Clinical Note Workflows for Healthcare Professionals
Choose the workflow that fits your clinical encounter
Mental Note AI supports medical, nursing, allied health and mental health professionals who write clinical notes. Use Medical SOAP in the browser app for general medical visits, or choose a therapy or psychiatry format. Each output is an editable draft: verify the encounter details, your scope of practice and your documentation requirements before using it.
Medical and allied health workflows
Start with the existing Medical SOAP format. Specialty-specific H&P, discharge and procedure templates are not included; there is no direct EHR write-back.
Try the browser app free with fictional encounter details first. Review the BAA and consent requirements before clinical use.
Select your credential below and then choose your preferred note format (SOAP, DAP, BIRP, etc.) to see detailed documentation guidance tailored to your credential type.
Mental Health Credentials
Licensed Clinical Social Worker
Requirements:
Licensed Professional Counselor
Requirements:
Licensed Marriage and Family Therapist
Requirements:
Doctor of Psychology
Requirements:
PhD in Psychology
Requirements:
Psychiatric Mental Health Nurse Practitioner
Requirements:
Licensed Master Social Worker
Requirements:
National Certified Counselor
Requirements:
Certified Alcohol and Drug Counselor
Requirements:
Board Certified Behavior Analyst
Requirements:
Documentation for Your Credential
Mental Note AI drafts structured notes for you to review. Check each draft against your scope of practice and your board's documentation rules before you sign it.
Try it freePrefer Microsoft Word? Get the free Word add-in. Installs from Microsoft AppSource.
Further Reading
- APA Documentation Guidelines — Provides detailed clinical documentation standards specifically for psychologists.
- NASW (Social Workers) — Offers ethical and documentation guidelines relevant to Licensed Clinical Social Workers (LCSWs).
- American Counseling Association — Contains best practices and ethical standards for Licensed Professional Counselors (LPCs).
- HHS HIPAA — Outlines federal regulations on patient privacy and security critical to all mental health documentation.