Guides
Everything you need to run the platform
20 sections and 109 walkthroughs, written for clinicians rather than administrators. Start at the top if you are new, or jump to the part you are stuck on.
01
Set up
Getting Started with PrecisionMind
4Welcome to PrecisionMind - your new home for seamless, clinician-first practice management.
Adding Patients to PrecisionMind
5Everything you need to know to invite, import, and manage patients on PrecisionMind.
Records
3Keep all your client’s documents, reports, and files organized in one place.
Custom Forms
4Create, send, and track digital forms and signatures - all within PrecisionMind.
02
Clinical work
Patient Dashboard
5Patient Dashboard in PrecisionMind brings together everything you need to manage, monitor, and understand your clients in one unified view.
Telehealth Room
5PrecisionMind allows you to conduct secure, AI-assisted virtual sessions with your patients.
Notes
7Explains how clinicians can create, manage, and generate notes for their patients.
Treatment Plans
7Allow clinicians to document, organize, and monitor a patient’s therapeutic progress over time.
Assessments
5Assessments in PrecisionMind help clinicians track client symptoms, monitor progress, and measure treatment responses over time - all within a single, structured space.
E-prescriptions
4Manage patient medications seamlessly, from prescription setup to ongoing care.
Patient Groups
3Organize group care, appointments, documentation, assessments, forms, transcripts, and private broadcasts.
03
Running the practice
Calendar & Scheduling
5Allows clinicians to manage their time, define availability, set booking preferences, and view all appointments in one organized space.
Messages
6Learn how to send, manage, and organize messages within your clinician platform
Dashboard & Insights
3Track clinical activity, patient details, engagement, treatment, and billing insights in one place.
Billing
8Helps clinicians manage all aspects of patient billing, from enrollments and profiles to claims, superbills, and payments.
PrecisionMind For Practice
8PrecisionMind for Practices is designed to enable group mental health practices
Tasks & Flows
4Coordinate team work with Tasks and automate repeatable practice workflows with Flows.
04
Clients, safety, and help
PrecisionMind for Patients
11Helps clinicians understand what their patients can see and do within the PrecisionMind Patient App.
Data Security & Privacy
8At PrecisionMind, protecting your patients' sensitive health information is our highest priority. This guide explains how we safeguard patient data and maintain privacy while giving you complete control over clinical content.
Support & Contact
4Resources and guidance for getting in touch with the PrecisionMind support team. Includes contact details for different types of inquiries, issue reporting, and feedback channels.
Fewer clicks. More care.
One place for your team, your clients, and every clinical workflow, so nothing quietly slips through the cracks.
Free for practices with up to 20 clinicians.