Review, documentation-based

JotPsych review

Last updated 2026-10-13

75/100 JotPsych research score Rank #4 · as of 2026-10-13
How this score works: JotPsych 75/100

Five categories, 0 to 20 points each, from public vendor documentation as of 2026-10-13. Unknown items score 0.

Pricing transparency and value20/20

Prices published, free plan or trial, entry price at or under $100/mo, contract terms disclosed (5 points each).

EHR integration depth5/20

Notes delivered into the EHR, Epic integration, another named native integration, in-chart or two-way workflow (5 each).

Privacy and security15/20

BAA publicly documented, SOC 2 Type 2, retention and deletion controls, model training policy (5 each; 3 if de-identified data only).

Specialty and psychiatry fit15/20

Psychiatry or behavioral health support, audio deleted by default, short note retention you set, 42 CFR Part 2 controls (5 each).

Workflow features20/20

Mobile capture, telehealth capture, coding help, patient instructions or letters (5 each).

BAA gate: ranking requires a publicly documented BAA. That gate decides whether a vendor is ranked; it does not add or remove points. (Separately, a documented BAA is one 5-point item under Privacy.) JotPsych is ranked #4 among vendors with a documented BAA.

Full methodology

A sourced, documentation-based review from public vendor pages.

Independent research. No paid rankings.
Last checked 2026-10-13

At a glance

Verdict
JotPsych is the strongest documented fit in our data for outpatient psychiatric prescribers who want notes, prescribing and coding audit in one place.
Best for
Outpatient psychiatric prescribers and combined psychiatry and therapy practices that want notes, e-prescribing and coding audit in one product, with a BAA on every account.
Skip if
Practices that need a native Epic or named EHR integration, or buyers who require the vendor to hold its own SOC 2 Type II report.
Entry price
Moonlighting $53/mo billed annually; free trial (source)
BAA
Yes. BAA standard on every account, part of the Terms of Service
Research score
75/100. JotPsych is ranked #4 among vendors with a documented BAA.
Last checked
2026-10-13

Visit JotPsych pricing (source)No affiliate or paid placement.

What changed
  • 2026-10-13: Added At a glance boxes, score breakdowns, Who it is for and Who should skip lists, this change log, a retention chart, an evidence legend, dated vendor page captures and grouped comparison tables. This layout update itself changed no scores or facts.
  • 2026-10-13: Added JotPsych (75), Mentalyc (75), Upheal (71), Twofold Health (58) and AutoNotes (44), each with a publicly documented BAA, scored from public vendor pages checked 2026-10-13. Methodology now states a specialty-fit tie-break and partial EHR credit (up to 8/20) for all-in-one platforms with their own EHR. Existing vendor scores unchanged; Dragon Copilot, Suki and Abridge move down in rank.

Full history on the corrections page.

Who it is for and who should skip it

Who JotPsych is for

  • Outpatient psychiatrist or PMHNP who prescribes: JotRx adds e-prescribing, including controlled substances, inside the note.
  • Practice that does both psychiatry and therapy: psychiatric intake, follow-up, therapy progress, group and EMDR templates are listed.
  • Clinician who wants short retention: audio is deleted after transcription and note retention windows are configurable.
  • Clinician on a web-based EHR: a Chrome extension pushes the finished note into the chart.

Who should skip JotPsych

  • Practice that needs a native Epic or named EHR integration: none is documented.
  • Buyer who needs the vendor itself to hold SOC 2 Type II: the security page cites SOC 2 certified subprocessors. Ask vendor.
  • 42 CFR Part 2 program: Part 2 specific controls are not publicly documented. Ask vendor.
  • Clinician who wants a permanent free plan: JotPsych offers a free trial, not a free plan.

Overview

JotPsych describes itself as a behavioral health AI documentation and revenue cycle platform built for PMHNPs and psychiatrists. It can sit alongside an existing EHR through a Chrome extension or run as the practice system, with add-ons for e-prescribing (JotRx), coding audit (JotAudit) and video visits (JotMeet), plus separately priced billing services.

Pricing

Moonlighting $53/mo per clinician billed annually ($637/yr, 15 notes/mo, 2 templates); Basic $135/mo billed annually ($1,620/yr, unlimited notes and templates); Everything $269/mo billed annually ($3,229/yr, includes JotAudit, JotRx and JotMeet). Groups of 7 or more: custom, 10% off. Add-ons on Moonlighting and Basic: JotAudit and JotRx $62/mo each, JotMeet $26/mo. Annual billing is 10% off monthly and two-year is 20% off. Documentation reviewed

Free tier or trial: No permanent free plan. Free trial for new clinicians with full access to AI notes, no credit card. No long-term contracts; cancel anytime and keep access through the billing period.

Source: JotPsych pricing, checked 2026-10-13.

EHR integration depth

JotPsych's Chrome extension detects the patient chart in a web-based EHR and pushes the completed note into it. JotPsych can also be used as the practice EHR. No native Epic or other named EHR integration is publicly documented.

Listed integrations: Chrome extension push into any web-based EHR; JotPsych can also serve as the EHR

Specialty suitability

Templates: Psychiatric intakes, follow-ups, therapy progress notes, group notes, EMDR and ABA templates; Moonlighting is limited to 2 templates

JotPsych is positioned for psychiatric prescribers (PMHNPs and psychiatrists), with e-prescribing including EPCS via JotRx, and also lists therapy, group and EMDR templates. It does not publicly describe how HIPAA psychotherapy notes are kept separate, or 42 CFR Part 2 specific controls: Ask vendor.

Security and privacy

  • BAA: Yes. Standard on every account at no extra cost; part of the Terms of Service and effective at signup Documentation reviewed
  • Certifications: Critical subprocessors are SOC 2 Type II certified and infrastructure is ISO 27001, 27017 and 27018 certified. JotPsych's own SOC 2 report: Ask vendor Vendor-reported
  • Data location: United States (US East, Northern Virginia) Documentation reviewed
  • Retention: Audio permanently deleted after transcription. Notes kept until you delete them, with configurable auto-deletion windows; optional PII redaction before AI processing Documentation reviewed
  • Model training: Clinical data never used to train, fine-tune or improve AI models, including by subprocessors Vendor-reported
Bar chart of documented data retention in days: Freed 30, Heidi 1 to 90 configurable, Nabla 14, Dragon Copilot up to 90, Tali AI not stored beyond the conversation, Abridge Ask vendor.
Drawn only from documented values. Sources: Freed privacy, Heidi privacy policy, Nabla retention article, Microsoft licensing guidance; Tali and Abridge per the privacy by vendor section. Gray = no number published. Checked 2026-10-12 and 2026-10-13.

Workflow and UX

A clinician records the visit in the browser or mobile app, gets a structured note, edits it in natural language and pushes it to the EHR. Telehealth works with any telehealth platform, and JotMeet adds built-in video visits. Patient follow-up messages can be AI-drafted and sent by text or email.

Full fact table

Legend: green Documentation reviewed, blue Vendor-reported, amber Third-party sourced, red Ask vendor.
FeatureJotPsych
Pricing tiers (exact, as published)Moonlighting $53/mo per clinician billed annually ($637/yr, 15 notes/mo, 2 templates); Basic $135/mo billed annually ($1,620/yr, unlimited notes and templates); Everything $269/mo billed annually ($3,229/yr, includes JotAudit, JotRx and JotMeet). Groups of 7 or more: custom, 10% off. Add-ons on Moonlighting and Basic: JotAudit and JotRx $62/mo each, JotMeet $26/mo. Annual billing is 10% off monthly and two-year is 20% off. Documentation reviewed
Free tier / trialNo permanent free plan. Free trial for new clinicians with full access to AI notes, no credit card. No long-term contracts; cancel anytime and keep access through the billing period. Documentation reviewed
BAAYes. BAA standard on every account, part of the Terms of Service Documentation reviewed
EHR integrationsChrome extension push into any web-based EHR; JotPsych can also serve as the EHR Vendor-reported
PlatformsWeb and mobile app on all plans; multi-language support Documentation reviewed
In-person, telehealthIn-person and any telehealth platform; JotMeet video add-on $26/mo Vendor-reported
Specialties and templatesPsychiatric intakes, follow-ups, therapy progress notes, group notes, EMDR and ABA templates; Moonlighting is limited to 2 templates Vendor-reported
Coding helpAudit suggestions check that the note supports the code billed (25/mo on Basic, unlimited with JotAudit) Documentation reviewed
Research score75/100, rank #4 among vendors with a documented BAA Documentation reviewed

Pros and cons

Pros

  • BAA standard on every account
  • Prescriber features: e-prescribing including EPCS
  • Audio deleted after transcription; configurable retention windows
  • Published prices with no long-term contract

Cons

  • No native Epic or named EHR integration documented
  • Own SOC 2 Type II report not published (subprocessors only)
  • Moonlighting caps at 15 notes and 2 templates
  • Add-on prices differ on the pricing page ($62 in the table, $69 in the FAQ). Ask vendor

Alternatives

Methodology

Facts come from JotPsych's official pricing, security, trust, legal and help pages, checked 2026-10-13. BAA availability is an eligibility gate, not a score input. Read the full methodology and editorial policy.

Bottom line

JotPsych is the strongest documented fit in our data for outpatient psychiatric prescribers who want notes, prescribing and coding audit in one place. Confirm EHR fit and the vendor's own security reports before you buy.

Visit JotPsych pricing (source)No affiliate or paid placement.

Evaluating JotPsych in a demo? Use the free vendor evaluation scorecard (printable, PDF) to compare up to 3 vendors.

Sources and last checked

Who curates this site

Curated by a practicing, board-certified psychiatrist, not named to avoid conflicts. From the site data: 14 vendors tracked, 93 distinct external source pages linked, last full re-check of vendor facts 2026-10-13. How we work · Editorial policy.

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