Working With Clients Day to Day
The Assessments Tab
Clinical assessments are built directly into PathwayNotes. Send them from here, track whether they've been completed, and review scores — without leaving the platform. Sending an Assessment Tap Send Assessment to open the selector, or use the ...
The Summaries Tab
Between-session activity distilled into something you can read in the ten minutes before a session. Weekly Summaries Generated every Monday at 1:00 AM. Covers the previous seven days — recurring themes, emotional patterns, shifts in tone, and a ...
The Messages Tab — Messaging Clients and Using AI-Assist
The Messages tab is your direct line to a client — and it's more than a chat window. The AI-Assist tools built into it can save you real time on the things that usually eat into your schedule. Sending Messages Type in the message field and press ...
The Journals Tab
The complete archive of everything this client has submitted. Entries are listed chronologically, most recent first, each showing the date, whether it was typed or spoken, and the mood selected before writing. Tap any entry to read the full text ...