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.


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.

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

Nursing assessment tools, rating scales integrated with med-check notes, primary care integration, and collaborative and supervisory workflows
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
Smarter Mental Health Charting: Fast, Flexible, and Comprehensive
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.
Goal-Focused Treatment Planning Tools
Build clear, goal-focused, and actionable treatment plans tailored to each client’s needs.
Progress Tracking Across Clients
Record therapy outcomes for individuals, couples, families, and groups.
Certified Drug & Alcohol Abuse Counselors
Charting Tools for Addiction Treatment
Specialized Intake & Assessment Documentation
Built-in tools for documenting ASAM criteria, risk assessments, and readiness for change.
Treatment Planning Aligned With Recovery Goals
Templates that incorporate abstinence goals, relapse prevention, and coping strategies.
Compliance Ready
Notes structured to meet Medicaid, state licensing, and insurance requirements for substance use treatment.
Clinical Social Workers
Simplify Case Management with Mental Health EHR Software
Case Management Note Templates
Document outreach, follow-ups, and care coordination with menu-driven templates
Integrated with Treatment Plans
Align case notes with life skills, housing, vocational services, and social functioning goals.
Audit-Ready Documentation
Meet Medicaid and insurance compliance requirements with confidence.
Family Therapists
Charting Features That Support Family Therapy
Family & Couples Session Templates
Document multiple participants in one structured note while keeping individualized details clear and compliant.
Treatment Planning for Families
Link goals and objectives to the family system, addressing communication patterns, relational dynamics, and shared outcomes.
Integrated Group Documentation
Efficiently chart sessions that involve partners, parents, and children while maintaining separate records where needed.
Group Therapy
Group Therapy Software for Streamlined Documentation
Group Therapy Note Templates
Document group sessions quickly with the ability to auto-generate individualized group notes for each participant.
Progress Tracking Across Participants
Link session notes to each client’s treatment plan goals, ensuring measurable progress for audits and insurance.
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.
Initial Assessment
Capture first encounters with structured intake templates (Sample Assessment)
Progress Notes
Track patient progress clearly and consistently (Sample Progress Note)
SOAP Notes
Document with the standard SOAP format (Sample SOAP Note)
Treatment Plans
Build personalized, goal-focused care plans (Sample Treatment Plan)
BIRP & DAP Notes
Flexible note formats to fit your preferred workflow
Group Therapy Notes
Streamline documentation for group sessions (Sample Group Therapy Note)
Case Management & PRP Notes
Keep case details and rehabilitation services organized (Sample Case Management Note)
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!
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.
Save Time
Save up to 90 minutes daily on documentation
Increase Revenue
Easily bill for more sessions each month with faster notes
24x7 Support
Outstanding customer service and training at every stage
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.
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.
Team Alignment
Treatment plans, progress notes, and assessments can be updated collaboratively, ensuring every discipline’s perspective is reflected in the care plan.
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.
HIPAA-Compliant Documentation
Protect client privacy with industry-standard safeguards.
21st Century Cures Act Ready
Share records securely while meeting federal requirements.
Advanced Data Security
Keep information safe with encryption and secure access controls.
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.
Frequently Asked Questions: Mental Health Charting
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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.
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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
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