How much does Mentalyc cost?
Mentalyc plans start at $14.99/month billed annually. Mini covers individual adults, Basic adds treatment plans, Pro adds couples, family and child clients, Super adds groups. Solo plans (Mini, Basic, Pro and Super) are designed for individual therapists and counselors; Super, our most complete solo plan, is $99.99/month billed annually ($119.99 monthly) with 330 notes per month. The free trial gives you full Pro access for 14 days and 15 notes, with no credit card required. For group practices, Team seats are $49.99 per seat per month billed annually or $59.99 billed monthly, with every feature unlimited. Practice owners can also see each clinician's saved work. Solo clinicians choose one of the solo plans. Full pricing and feature comparisons are on the pricing page.
How long does it take to set up Mentalyc?
Under 5 minutes. Sign up with your email, choose your note format (SOAP, DAP, BIRP, or others), and generate your first note. No credit card is required during the 14-day free trial. You do not need to change your EHR, install software, or migrate any data. If you want to sync notes to SimplePractice, TherapyNotes, or another EHR, integration takes one additional step and is guided inside the app.
Do you use my data for AI training purposes?
Our platform is HIPAA, PHIPA, PHIA, PIPEDA, and SOC 2 Type II compliant and built to the highest security standards, so your data is always protected, private, and only accessible to you, or to your practice owner if your practice manages your seat (saved notes only).
We also do not sell or share your session data with others. You have full control over what you store in Mentalyc, and you can delete it at any time.
Does Mentalyc offer group therapy notes?
Yes. Mentalyc generates group therapy notes both for the session as a whole and individual progress notes for every participant, automatically, without manual splitting or copy-paste between records. Group notes are included in the Super and Team plans, so every clinician in your group practice gets full access at no extra cost.
Does Mentalyc maintain the golden thread in therapy documentation?
Yes. The golden thread in therapy documentation means every note connects back to the client's treatment goals, from initial assessment through each session note to discharge. Insurers and licensing bodies increasingly require this continuity as evidence of clinical necessity and treatment effectiveness.
Mentalyc maintains the golden thread by keeping your full session history in one place, so each note is contextualized against prior sessions, presenting problems, and stated goals. We recommend saving every note in Mentalyc, even if you also copy it into your EHR, so your longitudinal record stays intact and coherent over time.
How can I manage my billing?
Can my clients access the notes on Mentalyc?
Is there a client consent form available for use on Mentalyc?
How long is the free trial, and what features are included?
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!
Can I invite nursing staff or interns?
Does Mentalyc use human scribes?
No. Mentalyc does not use human scribes. All transcripts and notes are generated by AI, using machine learning algorithms, large language models, and statistical models. Your session audio is never listened to, reviewed, or transcribed by a human. This is how Mentalyc keeps costs low and turnaround fast while maintaining HIPAA compliance.
Can I track progress if I don't use the Treatment Plan?
Can I create treatment plans using Mentalyc?
Absolutely! Treatment planning is available on the BASIC plan and above. Mentalyc functions as therapy goal tracking software, supporting guided goal setting, intervention suggestions, goal attainment tracking, and customizable templates. Your treatment plans also auto-update as your clients progress. As a therapist, you keep full control and can edit everything.
Can I change the number of team members on the Team Plan later?
Does Mentalyc know my clients better than I do? (Alliance Genie™)
No. You know your client. Alliance Genie™ points to moments worth a second look, like an engagement shift or a missed bid, and you decide what matters.
Is Mentalyc secure and compliant with privacy regulations?
Yes. Mentalyc is fully HIPAA-compliant and SOC 2 Type II compliant in the U.S., and also meets Australian Privacy Principles and Canada's PIPEDA, PHIPA, PIPA, and PHIA standards. Notes are protected with full end-to-end encryption and US-based data residency, which is why 30,000+ therapists use Mentalyc for HIPAA-compliant AI therapy notes.
Beyond compliance, Mentalyc offers full data anonymization, session audio is deleted once your note is ready, and transcripts are stripped of identifying details. Your session data is never used to train AI models. Every account is covered by our Business Associate Agreement (BAA), created when you sign up. Download your personalized copy any time from your profile settings, whether you're solo or part of a group.
Can social workers and counselors use Mentalyc to create care plans?
Yes. Mentalyc works for licensed clinical social workers (LCSW), mental health counselors (LPC, LMHC), marriage and family therapists (LMFT), and psychologists. The treatment planning software supports care plans, treatment plans, and progress tracking across individual, couples, family, and child therapy. You can customize templates to match your documentation style and your agency or insurance requirements.
Do clients need separate consent for AI session notes?
Yes. If you use an AI scribe to assist with session documentation, clients should provide separate informed consent for AI-assisted note generation, this is distinct from the general therapy consent form.
This is considered best practice for HIPAA compliance and ethical standards. It ensures clients understand:
- That their session audio or content is being processed by an AI system
- How that data is stored, anonymized, and deleted
- That they have the right to decline without affecting their care
Mentalyc includes an AI scribe consent addendum and talking points to make this conversation easy. Download the consent forms here.
Can I share Alliance Genie™ insights with my supervisor?
Yes, two ways. You can bring the Alliance Genie™ report into supervision yourself. Dimension scores, flagged moments, and transcript excerpts give your supervisor specific evidence to react to instead of your recollection.
If your supervisor also uses Mentalyc, you can connect accounts and share sessions directly on the platform. They see the same analyzed sessions you do, in context, and you can review them together. That's the closest thing to having a supervisor sit in on the session itself.
For documenting the supervision meeting itself, see our AI Note Taker.
What questions should I bring to supervision about a specific client?
Alliance Genie™ helps you walk into supervision with specific moments instead of vague impressions. After analyzing your session, it flags missed opportunities, missed bids, engagement shifts, and patterns in how you handled resistance or sensitive content, all tied to exact transcript moments.
Useful supervision questions surface naturally from the report: "Why did engagement drop here?", "Was this a missed opportunity?", "Why did I redirect when the client opened up?", "What pattern do I keep repeating with this client?"
Instead of trying to remember what happened, you arrive with the data. Supervision time gets spent on interpretation and growth, not reconstruction.
For documenting the supervision meeting itself, see our AI Note Taker.
How does Alliance Genie™ analyze my sessions?
The audio is processed into an anonymized transcript (no names or identifying details), then deleted. The AI reviews the transcript the way a supervisor would, looking at what strengthened the alliance, where engagement shifted, how you navigated resistance or sensitive topics, and which moments may be worth a second look.
You receive a structured feedback report: what went well, what you may have missed, and specific moments to reflect on before your next session. What you take from it is your call. Over time, you can track how your scores across each dimension evolve.
What if I already use FIT, MyOutcomes, or the ORS?
If you already use FIT or ORS, Alliance Genie™ fills in the picture between scores, helping you understand *why* a client’s ORS dipped, not just *that* it did.
Can I use Alliance Genie™ feedback for supervision or CE credits?
Alliance Genie™ doesn’t count toward CE credits. But for supervision, it works two ways:
If you have a supervisor, the session-specific feedback is a strong preparation tool: you come in with flagged moments and exact transcript quotes rather than relying on memory. That makes supervision time more focused and productive.
For licensed clinicians who no longer have regular supervision, Alliance Genie™ gives you supervision-style feedback on every session. For pre-licensed clinicians it supports, but doesn’t replace, required supervision.
How is Alliance Genie™ different from using the WAI or Session Rating Scale?
Alliance Genie™ works differently: it analyzes the session itself, extracting alliance signals from what actually happened in the room, engagement patterns, engagement drops, missed opportunities, without any forms or scoring. Instead of a number, you get specific moments flagged in your transcript with observations about what happened and why it matters clinically.
For the research background, our complete guide to the therapeutic alliance covers what the alliance is, what strengthens it, and how to respond when engagement drops.
I already use PHQ-9 or GAD-7 regularly, does Mentalyc add anything?
Mentalyc tracks progress continuously from every session, so you have a richer longitudinal picture running alongside your formal assessments. When your next PHQ-9 comes back lower, you’ll already know why, because you’ve been watching the trend session by session.
How does Mentalyc support measurement-based care?
Instead of relying on client self-report scales, AI extracts structured progress data from every therapy session, symptom severity changes, treatment goal attainment, and alliance dynamics. You get the evidence-based outcome tracking that MBC requires, integrated into your clinical documentation workflow, with zero extra steps for you or your clients.
For the background on the measures themselves, our guide to outcome measures and rating scales in mental health covers which tools are used, when, and how to choose one.
How is this different from PHQ-9, GAD-7, PCL-5, or ORS questionnaires?
Mentalyc takes a different approach: it extracts progress signals directly from your session content. You get richer, session-specific outcome data that captures what standardized assessments miss, shifts in therapeutic alliance, emerging themes, and contextual symptom changes. No forms for clients, no scoring for you.
Can an AI progress tracker help with insurance reviews and medical necessity documentation?
An AI progress tracker supports insurance reviews by maintaining clear continuity between sessions, goals, and outcomes. By showing outcome measurement, symptom improvement, and goal attainment, it provides evidence of clinical change. Mentalyc’s AI progress tracker helps generate audit-ready documentation that supports medical necessity requirements.
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.
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.
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 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.
Does Mentalyc support supervision notes?
Yes. Mentalyc generates documentation for supervision sessions, including supervisee progress notes, structured for licensing board requirements. The supervisor controls these notes. Supervision notes are included in Pro, Super and every Team seat at no extra cost, and supervisees on any plan get read-only access to their supervision notes. In a group practice, that means both supervisors and supervisees have what they need. Many AI note tools don't cover supervision at all.
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.
Can I see all my clinicians' documentation in one place?
Yes. Practice owners can view their clinicians' saved notes and client information, and assign or reassign seats from the same dashboard.
Who reviews the worksheets?
A licensed psychologist reviews every worksheet in the Worksheets Hub before it's published. Each one cites its sources.
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.
What happens to notes if a clinician leaves the practice?
All documentation stays under your practice account. You retain full access regardless of clinician turnover, which matters for audit trails, continuity of care, and licensing board obligations. Departing clinicians lose access to client records when their seat is reassigned, but the practice owner keeps everything and can access and export it while the subscription is active.
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.
How do I get my team started? Do I need to talk to sales?
No sales call needed. Sign up, choose the group plan, and invite your clinicians via a link. Everyone gets a 14-day free trial with full access, no credit card required, no individual setup per clinician. Pricing is fully transparent on this page. You can add or remove seats anytime from your dashboard.
If you have questions first, you can book a call here.
Can I customize the client consent form for my practice?
Yes. The consent form template provided by Mentalyc is fully editable. You should customize it to include:
- Your practice name, address, and license number
- Your specific fee structure and cancellation policy
- Any state-specific mandatory disclosures required by your licensing board
- Your telehealth or in-person session policies
The template is provided as a starting point, always consult your state licensing board or a legal advisor if you are unsure about any required inclusions. Download the template here.
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.
How does the group plan pricing work?
One flat price per clinician, per month, $49.99/seat billed annually or $59.99/seat billed monthly. Every seat on the Team plan gets unlimited notes and full access to all features, including group therapy notes, supervision notes, treatment plans, Alliance Genie™, and Progress Tracker. No tiered plans, no per-session charges, no "basic vs. advanced" per clinician. If your team has a mix of full caseloads and lighter schedules, everyone pays the same rate and gets the same tools. The seat price is designed so part-timers and interns can be included at the same price. Team seats are for group practices, so solo clinicians can't buy them. For special cases, contact our support team.
Is the EHR integration HIPAA-compliant?
Yes. Mentalyc delivers HIPAA-compliant AI therapy documentation with SOC 2 Type II compliance. The same HIPAA-compliant AI notes workflow applies whether you use SimplePractice, TherapyNotes, Jane App, TheraNest, ICANotes, Valant, Headway, Alma or any other EHR. Session audio is processed and deleted once your note is ready. Notes are encrypted in transit and at rest. Your session data is never used to train AI models. Every account is covered by our BAA, created when you sign up. Download your personalized copy any time from your profile settings, whether you're solo or part of a group.
How does the EHR sync work: is it a Chrome extension?
Yes. Mentalyc uses a Chrome extension to connect directly with your EHR. Once installed, a button appears inside your EHR client chart. Here is how the three-step process works:
1. Write or generate your therapy note in Mentalyc after the session.
2. Open your client chart in SimplePractice, TherapyNotes, Jane App, TheraNest, ICANotes, Valant, Headway, Alma, or any other EHR.
3. Click "Insert into EHR". Mentalyc places each section of the note into the correct field automatically.
No copy-pasting, no reformatting, no manual cleanup. The extension works with any EHR.
If a patient revokes consent under Part 2, what happens?
Under Part 2, consent/authorization handling matters; generally, revocation affects future disclosures, not actions already taken based on valid consent.
Our agency treats SUD clients. What do we need to do?
Confirm whether you handle Part 2-protected records, and if yes, use a Part 2-compliant consent/authorization process (with the required elements).
Do you provide a form/certificate that “confirms Part 2 compliance”?
No. Part 2 compliance depends on whether Part 2 applies to the provider and whether the provider has obtained Part 2-compliant consent/authorization and follows Part 2 disclosure rules. Part 2 consent has required elements set by regulation.
Is Mentalyc compliant with 42 CFR Part 2?
Mentalyc provides HIPAA-aligned safeguards under a BAA. If a provider is subject to Part 2, the provider is responsible for obtaining any Part 2-required patient consent/authorization before using Mentalyc to process Part 2-protected SUD records. Part 2 governs when/how SUD records may be disclosed. You can download a template here.
Is Mentalyc’s AI progress tracker HIPAA compliant and secure for clinical data?
Yes. Mentalyc's AI progress tracker is built for HIPAA-compliant progress tracking and protects protected health information at every step. It uses encrypted processing, deletes audio after use, and ensures secure clinical data remains clinician-controlled. This supports compliant clinical workflows and safe client progress tracking.
Does Alliance Genie™ record or store my sessions?
Does Alliance Genie™ work with CBT, psychodynamic, and relational therapy?
Will this work for couples or families?
Which therapy styles and client types does Mentalyc support (CBT, EMDR, play therapy, couples, families, children)?
Mentalyc supports the full range of therapy styles and client types in one platform. Supported modalities include CBT, DBT, EMDR, psychodynamic, humanistic, ACT, IFS, play therapy, ABA, social work, and PMHNP. Supported client types include individuals, couples, children, and families. Every template is fully editable, usable as-is, or buildable from scratch in the Template Builder, so notes match your clinical approach.
Play therapy: since sessions are often non-verbal, use dictate-a-summary or type-a-summary to capture play themes, symbolic content, interventions, and developmental observations.
Plan note: couples, child, and family client types are on the Pro plan and above. Basic and Mini support individual adults only.
Does Mentalyc support intake notes and Mental Status Exam (MSE) documentation?
Yes. Mentalyc generates structured intake notes and Mental Status Exams (MSE) automatically. Intake templates cover presenting problem, history, risk assessment, and treatment goals, and you can customize any section in the Template Builder.
The MSE can be used two ways in Mentalyc: as a standalone assessment, or as a section inside any progress note. It covers appearance, behavior, mood, affect, thought process, cognition, insight, and judgment, and populates from what was discussed or observed during the session. This is useful for psychiatrists, PMHNPs, and any clinician whose documentation standards require a formal MSE.
Will my boss be aware that I am using Mentalyc?
However, if your practice manages your seat, the practice owner can see your saved notes and 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.
What are my billing options?
How does Mentalyc capture session content?
Mentalyc offers four ways to get your session content in:
Live listening: the app listens in real time during in-person or telehealth sessions. No integrations needed. Works alongside any video platform (Zoom, Google Meet, Doxy.me, SimplePractice Telehealth) or phone call.
Upload a recording: record separately and upload the audio file after. Works for phone call sessions too. Supports iPad.
Dictate a summary: speak your session summary by phone or computer and let Mentalyc turn it into a structured note.
Type a summary: write a brief summary manually and Mentalyc generates the full note from it.
Back-to-back sessions: Mentalyc processes one session per recording. If you record two consecutive clients in one file, you will get one combined note with no way to split. For back-to-back scheduling, use live listening and start a new session for each client, or upload separate recordings.
Mentalyc runs on desktop, mobile browser, and iPad. Note editing and signing is best done from a computer.
Does Mentalyc provide a BAA?
Does Mentalyc do psychiatry notes?
Yes. Mentalyc supports psychiatric workflows, including those of Psychiatric Nurse Practitioners (PMHNPs). Custom note layouts cover psychiatric evaluations, medication management, and more.
Mentalyc also captures medication details, dosages, and any changes discussed during sessions, so prescribing documentation is handled automatically alongside clinical notes. With the flexible Template Builder, you can include or exclude any section to fit your exact workflow.
What does Mentalyc do with my session recordings?
The transcript we create is fully anonymized: it never includes names or personal details. Anonymizing means removing identifying details from transcripts to keep sessions private. We don’t require identifiable client data to generate notes, and we 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 is especially helpful for therapists who need clearer context, like in family sessions, without compromising security.
Everything is handled with care and stays fully HIPAA- and SOC 2 Type II-compliant.
Are Mentalyc notes insurance-compliant and audit-ready?
Yes. Mentalyc notes are insurance-compliant and audit-ready. Every note documents medical necessity by capturing current symptoms, diagnosis, and impact on daily functioning, which insurers require to justify treatment.
Mentalyc also maintains the golden thread in therapy documentation: every note connects back to the client's treatment goals, from initial assessment through each session note to discharge. Because your full session history stays in one place, each note references prior sessions, presenting problems, and stated treatment goals, so your longitudinal record stays coherent for audits. We recommend saving every note in Mentalyc, even if you also copy it into your EHR. Intervention suggestions are evidence-based. Treatment Plans are customizable with measurable objectives for progress tracking.
This combination of medical necessity documentation, golden thread continuity, and measurable goal tracking meets the standards insurers and licensing bodies require.
Do you have special discounts?
Unfortunately, we do not offer discounts for military personnel, veterans, non-profit organizations, or NGOs at this time.
Does Mentalyc have a mobile app for AI note taking?
Not yet. Mentalyc runs on your phone's browser, no app needed. To make it feel like a native app, add a shortcut to your home screen. See our step-by-step guides for Android and iPhone/iPad. This way Mentalyc is always one tap away.
How do I cancel my subscription?
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.
You can access and export your notes while your subscription is active, so download anything you need before then. 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.
Are session transcripts created in Mentalyc considered medical records?
Is Mentalyc PHIPA-compliant and compliant with Canada's other privacy laws (PIPEDA, PIPA, PHIA)?
Yes. Mentalyc is a PHIPA-compliant platform for therapists documenting therapy sessions in Ontario and across Canada, and it is fully compliant with Canada's other data protection regulations: PIPEDA, PIPA, and PHIA. It adheres to the highest standards of confidentiality and privacy to keep your data and your clients' data safe.
Canadian therapists can generate PHIPA-aligned consent forms (an informed consent template) and their BAA inside their account.
How do I get access to Alliance Genie™ on Mentalyc?
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 points to reflect on, and track trends in each client’s profile over time.
What note formats are available in Mentalyc?
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, families, and groups (with a separate note for each member). 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.
If you are still deciding which format fits your practice, our guide to therapy notes and note types compares each format side by side, with examples and a free template.
Can I still customize the plan?