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The Consultation Workflow

The Consultation
Workflow

Starting a consultation

Each PsychNow provider has a personal invitation link on their Settings page. Patients request a consultation by clicking on your custom invitation link. The link can be:

Emailed or texted directly to patients
Attached to a button on your personal website
Shared as a QR code

After clicking the invitation link, patients are prompted to create a PsychNow account and begin the screening.

New consultation requests appear in your Consultations tab. The status of the consultation will be updated as you and the patient go through the process.

Each PsychNow provider has a personal invitation link on their Settings page. Patients request a consultation by clicking on your custom invitation link. The link can be:

After clicking the invitation link, patients are prompted to create a PsychNow account and begin the screening.

New consultation requests appear in your Consultations tab. The status of the consultation will be updated as you and the patient go through the process.

Emailed or texted directly to patients

Attached to a button on your personal website
Shared as a QR code

Reviewing the screening

Once the screening is submitted, click on the consultation link to view the screening results. From the consultation view, you can see the AI “Preview” as well as the patient raw responses.

If you click “Proceed to intake”, you are prompted to select your consultation fee.

If you have not set up your Stripe keys in your provider settings, then this fee must remain at $0. If you have set up your Stripe keys, then you can choose to charge your default fee or a custom fee.

Note: If you select $0 for the fee, patients will not see a paywall at all and can advance directly to the full intake. If you select a non-zero fee, the patient will encounter a paywall before the intake begins, where they can pay the fee via credit card.

If you click “Proceed to intake”, you are prompted to select your consultation fee.

The Intake

Patients will receive an email inviting them to continue to the intake. Once they start the intake, their status updates to “Intake started”:

The intake is a longer set of questions for the patient. If the patient leaves and returns to the intake, their data will be saved, and they can pick up where they left off. This means patients will remain in this state until they have time to fully complete the intake.

Once they complete the intake, their status updates to “Intake submitted”:

Patients will receive an email inviting them to continue to the intake. Once they start the intake, their status updates to “Intake started”:

Once they complete the intake, their status updates to “Intake submitted”:

Scheduling the Live Meeting

Once the patient finishes their intake, they are prompted to schedule a live meeting with you. The patient is given the appointment scheduling options you provided in your account settings. After the patient schedules the meeting, they will click a button to mark this task as complete. This action moves their status to “Appointment scheduled”:

Note: The PsychNow platform is not connected to any scheduling system, so this status only reflects that the patient clicked the “Mark as done” button on the scheduling screen. We cannot verify that the patient has actually made the appointment.

Reviewing the Intake

To prepare for the live meeting, review the new case summary and raw responses available in the patient’s consultation page:

The Preview tab is updated with all the latest information from the patient intake and the new raw responses.

Completing the consultation

After meeting with the patient, you return to PsychNow to complete the consultation. The first step is to fill out the Assessment & Plan (the 3rd tab on the consultation page):

The Assessment & plan consists of:

The mental status exam
Your observations and diagnostic considerations
Your treatment plan

After completing the Assessment and Plan, you click “Complete and sign consultation”. Once you complete the Assessment and Plan you cannot make further edits. This “completes” the consultation.

The Assessment & plan consists of:

The mental status exam
Your observations and diagnostic considerations
Your treatment plan

The Assessment & plan consists of:

The mental status exam
Your observations and diagnostic considerations
Your treatment plan

Consultation report (H&P)

After completing the consultation, you can optionally prepare a consultation report (found in the 4th tab of the patient’s consultation page).

The consultation report is pre-populated with:

Raw patient data
AI summaries of certain patient information
Your assessment and plan

Before completing the consultation report, you should verify that the AI summaries are accurate based on your experience with the patient or make any necessary edits to correct them. The AI summaries are there to assist you, but this is your report.

Once you complete the report, you cannot make further changes:

The consultation report is pre-populated with:

Raw patient data
AI summaries of certain patient information
Your assessment and plan

Once you complete the report, you cannot make further changes:

The consultation report can be saved or printed using the printable view. There is an “Open printable view” button on the right side of the consultation report tab:

The consultation report is pre-populated with:

Raw patient data
AI summaries of certain patient information
Your assessment and plan

Once you complete the report, you cannot make further changes:

The consultation report can be saved or printed using the printable view. There is an “Open printable view” button on the right side of the consultation report tab:

This button opens the report in a new tab with a printable view which can be printed (either to hard copy or “print to PDF”).

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Each PsychNow provider has a personal invitation link on their Settings page. Patients request a consultation by clicking on your custom invitation link. The link can be:

After clicking the invitation link, patients are prompted to create a PsychNow account and begin the screening.

New consultation requests appear in your Consultations tab. The status of the consultation will be updated as you and the patient go through the process.

Emailed or texted directly to patients

Attached to a button on your personal website
Shared as a QR code

Each PsychNow provider has a personal invitation link on their Settings page. Patients request a consultation by clicking on your custom invitation link. The link can be:

Emailed or texted directly to patients
Attached to a button on your personal website
Shared as a QR code

After clicking the invitation link, patients are prompted to create a PsychNow account and begin the screening.

New consultation requests appear in your Consultations tab. The status of the consultation will be updated as you and the patient go through the process.

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