Advanced Features
Scheduling
One-click follow-ups – schedule next sessions directly from your notes or the Scheduling tab — no toggling between tools. One-click record – Get you...
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
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 use the Document Generator in JotPsych
Create any type of clinical document you need like: Emotional Support Animal (ESA) letters Work or academic accommodation letters Return-to-work / f...
How to create a lab requisition form
Smart lab recommendations: JotPsych automatically suggests relevant lab “bundles” based on session content — like baseline labs for intakes or lithiu...
Troubleshooting
How to remove the "header" from the pasted note
Toggle whether provider, patient and session info is included in the "pasted" note: Click on the "gear" icon next to "Copy All Sections" Uncheck "In...
How do I turn on/off features and/or suggested actions?
To turn off features and/or suggested actions: Navigate to the admin panel (click on the icon at the top right corner of your screen) Click into the...
How do I merge duplicate patients/clients?
In order to merge duplicate patients/clients you should: Re-assign all the notes from the duplicate patient/client to the main one Delete the duplica...
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...
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 ...
How to change "default" template in recording dropdown
To change the default template in the recording dropdown: Go to the "customization - templates" tab On the lefthand side of the screen, drag the tem...
FAQ
What is the maximum recording length of a session? The maximum recording length of any given session is 2 hours and 10 minutes. If your sessions are ...