Note Types and Categories

Learn about Mindora's 9 clinical subcategories, personal note types, default types, and when to use each one.

10 min

Easy

What are Note Types?

Note types are the foundation of organizing and structuring your clinical documentation. Each note type is designed for a specific clinical need and contains templates you can use.

40+

System Note Types

100+

Ready Templates

Category Structure

Mindora has two main categories: Clinical and Personal. Clinical notes are linked to client files, while personal notes are private to you.

Clinical

Therapeutic process notes linked to client files

Personal

Professional development, supervision, and personal reflections

Tip

Clinical note types are used in client notes, while Personal note types are used in your private notes only.

9 Clinical Subcategories

Clinical notes are divided into 9 subcategories representing different stages of the therapy process:

📋

Assessment

Used for initial interviews, history taking, symptom analysis, and psychometric measurements.

Ne zaman:At the start of therapy, when new symptoms emerge, or when administering scales

Türler:Initial Assessment/Anamnesis, Problem and Symptom Analysis, Symptom Cluster, Psychometric Assessment, Schema Assessment, Trauma Mapping

🧠

Formulation

Used for case formulation, triggers, coping mechanisms, and clinical hypotheses.

Ne zaman:After assessment, when patterns are noticed, or when building clinical understanding

Türler:Case Formulation, Clinical Themes and Patterns, Resources/Strengths, Coping Mechanisms, Triggers, Values, Critical Life Events, Clinical Hypothesis, Chain Analysis, Mode Analysis

📝

Session

Designed for regular note-taking after each session.

Ne zaman:During or immediately after each session

Türler:Session Note (SOAP, DAP, BIRP, GIRP, MSE and more templates)

🎯

Planning

Used for treatment goals, intervention strategies, and timelines.

Ne zaman:At treatment start, when setting goals, or during plan revision

Türler:Treatment Plan, SMART Goal Planning

🆘

Crisis

Used for crisis situations and safety planning.

Ne zaman:When risk assessment is conducted or safety plan is needed

Türler:Crisis and Safety Plan

📈

Monitoring

Used to track progress and changes in the treatment process.

Ne zaman:At regular intervals, when significant progress occurs, or before plan revision

Türler:Process Evaluation, Breakthrough Moment Assessment, Diary Card Review

🔧

Intervention

Used to document therapeutic techniques and interventions applied.

Ne zaman:When a new technique is applied or intervention effectiveness is evaluated

Türler:Intervention/Technique, EMDR Protocol

📨

Documentation

Used for out-of-session communication, consultations, and official reports.

Ne zaman:After phone calls, emails, consultations, or report writing

Türler:Phone and Communication Log, Consultation and Reporting

🏁

Termination

Used for therapy termination and summary evaluations.

Ne zaman:When the therapy process is completed or termination is being planned

Türler:Termination Summary

Tip

Each note type contains different templates. For example, the Session Note type includes templates like SOAP, DAP, BIRP, GIRP, and MSE. You can see how many templates each type has in the list view.

Personal Notes

Personal notes are not linked to client files and are private to you. Use them to track your professional development, supervisions, and personal reflections.

💭Kişisel Not Türleri

Reflection, Supervision Notes, Personal Development and Awareness, Academic Work, Article Review, Training Records, Research and Projects

Tip

Personal notes are written without selecting a client and are saved in a space only you can see.

Typical Workflow

The typical order of using note types in a therapy process:

📋First sessions: Assessment category (Initial Assessment, Symptom Analysis)

🧠Building understanding: Formulation category (Case Formulation, Triggers)

🎯Goal setting: Planning category (Treatment Plan, SMART Goals)

📝Every session: Session category (Session Note)

📈Regular intervals: Monitoring category (Process Evaluation)

⚡As needed: Crisis, Intervention, or Documentation

Interactive Clinical Workflow Roadmap

Explore the full school-based (CBT, ACT, DBT, EMDR), 6-stage interactive version of this flow on the Clinical Notes page.

System vs Custom Types

Mindora provides ready-made system note types. You can also create your own custom note types.

System Types

Evidence-based note types provided by Mindora that follow clinical standards. Cannot be edited but can be disabled.

Custom Types

Note types you create, customized to your needs. You have full control.

Default Types

Some note types are marked as "default". These types are automatically selected when you create a blank note.

Star icon

Shown with a star icon in the list view.

Restrictions

Default types cannot be edited, archived, or deleted.

Tip

Each category (Clinical and Personal) has a default type. This type is automatically selected when starting a new note.

Selecting Type in Note Editor

When writing a note, you can select the note type and template from the Settings panel.

Open the Settings panel on the right side of the note.

Switch to the "Type" tab.

Select the note type from the Strategic Type dropdown.

Select the desired template from the Template dropdown.

Tip

After selecting a template, click the "Apply" button. You can append the content to the existing note or replace the existing content.

Creating Notes from Goals

You can create notes linked to client goals. These notes are automatically associated with the relevant goal.

Go to the Goals section in the client profile.

Open the detail page of the relevant goal.

Click the "Create Linked Note" button.

Create the note by selecting a note type and template.

Tip

When creating notes from goals, only Clinical note types are visible. Personal note types cannot be linked to client goals.