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Psychiatry & psychology

Record intake assessments, mental-status exams, therapy notes and screening scales with restricted access.

Who can do this: Owner/Super Admin for setup (settings.manage, branches.manage, services.manage, users.manage); Receptionist for front desk (patient.create, appointment.manage, queue.manage, billing.create); Practitioner for clinical work (encounter.write, rx.write, clinical.document.sign). Where: Settings (/app/system-settings), Branches (/app/branches), Services (/app/services), Employees (/app/employees), Patients (/app/patients), Queue (/app/queue) or Appointments (/app/appointments), Clinical Documents (/app/clinical-documents), Billing (/app/billing).

Who it is for and plan fit​

  • Psychiatrists, clinical psychologists, counsellors and mental-health clinic owners.
  • Use Clinic ₹499/month for one practice or Polyclinic ₹1,499/branch/month when it is a department.

Before you start​

  • Confidentiality and consent wording for counselling/teleconsultation.
  • Crisis contact and referral protocol for moderate or high risk.
  • Session fees and package policy.
  • Restricted-record access plan.

First-day checklist​

  1. Sign up and choose facility type CLINIC ? Clinic or POLYCLINIC ? Polyclinic, then specialty PSYCHIATRY_PSYCHOLOGY ? Psychiatry & Psychology. Result: the right modules, terminology, services and templates are enabled.
  2. Complete the Onboarding wizard at /app/onboarding: clinic, departments, practitioners, branding, services, templates, gst, import and goLive. Result: the go-live checklist is ready.
  3. Save Settings (/app/system-settings) and create one Branch (/app/branches). Result: the forced setup block clears.
  4. Open Services (/app/services) and review seeded services: PSY_CONSULT Psychiatric Consultation, PSY_COUNSELLING Counselling Session, PSY_ASSESSMENT Psychological Assessment. Set prices and GST before billing. Result: service lines are ready.
  5. Open Employees (/app/employees) ? Create Employee. Fill Full Name, Phone Number, Email Address, Allow app login for this employee, Employee Role (RECEPTIONIST, DOCTOR, THERAPIST, ACCOUNTANT, BRANCH_MANAGER, SUPER_ADMIN) and Branch; for doctors/therapists add Professional Details. Result: staff receives a set-password email when login is enabled.
  6. Register the first patient from Patients (/app/patients/register); use a fictitious dry-run patient such as Asha Verma. Result: the file is ready for queue, appointment, documents and billing.
  7. Issue a walk-in token from Queue (/app/queue) or book from Appointments (/app/appointments/book). Result: the practitioner can open the visit.
  8. Start the encounter workspace (/app/patients/:patientId/encounters/:encounterId), record vitals where relevant and save notes. Result: the encounter is in the timeline.
  9. Use the Rx pad in the encounter, save and print/share the prescription. Result: Rx is available for print and portal sharing.
  10. Open Clinical Documents (/app/clinical-documents) ? New Document (/app/clinical-documents/new), choose the patient and pack template, complete fields and sign. Result: first signed document is ready in under 15 minutes.
  11. Open Billing (/app/billing/create), add service lines and collect cash/UPI/card. Healthcare services are usually GST-exempt; add GST only to taxable medicines, consumables or products. Result: first bill is ready in under 10 minutes.
  12. Share Rx, clinical document or bill from print/share or WhatsApp Inbox (/app/whatsapp-inbox). Result: the patient receives the selected PDF or link.
note

Screens for signup and the onboarding wizard ship with release R1; labels may differ slightly. New owners are still redirected to Settings (/app/system-settings) and Branches (/app/branches) until organisation settings and one branch exist.

  • Terminology uses Psychologist, Client and Session.
  • Keep restricted access tight; clinical.document.readRestricted and patient.readRestricted are special audited permissions.
  • Use appointments rather than open TV queue displays if privacy matters.
  • Capture teleconsultation consent before online therapy/review.
  • Psychologists can use clinical documents without prescriptions; Rx favourites should be psychiatrist-approved.

Templates included​

  • Psychiatric / psychological intake ? referral source, informant, history, substance table, structured risk assessment, safety plan, formulation, diagnosis and plan; restricted by default.
  • Mental status examination ? appearance, psychomotor, speech, mood, affect, thought, perception, cognition, insight, judgement and normal MSE macro; restricted by default.
  • PHQ-9 depression screening ? 9-item table, total score, severity band and item-9 self-harm alert; restricted by default.
  • GAD-7 anxiety screening ? 7-item table, total score and severity band; restricted by default.
  • Shared: Informed consent ? procedure, Teleconsultation consent, Guardian consent for a minor, Referral letter and Medical certificate (sickness).

Good to know​

  • PHQ-9 and GAD-7 template notices state Pfizer permits reproduction, translation, display and distribution.
  • Do not send mental-health notes on WhatsApp unless the patient asks and clinic policy allows it.