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Treatment plan drafts with SMART goals for therapists

Mentalyc Basic drafts treatment plans with measurable goals and links later progress notes to them. From $29.99£22.55€26.83A$43.29C$42.39 a month billed annually.

At a glance

  • What it costs$30–40£23–30€27–36A$43–58C$42–57 a month

  • Worth, in extra profit or time saved in the worked example$350–437£263–329€313–391A$505–631C$495–618 a month

  • Pays for itselfIn a few days

  • Sign up and configure; no technical skills neededEasy to set up

Figures come from the worked example below, using its stated assumptions. Tool prices checked . How we check prices

The problem

Insurers and auditors expect a current treatment plan with measurable goals, updated every few months. If a therapist writes 6 new plans and 8 updates a month at 40 minutes each, that's over 9 hours a month (14 x 40 = 560 minutes).

What the AI does

Mentalyc's Basic plan ($29.99£22.55€26.83A$43.29C$42.39 a month billed annually, $39.99£30.07€35.78A$57.73C$56.53 monthly, 100 notes a month) adds AI treatment plans with SMART goals, treatment plan templates and progress notes that reference the plan's goals. It works from a recording, an audio upload, dictation or a typed summary, so a plan can be drafted from your intake notes without recording anyone. The therapist sets the goals with the client, edits the draft until it matches that conversation, and signs it. HIPAA: Mentalyc's plan comparison lists a BAA on every plan.

A worked example

An illustrative example built from typical figures, not a named business.

A licensed professional counselor in Dallas, in-network with three commercial insurers, writes about 6 new treatment plans and 8 updates a month and starts drafting them in Mentalyc Basic from typed intake summaries.

Before

40 minutes for each of 14 plans and updates: about 9.3 hours a month

After

15 to 20 minutes to edit each draft: 3.5 to 4.7 hours a month

What it's worth

About $350£263€313A$505C$495 a month of your time, against $30£23€27A$43C$42 to $40£30€36A$58C$57 for Mentalyc Basic. Saving 20 to 25 minutes on each of 14 plans and updates is 280 to 350 minutes; if an hour of your time is worth $75£56€67A$108C$106 that's $350£263€313A$505C$495 to $437£329€391A$631C$618. Basic also includes AI progress notes, up to 100 a month across both.

How to set it up

  1. Choose Basic or above: the $14.99£11.27€13.41A$21.64C$21.19 Mini plan has no treatment plans.
  2. Confirm Mentalyc's BAA is in place for your account before entering any client details, and keep a copy.
  3. Draft from a typed or dictated intake summary rather than a recording if the client hasn't agreed to recording.
  4. Agree the goals with the client in session, then edit the draft so the goals, objectives and interventions match what you agreed.
  5. Check each plan against your payers' rules on review dates and signatures before signing it.

What goes wrong

  • A generated goal can sound measurable without being what the client wants. A plan the client wouldn't recognize won't hold up clinically or in an audit.
  • Basic covers 100 notes a month. With 25 clients a week you'll pass that if you draft progress notes too; Pro is $59.99£45.11€53.68A$86.60C$84.80 billed annually.
  • Mentalyc's pricing page doesn't explain how its BAA is signed. Ask before you start.
  • If you also use another AI note tool, client information ends up with two vendors. Pick one where you can.

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Last updated October 18, 2026.