Test MentalNote with a real success plan
A structured evaluation for practices that want to test the browser-based workflow with a small clinician group before considering a wider rollout. The Word add-in remains available for teams that prefer it.
Application-based · scope agreed before launch · no purchase required to apply
For individual evaluation, the web app's free tier includes 5 scribe sessions per month. The optional Word add-in has a separate allowance of 2,000 AI-writing words per month.
What the guided evaluation covers
Choose one concrete workflow
Start with a defined job such as SOAP or DAP note drafting in the web app. Use the optional Word add-in only where it fits the practice workflow.
Agree on success before starting
Define the number of participating clinicians, the activation milestone, review requirements, and the time or consistency measure the practice will use to judge fit.
Review privacy requirements first
We discuss the intended data flow and applicable BAA coverage before any clinical use. Start evaluation with non-sensitive sample content until your practice has completed its own review.
Make an evidence-based decision
At the end of the agreed evaluation, compare the result with the starting baseline and decide whether MentalNote is useful enough to continue. Applying does not commit the practice to a plan.
Apply for a guided pilot
Tell us about the workflow you want to test. We will review fit and reply with practical next steps.
Do not include client names, note text, recordings, or any PHI. Use only general practice and workflow information.
No spam, no obligation. Privacy.
Request received.
We'll review the application and reply with fit and next steps. In the meantime, you can explore the web app using non-sensitive sample content.
The pilot is an evaluation, not a compliance certification. Your practice remains responsible for clinical review, consent, recordkeeping, payer requirements, and confirming appropriate contractual and BAA coverage before entering PHI.