Psychologist Panel User Guide

Dashboard overview

The psychologist panel brings client lists, upcoming sessions, AI summaries, and finance views into one screen.

• The home view shows active clients, weekly sessions, and clients pending briefing.
• Use the left menu to open clients, appointments, tasks, notes, and finance modules.
• Each client profile lists timeline, check-ins, and AI insights together.

How to add a client

Adding a new client takes a few simple steps.

1. 1Go to Clients from the left menu.
2. 2Click Add New Client.
3. 3Fill in name, contact details, and required profile fields.
4. 4After saving, a client account is created; an app invitation can be sent.
5. 5Open the client profile to start tracking their process immediately.

How to create an appointment

Appointments are scheduled by the psychologist from the panel.

1. 1Open Appointments or create one from the client profile.
2. 2Select date, time, and session type.
3. 3After saving, the appointment appears in the client mobile app.
4. 4Clients may request changes; approve or decline requests from the panel.

How to assign tasks / homework

Assign tasks for between-session tracking.

1. 1Open the Tasks tab on the client profile or use Quick Action from the top bar.
2. 2Choose a task type (journal, mood, breathing exercise, form, etc.).
3. 3Set title, description, and due date.
4. 4The task appears in the client app; monitor completion from the panel.

How to use AI session briefing

Pilantos generates a short pre-session preparation summary.

1. 1Open AI Briefings or the Briefing area on the client profile.
2. 2Click Request manual briefing or open the auto-generated pre-session summary.
3. 3The summary includes recent check-ins, mood trends, task compliance, and focus points.
4. 4Briefing does not replace clinical judgment; use it as a preparation aid.

How to add session notes

Manage private and shared notes from the client profile.

1. 1Open the Notes tab on the client profile.
2. 2Choose note type: private psychologist note, client-visible note, or admin note.
3. 3Write and save; notes appear chronologically on the timeline.
4. 4Optionally mark as a post-session summary note.