Mental health charting software built to scale as a practice grows

The Best Mental Health Charting Software for Clinicians

Streamline clinical documentation, save valuable time, and stay compliant with ICANotes — the most intuitive mental health charting software for behavioral health professionals. Built from the ground up for mental health, ICANotes empowers psychiatrists, therapists, psychologists, and social workers to chart smarter, document faster, and provide better care.

A mental health professional using the best mental health charting software
erx software fully integrated in ICANotes supports mental health charting for psychiatrists

Charting Features for Psychiatry

Clinical tools tailored for psychiatric charting

ICANotes gives psychiatrists customizable psychiatric note templates, electronic prescribing, medication management tools, integrated labs, and electronic rating scales to chart quickly, stay compliant, and focus more time on patients.

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Menu-driven narrative note generation, treatment planning, med management, erx (including controlled substances), automatic E&M coding, electronic lab orders and results

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Nursing assessment tools, rating scales integrated with med-check notes, primary care integration, and collaborative and supervisory workflows

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Interdisciplinary documentation, electronic orders, rounds and shift notes, eMAR, and compliance with CMS, Joint Commission, and CARF requirements.

Charting Features for Therapists, Social Workers, and Case Managers

Fast, compliant mental health charting that balances depth with efficiency

ICANotes provides specialized tools for documenting individual, couples and group sessions, along with substance use treatment and case management workflows. Integrated electronic rating scales and goal-based treatment planning support progress tracking with measurable outcomes.

Therapy
Mental health counselor in session with a client

Smarter Mental Health Charting: Fast, Flexible, and Comprehensive

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Customizable Therapy Note Templates

Choose from a library of menu-driven mental health charting templates, such as SOAP, BIRP, DAP, couples therapy, PRP, case management, and group therapy documentation.

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Goal-Focused Treatment Planning Tools

Build clear, goal-focused, and actionable treatment plans tailored to each client’s needs.

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Progress Tracking Across Clients

Record therapy outcomes for individuals, couples, families, and groups.

Certified Drug & Alcohol Abuse Counselors
Drug and Alcohol Abuse Counselor in session with a client receiving substance use treatment

Charting Tools for Addiction Treatment

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Specialized Intake & Assessment Documentation

Built-in tools for documenting ASAM criteria, risk assessments, and readiness for change.

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Treatment Planning Aligned With Recovery Goals

Templates that incorporate abstinence goals, relapse prevention, and coping strategies.

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Compliance Ready

Notes structured to meet Medicaid, state licensing, and insurance requirements for substance use treatment.

Clinical Social Workers
Case manager meeting with a client to coordinate referrals

Simplify Case Management with Mental Health EHR Software

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Case Management Note Templates

Document outreach, follow-ups, and care coordination with menu-driven templates

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Integrated with Treatment Plans

Align case notes with life skills, housing, vocational services, and social functioning goals.

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Audit-Ready Documentation

Meet Medicaid and insurance compliance requirements with confidence.

Family Therapists
Mental health professional leading a family therapy session

Charting Features That Support Family Therapy

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Family & Couples Session Templates

Document multiple participants in one structured note while keeping individualized details clear and compliant.

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Treatment Planning for Families

Link goals and objectives to the family system, addressing communication patterns, relational dynamics, and shared outcomes.

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Integrated Group Documentation

Efficiently chart sessions that involve partners, parents, and children while maintaining separate records where needed.

Group Therapy
A group therapy session led by a mental health professional

Group Therapy Software for Streamlined Documentation

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Group Therapy Note Templates

Document group sessions quickly with the ability to auto-generate individualized group notes for each participant.

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Progress Tracking Across Participants

Link session notes to each client’s treatment plan goals, ensuring measurable progress for audits and insurance.

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Flexible Documentation Formats

Choose SOAP, DAP, or BIRP styles for group work, while maintaining compliance and clinical clarity.

Real Mental Health Charting Examples

Explore sample mental health charting examples to see how ICANotes helps clinicians maintain clear, compliant records.

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Initial Assessment

Capture first encounters with structured intake templates (Sample Assessment)

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Progress Notes

Track patient progress clearly and consistently (Sample Progress Note)

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SOAP Notes

Document with the standard SOAP format (Sample SOAP Note)

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Treatment Plans

Build personalized, goal-focused care plans (Sample Treatment Plan)

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BIRP & DAP Notes

Flexible note formats to fit your preferred workflow

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Group Therapy Notes

Streamline documentation for group sessions (Sample Group Therapy Note)

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Case Management & PRP Notes

Keep case details and rehabilitation services organized (Sample Case Management Note)

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Discharge Summaries

Summarize care outcomes and next steps with clarity (Sample Discharge Summary)

Access Our Sample Notes Library

Get instant access to our full library of sample behavioral health notes, including Initial Evaluations, Progress Notes, Treatment Plans, and Discharge Summaries. We have note samples for psychiatry, therapy, case management, PRP, substance abuse, group therapy, couples therapy, and more!

Sample Mental Health Notes
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Why Choose ICANotes for Mental Health Charting?

Better notes in less time

ICANotes combines robust mental health charting tools with customizable menu-driven templates, making it easy to document initial assessments, progress notes, treatment plans, and discharge summaries — always meeting compliance requirements and best practices.

ICANotes Mental Health Charting Saves Time

Save Time

Save up to 90 minutes daily on documentation

Bill for more sessions each month using the ICANotes Mental Health Charting Software

Increase Revenue

Easily bill for more sessions each month with faster notes

Access 24x7 live customer support for the ICANotes Mental Health Charting Software

24x7 Support

Outstanding customer service and training at every stage

mental health charting software interface
Satisfied clinician because she uses mental health charting software that supports collaborative care

Seamless Collaboration

Multidisciplinary charting for your entire practice

ICANotes connects every member of your practice through a shared, integrated system, ensuring accurate records and coordinated care at every step.

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Shared Chart Access with Role-Based Permissions

Psychiatrists, therapists, nurses, case managers, and support staff can all contribute to the same client record while maintaining appropriate privacy controls.

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Team Alignment

Treatment plans, progress notes, and assessments can be updated collaboratively, ensuring every discipline’s perspective is reflected in the care plan.

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Streamlined Communication & Continuity of Care

Secure messaging, shared treatment goals, and centralized documentation reduce silos and keep the whole care team aligned.

Secure & Compliant

Peace of mind for you and your clients

ICANotes protects sensitive health information while keeping your practice aligned with evolving healthcare regulations. Built-in safeguards let you focus on care while we handle the compliance details.

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HIPAA-Compliant Documentation

Protect client privacy with industry-standard safeguards.

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21st Century Cures Act Ready

Share records securely while meeting federal requirements.

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Advanced Data Security

Keep information safe with encryption and secure access controls.

A satisfied mental health professional who is confident that the ICANotes EHR is compliant and secure

janet

Janet R.

Owner

"User-Friendly with Outstanding Customer Service"

"ICANotes makes documentation effortless with its intuitive design and customizable forms. The teletherapy and client portal run smoothly, and the extensive library of screening tools is a game-changer. Their customer service and training are the best I’ve experienced, I highly recommend it!"

allele

Allele H.

APRN

"The Perfect EHR for My Behavioral Health Practice"

"As an APRN launching my practice, ICANotes has been a game-changer. I used it during my clinicals and knew I had to come back. The intuitive charting with "click boxes" creates detailed, professional notes in minutes. The integrated assessment tools and smooth workflow make documentation effortless. Plus, the training and support team are outstanding—always going above and beyond to help!"

deborah

Deborah D.

CEO/Owner

"A Comprehensive EHR Built for Behavioral Health"

"After four years with ICANotes, I can confidently say it does everything we need to run our practice. Designed specifically for behavioral health—not adapted from a medical model—it streamlines documentation, coding, and billing. The customer service is outstanding, with webinars, training, and responsive support that adapts to our needs. ICANotes continuously evolves to meet industry demands, making compliance and service delivery easier. It’s a phenomenal program I highly recommend to all behavioral health clinicians."

arom

Arom E.

Medical Director/CEO

"The Best EHR from a Medical Director’s Perspective"

"After using ICANotes for over a decade, I strongly prefer it over non-specialized systems. Its ease of use, checkbox symptom selection, and button-based text insertion make documentation fast and efficient. The built-in e-prescribing is a major plus and an excellent tool for training new clinicians in our practice."

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Create a Progress Note
in 3 Minutes

See how ICANotes makes mental health charting fast and intuitive. In this quick demo, we’ll show you how to write a comprehensive, billable progress note in just three minutes, no typing required. Watch the video to see it in action!

Try ICANotes: Transform Your Mental Health Charting

Experience how fast and intuitive mental health charting can be. View more mental health charting examples, schedule a live demo, or start your free trial today.

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Frequently Asked Questions: Mental Health Charting

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Get Started With ICANotes

Experience the most intuitive, clinically robust mental health charting software designed for behavioral health professionals — built to streamline documentation, improve compliance, and enhance patient care.

Schedule a Live Demo

Experience the most intuitive, clinically robust EHR designed for behavioral health professionals—built to streamline documentation, improve compliance, and enhance patient care.

  • Simplify clinical charting
  • Stay organized with appointment scheduling
  • Reduce no-shows with automated reminders
  • Improve client engagement with a secure patient portal
  • Provide flexible care with HIPAA-compliant telehealth
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Simplify clinical charting

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Stay organized with appointment scheduling

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Reduce no-shows with automated reminders

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Improve client engagement with a secure patient portal

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Provide flexible care with HIPAA-compliant telehealth

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