Chat
Ask a clinical question, talk through a formulation, or get a quick refresher on a measure. A general chat doesn’t need a case attached.
Starters give you a head start on common jobs: a referral letter, a treatment plan outline, a homework sheet, or a summary of a set of documents. You edit what comes back, as you would a colleague’s first pass.
Case documents, with sources
Each case holds its own documents: the referral, intake forms, questionnaires, score reports, earlier assessments. Upload PDFs or Word files. Scanned pages are read as well.
Attach a case to a chat and ask about it. The answer is built from passages in that case’s documents and lists the documents it used, so you can open them and check.
What did the parents say about sleep?
The intake form says Client A takes over an hour to fall asleep most nights and wakes once or twice. The parent questionnaire rates sleep problems as “often”.
- intake-form.docx
- parent-questionnaire.pdf
Help with reports you write
The assistant doesn’t produce a report. Each of these starters begins from text you have written or notes you have made, and gives you wording or information back.
- Help me word this
- Give it your notes for a section. It offers two or three phrasings, from concise to detailed, using only what is in your notes. Then it lists anything it could not word without guessing.
- Find in this case
- Ask what the documents say about a topic. It gathers the passages by source, such as parent, teacher or an earlier report, cites each one, and notes where they disagree.
- Check this section
- Paste a section of your draft. It lists scores, dates and details that don’t match the case’s documents, and statements it found no support for. It doesn’t rewrite the section or judge your interpretation.
- Recommendation wording
- Describe the need. It suggests several wordings to choose from, drawing first on your clinic’s resources and your own library, and marks anything that doesn’t come from a source.
- Plain-language version
- Rewrites your text for parents or the client at about a grade 8 reading level. Scores, test names and caveats stay exactly as you gave them.
- Explain a test or score
- General information on what a test, subtest or index measures and how its scores are usually described. It reminds you to check the details against the test manual.
Libraries
The clinic’s library
Shared resources for everyone in the clinic: handouts, report templates, policies, reference material.
Your library
Documents only you see: your own phrasing bank, notes on measures, articles you return to.
Chat can draw on both, and names the library document when it does.
For the clinic owner
- Members and roles
- Invite owners, clinicians, psychometrists and front-desk staff. Each role sees only what it needs.
- Usage
- See how much of the clinic’s AI allowance has been used this month.
- Audit log
- A record of who viewed, uploaded, asked or exported what, and when.