The bottom section of the patient dashboard uses a modular tab layout that lets you manage different areas of patient care—all in one place. Each tab launches a workflow with all the actions you need for that part of care:
Medical Data: This tab has sub-tabs for more detailed patient information:
Notes: Add or review clinical notes. You can type from scratch, use templates, or leverage AI to draft notes from session transcripts or bullet points.
Treatment Plans: Create new plans or track ongoing goals and interventions. AI can analyze assessments and health history to suggest personalized goals while keeping the "golden thread" of care intact.
Assessments: Send, view, or reschedule standardized or self-reported tools like the PHQ-9 or GAD-7. Results are automatically scored and graphed to track progress over time.
Records: Your digital filing cabinet. Bulk upload external documents, PDFs, or lab results from previous providers, and remove files if needed.
Forms: Send intake forms and consent forms. You can see in real-time which forms are "completed" and which are "pending".
Medications: (For prescribers) Send prescriptions via DrFirst. This module also tracks active medications, medical diagnoses from the Health Exchange, and known allergies.
Transcripts: Access records of in-person or virtual encounters. These include linguistic biomarkers to help track subtle shifts in progress. You maintain full control and can delete these records at any time.
Care Team: Keep everyone on the same page. Add a psychiatrist, supervisor, or other care team members and view:
Name
Display picture (DP)
Title (e.g., primary clinician, therapist)
Pro Tip: You don’t have to use every tab. If you just want to write notes and track forms, you can stick to those and ignore the rest!