Notes templates across Client Types

Please note that all sample notes here are fictional and are not derived from a real life session.

Progress Notes in Different Templates

Monitor therapeutic evolution, employing a host of templates to encapsulate the patient's therapeutic journey.
Explore examples for each note type.

Customise Your Session Notes Your Way

Adjust the templates to your needs.

Mentalyc EMDR therapy note template with trauma session tracking fields

EMDR & Brainspotting

Add EMDR and brainspotting specific sessions to reflect the nature of bilateral stimulation.

Mentalyc play therapy note template with child session documentation

Play Therapy

Make your notes capture an abstract, interactive and expressive nature of Play Therapy.

Mentalyc psychiatry note template with medication and symptom tracking

Psychiatry Notes

Add medication management and psychiatric assessments to reflect the nature of prescriber work.

FAQs

How accurate are AI therapy notes from Mentalyc?

AI therapy notes from Mentalyc are accurate enough that most therapists review and export without substantive edits, but every note is a draft until you sign it. Accuracy depends on three factors: audio quality, session length, and modality match. Mentalyc performs well on 50 minute sessions in common modalities (CBT, DBT, psychodynamic, IFS, EMDR). Because therapists are accountable for what they sign, Mentalyc shows a full audit trail of AI-generated content versus your edits, and recommends reviewing every draft before export. Accuracy on clinical specifics (diagnostic impressions, risk language) should always be clinician-verified.

What does AI note taking for therapists actually do?

AI note taking for therapists replaces the 10 to 20 minutes spent writing each session note. You choose how to capture: record in session, upload a recording after, or dictate a verbal summary. Mentalyc transcribes and generates a structured note in the format you use (SOAP, DAP, BIRP, GIRP, intake, narrative, couples, family, group). You review, edit, and export. For a full caseload, note taking for therapists with Mentalyc typically saves 4 to 6 hours per week, which is consistent with the industry range of 12 to 15 hours per month reported across AI scribe studies.

Is Mentalyc a HIPAA-compliant AI note taker?

Yes. Mentalyc is a HIPAA-compliant AI note taker, delivering HIPAA-compliant AI therapy notes end to end. It is covered by a signed Business Associate Agreement, data is encrypted in transit (TLS) and at rest (AES-256), audio is deleted after the note is generated by default, and access controls let you manage team and supervisor visibility. Mentalyc is also SOC 2 compliant. HIPAA compliant AI note taking is a baseline requirement for therapy, and Mentalyc was built to that standard from the start.

What are AI mental health notes, and what makes Mentalyc's different?

AI mental health notes are session notes generated by AI for mental health providers. Mentalyc's AI mental health notes differ from generic AI scribes in three ways. First, the model is trained on therapy sessions, not medical visits, so language and structure match mental health documentation. Second, it supports the full range of mental health session types: intake, individual, couples, family, group, play therapy, psychiatry, and supervision. Third, it captures clinical nuance that general AI misses, including mental status, risk indicators, and therapeutic alliance signals.

Does Mentalyc generate SOAP notes automatically?

Yes. SOAP notes are one of the primary formats Mentalyc generates automatically. After a session, recorded live, uploaded as audio, or entered as a summary, Mentalyc produces a complete SOAP note with Subjective, Objective, Assessment, and Plan sections filled in. You review and edit before saving.

What is an AI note taker for therapists (also called an AI therapy note generator)?

An AI note taker for therapists, also called an AI therapy note generator, is software that automatically turns a session into a structured clinical note. It works from live audio, an uploaded recording, a dictated summary, or a typed summary. Mentalyc generates SOAP, DAP, BIRP, GIRP, PIE, SIRP, intake, and custom notes in minutes, so therapists spend less time documenting and more time with clients.

What are AI progress notes for therapists, and how does Mentalyc automate them?

AI progress notes for therapists are session notes generated by AI from audio, dictation, or a typed summary instead of being written manually. Mentalyc automates the full workflow in three steps. First, you record the session, upload a recording, or dictate a recap. Second, Mentalyc transcribes and generates automated therapy notes in the format you choose: SOAP, DAP, BIRP, GIRP, PIE, intake, or narrative. Third, you review, edit, and export to your EHR. A 50 minute session produces a finished progress note in under three minutes.

What are AI clinical notes, and how does Mentalyc generate them?

AI clinical notes are structured session notes created by AI from a recording, dictation, or summary. Mentalyc generates AI clinical notes by transcribing the session, extracting clinically relevant content, and formatting it into the structure you select. For AI for clinical notes this covers assessment, plan, interventions, client response, risk, and homework. For AI for therapist notes specifically, Mentalyc writes in therapist-appropriate language, uses the formats therapists actually document in, and adapts to modality (CBT, DBT, psychodynamic, IFS, EMDR). For counselors, AI counseling notes follow the same structure with counseling-specific language and goal tracking.

What makes the best AI note taker for therapists, and why pick Mentalyc?

The best AI note taker for therapists meets five objective criteria: HIPAA compliance with a signed BAA, note formats built for therapy (SOAP, DAP, BIRP, GIRP, PIE, narrative, intake) rather than generic medical visit summaries, coverage of every session type (individual, couples, family, group, psychiatry, play therapy), EHR integration with tools therapists actually use like SimplePractice, and pricing that works for independent practice. Mentalyc meets all five. Unlike AI scribes retrofitted from general medical use, Mentalyc was built for therapists from day one, which is why its language, structure, and modality awareness match how therapy is actually documented.

What is an AI scribe for therapists, and is Mentalyc the best AI medical scribe for clinicians?

An AI scribe for therapists is software that listens to or ingests a session and writes the clinical note. There are two types: ambient scribes that transcribe live audio, and dictation-based scribes that work from a short verbal summary. Mentalyc supports both. Most AI medical scribes were built for physicians and produce medical visit summaries. Mentalyc is built for therapy. When therapists compare AI medical scribes, the five criteria that matter are therapy-specific note formats, modality awareness, HIPAA with BAA, EHR integration, and accuracy on 50 minute sessions. Mentalyc scores on all five.

What is AI therapy documentation for progress notes, and what does Mentalyc include?

AI therapy documentation is the clinical record of a therapy session produced by AI. For progress notes, Mentalyc includes session summary, presenting issues, interventions used, client response, progress toward treatment goals, risk observations, homework, and next-session plan. AI documentation for therapists in Mentalyc is editable at every field, exports to PDF or your EHR, and keeps an audit trail so you can see what was AI-generated versus what you edited before signing.

Is Mentalyc a therapist notes software or psychotherapy notes software?

Both. As a therapist notes software, Mentalyc replaces manual note writing for licensed therapists, counselors, social workers, psychologists, and psychiatrists. As a psychotherapy notes software, it produces notes that meet psychotherapy documentation standards: modality-aware language, session-type specific structure, and formats accepted by insurers and licensing boards. Unlike EHR note templates that give you blank fields, Mentalyc writes the content of the note. Unlike general medical scribes, the output reads like a therapist wrote it.

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.

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 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.

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 across sessions by referencing prior sessions, presenting problems, and stated treatment goals, so your longitudinal record stays coherent for audits. 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.

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.

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, 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.

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 plan and in every seat of the Team plan, 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.

Does Mentalyc integrate with SimplePractice and other EHRs?

Yes. With the Mentalyc Chrome Extension, you can autofill your notes directly into SimplePractice and any other EHR with one click. No copy-pasting, no switching tabs. The extension works across TherapyNotes, TheraNest, Jane, Osmind, Tebra, Kareo, and custom EHR systems.

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 use Mentalyc with my EHR?

Yes. Mentalyc works alongside your existing EHR. You do not need to switch or replace anything. Using the Mentalyc Chrome Extension, you write notes in Mentalyc and push them directly into your EHR in one click. Your EHR continues to handle scheduling, billing, and records while Mentalyc handles note generation, treatment planning, and progress tracking.