Use case · 12

Mental health clinics, with a risk-screened intake and a session record practitioners actually maintain.

Structured intake with PHQ-9 / GAD-7 screening, safeguarding escalation paths, per-session notes signed in-session and treatment-plan reviews on the cadence each pathway needs.

Risk-screened intake. Safeguarding routed. Notes signed. Reviews on cadence.

Mental health work is high-trust and high-risk. PracticeWise structures intake so risk is screened on day one, routes safeguarding concerns to the right person automatically, captures session notes signed in-session, and keeps the treatment-plan review cadence on the platform — not on the practitioner's memory.

01 · End-to-end workflow

From first contact to follow-up.

Status, owner and next action visible at every step — to the patient, the admin and the clinician.

01

Intake with risk screening

Structured questionnaire captures presenting concern, mental-health history and validated screens (PHQ-9, GAD-7). Risk-flag rules surface the case immediately for triage where indicated.

02

Triage & treatment plan

Clinician reviews intake and risk. Allocation to therapist, modality (CBT, EMDR, IPT) and frequency captured in a signed treatment plan.

03

Session notes

Per-session notes signed in-session with practitioner reference. Mood-scale and outcome-measure trends tracked alongside narrative notes.

04

Plan review

Treatment-plan review on the configured cadence (commonly every 6 or 8 sessions). Continue, adjust modality, refer onwards, or discharge — decision signed and reasoned.

05

Safeguarding handoff

Where safeguarding escalation is required, the case is routed to the named safeguarding lead with the supporting record; the audit log captures the route and the response.

02 · Regulatory considerations

The clauses your inspector reads first.

Specific to mental health clinics — configured into the workflow above, not pinned as an afterthought.

Risk-screen logging

Validated screens (PHQ-9, GAD-7) and clinician-set risk-flag rules are logged against the patient record. Threshold-exceeded cases auto-flag in the queue.

Safeguarding escalation audit

Every safeguarding handoff is captured with route, reason and clinician sign-off. No off-platform safeguarding decisions.

Sensitive-data access controls

Read access to mental-health records is per-role, per-clinician and per-case. Every read is logged for governance review.

Same-session note signing

Practitioner notes are signed in-session, not retro-fitted; the audit log captures the timestamp explicitly.

Operator quote

Risk screening on intake, routed to the right clinician in minutes — not on Friday afternoon when someone reads the email backlog. That's the operational change that actually matters in this work.

Clinical director, multi-clinician mental-health service14 therapists, 6 modalities
03 · Modules that matter most

The PracticeWise surfaces this workflow uses.

Pulled from the twelve workflow modules. Each one composes into the same audit trail.

Medical questionnaire engine

Structured intake with PHQ-9, GAD-7 and clinic-configurable supplementary screens.

Clinician review queue

Risk-flagged cases surface to the top automatically; queue filterable by clinician, modality and risk band.

Consent capture

Treatment-plan consent and per-modality consent (e.g. EMDR) separately versioned.

Patient portal

Session booking, mood-scale check-ins between sessions, plan summary.

Audit logs

Append-only per-session and per-decision log, including risk-flag history.

Configured for mental health clinics

See the workflow on your data.

We'll walk through your current intake, review and prescribing process — and show you the equivalent in PracticeWise, configured for mental health clinics.