Mental Note
Clinical documentation tool for mental health professionals
What is Mental Note?
MentalNote is a clinical documentation tool built directly into Microsoft Word that helps therapists, psychologists, counselors, and other mental health professionals generate structured session notes in seconds rather than hours.
Clinical documentation is one of the biggest administrative burdens in mental health practice. Therapists routinely spend 30 to 60 minutes per client writing up session notes after appointments, cutting into time that could be spent seeing more clients or simply going home at a reasonable hour. MentalNote eliminates that bottleneck.
The add-in supports all major clinical note formats including SOAP, DAP, BIRP, GIRP, and PIE notes, along with intake assessments, treatment plans, progress notes, and discharge summaries. Practitioners select their note type, input key session details, and MentalNote generates a complete, professionally structured note that follows documentation best practices and meets insurance and compliance requirements.
Because MentalNote works inside Microsoft Word, there is nothing new to learn and no separate platform to log into. It fits directly into the workflow clinicians already use. Notes can be saved, edited, and exported in any format Word supports, making it compatible with virtually any EHR system that accepts document uploads.
MentalNote is designed for solo practitioners, group practices, and clinical supervisors who need consistent, high-quality documentation across their team. It is particularly valuable for new clinicians still developing their documentation skills and for experienced therapists looking to reclaim hours lost to administrative work each week.
The tool is available as a subscription through the Microsoft AppSource marketplace and works with both Windows and Mac versions of Microsoft Word.
How to use Mental Note
- 1
Install Mental Note from Microsoft AppSource (free trial available).
- 2
Open Microsoft Word and access the Mental Note add-in from the ribbon.
- 3
Select your note format (e.g., SOAP, DAP) and input key session details or paste shorthand notes.
- 4
Click generate to create a structured note — edit as needed in Word.
- 5
Save or export your note in any compatible format for your EHR.
Key features
Generates SOAP, DAP, BIRP, GIRP, PIE, SIRP, and progress notes in under 60 seconds.
HIPAA-compliant, encrypted, with BAA available — no data shared with third parties.
Integrates directly into Microsoft Word; no new apps or platforms to learn.
Diagnosis-aware AI adapts language to client context (ADHD, trauma, couples therapy).
Output formatted for insurance audits, Medicare, Medicaid, and CARF accreditation.
Use cases
- A solo therapist cuts evening documentation from 2 hours to 20 minutes.
- A group practice ensures consistent, audit-ready notes across all clinicians.
- A clinical supervisor trains new therapists on proper documentation structure.
- A crisis counselor rapidly generates SIRP notes between sessions.
- A couples therapist produces DAP notes with diagnostic-specific language for each partner.
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Frequently asked questions about Mental Note
Common questions to help you decide if Mental Note is right for you.