PathwayNotes: Clinician or Client? How to Choose Your Role

Choosing Your Role: Clinician or Client?

PathwayNotes has two completely different experiences built into one platform. Before you do anything else, you need to know which one is yours.

You're a Clinician if you're a licensed therapist, counselor, psychologist, or other mental health provider using PathwayNotes with your clients. Your primary tool is the web dashboard at app.pathwaynotes.app. You can also access the iPhone app, but the full clinical feature set lives on the web.

You're a Client if your therapist has invited you to use PathwayNotes as part of your care. You use the iPhone app only — the web browser won't work for your account. Your clinician sets up everything before you arrive. You don't need to create an account or configure anything yourself.

Not sure? Check your email for an invitation from PathwayNotes. If it came from your therapist or practice, you're a client. If you're a provider setting up your own account, you're a clinician.


    • Related Articles

    • Downloading the App and Signing In

      For Clients — iPhone App Your therapist sent you an invitation email with everything you need. Here's what to do with it: • Open the App Store on your iPhone. Search for PathwayNotes and tap Get. • Once downloaded, open the app. • Tap Continue with ...

    • What is PathwayNotes?

      Therapy doesn't stop at the end of a session — but the support usually does. That's the gap PathwayNotes was built to close. PathwayNotes is an AI-powered between-session tool that keeps the clinical work alive in the days between appointments. For ...

    • First-Time Setup — For Clinicians

      When you sign in for the first time, you'll land on the Dashboard. Your first move is to head to the Client Registry — use the people icon in the left sidebar — and add your first client. Don't rush past the Profile Jumpstart step when onboarding a ...

    • First-Time Setup — For Clients

      When you open PathwayNotes for the first time, you'll be greeted by name with the time of day. Everything is already configured for you. Your therapist has set up your clinical profile, your therapeutic approach, and your AI journaling settings ...