Setting Up Clients
Creating a Custom Modality
Working with an integrative approach that doesn't fit a pre-built option? Build your own. In the Treatment Approach modal, tap the plus Custom button. You'll see two fields: Modality Name and Description. The name is what you'll recognise it by. The ...
Setting Up the Treatment Approach — Selecting Modalities
The Treatment Approach tells the AI which clinical framework to use with a specific client. PathwayNotes lets you stack multiple modalities and mark specific techniques as priorities. Available Modalities The current library includes Acceptance and ...
Profile Jumpstart — Building a Client Profile from Intake Notes
Profile Jumpstart is one of the highest-leverage steps in onboarding. Instead of building a profile from scratch, paste your intake notes or a session transcript and the AI generates the client's profile summary from that material. This profile ...
Inviting Clients
Before a client can use PathwayNotes, you need to add them to your account. The process takes about two minutes. 1. In the Client Registry, click the add client button — the person icon with a plus sign at the top of the list. 2. Enter their first ...