Intake → Full evaluation
No notifications.
Lets the app email handoff alerts to staff (e.g. reception) via a CB-PA shared mailbox. Stored encrypted. Body is PHI-minimal (references the chart # / eval id, never the patient name). Requires an Entra app with Mail.Send (application) granted + admin consent, and an ApplicationAccessPolicy restricting it to the sender mailbox.
Add someone by their Microsoft email and check every role they should have. They sign in with Microsoft; if they have more than one role they get a switcher to pick which one they're acting as.
Check or uncheck roles to change what each person can do. Changes are saved instantly and logged.
| User | Roles | Created | Manage roles |
|---|
Most recent first β logins, evaluations, user & permission changes.
| Time (Texas / CT) | Actor | Action | Detail | IP |
|---|
Signed in as β
Applied to a report only when you sign it. Each psychologist manages their own signature.
Paste your own SimplePractice iCal export URL. Your appointments then show on your calendar (read-only) so you can attend and start the intake. Each person uses their own account's iCal β it stays encrypted and private to you.
What it is. A calendar link (iCal URL) is a private web address for your SimplePractice calendar. Pasting it here lets this app show your appointments (read-only) so you can attend them and start the intake. It is one-way β this app only reads it and never changes anything in SimplePractice.
How to get it, in SimplePractice:
β opens in a new tab, then follow the 3 steps below.
No βScheduling and inquiriesβ in your Settings menu? That's fine β use the calendar βοΈ gear above; it works from any account that has a calendar.
Your link shows only your own appointments. Keep it private β treat it like a password.
This app takes a clinical case from the moment an appointment is booked all the way to a signed, exported psychological evaluation. It reads the scores in the test reports for you, drafts the write-up in the clinic's style, and lets you correct anything before it is finalized.
One person can hold more than one role, and the psychologist can see and do everything.
A case moves through the clinic in a fixed order. Every hand-off notifies the next person automatically β a bell inside the app, and an email when email notifications are configured.
1 Β· Book β 2 Β· Attend & intake β 3 Β· Choose assessments β 4 Β· Send & collect β 5 Β· Draft β 6 Β· Review & edit β 7 Β· Clinician signs β 8 Β· Final signature β 9 Β· Export
Roughly 20β30 minutes of active work per evaluation, most of it in step 5 (reviewing and correcting the draft).
One more: the little attention flags (β) next to scores are an on-screen aid only β they help you notice concerning values. They never appear in the exported report.
This follows a sample patient, "Alex Morgan," from booking to a signed report. The data here is fake β no real patient information. Your screens will look the same with real cases.
Booking happens in SimplePractice, the clinic's scheduling system. In the app, open Appointments and click β Book in SimplePractice β β it opens SimplePractice in a new tab. Once booked there, the appointment appears on the app's calendar automatically.
On the day of the evaluation, open the appointment and choose Attend β Do intake. Fill in the intake sections, or simply drop the existing .docx / .txt intake onto the form to auto-fill it. When you submit, the app captures the identity and history and, on demand, writes the report's Background.
Open the evaluation. In the Test reports panel, drop the reports from QGlobal / MHS, PDF or Word (you can select several at once). These are the source documents the app reads the scores from. After you generate, each file is tagged with how it was read: read from the file (the app knows that report's layout and took the numbers from its own tables) or read by AI.
Press β¨ Generate report. The app reads the scores and graphs from the uploaded reports and writes the full evaluation in the clinic's style: background, per-test summaries, the integrative summary, and recommendations. It runs on the server, so you can switch to another evaluation or close the tab while it works. The draft is locked until it finishes, so nothing you type gets overwritten, and the app tells you when it's ready.
The whole document is now on screen and fully editable. This is the report exactly as it will export.
Check the scores against the original reports. Each test shows a typed score table. The attention flags (β) point out concerning values β red for the strongest concern, amber for milder β but they are just a nudge. If a number was misread, click the cell and correct it.
Set the diagnoses. Check the boxes in the picker on the left; each one you check appears in the diagnosis table on the right. You can also type a diagnosis directly, or add one that isn't in the list.
When the drafter is done, they press Submit for review. The report is then signed in two stages: first the clinician reviews the finished draft and applies the first signature (or sends it back with a note about what to fix); this routes it to the psychologist, who reviews it and applies the final signature that finalizes and locks the report. If a correction is needed afterwards, the psychologist can β© Remove signature to reopen it for editing (see step 7 and the Psychologist guide) β nothing is lost.
As soon as you sign, the finished report reopens read-only so you can produce the final document right away β use π¨ Print / Preview or β€ Export Word at the top.
You are the clinician who meets the client and starts the case. Your dashboard has your own appointments, a β To review & sign queue, and the assessment board.
Your home screen is Appointments. You have three views β Week, Month, and List β plus a Patients lookup and the Assessments board.
Once a clinician chooses a client's assessments, they appear on your Assessments board. There you send each one out, mark it Sent, then mark it Completed as results come back β search by client and tick each one off. When every assessment meant to be sent is completed, the drafter is notified automatically. You get a notification (bell, and email if configured) at each hand-off.
Your dashboard has two tabs: π My queue β the evaluations waiting to be worked β and π Appointments β every clinician's schedule, so you can see what's coming. You do the full write-up; the clinician signs first and then the psychologist applies the final signature. You are notified (bell, and email if configured) when a case's assessments are all in and it's ready to draft.
You can do everything the others do, plus you are the only one who applies the final signature. A report reaches you after the clinician has reviewed it and applied the first signature; you review it and finalize it.
Drop the QGlobal / MHS reports here (PDF or Word). Several at once is fine. They are the documents the app reads scores and graphs from. Remove one with the β; if you remove a document, everything derived from it is removed too.
Reads the scores and graphs from the uploaded reports and writes the full evaluation. Run it again any time β it re-writes the report from the current documents and scores. It runs on the server, and the draft is read-only until it finishes. π Read scores (AI) re-reads just the numbers; β» Reset & re-scan graphs re-reads the images.
Only the tests you actually administered appear. The report includes a section for each test that has data (an uploaded report, scores, or a written summary); tests with nothing entered are left out automatically, so you won't get empty placeholder sections.
Each test's scores appear as a typed table (like the clinic's finals). Cells are editable β correct any misread value, scale name, or classification. The β flags mark concerning values (red = strongest, amber = milder) and exist only on screen; they never export. What decides a flag is configured per study in Settings β Clinical flags.
The summary opens with the standard sentence "β¦meets the clinical diagnostic criteria for a disorder of ___." A picker above the paragraph fills that in: use the + Add categoryβ¦ drop-down to add a category (neurodevelopment, mood, attention, anxiety, β¦), and it appears as a removable tag β add more than one for a combined phrase like "neurodevelopment/mood", or remove one with its β. For a category not in the list, type it in the otherβ¦ box and press Enter. The sentence updates itself. The specific diagnosis still goes in the Diagnosis table below; this is only the broad category word, and you can still edit the paragraph text directly at any time.
The DSM-5 / ICD-10 picker sits next to the diagnosis table it fills. Check a box to add that diagnosis; uncheck to remove it. Use οΌ Add diagnosis for anything not in the list, and the β to remove a row. Checking a box only edits the document β it does not call the AI. Recommendations are rebuilt from these diagnoses the next time you press Generate.
Built from the diagnoses using the clinic's standard wording, plus any case-specific items. Edit any line, remove one with β, or use + Add recommendation. Use β₯ to turn a line into indented sub-text under the item above it β for a note or a list of links that belong to a recommendation β and β€ to promote it back to a normal bulleted item. Sub-text lines export without a bullet, indented under their recommendation.
The identity block (name, DOB, dates, clinician) is pre-filled from the patient's appointment record β not read off the documents by the AI β so the name, date of birth and evaluation date are authoritative from the start. It stays editable while the report is a draft: a green check confirms it matches the record, and a flag warns if an edit drifts from it. On a signed report these fields become read-only (see the Psychologist guide to reopen one). The signature line fills with the signing psychologist's uploaded signature once the report is signed.
Open the account menu (top right) β β Settings. The tabs you see depend on your role.
Shows who you are signed in as (everyone signs in with Microsoft β there is no separate app password). This is also where you set Your calendar (your own SimplePractice iCal URL, private to you) and, for psychologists, upload Your signature β the image is applied to a report only when you sign it, and each psychologist manages their own.
A calendar link (iCal URL) is a private web address for your SimplePractice calendar. Pasting it into the app under Settings β Account β Your calendar lets the app show your appointments (read-only) so you can attend them and start the intake. It is one-way β the app only reads it and never changes anything in SimplePractice β and the link stays encrypted and private to you.
How to get your iCal link in SimplePractice:
The Account tab has an Open SimplePractice calendar β button that takes you straight to the right page. If your SimplePractice Settings menu has no "Scheduling and inquiries" item, that's fine β use the calendar βοΈ gear instead; it works from any account that has its own calendar.
Who needs to do this: each clinician connects their own SimplePractice calendar once, so their appointments appear. Front-desk and drafter roles don't have their own SimplePractice calendar β they see everyone's appointments without connecting anything. An appointment shows only the client's initials until a clinician does the intake; the full name (and name search) appear once the intake is done.
Configures the shared mailbox the app uses to send handoff alerts to staff (encrypted; body is PHI-minimal, by chart # only). Each person's own calendar feed lives in Account, not here.
Configure, per study, the score ranges that raise an attention flag: pick the study, set the direction (which end is concerning), the Warn and Alert cutoffs, and optionally an age band. The app ships with faithful, sourced defaults for every instrument (shown as a suggestion you can change; βΊ Norm restores one, βΊ Reset all restores everything).
Add someone by their Microsoft email and check the roles they should have (Psychologist / Receptionist / Drafter). Everyone signs in with Microsoft.
Where is my report after I sign it? Signing never deletes it. It reopens read-only right away (Print / Export are at the top). To find it later, a psychologist opens π Signed reports β a searchable history of every finished evaluation, with repeat visits grouped per patient; it can also be opened from its appointment (and reception can find it with the "completed" filter). Open it anytime to print or export again β it just can't be edited.
I need to change a report I already signed. Open it and press β© Remove signature (top of the report, psychologist only). That withdraws your signature and sends it back to the β Review queue, fully editable again. Fix what you need and Sign again β the report is never lost in between.
The dates or name on a signed report look wrong / I can't edit them. A signed report is read-only on purpose, so its fields can't be changed by accident. Identity (name, DOB, evaluation date) is filled from the patient's appointment record, not guessed by the AI. If something is genuinely wrong, use β© Remove signature to reopen it, correct the field, and sign again.
A score looks wrong. Click the cell and correct it. Scores from a file tagged read by AI are the likeliest to be misread. Always compare the tables to the original reports before signing.
The graphs didn't appear / are under the wrong test. Use β» Reset & re-scan graphs, or each graph card's dropdown to place it under the right test.
A graph is missing from the printed report, or one shouldn't be there. Each test prints only the vendor pages its finalized reports use; the rest show dimmed with οΌ Include. Click οΌ Include or β In report on a card to change it. A graph not placed with any test prints only after you include it.
Generate says the report didn't finish. The message gives the reason. If the server restarted or the AI service was busy, press β¨ Generate report again. The draft you had before is still there.
I can't edit an appointment. Once an evaluation has started on it, the appointment locks (π) so work in progress isn't disturbed.
The Sign button says I have no signature. Go to Settings β Account β Your signature and upload yours; only then can you sign.
I checked three Autism levels by accident. Each level is independent β uncheck the ones you don't want, or remove the row with β.
Did my work save? Yes β the draft saves automatically, and a "Saved" indicator confirms it. If a save ever fails you'll see a "β Not saved" warning.
My appointments don't show on the calendar. Connect your SimplePractice calendar first: Settings β Account β Your calendar, then paste your iCal link (see "Your calendar (SimplePractice iCal)" under Settings for the exact steps). Each clinician connects their own once.
Why do some appointments show only initials? SimplePractice sends the calendar with the client's initials until an intake is done. Once a clinician completes the intake, the appointment becomes a case and shows the full name β and only then can you find it by name.
I can't find a client to draft. A client appears in the app once an intake has been entered for them here. Until a clinician does the intake, there's nothing to draft yet β the drafter queue fills up as intakes are completed.
β The draft is editable. Click any section to correct, remove, or add text before exporting.