FAQs

Find answers to your questions about Mentalyc and its services below.

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Does Alliance Ginie™ record or store my sessions?

Aliance Ginie
Alliance Ginie™ temporarily records your session and keeps audio just long enough to create an anonymized transcript—no names or personal details included. The audio is deleted immediately after. Alliance Ginie™ uses this anonymized transcript to extract key insights and highlight important moments, giving you helpful feedback, kind of like having a supervisor by your side.  Everything is handled with strict privacy and security, fully HIPAA- and SOC 2–2-compliant.

Can I take intake notes using Mentalyc?

Notes
Yes! Just choose “Intake” under the “Note Type” section when creating your note [Configure and Generate].

Is Mentalyc compliant with privacy regulations?

Privacy & Security
Yes — 100% HIPAA & SOC 2 Type II compliant in the U.S., plus built to meet Australian Privacy Principles and Canada’s PIPEDA standards.

Does Mentalyc work for Play therapy?

Notes
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.

Is Mentalyc being utilized by other therapists?

Using Mentalyc
Yes, absolutely! Mentalyc is widely adopted by numerous highly-skilled and experienced clinicians from various locations across the United States. Its user base is consistently growing every week, making it an excellent choice for therapists seeking a reliable and effective platform.

Does Alliance Ginie™ work with any therapy modality?

Aliance Ginie
Yes. Alliance Ginie™ adapts to your therapeutic orientation. Whether you practice CBT, psychodynamic, humanistic, or integrative care, Mentalyc tailors feedback to your selected modality — respecting your style and language of healing.

Will this work for couples or families?

Smart TP
Yes. We support per-member tracking in family and group therapy.

Will the notes and Treatment Plan fit my approach, clients, and therapy style?

Smart TP
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?

Notes
You can easily add the MSE to any note using our easy-to-use template editor.

Can I pay for Mentalyc monthly?

Subscription
 Yes! You can choose monthly billing for more flexibility. But if you’re planning to use the app long-term, the annual plan can save you up to 300 USD, making it the most cost-effective option.

Will my boss be aware that I am using Mentalyc?

Privacy & Security
If you purchased the plan yourself, your supervisor or practice manager won’t know you’re using the app unless you choose to share that information.

However, if your practice purchased the plan for you, they may be able to see the clients linked to your account. If you’re working with clients who aren’t part of the group practice, we recommend using a separate personal account to ensure client confidentiality.

How can I record my session with Mentalyc?

Notes
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.

Do you use my data for AI training purposes?

Privacy & Security
We understand how important your privacy is. To make your notes smarter and more accurate, we carefully use information that’s been fully de-identified, meaning all personal details are removed to protect both you and your clients.

Our platform is fully HIPAA-compliant and built with rigorous security measures. We never sell or share your data with anyone else. Your confidentiality always comes first. De-identified data is used only for learning purposes to improve your experience with Mentalyc.

If you’re on our Super or Team plan, you also have full control to opt out of any data use whenever you wish.

You can also choose partial anonymization for your notes, keeping basic details like first names for context while removing sensitive data, all within our HIPAA-compliant system.

Does Mentalyc support Psychiatrists and Psychiatric Nurse Practitioners (PMHNPs)

Using Mentalyc
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.

Is Mentalyc a trustworthy company?

Privacy & Security
Yes! Mentalyc is a well-established company that has been a pioneer in AI-powered note-taking since 2021. We know the field inside out, including both therapists and people who’ve experienced therapy firsthand. We build Mentalyc in close collaboration with practicing clinicians, shaping every feature around their real needs.

We are:
✔️ HIPAA-compliant
✔️ Profitable and independent
✔️ Trusted by over 30,000 therapists
✔️ Continuously evolving with feedback from our community

We’re here for the long term, focused on building a secure, ethical, and therapist-centered tool you can rely on.

Want to learn more about who we are and why we do this? [Click here.]

Can I upload one recording that includes two back-to-back sessions?

Using Mentalyc
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.

Can Mentalyc be used for in-person sessions?

Using Mentalyc
Yes. You can use Mentalyc's built-in recorder during in-person sessions, or just use your phone, tablet, or any other device that records audio. Whatever feels easiest and fits your workflow. 

Does Mentalyc provide a BAA?

Privacy & Security
Yes! When you create an account, you agree to our BAA. You can review it anytime in your profile and download a signed version if needed—just click [Generate BAA].

Does Mentalyc do Psychiatry notes?

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.

What does Mentalyc do with my session recordings?

Privacy & Security
Mentalyc temporarily uses your session recording to create a transcript. We securely store the audio for up to 3 days, just in case something needs to be fixed or retried with your note. After that, the audio is automatically deleted. The transcript we create is fully anonymized, so it never includes names or personal details. Everything is handled with care and stays fully HIPAA- and SOC 2 II-compliant.

Do Mentalyc notes comply with insurance?

Legal & 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.

What’s the purpose of anonymizing notes in Mentalyc?

Privacy & Security
Anonymizing your notes means removing identifying details from transcripts to help keep sessions private. We don’t require identifiable client data in order to generate notes. Our approach is to store only the minimum necessary information to provide value to clinicians—nothing more.

For those who prefer a balance, we also offer partial anonymization: we keep limited details like first names, while removing sensitive identifiers. This option is especially helpful for therapists who need clearer context—like in family sessions—without compromising on security. Thanks to our HIPAA-compliant infrastructure and robust security practices, both options are safe and secure.

Do you have special discounts?

Subscription
Yes, we do!  If you’re a pre-licensed therapist, intern, or trainee working independently toward licensure, we offer a discount just for you. We know this part of the journey can be challenging—long hours, often with little or no pay—so this is our way of supporting you as you move forward.

Unfortunately, we do not offer discounts for military personnel, veterans, non-profit organizations, or NGOs at this time.

Does Mentalyc have a mobile app?

Using Mentalyc
Not yet, but you can use Mentalyc right on your phone’s browser, no app needed! To make it even easier, you can add a shortcut to your home screen—just like an app. Check out our simple step-by-step guides for Android and iPhone/iPad to get set up. This way, Mentalyc is always just a tap away, anytime and anywhere.

How do I cancel my subscription?

Subscription
You can cancel your subscription at any time by going to your client profile, selecting “Manage Subscription,” and clicking “Request a cancellation.”

After canceling, you’ll still have access to your remaining credits and notes until the end of your current billing period—whether that’s monthly or yearly. This means your access continues for the full duration of your subscription cycle, not just until the end of the calendar month.

Once your billing period ends, you won’t be able to create new notes or access past records. If you decide to return later, you can easily resubscribe to regain full access to your account and data.

How can I add a new client?

Using Mentalyc
You can easily add a client by clicking [+Add New Client] while creating your note [Configure and Generate] or from the Client section.

Are session transcripts created in Mentalyc considered medical records?

Legal & Insurance
In Mentalyc, session transcripts are fully anonymized—they don’t include names or any information that could identify a specific client or therapist. Because of this, they are not considered medical records. However, if you choose to keep transcripts linked to a client's name in your own records, those could be treated as part of their medical file, depending on your local regulations.

Is Mentalyc compliant with the data protection regulations in Canada, namely PIPEDA, PHIPA, PIPA, and PHIA

Privacy & Security
Mentalyc is fully compliant with the data protection regulations in Canada, including PIPEDA, PIPA, PHIA and PHIPA. It adheres to the highest standards of confidentiality and privacy to ensure the safety of our clients' data. 

Do I get access to Alliance Ginie™?

Aliance Ginie
Access to Alliance Ginie™ depends on your subscription plan:

Mini: Not included.

Basic: Limited insights — you’ll see which areas might need attention, but won’t get details on when or why.

Pro, Super, Team: Full access — pinpoint missed opportunities and areas for improvement within transcripts, view key quotes and alliance recommendations, and track trends in each client’s profile over time.

What note formats are available in Mentalyc?

Notes
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?

Using Mentalyc
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.

Can I still customize the plan?

Smart TP
Yes. You always have the final say. Mentalyc gives you smart starting points that are fully editable.

Does Mentalyc offer group therapy notes?

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?

Using Mentalyc
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.

Will my clients know if I’m using Mentalyc or recording our sessions?

Privacy & Security
Will my clients know I’m using Mentalyc?
Not automatically. It’s up to you whether to share that you’re using Mentalyc—but we recommend being transparent to support trust and a strong therapeutic relationship.

Will clients know if their session is being recorded?
It depends on how you record:
- using external recorders, e.g., Zoom’s built-in recording: Clients are typically notified automatically when recording begins.
- using Mentalyc’s recorder (also during a Zoom call): Clients are not notified (only audio is recorded).

What if a client doesn’t want to be recorded?
That's okay - you can still use Mentalyc by summarizing the session afterward using our simple dictation feature.

Need help getting consent?
We provide a customizable Client Consent Form along with helpful talking points to make the process clear and smooth.

Do you support telehealth & in-person sessions?

Using Mentalyc
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.

How can I manage my billing?

Subscription
Just head to your profile and click “Manage subscription.” From there, you can view invoices, update payment details, and make changes to your plan, like upgrading or downgrading.

Is Mentalyc compliant with New Zealand's Privacy Act?

Privacy & Security
Yes, Mentalyc complies with New Zealand’s Privacy Act. You have the right to access, correct, and control your personal information, including opting out of marketing. For full details, check out our Privacy Policy

Can my clients access the notes on Mentalyc?

Privacy & Security
No, your clients do not have direct access to your notes in Mentalyc. Only you can view them. If you choose to share notes, you can do so by downloading them and sending them via email or printing them out. Your notes are private, secure, and accessible only by you or someone you’ve specifically authorized.

Can I use ChatGPT to write therapy notes?

Privacy & Security
No. ChatGPT (or similar platforms) is not HIPAA-compliant and must not be used to write or store clinical notes. It lacks the required security measures (like a BAA), and entering client data into it puts privacy at risk — even if de-identified. To stay HIPAA-compliant, always use trusted, secure platforms — like Mentalyc — that are designed for clinical use.

Can I record phone call sessions?

Using Mentalyc
Certainly! We have easy guides for both iPhone and Android to help you record your phone calls.

Is there a client consent form available for use on Mentalyc?

Privacy & Security
Yes! Mentalyc provides a ready-to-use client consent form designed by industry experts to ensure privacy and compliance. You can easily download, customize, and share it with your clients while keeping a copy for your records. We also offer helpful talking points to guide your discussions about consent. And if a client prefers not to be recorded, you can still use Mentalyc’s dictation feature to document sessions smoothly.

Can I use Mentalyc with my current video call platform (telehealth)?

Using Mentalyc
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?

Using Mentalyc
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.

Could Mentalyc notes be requested in court?

Legal & Insurance
Whether Mentalyc notes may be requested in court depends on how you use the app. If you create progress notes with client info, they can become part of the medical record and might be disclosed. But if you use the app just for reference or education without including client details, it’s unlikely these notes will be requested.

Keep in mind, courts can request information if needed, though this is extremely rare. To reduce the chance of your notes being requested, you can delete transcripts after recording, carefully review and finalize your notes, and sign them, so no extra data stays in the app.

How long is the free trial, and what features are included?

Subscription
You get 14 days of full PRO access, including 15 notes—no credit card required.

During your trial, you can create notes in all four ways: record live sessions (in person or telehealth), upload audio files, use dictation, or type a summary manually.

You’ll have access to all core features, including intake and progress note templates (SOAP, DAP, and more), treatment plans, session analytics, client summaries, narrative notes, and supervision notes.

Give it a try and see how Mentalyc can simplify your documentation and support your practice!

Does Mentalyc capture medication details during sessions?

Using Mentalyc
Yes! Mentalyc records medication details, dosages, and any changes.

Can I use Mentalyc for couple, child, or family therapy sessions?

Notes
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?

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.

Can I invite nursing staff or interns?

Group Practice
Yes — invite any clinician role and assign custom permissions to fit your team structure.

Is Mentalyc using human scribes?

Notes
No, it is not. All transcripts and notes are generated using advanced technology like Machine Learning Algorithms, Language Models, and Statistical models.

Can I track progress if I don't use the Treatment Plan?

Impact Tracker
Yes! While having a treatment plan is definitely helpful—since it lets you track progress toward specific goals—Mentalyc can still help you monitor client progress even without one. In those cases, we track changes in symptoms, client presentation, and overall session context to give you a sense of continuity and outcomes over time.

Can I use Mentalyc with my EHR?

Using Mentalyc
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.

Do my clients need to fill out anything to track progress?

Impact Tracker
No, your clients don’t need to fill out anything. Mentalyc listens to sessions and automatically tracks progress patterns for you.

Can I create treatment plans using Mentalyc?

Notes
Absolutely! Treatment planning is available on the BASIC plan and above. Mentalyc makes it easy to build tailored, goal-oriented plans, including automated SMART goals and intervention suggestions. Learn more about the Treatment Plan here

Can I change the number of team members on the Team Plan later?

Subscription
Yes! You can update your team size anytime from your dashboard. To add more clinicians, just purchase additional seats—then you’ll be able to invite new team members right away.

Does Mentalyc know my clients better than I do?

Aliance Ginie
Definitely not! No technology can replace your clinical intuition, empathy, or deep connection with your clients. But we all miss things sometimes—that’s where Alliance Gini™ helps. It’s a supportive tool that highlights patterns, reminds you of what matters, and makes sure nothing important gets overlooked. It’s here to enhance your intuition, not replace it.

Does it support different types of therapy?

Smart TP
Absolutely. Whether you’re working psychodynamically, humanistically, or using CBT — Mentalyc adapts to your flow.

How easy is it to get started with Mentalyc?

Using Mentalyc
Very easy! The app is designed to be intuitive and easy to use from day one.
But if you ever need help, we’re here for you — with in-app guides, tutorials, and live support.

Is Mentalyc secure and compliant with privacy regulations?

Notes
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?

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

Can I pay for Mentalyc yearly?

Subscription
Definitely! You can choose annual billing, and by doing so, you can save up to 300 USD. It’s our best-value option!

Still have questions?

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