Knowledge Base
Getting Started
The entry point for both clinicians and clients. Start here.
For Clinicians
Everything for therapists and providers using the PathwayNotes web dashboard.
For Clients
Everything for clients using the PathwayNotes iPhone app.
AI and How It Works
How the AI works, what it does, and what it never does.
Safety, Privacy and HIPAA
Crisis detection, data privacy, HIPAA compliance, and what each role can see.
Billing and Subscriptions
Plans, pricing, active premium clients, and payment management.
Troubleshooting
Common issues and how to fix them.
Policies and Legal
Terms of Use, Privacy Policy, BAA, and AI Usage Policy — pending finalization.
Popular Articles
Getting Around the Clinician Web App
Before diving into features, it helps to know how the web app is laid out. The structure is consistent across every screen. Left Sidebar Three icons stacked vertically. The grid icon opens your Dashboard. The people icon opens the Client Registry. ...
What Happens to Client Data if a Clinician Leaves or the Account Changes
Client data in PathwayNotes is never automatically deleted when a clinician's account status changes. If a clinician leaves a practice, their clients are not deleted — records remain accessible to the practice administrator and can be transferred to ...
Your Home Screen — Getting Your Bearings
Every time you open PathwayNotes, the home screen greets you by name and tells you the time of day — Thursday - Evening, for example. It meets you where you actually are. From there, it asks how you're feeling. Select a mood before choosing how to ...
Selecting Your Mood
Before you write, you pick a mood. This isn't a formality — it's context the AI uses to understand where you're starting from before reading your entry. Choose your mood before starting an entry so the app can shape the prompt, reflection, and tone ...
Get a Prompt or Just Write — Choosing How to Begin
After selecting your mood, choose Get a prompt if you want help starting, or Just write if you already know what you want to say. Get a prompt — Personalized for you. The AI generates a question based on your recent entries and the therapeutic ...