Getting Started
How to Create a Note
Save time and reduce admin burden – JotPsych automatically drafts notes from your session recordings, helping you complete documentation in minutes i...
Recording Audio
Web recorder (recommended) Apple device companion app Android device Chrome web extension In order to record your sessions we recommend using either t...
How to Edit Your Note
JotPsych provides several options for you to edit your note to match your exact preferences and documentation style: Direct edit : make direct edits t...
How to Create a Custom Template
A template defines the structure, flow, and sections of your session note (e.g., HPI, Mental Status Exam, Assessment, Plan). Templates guide how the A...
How to Use the "Upload Template" Feature
Use the format you already love – Bring in your existing templates so your notes match the structure you’re used to. Less than 5 minutes to setup – ...
How to Create a Patient
Automatically carry forward patient context: JotPsych uses prior session details (e.g., HPI, past interventions, diagnoses) to inform relevant sectio...
Advanced Features
Scheduling
One-click follow-ups – schedule next sessions directly from your notes or the Scheduling tab — no toggling between tools. Smart suggestions – JotPsy...
How to Send Forms, Screeners, and Assessments
You can now send clinical screeners and intake forms to clients with a single click — no portals, no paperwork. Seamless send and receive -- send form...
How to Sign and Lock a Note in JotPsych
JotPsych now supports note signing , allowing you to finalize a version of your note for compliance or record-keeping — while still giving you flexib...
Schedule automatic appointment reminders, forms, and questionnaires
Reduce no-shows and late cancellations : easily keep patients informed and confirm appointments ahead of time without having to manually send reminder...
How to use Appointment Types
An Appointment Type in JotPsych represents the type of session you're doing as a clinician -- such as an intake, follow-up, med management + therapy...
How to request patient payments in JotPsych (pilot testing)
Save time and skip the hassle – No more manual invoicing, card readers, or separate payment apps. Fewer tools to manage – Generate notes and submit...
How to create a lab requisition form
[7/30 note]: we are beta testing this feature, so not all users have access! We expect to release this feature to all users soon!] Smart lab recommend...
Other
Recording Using Your Android Device
If you don't like having your computer open during your in-person session, recording using your portable Android device is a quick and convenient way ...
Resetting Your Password
There are two ways your account may have been set up, either using an email and password entered directly into JotPsych, or using your Google/Apple ac...
Record Using Chrome Web Extension
If you are are familiar with Chrome web extensions and find it more convenient than the web recorder. Note: In order to use this companion app, you mu...
Record Using Your iPhone or iPad
If you don't like having your computer open during your in-person session, recording using your iPhone or iPad is a quick and convenient way of settin...
Troubleshooting
How to fix common recording and note creation issues
Here are some approaches to fix simple issues that arise from time to time when you are trying to record a session or generate a note Sometimes after ...
What do I do if JotPsych says it can't record?
If you see a message that says: "Your network may be blocking audio uploads." …it means JotPsych couldn't send your recording to our servers, so the n...