Practice and Account Management
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 ...
Understanding Your Plan and Active Premium Clients
An active premium client is a client who has AI journaling turned on. These clients can receive AI-supported prompts, reflections, summaries, and related between-session features. Both current plans include a set number of active premium client ...
Team and Practice Features — Practice Plan
The Practice plan is built for group practices that need more than one clinician account. It adds a team layer on top of the core PathwayNotes workflow so each clinician can work with their own clients while the practice keeps account-level ...