Notes 101
Quick introduction to clinical and personal notes: lifecycle, core features, and a learning path to master the notes system.
Who Is This For?
Mindora's note system is a powerful way to organize your clinical documentation.
Ask yourself:
- Wondering how to keep your session notes organized?
- Want to separate clinical notes from personal notes?
- Want to save time with note templates and types?
- Want to connect notes to see the clinical picture?
If you answered yes, you're in the right place.
Two Worlds: Clinical & Personal
In Mindora, notes live in two main contexts:
Clinical Notes
Linked to a client, can be associated with a session. 9 clinical subcategories covering the full therapy lifecycle:
From intake to termination, every phase of the therapeutic process has its own category.
Personal Notes
Your private space, organized with folders. Not linked to any client:
Organized with folders, tags, and connections — just like clinical notes.
Note Lifecycle
A note essentially goes through five core stages, keeping your documentation organized and connected from start to finish:
Create
Start a client-linked clinical note or a private personal note in seconds, with the right type ready from the first click.
Write
Skip the blank page with 108 ready templates (SOAP, DAP, EMDR, CBT) and a rich editor built for therapists.
Organize
Sort with types, tags and folders so you can find any note in seconds, even months later.
Connect
Link notes to sessions, client goals and other notes to see the whole therapeutic process at a glance.
Archive
Archive finished notes to keep your workspace clean, with version history so nothing is ever lost.
Detailed guides are listed for each step below.
Core Features
Rich Text Editor
Purpose-built for therapists: formatting, tables, clinical scales, semantic blocks — not a generic text box.
Note Types & Templates
29 note types across 9 clinical categories covering the full therapy lifecycle, with SOAP/DAP/BIRP and 108 ready-made templates
Folder Management
Organize personal notes with a folder tree.
Connections
Build a clinical knowledge network: link notes to each other and to goals to see the full picture.
Version History
Protect your content with automatic and manual versions.
Reflection Notes
Examine your own thoughts and reactions.
Why Mindora for Notes?
Most therapy platforms offer a basic text field and call it "notes." Mindora ships with 37 note types, 108 ready-made templates, a rich text editor built specifically for therapists, a template editor where you design your own documentation formats, and a connections system that lets you build a true clinical knowledge network. These aren't add-ons — they're the core of the platform.
Where Should I Start?
Start with the Notes Page and Creating & Managing Notes guides.
After learning the basic flow, move on to organization and templates.
Deepen your clinical practice with advanced features.
Creating and Managing Connections
Create and manage note-to-note and note-to-goal links.
Reflection Note
Examine your own thoughts and reactions as a therapist.
Version History
Manage automatic and manual versions, and restore previous versions.
Custom Note Type Management
Create, edit, archive and delete your own note types.
Custom Template Management
Create your own templates, edit sections and blocks.
Archiving and Deleting Notes
Learn archiving, the trash, restoring, and the 30-day retention rule.