Easy to learn.  Tool-tips and help at every step.

Easy to learn. Tool-tips and help at every step.

GRID Charting: Learn While You Chart


A learning management system for charting that changes charting and training as we know it. Used by www.AMHA-OR.com Offered in a CE by www.MentorResearch.org.

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  • Create a treatment plan and 30 “audit proof” progress notes in 30 to 60 minutes.

  • Create, view, edit and amend all your chart notes on one screen.

  • “While you chart” training functions.

Did you know…

  • There is no published clinical value or evidence that charting, as required by Healthplans, has any measurable value in terms of psychotherapy outcomes and patient satisfaction.

  • Psychotherapists spend an excessive amount of time charting to provide auditors and health plans with information that has no value in treatment but can be used to market Healthplans.


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There are 7 external oversight purposes and 6 internal practice purposes that chart notes are expected to address. This requires consideration of 64 categories and 2,300 alternatives and options. To achieve high-quality ratings, and meet auditors’ requirements for a 30-appointment chart, can require more than 10 hours using traditional charting methods. The GRID Learn While You Chart training software will show you to create and address all charting requirements for 30 sessions within 30 to 60 minutes.

Load appropriate intake note and complete in 2 minutes

Load appropriate intake note and complete in 2 minutes

Psychotherapists intentionally limit the information that is placed in a psychotherapy record. They have the option to save personal and sensitive patient information in electronic or hand-written psychotherapy notes that auditors cannot examine. They do this to protect their patient’s privacy and to release the minimum information necessary to demonstrate medical necessity and to document legal, ethical and clinically sound care. Documenting medical necessity, appropriate care, outcomes, and patient satisfaction of psychotherapy should be reliable, valid, useful and take less that 1 to 2 minutes. A quality report is generated with one click that lets you know whether your documentation will pass an audit. Passing audits means not being penalized, not required to return money, and not lose a contract.


GRID Training teaches you the essentials of what you need to chart while you chart.

GRID Self-Audit automatically examines chart notes and displays feedback using 16 quality and completeness measures that matter to auditors, licensing boards and attorneys.


Click on PURCHASE SOTWARE to be directed to Mentor Research Institute “Audit Proof Your Psychotherapy Practice” training.


Promotes adherence to legal, ethical & contract requirements

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  1. Designed …to incorporate criteria published in trainings sponsored by professional associations.

  2. Content requirements and criteria developed by …a multidisciplinary quality assurance committee of qualified professionals.

  3. Validity check …of all charts in patients’ records for billing requirements, medical necessity, clinical thoroughness, and and compliance with government regulations and commercial contracts.

  4. Encrypt and save… charts and when sending in email attachments.


Flexible, ultrafast and secure charting

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  1. Fully … customizable to fit your specific patient’s problems, diagnoses, assessments, treatment methods, and discharge plans.

  2. Faster … than online EHRs because it is a desktop application.

  3. 100% …HIPAA assurance and with a BAA.

  4. Records …are encrypted when stored on your computer.

  5. Help …tool tips at every step.


Create 30 minimal chart notes in 11 minutes and 30 high quality notes in 30 minutes

Comprehensive selectable dropdown that can be edited

Comprehensive selectable dropdown that can be edited

  1. Select or Create … default chart notes for familiar patient conditions and diagnoses.

  2. Convert …handwritten notes to electronic chart notes in minutes.

  3. Dropdowns …can be edited and customized for patient history, problems, status, progress, prognosis, treatment plans, interventions, relevant history, more....

  4. Search, replace or delete …any text in all or some selected records.

  5. Certify …with statistical confidence that chart notes reflect unique sessions and treatment.


See the patient’s side-by-side session history at a glance

  1. Compare …chart notes to each other in one display.

  2. View …chart notes in The Grid to inspect history and progress.

  3. Edit …notes using dropdown and text boxes.

  4. Change or add …selected text in every chart note at once.

  5. Copy & paste …contents from any cell into another cell.

  6. Assure …that session chart notes vary to define uniqueness.


Use templates created by psychotherapists, colleagues or create your own templates. Modify the examples of highly rated demonstration chart notes.

Visually scan multiple chart notes examining changes and progress over time.

Visually scan multiple chart notes examining changes and progress over time.