Provider workflow · 2 minutes 18 seconds

From clinical notes to a patient learning path in one governed loop

Watch the provider select targeted learning, the patient add it to a separate recommended path, and progress return before the next appointment.

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Provider approval stays centralAI retrieves candidate lessons and explains the match; the clinician approves what is shared.

Patient choice is preservedProvider recommendations remain separate from the learner's self-directed path and can be added intentionally.

Progress returns with contextA patient-controlled report can show lessons completed, check-ins, and relevant safety events before the next visit.

What this workflow demonstrates

The between-session problem is not simply a shortage of content. A practice needs a controlled way to connect what happened in an appointment with the right educational activity, while keeping the clinician responsible for the recommendation. The demonstration starts in the provider portal after a session and opens the Clinical Notes tool.

Before recommendation processing, the workflow identifies obvious personal identifiers such as an email address or phone number and removes them. The lesson retrieval step then searches the clinical curriculum and returns specific recommendations with a rationale tied to the submitted context. The provider can review those matches rather than treating an AI output as an automatic care decision.

Once approved, the selected lessons are exported through a single-use link. The patient sees what was recommended and why, then chooses whether to add the material. Inside the academy, provider recommendations occupy a dedicated path alongside the patient's own learning. This separation matters: the workflow supports care without taking over the learner's agency or presenting the platform as treatment.

After completing work, the patient can create a secure, revocable progress link for the provider. The report shown in the demonstration includes a learning timeline, completed lessons, mood check-ins, and distress events. The practical outcome is a more informed next conversation, not another generic engagement dashboard.

Where it fits in a psychiatric practice

This loop is useful when a practice repeatedly reinforces anxiety skills, sleep education, medication literacy, trauma concepts, executive-function strategies, or other structured material between appointments. It requires an explicit operating policy: who may create recommendations, who reviews patient-shared information, what signals require action, and how the workflow is documented.

Digital Wellness Academy is an educational support layer. It does not diagnose, replace treatment, or provide emergency response. Practices should evaluate the workflow against their own privacy, security, consent, clinical-governance, and regulatory requirements before use.

Read the video transcript

Welcome to the Digital Wellness Academy. Today we're looking at how we close the loop between clinical sessions. What happens after the clinical hour matters. Yet 73% of patients receive no structured between-session curricula. We solve this in four simple steps. The provider pastes their notes, the AI recommends a path, the provider shares a link, and the patient shares their progress back.

Here we are in the provider portal. We've just finished a session with Jordan. To assign targeted homework, we open the Clinical Notes tool. I paste my session notes. Before the AI sees this text, the server-side scrubber runs to catch identifiers. It catches the email and phone number, and that information is stripped out before processing begins.

I submit the scrubbed notes. The AI retrieves matches from the clinical lessons and provides a specific rationale for why it chose each lesson based on my notes. I approve the selections, click Export, and get a single-use link to share with my patient.

On the patient's device, they open the link. The access code autofills. They see what their provider recommended and why, then click Add to my path. The provider's picks live in a dedicated recommended path alongside the patient's self-directed work without overriding it.

After completing the work, the patient clicks Send Progress, chooses a time frame, and generates a secure, revocable link. Back in the provider portal, the shared report shows a clinical timeline, lessons completed, mood check-ins, and distress events. I walk into the next session knowing exactly what to ask.

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