Getting started
Getting started
Getting started
To begin using PsychNow, you must first set up your provider account. This will unlock your personal consultation request links needed for prospective patients to request a consultation.
After logging in for the first time, click “Settings” from your consultation dashboard.
To begin using PsychNow, you must first set up your provider account. This will unlock your personal consultation request links needed for prospective patients to request a consultation.
After logging in for the first time, click “Settings” from your consultation dashboard.
To begin using PsychNow, you must first set up your provider account. This will unlock your personal consultation request link needed for prospective patients to request a consultation.
After logging in for the first time, click “Settings” from your consultation dashboard.
To begin using PsychNow, you must first set up your provider account. This will unlock your personal consultation request links needed for prospective patients to request a consultation.
After logging in for the first time, click “Settings” from your consultation dashboard.




In your user settings, you must:
1) Upload a profile photo
2) Specify how you would like the system to refer to you
3) Specify 1 or more methods for patients to schedule appointments
4) Save your changes
In your user settings, you must:
1) Upload a profile photo
2) Specify how you would like the system to refer to you
3) Specify 1 or more methods for patients to schedule appointments
4) Save your changes
In your user settings, you must:
1) Upload a profile photo
2) Specify how you would like the system to refer to you
3) Specify 1 or more methods for patients to schedule appointments
4) Save your changes




Once your account settings have been saved, your personal patient invitation link and its associated QR code will appear in the "Consultation request links" on your settings page.
Once your account settings have been saved, your personal patient invitation link and its associated QR code will appear in the "Consultation request links" on your settings page.



Creating and configuring consultation request links
Creating and configuring consultation request links
Creating and configuring consultation request links
Once configured, each provider account has a single default consultation request link. You can configure the link by pressing the gear icon in the link's title bar.
Once configured, each provider account has a single default consultation request link. You can configure the link by pressing the gear icon in the link's title bar.



The link name and description are visible only to you. The link name is included in the patient consultation so you know which link the patient used to begin their consultation.
If you have configured your Stripe settings in the Payment processing settings tab, then you can set a default fee for this link.
If Auto promote to intake is set to "on", then patients are automatically promoted to intake upon submitting a screening. This allows patients to complete the screening and intake as one continuous flow. This is useful for "warm" referrals, where you know in advance a patient is a good fit for practice and does not require an explicit screening step.
Note: If you set a default consultation fee and turn auto promote to "on", you will not have an opportunity to set a patient-specific fee. Patients will be automatically promoted to the intake and will be charged the specified default fee.
You can create additional consultation request links by clicking the Create new link button.
The link name and description are visible only to you. The link name is included in the patient consultation so you know which link the patient used to begin their consultation.
If you have configured your Stripe settings in the Payment processing settings tab, then you can set a default fee for this link.
If Auto promote to intake is set to "on", then patients are automatically promoted to intake upon submitting a screening. This allows patients to complete the screening and intake as one continuous flow. This is useful for "warm" referrals, where you know in advance a patient is a good fit for practice and does not require an explicit screening step.
Note: If you set a default consultation fee and turn auto promote to "on", you will not have an opportunity to set a patient-specific fee. Patients will be automatically promoted to the intake and will be charged the specified default fee.
You can create additional consultation request links by clicking the Create new link button.
The link name and description are visible only to you. The link name is included in the patient consultation so you know which link the patient used to begin their consultation.
If you have configured your Stripe settings in the Payment processing settings tab, then you can set a default fee for this link.
If Auto promote to intake is set to "on", then patients are automatically promoted to intake upon submitting a screening. This allows patients to complete the screening and intake as one continuous flow. This is useful for "warm" referrals, where you know in advance a patient is a good fit for practice and does not require an explicit screening step.
Note: If you set a default consultation fee and turn auto promote to "on", you will not have an opportunity to set a patient-specific fee. Patients will be automatically promoted to the intake and will be charged the specified default fee.
You can create additional consultation request links by clicking the Create new link button.






Having multiple invitation links allows you to:
Track different referral sources
Set different fees for different sources of patients
Have a link with explicit screening (e.g. on a button on your website) and a different link with auto-promote (e.g. for warm referrals)
Each link has it's own URL and QR code, but all consultations will appear in your consultations tab, regardless of the link used to create them.
Having multiple invitation links allows you to:
Track different referral sources
Set different fees for different sources of patients
Have a link with explicit screening (e.g. on a button on your website) and a different link with auto-promote (e.g. for warm referrals)
Each link has it's own URL and QR code, but all consultations will appear in your consultations tab, regardless of the link used to create them.
Having multiple invitation links allows you to:
Track different referral sources
Set different fees for different sources of patients
Have a link with explicit screening (e.g. on a button on your website) and a different link with auto-promote (e.g. for warm referrals)
Each link has it's own URL and QR code, but all consultations will appear in your consultations tab, regardless of the link used to create them.