Getting Started with Your Console
Watch the walkthrough, review best practices, and find answers to common questions.
After logging in, go to your Dashboard and click "Set Up Your Practice." You can create a new practice or join an existing one. Practice creation requires a name and primary contact email.
Yes. A practice is required because it manages team members and client assignments. You must create or join a practice before sending invitations.
A Practice Admin has full access to practice settings, billing, and team management. A Therapist can manage their assigned clients but cannot access billing or invite other therapists.
You need the client's email address (required). Optionally, you can add their name and a case summary (up to 1,000 characters) to help the AI understand treatment context.
Go to a client's detail page and click the Summaries tab. You'll see AI-generated summaries from all sessions organized chronologically.
Go to the client's detail page, click the Homework tab, then "Create Assignment." Enter the title, instructions, due date, and frequency. You can track completion through adherence metrics.
Include: therapeutic approach, topics to explore, topics to avoid, and safety considerations. This directs the AI to provide personalized, clinically aligned support during sessions.
Alerts are generated when the AI detects potential concerns during client sessions, such as mentions of self-harm or crisis indicators. They appear on your dashboard and Safety Alerts page.
HIGH indicates immediate risk requiring direct clinical intervention. MEDIUM suggests caution and follow-up. LOW is informational. Always respond immediately to HIGH alerts.
Go to Safety Alerts, find the alert, and click Acknowledge. Add notes describing actions taken. This is recorded for documentation and compliance.
The AI may pause the conversation and provide crisis resources (e.g., 988 in the U.S.). Do not rely on the AI alone — follow your organization's escalation procedures and contact the client directly.
Go to My Profile in the navigation. Currently profile details are read-only. Contact support@therapyally.ai to request changes to your name, credentials, or bio.
Billing is managed at the practice level. Go to Billing & Plans in your practice settings to set up payment or manage your subscription.
Yes. PHI is encrypted at rest using AES-256. Database storage is encrypted by our managed Postgres provider, and our most sensitive clinical fields carry an additional application-layer envelope encryption using AES-256-GCM with master keys stored in Azure Key Vault.
Yes. All client-to-server, server-to-database, and server-to-third-party traffic is enforced over TLS 1.2 or higher.
Yes. Client conversations are handled under our Business Associate Agreement with OpenAI, with retention configured per the terms of that agreement.
Yes. OpenAI's API terms exclude all API traffic from model training. We do not opt in to training.
Yes. Subprocessors handling PHI operate under executed Business Associate Agreements, including OpenAI, our managed database provider, and Microsoft Azure for key management and hosting.
Yes. Access is enforced at the database layer via Postgres Row-Level Security, with distinct roles for clients, clinicians, practice administrators, and platform administrators.