AI Intake Assessment for LMHCs Using TherapyAppointment

Save 4.6 hours weekly on documentation. Built specifically for lmhcs who use TherapyAppointment.

6+
Hours Saved Weekly
30
Avg Sessions/Week
14-20 minutes
Per Note (Manual)

Sound Familiar?

"Medical necessity documentation requirements keep increasing. Each note needs detailed justification taking 14-20 minutes."

As a lmhc using TherapyAppointment, you deserve documentation tools that understand your specific workflow.

LMHC Documentation Workflows

Mozu understands the unique documentation needs of lmhcs, including:

Common Documentation Types

  • Clinical Progress Notes
  • Treatment Plans
  • Clinical Assessments
  • Transition/Discharge Summaries

Specialty Workflows Supported

  • Insurance-compliant documentation
  • Medical necessity justification
  • Outcome measure tracking
  • Supervision documentation

Intake Assessment Requirements for LMHCs

Mozu generates compliant intake assessment with all required elements.

Required ElementMozu Coverage
Presenting problem Auto-generated
History Auto-generated
MSE Auto-generated
Diagnosis Auto-generated
Treatment recommendations Auto-generated

Insurance Note: Foundation for treatment authorization, must support diagnosis

LMHC Compliance Considerations

Documentation that meets your regulatory and licensing requirements.

State-specific LMHC requirements
Insurance panel requirements
Clinical supervision for associate licensed
CEU documentation

Common Intake Assessment Mistakes Mozu Prevents

Audit-proof documentation that avoids these common pitfalls:

Incomplete history

Mozu prevents this

Missing risk assessment

Mozu prevents this

Diagnosis not supported by data

Mozu prevents this

LMHC-Specific Clinical Terminology

Mozu understands and correctly uses lmhc-specific language:

clinical formulationtreatment modalityevidence-based interventionclinical outcometherapeutic process

Example Intake Assessment for LMHCs

Here's a sample intake assessment generated by Mozu. Ready to paste into TherapyAppointment.

MozuGenerated Note
TherapyAppointment Ready
INITIAL PSYCHIATRIC/PSYCHOLOGICAL EVALUATION IDENTIFYING INFORMATION: Adult patient presenting for initial evaluation. Self-referred. CHIEF COMPLAINT: "I can't stop worrying about everything" HISTORY OF PRESENT ILLNESS: Patient describes 6+ months of persistent worry across multiple domains including work performance, health, financial stability, and relationships. Reports difficulty controlling worry despite attempts to "think positively." Associated symptoms include restlessness, fatigue, difficulty concentrating, irritability, muscle tension (particularly neck and shoulders), and sleep disturbance (difficulty falling asleep, taking 45-60 minutes most nights). Symptoms causing significant distress and impairment in occupational functioning, reporting decreased productivity and two missed deadlines. No precipitating event identified; reports gradual onset. PSYCHIATRIC HISTORY: No prior psychiatric hospitalizations. Previous outpatient treatment 2019-2020 for depression following job loss. Trial of Lexapro 10mg with partial response; discontinued after 6 months due to sexual side effects. No history of suicide attempts or self-harm. SUBSTANCE USE: Alcohol: 2-3 drinks weekly, social use, denies increased use Cannabis: Denies Other substances: Denies MEDICAL HISTORY: Hypothyroidism (controlled on levothyroxine) No other significant medical conditions Allergies: NKDA FAMILY PSYCHIATRIC HISTORY: Mother: Anxiety disorder, treated with therapy Father: No known psychiatric history Sibling: Depression SOCIAL HISTORY: Employed full-time as marketing manager. Lives with partner of 3 years. Support system includes partner and close friends. No children. College graduate. MENTAL STATUS EXAMINATION: Appearance: Well-groomed, appropriate dress for season Behavior: Cooperative, good eye contact, mild psychomotor restlessness Speech: Normal rate, rhythm, and volume Mood: "Anxious" Affect: Mildly anxious, reactive, full range Thought Process: Linear, goal-directed, no loose associations Thought Content: Worried about work performance and health; no SI/HI, no psychotic symptoms, no obsessions Perceptions: No hallucinations reported or observed Cognition: Alert, oriented x4, memory intact, concentration mildly impaired by anxiety Insight: Good Judgment: Good RISK ASSESSMENT: Suicide risk: Low (no SI, no plan, no history, protective factors present) Violence risk: Low (no HI, no history) DIAGNOSTIC IMPRESSION: Generalized Anxiety Disorder (F41.1) Rule out Major Depressive Disorder, recurrent (some overlapping symptoms) RECOMMENDATIONS: 1. Weekly individual psychotherapy - CBT approach 2. Consider medication evaluation if therapy alone insufficient after 6-8 weeks 3. Sleep hygiene education 4. Relaxation training 5. Follow up in 1 week for first therapy session

Why LMHCs Using TherapyAppointment Choose Mozu

TherapyAppointment: Simple scheduling + notes. Mozu adds AI-powered documentation.

Built for LMHCs

Trained on lmhc sessions. Understands clinical nuance, not just transcription.

TherapyAppointment Ready

Copy-paste directly into TherapyAppointment. No integrations needed, no workflow changes required.

Cross-Session Memory

Mozu remembers client history, names, and patterns across all your sessions.

Clinical-Grade Security

HIPAA compliant with BAA provided. Built on SOC 2 Type II certified infrastructure.

SOC 2 Type II
HIPAA Compliant

Frequently Asked Questions

How much time will Mozu save me as a lmhc?

Most lmhcs using TherapyAppointment save 4.6 hours per week on documentation. That's approximately 14-20 minutes saved per intake assessment.

Does Mozu work with TherapyAppointment?

Yes. Mozu generates intake assessment that you can copy directly into TherapyAppointment. No integration or setup required - it works with any EHR system.

Is Mozu HIPAA compliant for lmhc documentation?

Yes. Mozu is fully HIPAA compliant with BAA provided. We use SOC 2 Type II certified infrastructure and never use your patient data to train AI models.

What types of notes can Mozu generate for lmhcs?

Mozu generates Clinical Progress Notes, Treatment Plans, Clinical Assessments, Transition/Discharge Summaries specifically formatted for lmhc documentation requirements.

Is there a free plan for solo lmhcs?

Yes. Mozu is completely free for solo practitioners. No credit card required, no trial period - free forever for individual lmhcs.

Free for Solo LMHCs

Start saving 4.6 hours weekly on intake assessment. No credit card required.

$0
per month for solo practice
  • Unlimited Intake Assessment
  • Cross-session memory
  • Works with TherapyAppointment
  • HIPAA compliant
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