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

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.

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. 

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

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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

Yes! You can easily capture audio directly from your browser while using your preferred telehealth platform. Check out our tutorial to learn how.

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.

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

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.

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.

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

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.

Our AI algorithms are trained on extensive datasets of therapy conversations and notes, as well as therapy literature such as the DSM-5 manual and treatment planners. By analyzing conversation patterns, the algorithms are able to draw insightful conclusions that can contribute to your case conceptualization. However, it's important to verify their findings independently. Clinical practice encompasses more than just statistics. Also check How to create better progress notes? & How to make better dictation notes? guides in our help articles section.

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