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MentalNote is a clinical documentation tool built directly into Microsoft Word that helps therapists, psychologists, counselors, and other mental health professionals generate structured session notes in seconds rather than hours. Clinical documentation is one of the biggest administrative burdens in mental health practice. Therapists routinely spend 30 to 60 minutes per client writing up session notes after appointments, cutting into time that could be spent seeing more clients or simply going home at a reasonable hour. MentalNote eliminates that bottleneck. The add-in supports all major clinical note formats including SOAP, DAP, BIRP, GIRP, and PIE notes, along with intake assessments, treatment plans, progress notes, and discharge summaries. Practitioners select their note type, input key session details, and MentalNote generates a complete, professionally structured note that follows documentation best practices and meets insurance and compliance requirements.

The STEPs method for progress notes provides a structured method for taking progress notes. With STEPnotes™, counselors are able to conceptualize their counseling sessions and take their notes in a professional and organized manner. Dr. Rhonda Sutton's second edition of the straightforward guide to progress notes includes additional examples, information, documentation, and clinical language that expands on the utility and readability of the first book. Dr. Sutton and her team have created an online tool (see highlights below) that provides the STEPs in an easy to use format for taking and maintaining progress notes, all for the one-time cost of $129.00, per counselor, all of the forms. Progress note formats that provide drop down menus, check box options and text areas so that counselors can customize their notes to the level of client care. Progress note formats for mental health/private practice settings; school environments; career counseling sessions; and coaching sessions.