Review, documentation-based

Mentalyc review

Last updated 2026-10-13

75/100 Mentalyc research score Rank #5 · as of 2026-10-13
How this score works: Mentalyc 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 security20/20

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 fit10/20

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.) Mentalyc is ranked #5 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
Mentalyc has the highest privacy score in our data and low published prices, which makes it the strongest documented fit for individual therapists and therapy groups.
Best for
Individual therapists and therapy group practices that want low published prices, therapy-specific templates and a BAA created at signup.
Skip if
Prescribers who need e-prescribing, or practices that need a native EHR integration rather than a browser extension.
Entry price
Mini $19.99/mo or $14.99/mo billed annually; 14-day trial (source)
BAA
Yes. BAA created at signup and downloadable from your profile
Research score
75/100. Mentalyc is ranked #5 among vendors with a documented BAA.
Last checked
2026-10-13

Visit Mentalyc 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 Mentalyc is for

  • Individual therapist who wants a low entry price: Mini is $19.99/mo (40 notes), or $14.99/mo billed annually.
  • Therapy group practice: a Team seat plan, group therapy notes with a note for each member, and shared templates are listed.
  • Therapist who uses SimplePractice, TherapyNotes, Jane, Valant or Headway: a Chrome extension transfers notes in one click.
  • Buyer who wants a vendor-stated SOC 2 Type II, no training on session data and audio deleted after the note.

Who should skip Mentalyc

  • Psychiatric prescriber who needs e-prescribing: none is documented.
  • Practice that needs a native EHR integration rather than a browser extension: none is documented.
  • 42 CFR Part 2 program: Part 2 specific controls are not publicly documented. Ask vendor.
  • Clinician who wants a permanent free plan: Mentalyc offers a 14-day trial, not a free plan.

Overview

Mentalyc is an AI documentation tool for therapists, counselors, social workers and psychologists. It drafts progress notes linked to treatment plans, tracks goal progress, and transfers notes to an existing EHR through a Chrome extension. The vendor says it is used by 30,000+ clinicians.

Pricing

Monthly: Mini $19.99 (40 notes/mo), Basic $39.99, Pro $69.99 (160 notes/mo), Super $119.99. Billed annually: Mini $14.99, Basic $29.99, Pro $59.99, Super $99.99 per month. Team seats: $59.99 monthly or $49.99 annually per seat. Documentation reviewed

Free tier or trial: No permanent free plan. 14-day free trial of Pro with 15 notes, no credit card. Monthly or annual billing; cancel anytime and keep access until the billing period ends.

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

EHR integration depth

Mentalyc transfers finished notes into an existing EHR through its Chrome extension, naming SimplePractice, TherapyNotes, Jane App, TheraNest, ICANotes, Valant, Headway and Alma. These are browser-extension transfers, not documented native integrations. Unlimited EHR transfers are listed on Pro and up.

Listed integrations: Chrome extension one-click transfer; names SimplePractice, TherapyNotes, Jane App, TheraNest, ICANotes, Valant, Headway, Alma and any EHR

Specialty suitability

Templates: SOAP, DAP and intake on all plans; BIRP, GIRP, SIRP, PIRP and PIE; template builder, EMDR, play therapy and psychiatry notes on Pro and up; group therapy notes on Super and Team

Mentalyc is therapist-first, with child, couple, family and group client types on higher tiers. Psychiatry and psychiatric nurse templates (for example medication management) are listed on Pro and up; no e-prescribing is documented. 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. Every account is covered by a BAA created at signup and downloadable from profile settings Documentation reviewed
  • Certifications: SOC 2 Type II; HIPAA, PHIPA and PIPEDA Vendor-reported
  • Data location: Hosted on AWS with US data residency Vendor-reported
  • Retention: Audio deleted once the note is ready; transcripts anonymized (full or partial); notes and transcripts kept until you delete them Documentation reviewed
  • Model training: Session data never used to train AI models 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

Therapists record in person or on telehealth in the browser, upload audio, dictate or type a summary. Notes reference prior sessions and treatment plan goals, and include automatic CPT codes on Pro and up. Client session summaries and recommended worksheets can be shared after each session.

Full fact table

Legend: green Documentation reviewed, blue Vendor-reported, amber Third-party sourced, red Ask vendor.
FeatureMentalyc
Pricing tiers (exact, as published)Monthly: Mini $19.99 (40 notes/mo), Basic $39.99, Pro $69.99 (160 notes/mo), Super $119.99. Billed annually: Mini $14.99, Basic $29.99, Pro $59.99, Super $99.99 per month. Team seats: $59.99 monthly or $49.99 annually per seat. Documentation reviewed
Free tier / trialNo permanent free plan. 14-day free trial of Pro with 15 notes, no credit card. Monthly or annual billing; cancel anytime and keep access until the billing period ends. Documentation reviewed
BAAYes. BAA created at signup and downloadable from your profile Documentation reviewed
EHR integrationsChrome extension one-click transfer; names SimplePractice, TherapyNotes, Jane App, TheraNest, ICANotes, Valant, Headway, Alma and any EHR Vendor-reported
PlatformsDesktop and mobile access Vendor-reported
In-person, telehealthIn-person capture and browser telehealth capture with any EHR or online call; 75-minute maximum session on some tiers Documentation reviewed
Specialties and templatesSOAP, DAP and intake on all plans; BIRP, GIRP, SIRP, PIRP and PIE; template builder, EMDR, play therapy and psychiatry notes on Pro and up; group therapy notes on Super and Team Documentation reviewed
Coding helpAutomatic CPT codes (Pro and up) Documentation reviewed
Research score75/100, rank #5 among vendors with a documented BAA Documentation reviewed

Pros and cons

Pros

  • BAA created at signup on every plan
  • Lowest published paid entry price in this group
  • SOC 2 Type II and no training on session data (vendor-stated)
  • Group therapy notes with a note per member

Cons

  • EHR transfer is a browser extension, not a native integration
  • No e-prescribing for prescribers
  • Clinician-set auto-delete window not documented
  • Note caps on Mini (40) and Pro (160)

Alternatives

Methodology

Facts come from Mentalyc'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

Mentalyc has the highest privacy score in our data and low published prices, which makes it the strongest documented fit for individual therapists and therapy groups.

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

Evaluating Mentalyc 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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