Our Products

Built for Behavioral Health

A growing ecosystem of AI-powered tools designed by a licensed clinician for therapists, supervisors, and organizations.

Chartara Train

Chartara Train

A CBT system that trains your clinicians in evidence-based interventions and measures treatment efficacy by client, therapist, and organization — AI innovation without a chatbot.

  • Behavioral Activation Tracker
  • Cognitive Restructuring & Thought Tracking
  • Therapist Coaching & Clinical Decision Support
  • Supervisor & Organization-Level Outcomes
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Chartara Notes

AI Scribe & Clinical Decision Support

Two integrated tools in one simple Web App that transform how you document and understand your caseload.

AI Scribe Interface

AI Scribe

An AI voice-to-text scribe that transforms your natural speech into any clinical document you need — in under 60 seconds. No ambient recording. No AI in the therapy room. Build custom templates once for session notes, intakes, treatment plan reviews, discharge summaries, and more. Speak once. Copy and paste. Done.

Visual Analytics Dashboard

Visual Analytics

Instant data visualization and ML-powered clinical decision support for your caseload. PHQ-9 tracking with AI forecasting, caseload breakdowns, no-show risk analysis, treatment plan review monitoring, and more. Instant downloadable PDF reports for every chart.

Why Chartara Notes

Core Problems We Solve

Documentation Burnout

Therapists spend up to 30 minutes typing a single progress note. With Chartara Notes AI Scribe, speak naturally about your session for 60 seconds and get a polished, HIPAA-compliant clinical note instantly. Your voice. Your workflow. Your notes — done.

Supervision Guesswork

Generate instant PDF performance reports comparing therapists, outcomes, client attendance show rates, and comprehensive caseload analytics. Evidence-based supervision in seconds, not hours.

Data Chaos

Stop navigating through lots of screens in your EMR trying to interpret unhelpful, disorganized data. Centralize your data and generate instant visualizations that bring your caseload to life. Simple web forms — no spreadsheets needed.

Outcome Blindness

Machine learning analytics reveal which clients are improving, which need intervention, and what treatment approaches work best for your practice. Descriptive, prescriptive, and predictive analytics — dynamically adapted to your caseload.

Business Mystery

Intelligent forecasting learns your practice patterns and predicts growth opportunities, seasonal trends, and financial optimization strategies. Business Intelligence analytics, vertically integrated for Behavioral Health.

Differentiation

What Sets Us Apart

What We Are

AI Scribe and machine learning visual analytics platform — the first of its kind in behavioral health
Expert logic algorithms that adapt and improve with your specific caseload data
Intelligent recommendations based on patterns unique to your practice
Self-improving analytics — the more data you add, the smarter the insights become
Developed by a licensed therapist who pioneered machine learning for therapy workflows

What We Are NOT

Not a browser extension. No downloads, no installs, no compatibility issues. Chartara Notes is a standalone web app that works on top of your existing EMR without touching it.
Not designed to record your therapy sessions. AI has no place inside the therapy room. We believe the therapeutic environment is sacred and client privacy is non-negotiable.
Not trying to outsource your clinical mind. We do not listen to your sessions, analyze your techniques, or attempt to write a better note than you can. You are the clinician. We just make your documentation faster.
Not a tool that adds more buttons, more screens, or more steps to your workflow. If a documentation tool makes your job harder, it has failed. Chartara Notes is designed to get out of your way.
Not complicated. Log in, speak, copy, paste, done. That is the entire workflow.
Not meant to replace therapist decision making. Chartara Notes acts as a clinical decision support system, respecting the autonomy and professional skill set of therapists. Therapists should ultimately make their own clinical determinations and use Chartara Notes as an advanced decision support tool.

FAQs

Frequently Asked Questions

Chartara Labs is a technically rigorous, research-driven AI lab developing advanced tools for behavioral health and related sectors. Our platform delivers modular solutions for clinics, public health programs, private practices, and educational technology, including therapist training in evidence-based interventions and automated progress note generation.

Unlike most behavioral health analytics platforms, Chartara Labs doesn't stop at pre-set dashboards. Built by a licensed clinician, the system expands into custom data visualizations, machine learning support, and enhanced progress reporting for training, supervision, and specialized practice needs. This makes Chartara a living ecosystem that grows with the field — not a static software tool.
Simply speak naturally about your session — describe what happened, interventions used, client presentation, and treatment progress. Chartara Notes AI Scribe transforms your voice recording into a polished, professional clinical note in seconds. You can build custom templates with your exact section headings, or use proven formats like SOAP and DAP. The AI understands therapeutic language and adapts to your clinical style. No typing, no copy-paste, no reformatting.
Whenever a clinician accesses a chart through the Chartara Labs interface, they have the option to instantly generate a colored PDF of the data visualization and comprehensive analytics section. Supervisors gain the ability to request these PDFs from their clinicians to enhance oversight, provide more targeted support, and conduct supervision through a data-driven approach. Generate comprehensive PDF reports comparing therapist performance, caseload diagnosis breakdowns, client outcomes, attendance reports, treatment plan review tracking and more — in seconds, at the click of a button.
Absolutely. Chartara Labs is HIPAA compliant with enterprise-grade security including end-to-end encryption, secure AWS cloud storage, and regular security audits. The platform is designed so NO client identifying information is ever required — you only upload aggregate data like PHQ-9 scores, session dates, and diagnosis codes. No names, addresses, or personal details. Your data is encrypted both in transit and at rest, with audit trails for all access.
Upload your data and instantly see beautiful charts instead of confusing spreadsheets. The visualizations are combined with AI capabilities and algorithms to provide tailored recommendations based on your real and evolving data inputs. Chartara Labs uses descriptive, prescriptive, and predictive analytics to enhance supervision, outcome monitoring, and business intelligence for behavioral health professionals. The platform was developed by a licensed therapist who hand-picked the ML algorithms and programmed them with expert-level logic in behavioral health practice administration.

Chartara Notes Pricing

Coming Soon

Supervisor Plan

Coming Soon
for clinical supervisors & team leads
  • Everything in the Free Plan
  • Supervisor Dashboards & Views
  • Multi-Clinician Monitoring From Your Account
  • Staffing Pattern Analytics
  • Caseload Trend Analytics
  • Documentation Compliance Tracking
  • Dedicated Support
Coming Soon

Oversee your team from a single account. Supervisor-level views give you real-time insight into clinician documentation, caseload trends, staffing patterns, and more — purpose-built for clinical supervisors and program leaders in behavioral health.

Getting Started

Getting Started with Chartara Notes

Getting started is free. No credit card or payment information required.

1

Go to notes.chartaralabs.io

Click "Get Started Free" to open Chartara Notes. No sign-up form and no credit card — your account is created automatically the first time you sign in, secured by Google or a one-time email code.

2

Sign In Your Way

Choose "Sign in with Google" for one-click access, or choose "Email Me a Sign-In Code" and enter any email address — we'll send a one-time code to your inbox. Works with practice, university, and personal email accounts alike.

3

Start Using Chartara Notes

You're in. Start creating clinical notes with the AI Scribe, build custom templates, access your visual analytics dashboard, and download instant PDF reports — all included for free.

Get Started Free

Meet the Founder: Milo LeGendre, LMHC

Milo LeGendre, LMHC is a thought leader and trailblazer in behavioral healthcare, pioneering the integration of artificial intelligence and visual analytics to transform clinical practice. As a Licensed Mental Health Counselor and current PhD student at National University studying Psychology, Social Policy, and Behavioral Health Administration, Milo combines hands-on clinical expertise with cutting-edge research to address one of healthcare's most pressing challenges: making data actionable for practicing clinicians.

The Research Foundation

During his doctoral studies, Milo immersed himself in the growing body of evidence highlighting critical gaps in behavioral health practice. His research revealed a troubling disconnect: while systematic reviews by Lloyd et al. (2019) demonstrated that routine outcome monitoring and feedback on client progress are associated with positive treatment outcomes, many therapists struggle to engage meaningfully with client data in ways that inform treatment decisions.

The problem wasn't lack of data — it was accessibility and interpretation. Milo understands that therapists are often overwhelmed by well-intentioned data sets that are essentially numbers on a computer screen, siloed in different compartments of vast electronic medical records. Research by Azizian Kia et al. (2024) confirmed that therapists are more likely to engage with data presented in clinically meaningful, visually intuitive formats conducive to self-reflection.

This convergence of evidence pointed to a clear solution need: data visualization that leverages human visual processing capabilities to decrease cognitive load and speed up decision making (Parikh et al., 2021). Inspired by how the scholarly literature was clicking for him, Milo wanted to find a way to combine his clinical expertise, technology, and data science to solve problems he experienced in the field.

The Clinical Innovation Journey

Drawing from his on-the-job clinical experience, Milo began experimenting with technology to bridge this research-practice gap. As he piloted visualization tools using de-identified client data from his caseload, he experienced what he describes as "a transformative form of routine outcome monitoring." Visualizing patterns in client PHQ-9 scores and attendance data allowed him to identify when interventions coincided with symptom improvements — and critically, when they did not.

The "Internal Call to Action"

This process created what Milo calls an "internal call to action" — visualized data sparked deeper clinical inquiry about treatment adjustments, therapeutic alliance factors, and evidence-based practice fidelity. Rather than data collection being a procedural task, interacting with visualizations fostered deliberate clinical reflection and adaptation, directly addressing the implementation barriers identified in his research. Milo believes that data-visualization in behavioral health creates a "motivating experience" within clinicians.

Innovation Through Research

Chartara Labs represents a novel approach to clinical decision support that synthesizes Milo's research findings into practical solutions. The platform addresses the core challenge identified by Lloyd et al. (2019): transforming routine outcome monitoring from overwhelming data dumps into accessible clinical insights.

Mission: Democratizing Data-Driven Therapy

Recognizing the transformative impact these tools had on his own practice, Milo founded Chartara Labs to disseminate these innovations to clinicians nationwide. Chartara Labs emerged from Milo's recognition that the future of mental health care lies in minimizing friction and maximizing insight — turning raw data into centralized, easily interpreted visuals that empower therapists and clinical supervisors to make truly data-driven decisions.

References:
Azizian Kia, S., Wittkampf, L., van Lankeren, J., & Janse, P. (2024). Motives of therapists for using routine outcome monitoring (ROM) and how it is used by them in clinical practice: Two qualitative studies. Administration and Policy in Mental Health and Mental Health Services Research, 52(2), 159–170.

Lloyd, C. E. M., Duncan, C., & Cooper, M. (2019). Goal measures for psychotherapy: A systematic review of self‐report, idiographic instruments. Clinical Psychology: Science and Practice, 26(3), Article e12281.

Parikh, N., Daughton, A., Rosenberger, W., Aberle, D., Chitanvis, M., Altherr, F., Velappan, N., Fairchild, G., & Deshpande, A. (2021). Improving detection of disease re-emergence using a web-based tool (RED Alert): Design and case analysis study. JMIR Public Health and Surveillance, 7(1), e24132.

Milo LeGendre, LMHC

Get in Touch

Have questions about Chartara Labs? Want to discuss custom solutions for your organization?

We're here to help you transform your practice with AI-powered analytics.

support@chartaralabs.io

Reach out to us with any questions about implementation, pricing, or custom development needs.

Speak. Generate. Done.

Chartara Notes is a workflow efficiency hub that gets out of your way and lets you focus on what matters — your clients.

After your session, simply speak a summary in your own words. Chartara Notes transforms your natural speech into a complete, polished clinical document in under 60 seconds. No ambient recording. No AI in the therapy room. Just faster documentation that retains your own clinical voice.

Build custom templates once for any documentation you need — session notes, intakes, treatment plan reviews, discharge summaries, disability letters, group notes, or any format your workflow requires. Speak once. Copy and paste. Done.

Your clinical voice. Your workflow. Your autonomy. HIPAA compliant and built for simplicity — no browser extensions, no setup, just log in, speak, copy, paste, get out.

Select Note Format or Build a Custom Template

Select Note Format or Build a Custom Template

Build Custom Templates with Your Exact Sections

Create New Custom Template Interface

Choose from Your Saved Templates

Template Dropdown Selector

Sample Custom Templates

Custom Template — Individual Session Note
Custom Templates — Termination Summary and Intake Custom Template — Transfer Summary
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Visual Analytics & Clinical Decision Support

Understanding your caseload shouldn't require clicking through rows of text and numbers in your EMR. Chartara Notes surfaces the patterns that matter through instant visual analytics — so you can see what's happening across your caseload at a glance rather than piecing it together manually.

Enter data through simple web forms and get instant charts, downloadable PDF reports, and machine learning powered insights unique to your practice. Track client outcomes, monitor treatment plan compliance, identify at-risk clients, and generate evidence-based supervision reports — all at the click of a button.

For supervisors, the data transforms how you lead. Instead of generic supervision, you get a clear picture of each clinician's caseload so you can target your guidance where it actually matters.

Visual Analytics Dashboard

Visual Analytics Dashboard — All Charts

Individual Client PHQ-9 Tracker — Visualize longitudinal depression tracking with AI-powered symptom forecasting.

PHQ-9 Client Selector PHQ-9 Data Visualization with AI Forecast

Caseload Diagnoses Tracker — Understand the diagnostic profile of your caseload. Target staff supervision accordingly.

Caseload Diagnoses Tracker

Client Attendance Analysis — Visualize attendance consistency and automatically flag dropout likelihood.

Client Attendance Analysis

Treatment Plan Review Tracker — Leverage data visualization to improve billing consistency, stay compliant, never miss a deadline.

Treatment Plan Review Tracker Treatment Plan Review Analytics

Individual Client GAD-7 Tracker — Visualize longitudinal anxiety tracking with AI-powered symptom forecasting.

Individual Client GAD-7 Tracker

Simple Data Entry & Instant PDF Reports for Every Chart — PDF reports may include descriptive, predictive, and prescriptive analytics in line with Chartara Notes' Clinical Decision Support framework.

Simple Web Form Data Entry Instant Downloadable PDF Report
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Chartara Train

Chartara Train is a sophisticated CBT system that does two jobs at once: it helps your clinicians master evidence-based interventions — behavioral activation and cognitive restructuring — and it measures whether that treatment is actually working, at every level of your organization.

Monitor treatment efficacy by client, by therapist, and across your whole organization. Instead of generic oversight, supervisors get a clear, data-driven picture of each clinician's caseload — so supervision and training land exactly where they're needed.

It works in a genuinely different way: our AI classifies what clients log to surface patterns clinicians can act on — it never chats, never prescribes. AI innovation without a chatbot. And because every outcome is measured, the results strengthen grant applications and demonstrate program effectiveness to funders.

Chartara Train Welcome Page

It starts with the client. They log thoughts and activities in a simple mobile companion, building CBT into a daily habit. Our AI classifies thinking styles and activity patterns behind the scenes. AI innovation without a chatbot.

Client logs a behavioral activation activity Client logs and reframes an automatic thought

For the therapist, a command center for the entire caseload. See each client's activity, thought patterns, emotional reduction, satisfaction, and engagement at a glance, then drill into any client for deeper visual analytics. Built-in manualized CBT training and culturally responsive guidance support clinical training and client psychoeducation.

Provider Portal — caseload overview with CBT training modules

Drill into any client to access activity and thought insights, plus behavior and thought visualizations. Machine learning surfaces patterns in the client's own data to inform the clinician's approach, delivered as transparent clinical decision support that keeps the licensed professional in control.

Therapist client drill-down with coaching insights and Clinical Decision Support

For the supervisor, treatment efficacy and fidelity across the entire organization. Track outcomes by therapist, drill from any therapist into their caseload and down to the individual client, and see thought patterns and activity types org-wide. Monitoring efficacy and maintaining fidelity at every level, built on real client participation and outcomes. Export the reports funders want to see.

Supervisor organization overview with org-wide analytics

AI-augmented supervision. Train analyzes client thoughts and activities to surface deep anxiety and depression insights that a spreadsheet never could, giving supervisors and therapists a precise and accurate conceptualization to target CBT and psychoeducation. Select any clinician, drill into any client visual analytics, and guide with data-driven insights and efficacy monitoring.

Supervisor view of an individual therapist's caseload
Coming Soon

Cultural Competence Analytics

Analytics for culturally adapted interventions with outcome tracking that supports grant applications and funding opportunities by demonstrating measurable program effectiveness across diverse populations. In active development.