Intake → Full evaluation
Read-only: SimplePractice appointments appear in the calendar (gray) and open in SimplePractice when clicked.
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 — logins, evaluations, user & permission changes.
| Time (Texas / CT) | Actor | Action | Detail | IP |
|---|
Signed in as —
Applied to a report only when you sign it. Each psychologist manages their own signature.
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.
1 · Book → 2 · Receive intake → 3 · Upload test reports → 4 · Generate → 5 · Review & edit → 6 · Sign → 7 · Export
Roughly 20–30 minutes of active work per evaluation, most of it in step 5 (reviewing and correcting the draft).
One more: the little attention flags (⚑) next to scores are an on-screen aid only — 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 — 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 ➕ Book in SimplePractice ↗ — 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 → 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 PDF reports from QGlobal / MHS (you can select several at once). These are the source documents the app reads the scores from.
Press ✨ 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. This takes a minute or two; you'll see progress.
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 (⚑) point out concerning values — red for the strongest concern, amber for milder — 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, which hands the evaluation to the psychologist. The psychologist reviews it and presses ✍ Sign to finalize. Signing applies the psychologist's signature and locks the report so it can't be edited. If a correction is needed afterwards, the psychologist can ↩ Remove signature to reopen it for editing (see step 7 and the Psychologist guide) — nothing is lost.
As soon as you sign, the finished report reopens read-only so you can produce the final document right away — use 🖨 Print / Preview or ⤓ Export Word at the top.
Your home screen is Appointments. You have three views — Week, Month, and List — plus a Patients lookup.
Your dashboard shows the evaluations waiting to be worked. You do the full write-up; the psychologist signs it.
You can do everything the drafter does, plus you are the only one who can finalize a report.
Drop the QGlobal / MHS PDF reports here — several at once is fine. They are the documents the app reads scores and graphs from. Remove one with the ✕; 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 — it re-writes the report from the current documents and scores. 🔎 Read scores (AI) re-reads just the numbers; ↻ 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 — correct any misread value, scale name, or classification. The ⚑ 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 → Clinical flags.
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 ＋ Add diagnosis for anything not in the list, and the ✕ to remove a row. Checking a box only edits the document — 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 ✕, or use + Add recommendation.
The identity block (name, DOB, dates, clinician) is pre-filled from the patient's appointment record — not read off the documents by the AI — 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) → ⚙ Settings. The tabs you see depend on your role.
Shows who you are signed in as and lets you change your password. For psychologists, this is also where you upload Your signature — the image is applied to a report only when you sign it, and each psychologist manages their own.
Holds the SimplePractice iCal URL so booked appointments appear (read-only) on the app's calendar and open in SimplePractice when clicked.
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; ↺ Norm restores one, ↺ 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 🗐 Signed reports — 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 — it just can't be edited.
I need to change a report I already signed. Open it and press ↩ Remove signature (top of the report, psychologist only). That withdraws your signature and sends it back to the ✔ Review queue, fully editable again. Fix what you need and Sign again — 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 ↩ Remove signature to reopen it, correct the field, and sign again.
A score looks wrong. Click the cell and correct it — the AI may have misread it. Always compare the tables to the original reports before signing.
The graphs didn't appear / are under the wrong test. Use ↻ Reset & re-scan graphs, or each graph card's dropdown to place it under the right test.
I can't edit an appointment. Once an evaluation has started on it, the appointment locks (🔒) so work in progress isn't disturbed.
The Sign button says I have no signature. Go to Settings → Account → Your signature and upload yours; only then can you sign.
I checked three Autism levels by accident. Each level is independent — uncheck the ones you don't want, or remove the row with ✕.
Did my work save? Yes — the draft saves automatically, and a "Saved" indicator confirms it. If a save ever fails you'll see a "⚠ Not saved" warning.
✎ The draft is editable. Click any section to correct, remove, or add text before exporting.