves a broader healthcare audience, it lacks the therapist-specific depth and workflow continuity that Mentalyc offers.

Which is the best AI note-taking tool for therapists

Mentalyc is widely considered the better AI note-taking tool for therapists. It offers clinically intelligent notes, customizable templates, and alignment with the Golden Thread. Heidi, while functional, is more generalized and lacks the therapist-focused features that make Mentalyc stand out.

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Mentalyc or Heidi – which offers better HIPAA compliance?

Both platforms are designed to be secure, but Mentalyc has a stronger focus on HIPAA-compliant note-taking for therapists. With features like encryption, secure cloud storage, and strict access controls, Mentalyc ensures your client data remains protected and audit-ready at all times.

Which therapy note tool integrates better – Mentalyc or Heidi?

When it comes to therapy software usability for clinicians, Mentalyc has the edge. It integrates effortlessly with tools therapists already use, like Zoom and Telehealth platforms, and supports various input methods, including dictation and uploads. Heidi’s integration capabilities are more limited and generalized for broader health contexts.

Is Mentalyc more secure than Heidi?

Yes. Mentalyc emphasizes secure data handling for therapists, using end-to-end encryption, role-based access, and compliance with healthcare privacy laws. While Heidi also offers basic security, it doesn’t match Mentalyc’s therapist-specific security infrastructure.

Which AI platform offers more accuracy – Mentalyc or Heidi?

Mentalyc consistently outperforms Heidi in terms of note accuracy. Its AI understands therapeutic language and context, producing notes that require minimal editing. Heidi’s accuracy is less consistent due to its more generic AI models not tailored specifically for therapy.

Mentalyc or Heidi – which is more compliant with insurance?

Mentalyc provides audit-ready, goal-linked documentation that aligns with the Golden Thread – making it more insurance-compliant. Heidi lacks built-in support for treatment planning and goal tracking, limiting its usefulness in clinical audits or insurance submissions.

Is there a free trial for Mentalyc or Heidi?

Yes. Both Mentalyc and Heidi offer free trials. Mentalyc allows new users to try its AI-powered documentation tools before committing, making it easier for therapists to test its workflow benefits firsthand.

How customizable are Mentalyc’s note templates?

Mentalyc’s templates are highly customizable. You can adjust or remove sections to fit your clinical approach, preferred modalities, or session type. Whether you follow CBT, DBT, or psychodynamic therapy, Mentalyc adapts to your needs—not the other way around.

Does Mentalyc support notes for children and family therapy?

Yes. Mentalyc supports note-taking across various client types, including children, families, and couples. The platform’s flexibility allows therapists to tailor notes to developmental stages, family dynamics, and session-specific contexts.

Does Mentalyc offer treatment planning?

Absolutely. Mentalyc includes dynamic treatment planning features with SMART goal suggestions based on prior sessions. Plans are fully customizable, making them clinically meaningful instead of just an administrative formality.

Mentalyc or Heidi – which fits your practice best?

That depends on your clinical focus. If you’re looking for a therapist-first tool with intelligent automation, dynamic planning, and deep workflow support, Mentalyc is likely the better fit. For those exploring “Mentalyc or Heidi – which fits your practice best”, Mentalyc consistently delivers more value to solo practitioners, group therapists, and clinicians needing customizable, accurate notes.

Mentalyc vs Heidi Health: Why Mentalyc Is the Better AI Tool for Therapists in 2025