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Write and Review notes in under 2 minutes

AI creates the note and an intuitive interface making editing, copying, or deleting quick and seamless.

5 free notes for a month, no credit card required.

Note-taking has never been easier

We ensure note-taking is quick, easy, and up to standards.

"I find the accuracy of the note summarization startling. The ability of the AI to pull important details out of, often meandering exploration, saves me an enormous amount of time on notes. For the first time in years, I don’t feel like I’m constantly fighting to keep current and I didn’t have to sacrifice accuracy or depth the way other solutions require."

A private practitioner in Santa Monica.

Step by Step

01. Inform your client

Your clients have no way of knowing that you use Mentalyc unless you tell them.

Client consent

To make your life easier we have prepared a client consent template which is available to you directly in the Mentalyc app (under user profile) and on our website. We highly recommend informing clients about recording sessions. Download it here.

Client talking points

When discussing the use of Mentalyc with your client it is important to let them know about all the mentioned points. We have also prepared a separate page talking about security and client benefits in detail. Feel free to share it with your clients.

02. Record your session

Mentalyc works in any session: online, in-person, or hybrid, there are no limits! Recording is free and HIPAA compliant.

Female therapist doing exercise

In-person sessions

We recommend recording in-person sessions on your phone or tablet. Here you can find instructions for iOS and Android devices.

Dollar Sign

Online sessions

We recommend recording online sessions on your computer (MacBook or Windows). Here you can find recording instructions for MacBook and Windows.

Happy Clinicians

Phone call sessions

We have created recording instructions for sessions you may have over the phone if you use an Android or iPhone. Here you can find the instructions for Android and iPhone.

Happy Clinicians


We've developed a dictation guide that allows you to capture the summary of your sessions and utilize it to create progress notes. Here you can find the instructions for SOAP and DAP formats.

03. Upload your recordings

You can upload your recordings directly from any device.

Uploading on desktop

If you record your online sessions directly on your computer (check recording instructions for MacBook and Windows). You will find it easiest to upload them directly from Mentalyc's web app on your computer. There you drag and drop your files onto the upload fields on the home screen (See our uploading guide).

Uploading on mobile devices

For in-person or phone call sessions you will most likely use your phone (or tablet) to do the recording. For this case, we have enabled uploads directly from mobile devices (and tablets). Reviewing and signing notes is only possible from the desktop at this time.

04. Pick your note type

With Mentalyc you can now write concise notes covering all important sections quickly and easily.

05. Keeping records in Mentalyc vs other EHRs

You can keep your records in Mentalyc or elsewhere. Mentalyc makes it easy to export your notes and provides flexibility.

In Mentalyc app

Mentalyc saves all your notes under the "records" page in the app. You can find all your past notes, transcripts, and stats there. They are anonymized, encrypted, and HIPAA compliant.

Other EHRs

Exporting notes from Mentalyc was never easier. It takes 1 click to copy or download the notes to be ready for your EHR, store them on your device, or print them. You can keep the notes in Mentalyc and in an EHR or delete them from Mentalyc. It's up to you!

Good to know

There is no safer place for your data than Mentalyc

HIPAA compliance is just the beginning of our data protection efforts.

No recordings stored

When you upload your session recording onto Mentalyc, it will be immediately transcribed and the recording will be deleted forever. This whole process happens in a secure HIPAA-compliant environment. Learn more about what happens to recordings on Mentalyc.

Notes are anonymized

Upon uploading, your session is instantly transcribed with client identifiers (names, places, etc.) removed. You have the option to use full names, nicknames, or initials when adding a client, depending on your preference for the treatment of Mentalyc notes as client medical records.

Delete anytime

You can delete the anonymized notes from Mentalyc at any time. You can delete either just the transcript or anything associated with a session (transcript, notes, and session stats). This is unnecessary, however, as Mentalyc is both HIPAA-compliant and anonymous. See our guide on how to delete notes from Mentalyc.

Quick Access from any device

Mobile App

In order to use the Mentalyc app on your phone you need to save it as a bookmark on your phone. The app cannot be found on the app or Google Store. You will need to follow the instructions for Safari and Chrome in order to set it up. If you plan on uploading from your phone this will be very handy.

Desktop App

To make accessing Mentalyc on your desktop more convenient, you can install the web app version of Mentalyc from your Chrome browser. Alternatively, you can create a shortcut on your desktop from Chrome. By doing so, you can quickly access Mentalyc without having to open your browser and type in the URL every time. This will allow for a more seamless and efficient user experience.

Extra Session insights

Mentalyc offers valuable session insights to therapists by providing detailed statistics on recorded audio sessions. These insights include the duration of the session, the amount of time the client and therapist spent speaking, and the amount of time that was silent. This information helps therapists to analyze and improve their sessions for better outcomes.

Automate note-taking for your agency (Group Practice)

Purchase multiple seats to unlock extra functionalities designed for practice leaders.

Click for a step-by-step guide

Team of three therapists

Additional functionalities include:

✓ Performance dashboard

✓ Stats on notes created and signed

✓ Information about delays

✓ Reminders

✓ Access to all client record

Well-Structured Progress Notes

Structured progress notes are essential for several reasons.

Efficient Communication

Notes facilitate efficient communication between healthcare professionals, ensuring all relevant information is accessible and organized.

Secure Note

Progress Tracking

Notes help therapists track and assess treatment progress, enabling them to adjust therapeutical interventions as needed.


Notes demonstrate medical necessity, provide justification for treatment, and ensure compliance with payer requirements.

Shape your experience on Mentalyc exactly how you want it

Contribute To Mentalyc


Using Mentalyc

How do I add a new client?

You can add a new client and attach the client to a session upload by clicking on the “Configure & Upload” button after uploading the audio session. Click here for a more detailed guide.

Using Mentalyc

How do I Purchase a Plan for Team Members on Mentalyc?

You can purchase and invite as many team members as you wish with Mentalyc. Here is a step-by-step guide to adding members.

Privacy & Security

Is Mentalyc PIPEDA, PHIPA and CRPO (Canadian regulations for customer data protection in Ontario) compliant for use in Canada?

Mentalyc is compliant with PIPEDA, PHIPA, and CRPO and can almost all the states in Canada, with the exception of British Columbia and Nova Scotia. Mentalyc is also compliant in Ontario where PHIPA and CRPO legislations apply. Mentalyc takes the confidentiality and privacy of our clients very seriously and we strive to maintain the highest standards of data protection. For more information on CRPO, click here. For further information on PIPEDA, click here.

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