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Understand the patient app Home screen

See how check-ins, appointments, forms, assessments, and reminders appear on the patient app Home screen.

The Home screen gives patients and clients one place to find check-ins, appointments, and pending tasks for the day.

Daily check-ins

Check-in prompts appear at the top of the screen and encourage reflection throughout the day.

  • Frequency: Check-ins are available in the morning, afternoon, and evening.

  • Flourishing Scale: These reflections help patients and clients track how they are feeling.

  • Clinical insight: Responses are shared with the clinician dashboard to provide an ongoing view of progress.

Appointments and telehealth

Current and upcoming appointments are easy to access.

  • Join: Opens a virtual session.

  • Get Directions: Opens directions to the office for an in-person visit.

Tasks and assessments

The "Before Your Next Appointment" and "Pending Assessments" sections show required actions.

  • Practice forms: Open fillable forms or intake paperwork.

  • Assigned measures: Review the assessment title, estimated time, and due date.

  • Results: Completed assessment results are sent to the clinician dashboard immediately.

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