How to Create a Patient

• Automatically carry forward patient context: JotPsych uses prior session details (e.g., HPI, past interventions, diagnoses) to inform relevant sections of future notes, saving time and improving continuity.

• Track clinical progress: Record and view trends over time — including scores from screeners like PHQ-9 or GAD-7 — to monitor patient outcomes and treatment effectiveness.

• Organize your caseload: Keep all session notes and clinical data easily accessible and associated with the correct patient.

There are two ways you can associate information with a patient:

There are two ways to create a new patient in JotPsych:

• In the Patient view (recommended):

  • Click the Patient tab at the top of the JotPsych screen

  • Click New Patient

  • Enter in relevant patient information.

    • Please remember that JotPsych is 100% secure and HIPAA compliant. That said, if you feel more comfortable, you can enter in nicknames, identifier numbers, or initials instead of actual patient information

    • Note that if you want to send screeners and forms via JotPsych, you will need to include birth date and phone number

  • Click Create Patient

• In the Record screen:

  • Click the Record tab at the top of the JotPsych screen

  • On the left hand side, in the Select Patient window, click the + icon

  • Enter in relevant patient information

  • Click Create Patient

This can be done either before you begin recording your session or after your note has been generated.

• To do this before you begin recording, navigate to the Record tab at the top of the JotPsych screen, then enter the correct patient in the Select Patient window.

• To do this after you already have a note created, navigate to that note and click on Assign Note to Patient to associate a patient already existing in your patient library with the note

If you want to import your entire patient list into JotPsych, email support@jotpsych.com.

To delete a patient, click on the patient profile and then click on the "trash" icon on the top right corner as shown below: