Worksheet Matcher for therapists: Let the right worksheet find you

Q: Is my client's information safe when I share a worksheet?

Yes. Mentalyc is HIPAA, PHIPA and SOC 2 Type 2 compliant. Worksheets you share never contain anything from the client's notes.

After each session, Mentalyc matches a small set of clinically reviewed worksheets to what you worked on and the client's treatment plan. Preview each one, then choose it or skip it. No search required.

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14-day free trial · 15 free session notes · Matches appear with your first note
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4.8 on G2 · 30,000+ clinicians · Works without recording sessions

Session 4 noteSOAP · 50 minSaved

AMild gains; denies SI/HI.

PWeekly CBT; schedule 3 activities.

Focusactivation, low motivation

Values clarificationName what matters most and one small step toward it.ACTMotivation

Activity schedulePlan 3 small activities and rate your mood after each.BADepression

Sleep diaryBedtimes, wake-ups and evening routine, on one page.BehavioralSleep

Ready to share

homework that fits

Sample client, fictional

In the app, matches appear under Recommendations, next to your note.

Why the search never ends

“Anxiety worksheet” gets you 10,000 results. You need the one that fits.

A worksheet can match the topic and still be wrong for the person in front of you. Most of what turns up in a search falls short in one of these ways.

Doesn't fit the client

Too basic, too advanced, or a skill they've already mastered.

“You know how many times I've filled this out?”A client, quoted by their therapist

Too much to ask

Pages of lines and long instructions end up in a bag, not back in session.

“A client looks at a worksheet for maybe 60 seconds, if I'm lucky.”Licensed clinician, college-age clients

Looks like schoolwork

Dense, dated or childish pages cost you credibility before the client reads a word.

“I have to compete with TikTok and all the homework that they have.”Licensed clinician, college-age clients

No clear source

You can't tell who made it, and you're the one putting your name behind it.

“I don't use anything that looks like it was made by some person in college.”Licensed clinician, private practice

15–20 minper search

That's the unpaid time it takes to find one worksheet that avoids all four. Sometimes you still come up empty.

Search vs. Mentalyc

From a blank search bar to 3–4 worksheets that fit

Matched to this session and the client's treatment plan, so the worksheet fits where they are in treatment.

Searching online

With Mentalyc

Searching online

✗

Start from a blank search bar

Mentalyc

✓

Start from the note Mentalyc created from your session

Searching online

✗

Sort through results and open each PDF to judge the fit

Mentalyc

✓

Get 3–4 matched worksheets next to the note, each labeled with what it's for

Searching online

✗

Often unclear who made it

Mentalyc

✓

Psychologist-reviewed, sources cited

Searching online

✗

Email walls, bundles and paywalls

Mentalyc

✓

Included on every Mentalyc plan

Try Worksheet Matcher free

How it works

From session to shortlist in one tab

Nothing to set up. Matched worksheets appear right next to your session note.

Create your session note

Type a quick summary, dictate it, or record the session. Mentalyc turns it into a note.

A Mentalyc progress note created by typing, dictating or recording a session

Review recommended worksheets

Matched to the session and the client's treatment plan, each labeled with what it's for. In the app, look under Recommendations.

Four worksheets matched to the session, each tagged with what it is for

Pick the one that fits

Open and view the full worksheet. Use it, skip it, or browse more psychologist-reviewed worksheets in the Mentalyc Worksheets Hub.

Full preview of a thought record worksheet, ready to download as a PDF

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Worksheets Hub

Worksheets you can put your name behind

Every match comes from the Mentalyc Worksheets Hub: a curated library where each worksheet is reviewed by a licensed psychologist, with sources cited.

Clinically reviewed

Checked by a licensed psychologist before it's published.

Sources cited

See the research and model behind each worksheet.

Clear at a glance

Tagged by modality, concern and age group, like CBT, anxiety or teens.

Free to browse

Anyone can browse the Hub. Mentalyc picks from it for you.

“I would probably choose the Mentalyc one. It's the best content.”Licensed clinician, comparing worksheets with sources hidden

“I feel some responsibility for what I give to people.”Licensed clinician, private practice

Browse the worksheets hub

Reviews

Came for worksheets? Mentalyc writes notes too.

4.7/5 · 1,376 in-app ratings

G2 4.8 out of 5 star rating badge - Mentalyc

4.8/5

Capterra reviews Mentalyc therapy documentation software

4.5/5

“Mentalyc worksheets are definitely saving time for me, and help me think outside of the box for the next session.”

Lindsey Phelps

LIMHP, NE

“Mentalyc saves me time on notes and treatment plans, then helps me find homework that follows naturally from the session. I don’t have to start from scratch each time.”

Linda Nowak

LPC, CA

“Between sessions, I used to choose between finishing notes and finding the right worksheet. Mentalyc helps with both, using what we worked on to recommend something relevant.”

Marcus Rey

LCSW, AZ

“It takes me less than 5 minutes to complete notes… it’s a huge time saver, a huge stress reliever.”

Ileana Oxley

LMFT, FL

“It immediately changed my quality of life, personally and professionally. I went from 3–4 hours a week of notes to 1 hour at most … that alone is invaluable personally and professionally.”

Kara-Myung Jin Purves

LMFT, OH

“If I were recommending this software to a colleague, I would tell them that it is the best thing that they could do for their practice.”

Dominique Walker

LPC, TN

“For those who have hesitations … It is a lifesaver. It will change your life and you have more time to be present with your patients.”

Amber McKinney

LCSW, CA

“Do yourself a favor, make your life easier. Use the tools that are readily available … I found Mentalyc to be one of the best tools that I’ve ever used.”

Stanley LeMelle

LMFT, CA

After the session

Homework follow-up, already documented

1Session
2Note
3Worksheet
4Homework comes back
5Talked through
6In the next note

Go over the worksheet together. Mentalyc puts that conversation in the next note.

How Mentalyc works

Every session updates notes, plan, progress and alliance

Notes, treatment plans, progress, alliance feedback and worksheet matches draw on the same client history, so each informs the others.

one session

one golden thread across sessions

feedback, like a supervisor would

matched to each session

Fully HIPAA, PHIPA, and SOC 2 compliant.

See our security practices

Plans start at $14.99/mo

See pricing

Your next session could end with the right worksheet already picked.

Try Mentalyc free. You get the note written and a shortlist of worksheets to choose from.

Start free trial

14 days free. No credit card required. Cancel anytime.

Works with every EHR · HIPAA · SOC 2 Type II

Worksheet Matcher FAQs for therapists

Is my client's information safe when I share a worksheet?

Yes. Mentalyc is HIPAA, PHIPA and SOC 2 Type II compliant. Worksheets you share never contain anything from the client's notes.

Who reviews the worksheets?

A licensed psychologist reviews every worksheet in the Worksheets Hub before it's published. Each one cites its sources.

Can I edit a worksheet before I share it?

Not in Mentalyc. Worksheets download as ready-to-use PDFs. If a match isn't quite right, skip it or browse the Worksheets Hub for another option.

Does it explain why each worksheet was matched?

Not directly. Each match shows what the worksheet is for and its tags, and you can open the full worksheet to judge the fit yourself.

How does Worksheet Matcher choose worksheets?

It looks at what came up in that session's note, plus the client's treatment plan if one exists in Mentalyc. It can't see what isn't written down, like skills the client has already mastered. That part is yours.

Does Mentalyc pick the worksheet for me?

No. After each note, Worksheet Matcher (in the app, under Recommendations) suggests 3–4 worksheets. You preview them and decide which one becomes your client's therapy homework, if any.

Can I use Mentalyc just for worksheets?

Worksheet Matcher works from your session notes, so you'll create notes in Mentalyc. A short typed summary is enough, no recording needed. If you only need a worksheet, browse the free Worksheets Hub. No account required.

What does Worksheet Matcher cost?

Nothing extra. Worksheet Matcher is free on every Mentalyc plan, including the 14-day free trial. The worksheets themselves are free for anyone to download from the Worksheets Hub.

Does Mentalyc need to record my sessions?

No. Worksheet Matcher works from your session note. You can record the session, dictate a summary, or type your note.

View all FAQs →