Mental health charting software built to scale as a practice grows

Smarter Charting for Mental Health Pros

Whether you're documenting an initial assessment, progress note, or discharge summary, ICANotes gives you the structure and flexibility to chart quickly, accurately, and in your own voice.

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

Charting Tools for Psychiatrists

Psychiatric evaluations and ongoing care

ICANotes gives psychiatrists structured templates, medication management tools, and customizable notes to chart quickly, stay compliant, and focus more time on patients.

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Med management, billing, and progress notes for psychiatrists.

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Support with specialty templates and streamlined med workflows.

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Inpatient tools for team notes and interdisciplinary care.

Charting Tools for Therapists

Efficient documentation for individual, couples, and group sessions

ICANotes provides therapists with flexible note templates, treatment planning tools, and progress tracking features
to document sessions quickly and maintain clear, compliant records.

Therapy
Mental health counselor in session with a client

Smarter Mental Health Charting: Fast, Flexible, and Comprehensive

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Customizable 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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Treatment Planning Tools

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

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Progress Tracking

Record therapy outcomes and monitor improvements over time 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

Charting Tools That Simplify Case Management

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Case Management Note Templates

Menu-driven note templates for documenting outreach, follow-ups, and care coordination

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Linkage to Goal-Oriented Treatment Plans

Case notes align with treatment plans tailored to life skills, housing, vocational services, and social functioning.

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Audit-Ready Documentation

Satisfy Medicaid/insurance requirements for case management services

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

Charting Tools That Streamline Group Therapy

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Group Note Templates

Document group sessions quickly with the ability to auto-generate individualized 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.

Streamline Your Mental Health Charting

Create clear, compliant mental health notes in minutes.

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Initial Assessments

Capture first encounters with structured intake templates

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Progress Notes

Track patient progress clearly and consistently

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SOAP Notes

Document sessions with the standard SOAP format

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Treatment Plans

Build personalized, goal-focused care plans

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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

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Case Management & PRP Notes

Keep case details and rehabilitation services organized

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Discharge Summaries

Summarize care outcomes and next steps with clarity

Point-and-Click Charting

Better notes in less time

Create thorough, individualized narrative notes in as little as 2-3 minutes, all without typing. Just click through pre-configured options to build professional mental health notes.

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Detailed and Compliant

Capture all necessary clinical details with ease.

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Customizable

Tailor notes to each client’s unique needs.

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Time-Saving

Spend less time charting and more time focusing on care.

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

Seamless Collaboration

Integrated 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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Real-Time Access

Instantly view and update notes, treatment plans, and progress reports.

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Team Alignment

Keep your entire team informed and working from the same record.

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Collaborative Care

Coordinate easily with internal staff or external providers.

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

Built for Results that Matter

ICANotes helps thousands of clinicians save time, reduce errors, and run more efficient practices, while staying compliant every step of the way.

ICANotes Mental Health Charting Saves Time

90 min

Free Time Gained Daily

Average time saved per clinician

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30+

Extra Sessions Billed Monthly

Through improved efficiency

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98%

Customer Satisfaction Rate

Clinicians who recommend ICANotes

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 Therapy Note
in 3 Minutes

See how ICANotes makes clinical documentation 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!

Ready to Transform
Your Documentation?

ICANotes makes documentation faster, billing simpler, and clinical care more effective.

A group practice owner using the best affordable behavioral health EHR for groups
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Frequently Asked Questions

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Get Started With ICANotes

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