Getting Started with PrecisionMind

PrecisionMind brings the main parts of your practice into one connected workspace. Patient information stays available as you schedule care, document visits, review progress, and manage billing.

What you can do in PrecisionMind

How to use this Help Center

Start with the task you want to complete. Each guide explains what the feature does and gives you the steps to use it.

Get help

If you have a question, contact the PrecisionMind team. Our team includes licensed clinicians, engineers, and mental health care experts.

PrecisionMind connects the clinical and administrative work you complete each day. Use one workspace to manage patient care, documentation, scheduling, and billing.

See the full picture

Review assessments, notes, transcripts, and patient history together so you have the context you need for care.

Spend less time on administration

Use PrecisionMind's documentation, billing, and scheduling tools to reduce repetitive work and spend more time with patients.

Follow patient progress

Review changes over time, notice patterns, and use current information to support treatment decisions.

Prepare for follow-up

A connected patient record can help you identify changes that may need attention.

See an example workflow

Read “Inside the Practice,” to see how one therapist uses PrecisionMind during a typical day.

To get started with PrecisionMind, navigate to app.PrecisionMind.health and follow the onboarding flow.

Requirements to sign up

Setting up team members with accounts

Once your organization is created, you can manage staff access through the Team Permissions area in your dashboard.

Note: Team members will receive an email invitation to join your organization once you have assigned them a role.

Set up the main parts of your PrecisionMind practice before you begin seeing patients. Complete the sections that apply to your role and practice.

Sign in at app.PrecisionMind.health .

Set up your calendar

Note: If you do not want patients to schedule themselves, turn availability off. You can still book appointments manually.

Prepare intake forms

Go to Management > Manage Form Templates . From there, you can:

Set up billing

For patient payments: Connect Stripe in Billing Settings . PrecisionMind does not add a platform fee, but Stripe's standard transaction fee applies.

For insurance billing: Open Enrollments , choose your payers, and complete the Steady clearinghouse setup. The enrollment stays Pending until it is approved.

Set up e-prescribing

Medical clinicians can complete identity verification and use the e-prescribing registration to start setup.

Share patient access options

Patients can book appointments, complete forms, and pay invoices through the mobile app or web portal: