Clinical Tools

Q: How do I create a connection?

There are several ways to create a connection: Text-level: select text in the note editor and create a connection. Entity-level: add a connection to another note or a goal from the note's connections panel. From a goal: link a note from the Linked Notes panel on the goal detail page. Whenever you create a connection, you must pick a connection type ; the type clarifies what the observation means for the goal/note.

Q: How does goal progress tracking work?

Progress percentage can be updated for each goal between 0% and 100% in 5% increments . The progress bar uses color coding by stage: 0-24% orange: beginning 25-49% gray: early progress 50-79% blue: mid-progress 80-100% green: nearing completion You can update progress using the circular indicator on goal cards and the slider in the context panel. On the goal detail page, alongside the progress percentage, all breakthrough moments linked to that goal are also listed; the count and date range surface concrete evidence of progress.

Q: How do goal completion and archiving work?

Completion and archiving are separate actions. Completion: Click the complete button (checkmark) on the goal card. Write a completion summary in the dialog and confirm. The goal moves to the "Completed Goals" section. Archiving: Select the archive option from the goal card menu. Choose a predefined archival reason. The goal is hidden from active view but preserved. In both cases, goals can be reactivated if needed.

Q: How is a breakthrough moment recorded?

Breakthrough moments are recorded in two ways: Session-level: use "Mark as breakthrough" from the three-dot menu on a session card in the client flow, or the Breakthrough Moment button on the session detail page (past sessions only). Text-level: in the note editor, select text representing the breakthrough and use the highlight tool to mark a specific sentence or paragraph; this method is more specific and context-rich. Both methods prompt two optional steps: link to a goal and add a personal reflection note .

Question 1

What are connections and what are they for?

Accepted Answer

Connections let you build clinically meaningful relationships between notes, and between notes and goals. Is a note supporting a goal, signaling a setback, or surfacing a deeper theme? You mark the relationship type explicitly. Connections work at two levels: Text-level: ties a specific sentence or passage inside a note to another note/goal (minimum 3 characters, shown with a blue underline). Entity-level: links the entire note to another note or goal. The result: alongside the progress percentage, a living clinical record of the client's change accumulates. This record is woven from the relationships you build across 28 different clinical note types (Initial Assessment, Case Formulation, Treatment Plan, Theme Tracking, Supervision Note, and more); the client's clinical story takes shape not as a single line but as a multi-layered map.

Question 2

What connection types are available?

Accepted Answer

The connection type carries the clinical meaning of the relationship. There are two categories.

Note-to-note connections (3 types):

Related: general relationship between two notes.
Supports: one note reinforces an idea in the other.
Opposing View: contrasting perspectives or counter-evidence.

Note-to-goal connections (7 types):

Related: general relevance to the goal.
Progress: an observable step toward the goal.
Setback: an observable step backward from the goal.
Obstacle: a situation that makes the goal harder to reach.
Exploration: underlying reason or dynamic behind the goal.
Intervention: a therapeutic strategy applied for the goal.
Theme: the underlying core theme behind the goal (schema, belief, existential concern).

Coming soon: measures and homework will also join this connection network; they will link to goals and notes using the same relationship types.

Considering a new relationship type tailored to your therapeutic approach? Open a request from Settings → Support in the app; let's design it together.

Question 3

How do I create a connection?

Accepted Answer

There are several ways to create a connection:

Text-level: select text in the note editor and create a connection.
Entity-level: add a connection to another note or a goal from the note's connections panel.
From a goal: link a note from the Linked Notes panel on the goal detail page.

Whenever you create a connection, you must pick a connection type; the type clarifies what the observation means for the goal/note.

Question 4

Where and how does a connection appear once created?

Accepted Answer

Once you create a connection, Mindora surfaces it in three places:

In the note editor: the source text is highlighted; hovering opens a tooltip that explains the connection in clinical language.
In the note's right panel: incoming and outgoing connections are listed, each shown as a descriptive sentence.
On the goal detail page: all linked notes appear with sentences tailored to the relationship type.

The same connection is phrased differently depending on the perspective.

On the note side

"The mention of '...Sarah is independently applying cognitive-behavioral skills outside of session...' in this note signals progress toward the Decrease panic attack frequency goal."

"The mention of '...Approval-Seeking & Conditional Self-Worth...' in this note reveals the underlying theme of the Decrease panic attack frequency goal."

On the goal side

"The mention of '...Sarah is independently applying cognitive-behavioral skills outside of session...' in the Mid-Treatment Progress Review note signals progress toward this goal."

"The mention of '...Approval-Seeking & Conditional Self-Worth...' in the Theme Tracking note reveals the underlying theme of this goal."

So a connection isn't just a label; it appears as a readable clinical observation that ties note + goal + relationship type together.

Question 5

How do I create a client goal?

Accepted Answer

On the client detail page, switch to the Goals tab and click Manage All Goals to open the client's Therapeutic Goals page. Type the new goal in the input at the top and click + or press Enter. The goal automatically appears in the Active Goals list and you can start tracking progress.

Question 6

How does goal progress tracking work?

Accepted Answer

Progress percentage can be updated for each goal between 0% and 100% in 5% increments. The progress bar uses color coding by stage:

0-24% orange: beginning
25-49% gray: early progress
50-79% blue: mid-progress
80-100% green: nearing completion

You can update progress using the circular indicator on goal cards and the slider in the context panel.

On the goal detail page, alongside the progress percentage, all breakthrough moments linked to that goal are also listed; the count and date range surface concrete evidence of progress.

Question 7

How do linked notes for a goal work?

Accepted Answer

The Linked Notes panel on the goal detail page accumulates a clinical story for each goal by attaching observations from your session notes. When you link a note to a goal, you pick one of 7 relationship types (Related, Progress, Setback, Obstacle, Exploration, Intervention, Theme). This way, alongside the percentage, why you're progressing, where you're stuck, and which themes keep surfacing all become visible. Each goal becomes a living clinical record of the client's change process.

Question 8

How do goal completion and archiving work?

Accepted Answer

Completion and archiving are separate actions.

Completion:

Click the complete button (checkmark) on the goal card.
Write a completion summary in the dialog and confirm.
The goal moves to the "Completed Goals" section.

Archiving:

Select the archive option from the goal card menu.
Choose a predefined archival reason.
The goal is hidden from active view but preserved.

In both cases, goals can be reactivated if needed.

Question 9

What is a breakthrough moment?

Accepted Answer

Breakthrough moments are a dedicated feature for marking and tracking turning points in the therapy process. They make a client's story of change visible through concrete records and form a rich resource for supervision prep and clinical reflection.

Each breakthrough is enriched by three layers:

Mark the moment: highlight a key sentence in the editor or mark an entire session as a breakthrough; the meaning is preserved verbatim.
Link to a goal: attach the breakthrough to a treatment goal so it's clear which progress contributed to which goal.
Add context: capture your own note or clinical reflection on why this moment matters.

The goal detail page lists every breakthrough linked to that goal in one view; the count and date range surface the timeline of progress.

Question 10

How is a breakthrough moment recorded?

Accepted Answer

Breakthrough moments are recorded in two ways:

Session-level: use "Mark as breakthrough" from the three-dot menu on a session card in the client flow, or the Breakthrough Moment button on the session detail page (past sessions only).
Text-level: in the note editor, select text representing the breakthrough and use the highlight tool to mark a specific sentence or paragraph; this method is more specific and context-rich.

Both methods prompt two optional steps: link to a goal and add a personal reflection note.

Question 11

Where do breakthrough moments appear?

Accepted Answer

Breakthrough moments appear in five places:

As purple cards in the client flow (can be filtered to show only breakthroughs)
As a lightning bolt icon on session cards
As a purple indicator on note cards
As a total count in the goal summary card on the summary tab
As a purple "Breakthrough Moments" button with a count indicator in the page header

You can click through to details from each view.

Question 12

How is a reflection note used as a clinical tool?

Accepted Answer

A reflection note is your own thinking space: post-session insights, countertransference experiences, or patterns you review for supervision. Clinical notes live in the client's file; reflection notes stay as a record of your own clinical cognition.

Typical clinical uses:

Post-session reflective analysis: start from an observation and update the formulation.
Supervision prep: gather specific vignettes over time.
Countertransference and affect tracking: document your own reactions explicitly.
Pattern awareness: capture themes that repeat across different clients.

For creation mechanics and templates, see the Notes & Editor guide.

Question 13

How do I create a reflection note from an observation?

Accepted Answer

In any note, select an important sentence and click the compass icon in the toolbar; the selected text is added as context to a new reflection note and the two notes are auto-linked. This way the reflection note stays next to the clinical observation that sparked it; the path back from supervision or a formulation update remains clear.

Question 14

How do all these clinical tools come together in a single flow?

Accepted Answer

The Client Flow at the center of the client detail page is the chronological flow of the therapy process. Sessions, clinical notes, goals, and breakthrough moments (i.e., all the clinical tools described on this page) merge into a single stream here. Clinically, this gives you three things: Spotting patterns: go back and scan previous sessions; recurring themes, triggers, and behavioral patterns surface on the chronological axis. Strengthening formulation: revise your case formulation as evidence accumulates; read your earliest hypotheses next to your most recent observations. Supervision and process review: before treatment plan revisions, supervision prep, or the closing phase, the client's clinical story is in front of you at a glance; no slides to prepare, no old notes to dig through. This flow currently merges 28 distinct clinical objects on the same axis. Coming soon: measures and homework will join this structure.

Question 15

Does Mindora support clinical scales?

Accepted Answer

Coming soon. Not active yet; it will be available very soon. How the feature will work: Measure clinical progress with evidence, not intuition . Standard scales like PHQ-9, GAD-7, PCL-5 will be available out of the box. Build your own scale from scratch using the scale editor . Track results with trend visualizations and link them to goals .

Question 16

Does Mindora support homework?

Accepted Answer

Coming soon. Not active yet; it will be available very soon. How the feature will work: Keep therapy going between sessions: use ready-made CBT, DBT, ACT homework templates, edit them, or build your own from scratch in the editor. When the client completes the homework, the result flows back into Mindora for you to review and use to prepare for the next session.

Clinical Tools

Therapeutic Connections

Therapeutic Goals

Breakthrough Moments

Reflection Note

Clinical Flow

Clinical Scales

Homework

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Clinical Tools

Therapeutic Connections

Therapeutic Goals

Breakthrough Moments

Reflection Note

Clinical Flow

Clinical Scales

Homework

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