AI Treatment Planner

AI Treatment Planner that creates clear, goal-focused plans in minutes.

The only AI Treatment Planner that suggests SMART goals, auto-tracks progress toward them, and lets you customize your plan format — fully HIPAA & SOC 2 Type II compliant.

Create 15 notes during your 14-day free trial
No credit card required. Cancel anytime

Mentalyc Reviews

Clinicians love how AI Treatment Planner turns their notes into clear SMART goals and keeps the Golden Thread aligned across sessions.

4.6/5
4.5/5
"Mentalyc has made my personal and professional life so much easier. Not only does it make note-taking quicker and more effective, but it’s also HIPAA-compliant. Instead of catching up on notes, I can now spend my free time taking care of myself and making sure I show up as my best version for my clients.I would highly recommend Mentalyc and their Dictation Feature!"
Paige Wilson, LICSW
Psychotherapist, LICSW - Owner
“Mentalyc has a unique ability to transcribe and summarize the therapeutic process. It helps me reflect and gain an objective perspective after a session. This way, I can create a stronger conceptualization of the client’s individualized path to wellness.”
Daniel Helvetius
Licensed Professional Counselor, MEd, LPC-S, NCC - Practice Owner
"I am truly amazed at how well mentalyc AI works. It has cut my charting time by two-thirds, and in many ways-honestly-it does a better job than I did than I did. I love the way it captures quotes from the session to demonstrate points…”
Robin M. Mathy
Therapist, ASW - Open Path Psychotherapy Collective
“This software is GAME CHANGING!!!!!!!! I cannot believe how accurately it summarizes the audio. We will be purchasing this for our small, overworked team of clinicians here for sure. Thank you for creating something that allows us to do our job better and more efficiently by minimizing the time constraints of documentation.”
Angie O'Rourke MA, LPCS/C, NCC
Financial Director, Counselor & Clinical Supervisor - Co-Owner
“This is a system that has significantly simplified my note-taking process, it has just about eliminated the time that I actually spend on progress notes while still giving me high-quality progress notes that are insurance worthy.”
Thomas Hanna
Counselor, LMHC, NCC, CCTP - Private Practice Owner
“There is no going back to life without Mentalyc”
Clare Smith
Occupational Therapist & Child Centered Play Therapy - Creative Therapy Options
“The treatment planning has been a huge support as well. I really appreciate the amount of guidance the program has given me.”
Kelley Dodson
“The treatment plan gives me a place to look with clients and say, here’s where we are and here’s where we’re aiming to go. It’s such a huge help.”
Karen Martin
LPC
“I really like that the treatment plans make sense, and they’re based on the case notes I’ve been entering.”
Liliana Palacios
Therapist
“From treatment planning to factoring in diagnosis into the progress note, the platform takes care of it all. It’s seamless.
Amber McKinney
Licensed Clinical Social Worker

Mentalyc Is Compliant With

and more..

Treatment Planning That Feels Clear & Supportive

Your session already holds the full picture. Mentalyc helps turn session insights into a clear, personalized treatment plan that meets insurance expectations - without any extra work.

Before
  • Creating goals from scratch
  • Plans feel generic
  • No Golden Thread
  • Takes 30–45 minutes
  • Hard to keep the plan current as clients move forward
  • No clear view of progress
With AI Progress Tracker
  • SMART goals for therapy created instantly in an insurance-ready format
  • Plans tailored to your modality and client’s needs
  • Your treatment plan, goals, and progress notes stay connected in one continuous story of care
  • Create an insurance-ready treatment plan with one click
  • Auto-updated treatment plan that evolve with your client
  • No forms needed as insights come straight from the session

Your notes hold the whole story, but long histories and multiple goals make progress hard to see. AI Progress Tracker connects the dots from the session itself without client forms or questionnaires.

How Mentalyc’s AI Treatment Planner Works

Let your sessions build a plan that is clinically strong and measurable outcomes.

1
Start with one saved session note

Whether you record, dictate, or type, once your session is saved, Mentalyc can create a goal-orientated AI treatment plans in minutes.

2
Generate a personalized treatment plan in one click

Smart TP™ captures key information from your notes and generates SMART goals aligned with your modality and your client’s needs.

3
Review Treatment Plan that feels like your voice

Add your own touches if you want - Mentalyc takes it from there, automatically tracking progress toward each goal across future sessions.

How AI Treatment Planner Helps
You Be at Your Best

Get SMART goals without the struggle

Mentalyc suggests clear, measurable SMART goals from your session notes — making goal setting easier and clinically aligned.

See progress toward goals instantly

Track progress towards goals automatically as you add session notes, giving you evidence-informed planning that supports outcomes.

Shape treatment plans your way

Choose and customize the template structure you prefer, so every plan fits your clinical style - built to be the perfect treatment plan generator for therapists.

Save time with plans that write themselves

Drafts come together in seconds from your notes, giving you more time for clients and less time formatting documentation.

Less stress during insurance reviews

Your plans stay grounded in real session work, with goals that are measurable -keeping everything aligned with insurance requirements.

Why Clinicians Choose Mentalyc’s AI Treatment Planner

Because a clear and aligned treatment plan elevates every part of therapy

Security & Privacy

Your data stays safe, compliant, and 100% yours

HIPAA + SOC 2, anonymized notes, no recordings stored, no model training, ethics-committee approved.

  • Fully HIPAA, PHIPA, and SOC 2 compliant

  • Custom BAA for your practice

  • The most ethical AI — never trains on or sells your data

  • Aligned with APA Companion

Pricing

Simple, transparent pricing
No contracts. No surprise fees.
Monthly Annual (Save up to USD 240)
Mini
For small caseloads. Everything you need to get started.
USD 19.99
/month
Save USD 60 yearly with annual billing
40 notes & transcripts per month
Features include:
Record in-person sessions, upload audio files, use voice-to-text, or type notes directly
Capture any EHR or online call
SOAP, DAP & intake notes for individual therapy
Consent forms & BAA-HIPAA Agreement
Session analytics
Summaries for clients
Basic
For part-time work. Core features to save time and stay flexible.
USD 39.99
/month
Save USD 120 yearly with annual billing
100 notes & transcripts per month
Everything in Mini, and:
Pro
For full-time therapy. Powerful tools for deeper insights.
USD 69.99
/month
Save USD 120 yearly with annual billing
160 notes & transcripts per month
Everything in Basic, and:
Supervision notes
Child, Couple, and Family client types
EMDR, Play & Psychiatry modalities
100+ custom templates incld. BIRP, PIRP, GIRP, PIE, and SIRP
Auto-computed CPT codes
Super
For unlimited use. All features unlocked. no limits, full control.
USD 119.99
/month
Save USD 240 yearly with annual billing
330 notes and transcripts per month
Everything in Pro, and:
Group therapy notes for each group member
Priority onboarding and support
Mini
For small caseloads. Everything you need to get started.
USD 14.99
/month billed annually
Save USD 60 yearly
40 notes & transcripts
per month
Features include:
Record in-person sessions, upload audio files, use voice-to-text, or type notes directly
Capture any EHR or online call
SOAP, DAP and intake notes for individual therapy
Consent forms and BAA & HIPAA agreement
Session analytics
Summaries for clients
Basic
For part-time work. Core features to save time and stay flexible.
USD 29.99
/month billed annually
Save USD 120 yearly
100 notes & transcripts
per month
Everything in Mini, plus:
Pro
For full-time therapy. Powerful tools for deeper insights.
USD 59.99
/month billed annually
Save USD 120 yearly
160 notes & transcripts
per month
Everything in Basic, plus:
Supervision notes
Child, couple, and family client types
EMDR, Play and Psychiatry modalities
100+ custom templates incld. BIRP, PIRP, GIRP, PIE, and SIRP
Auto-computed CPT codes
Super
For unlimited use. All features unlocked. no limits, full control.
USD 99.99
/month billed annually
Save USD 240 yearly
330 notes and transcripts
per month
Everything in Pro, plus:
Group therapy notes for each group member
Priority onboarding and support
Team Plan — Monthly
Unlimited notes*, unlimited access to all features, with team management
USD 119.99 59.99
/seat/month

Discounted price available only for new teams
Save USD 120/year with annual plan
Team Plan Features
Unlimited Notes*
Team management - Assign, remove, reassign seats
Review team members notes and client information
View team members unsaved notes
Supervision notes
Record in-person sessions, upload audio files, use voice-to-text, or type notes directly
All supported client types - Individual, Child, Couple, Family and Group
100+ custom templates incld. BIRP, PIRP, GIRP, PIE, and SIRP
EMDR, Play & Psychiatry modalities
Auto-computed CPT codes
*subject to fair usage policy
Team Plan — Annual
Everything that your practice needs - just with bigger savings
USD 99.99 49.99
/seat/month billed annually

Discounted price available only for new teams
Save USD 120/year
Team Plan Features
Unlimited Notes*
Team management - Assign, remove, reassign seats
Review team members notes and client information
View team members unsaved notes
Supervision notes
Record in-person sessions, upload audio files, use voice-to-text, or type notes directly
All supported client types - Individual, Child, Couple, Family and Group
100+ custom templates incld. BIRP, PIRP, GIRP, PIE, and SIRP
EMDR, Play & Psychiatry modalities
Auto-computed CPT codes

Create treatment plans that grow smarter with every session.

Enjoy clear goals, strong alignment, and audit-ready documentation that evolves with your client.

No credit card required. Cancel anytime.

FAQs

Is Mentalyc compliant with privacy regulations?
Yes — 100% HIPAA & SOC 2 Type II compliant in the U.S., plus built to meet Australian Privacy Principles and Canada’s PIPEDA standards.
Will the notes and Treatment Plan fit my approach, clients, and therapy style?
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. 
How can I record my session with Mentalyc?
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.
Is Mentalyc a trustworthy company?
Yes! Mentalyc is a well-established company that has been a pioneer in AI-powered note-taking since 2021. We know the field inside out, including both therapists and people who’ve experienced therapy firsthand. We build Mentalyc in close collaboration with practicing clinicians, shaping every feature around their real needs.

We are:
✔️ HIPAA-compliant
✔️ Profitable and independent
✔️ Trusted by over 30,000 therapists
✔️ Continuously evolving with feedback from our community

We’re here for the long term, focused on building a secure, ethical, and therapist-centered tool you can rely on.

Want to learn more about who we are and why we do this? [Click here.]
Can Mentalyc be used for in-person sessions?
Yes. You can use Mentalyc's built-in recorder during in-person sessions, or just use your phone, tablet, or any other device that records audio. Whatever feels easiest and fits your workflow. 
Does Mentalyc provide a BAA?
Yes! When you create an account, you agree to our BAA. You can review it anytime in your profile and download a signed version if needed—just click [Generate BAA].
Do Mentalyc notes comply with insurance?
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.
Does Mentalyc have a mobile app?
Not yet, but you can use Mentalyc right on your phone’s browser, no app needed! To make it even easier, you can add a shortcut to your home screen—just like an app. Check out our simple step-by-step guides for Android and iPhone/iPad to get set up. This way, Mentalyc is always just a tap away, anytime and anywhere.
Is Mentalyc compliant with the data protection regulations in Canada, namely PIPEDA, PHIPA, PIPA, and PHIA
Mentalyc is fully compliant with the data protection regulations in Canada, including PIPEDA, PIPA, PHIA and PHIPA. It adheres to the highest standards of confidentiality and privacy to ensure the safety of our clients' data. 
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! 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.
Does Mentalyc ensure a “golden thread” for therapy notes?
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.
Do you support telehealth & in-person sessions?
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.
Is Mentalyc compliant with New Zealand's Privacy Act?
Yes, Mentalyc complies with New Zealand’s Privacy Act. You have the right to access, correct, and control your personal information, including opting out of marketing. For full details, check out our Privacy Policy
Is there a client consent form available for use on Mentalyc?
Yes! Mentalyc provides a ready-to-use client consent form designed by industry experts to ensure privacy and compliance. You can easily download, customize, and share it with your clients while keeping a copy for your records. We also offer helpful talking points to guide your discussions about consent. And if a client prefers not to be recorded, you can still use Mentalyc’s dictation feature to document sessions smoothly.
Can I use Mentalyc with my current video call platform (telehealth)?
Yes! You can easily capture audio directly from your browser while using your preferred telehealth platform. Check out our tutorial to learn how.
Does Mentalyc integrate with Simple Practice?

Yes! With the Mentalyc Chrome Extension, you can autofill your notes directly into SimplePractice (and any other EHR) with one click — no copy-pasting.

Is Mentalyc using human scribes?
No, it is not. All transcripts and notes are generated using advanced technology like Machine Learning Algorithms, Language Models, and Statistical models.
Can I use Mentalyc with my EHR?

Absolutely!  With our new Chrome Extension, you can send your notes directly into any EHR — Mentalyc automatically places each part in the right section.

Can I create treatment plans using Mentalyc?

Absolutely! Treatment planning is available on the BASIC plan and above. Mentalyc now supports guided goal setting, intervention suggestion, goal attainment tracking, customizable templates. Your treatment plans will also be auto-updated as your clients moving forward. Learn more about the Treatment Plan here.

How easy is it to get started with Mentalyc?
Very easy! The app is designed to be intuitive and easy to use from day one.
But if you ever need help, we’re here for you — with in-app guides, tutorials, and live support.
How does Mentalyc create my therapy notes?
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