Psynth 101: Your Onboarding Guide

Welcome to Psynth! This guide is designed to help you quickly get acquainted with the platform, from your first login to generating your initial report. Psynth is built to streamline your workflow, helping you transform clinical documentation into comprehensive, customizable reports.

Watch a video demonstration of Psynth 101:

You should have received an email either from Psynth or an administrator in your organization inviting you to set up your account.

• First-Time Setup: Click the link in that email to be taken to the account setup screen. You can either enter your name and contact information to create a password, or easily "Sign up with Google" if you prefer.

• Logging In: Once your account is set up, you can always log in by visiting app.psynth.ai. You'll have the option to "Sign In with Google" or use your email address and password.

After logging in, you'll land on the Psynth home screen. Here's what you'll find:

• Report List: See a list of all your reports, organized by their current status (e.g., exported, awaiting diagnosis, awaiting documents).

• Search Bar: Quickly search for specific patients using the search bar at the top.

• Monthly Report Count: At the top, you'll see the number of reports you've generated for the month. This is important as it's how Psynth calculates billing.

Access your settings by clicking on your profile image in the top right corner and selecting "Settings."

• Organization Information (Admins Only):

  • Organization Name: This name will appear on your exported reports.

  • Logo: Upload your practice's logo to be included on exported documents.

  • Primary Font: Choose the default font for your Word document exports.

• User Management (Admins Only): If you're an administrator, you'll see a "Users" section.

  • Adding New Users: Easily invite new team members by entering their email address.

  • Roles: Assign new users as either a "Member" (standard access) or an "Admin" (can add/remove users, view billing, and modify organization-wide report preferences).

  • Psychologist Option: Toggle this on if the user is a psychologist. This ensures their name appears in the report creation dropdown and allows them to save their own report customization preferences.

• Billing Information (Admins Only): In the "Billing" section, administrators can view their current balance and manage billing settings via Stripe.

• Report Customizations: This exciting section allows you to tailor how Psynth generates your reports. We'll delve deeper into this when we create our first report. You can set global preferences, such as having tables always appear in an appendix.

Let's walk through creating a new patient profile and initiating your first report.

1. Start a New Report: From the home screen, click the Psynth logo in the top left to return to your reports list, and then locate the Start New Report button.

2. Enter Patient Details:

   • Patient Name: Enter the patient's name.

   • Pronouns: Select from standard pronouns or use the "Other" box for neo-pronouns.

   • Date of Birth: Enter the patient's date of birth.

   • Date of Assessment: This is crucial for calculating the patient's age in the report. For intellectual or academic testing, this is typically your first testing session.

   • Psychologist: Assign the report to a psychologist from the list of users.

   • Case Number & School: These fields are optional but can be helpful for your records.

3. Create Profile: Click "Create Profile" to establish a new record for the patient.

To generate a report, Psynth requires at least one intake-related document and one assessment document.

• Document Types: Psynth supports PDFs, Word documents, and image files (PNG, JPEG).

• Intake Document Recommendations:

  • Upload complete documentation, including transcripts of interviews and comprehensive intake forms that address referral questions.

  • If including behavioral observations within intake documents, ensure they are in a separate document.

• Assessment Document Recommendations:

  • Aim for completeness while keeping documents under 50 pages for optimal results.

  • Separate each assessment into its own document if possible.

  • For rating scales (e.g., BASC, Brown EF/A), multi-rater reports often yield the best outcomes.

  • Interpretive reports for tests like the WAIS/WISC are helpful, but basic score reports are also fine.

• Adding Documents:

  • Click within the designated upload area to select files from your computer.

  • Automatic Classification: Psynth automatically classifies documents (e.g., Intake Notes, Questionnaires, Behavioral Observations, Records Reviewed, Assessments) with about 90% accuracy. Always double-check these classifications!

  • Color-Coding: Intake documents are typically blue, and assessment documents are orange. Remember, you need at least one of each.

  • Text Notes: You can also add free-form text notes directly into Psynth if you have information that doesn't fit into a document, like quick behavioral observations from your EMR. Psynth will weigh these notes the same as uploaded documents. You’ll find the Add Text Note button on the main report editor screen, at the top of the documents sidebar.

Enhance Psynth's interpretation by adding specific context to individual documents:

• Click the three dots next to any uploaded document.

• Select "Add Context."

• Provide details like:

  • Who provided the information (e.g., "Notes taken by Dr. Borden during the initial interview with Jackson's foster mom").

  • Behavioral observations during an assessment (e.g., "Jackson left the chair and walked around the room in the middle of testing").

Once your documents are uploaded and classified:

• Click "Generate Report."

• Psynth will process your documents and begin drafting sections like:

  • Reason for Referral

  • Background

  • Records Reviewed (bulleted list)

  • Behavioral Observations

  • Assessment Results (with tables)

Psynth aims to provide a strong first draft, but it encourages your critical review and customization to match your style.

• Regenerate Sections:

  • Click into any section of the report.

  • Use the "Regenerate" button in the header of each section to rewrite that specific section.

  • Provide Feedback: You can give direct prompts like "Shorten to one sentence," or even "Revise with the following headings: Medical History, Family History, Educational History."

  • Source Documents: The sidebar will show which documents are mapped to the current section, helping you understand what information Psynth is drawing from.

• Inline Edits: Make any direct text edits you wish within the report.

• Save Customizations Globally: If you find a regeneration prompt that consistently works for your style (e.g., "Shorten to one sentence" for the Reason for Referral), you can save this feedback to your psychologist profile in Settings > Report Customizations. This will automatically apply to future reports you generate.

• Tables: You can also use the "Regenerate" feature on tables to modify their content (e.g., "Remove confidence interval," "Add rows for GAI and CPI").

• Adding/Removing Documents During Editing: If you realize you need to add or remove a document after generating the report, you can do so. Removing a document will regenerate relevant sections to reflect the change.

Towards the end of your report, you'll find sections to add clinical findings:

• Summary of Findings: Click to get started.

• Diagnosis:

  • Select your DSM diagnoses (e.g., Attention-Deficit/Hyperactivity Disorder).

  • You can also indicate if no diagnosis was identified.

• Supplemental Findings: Use this flexible text field for:

  • Additional context related to a diagnosis (e.g., "ASD is the primary diagnosis").

  • Eligibility for services (e.g., "Jackson is eligible for an IEP").

  • Qualifiers for broad diagnoses.

• Ruled Out Diagnosis: Document diagnoses you considered but ultimately ruled out (e.g., Oppositional Defiant Disorder). Psynth can generate a brief explanation for this decision.

• Previous Diagnosis: Note any diagnoses from prior evaluations if you wish to affirm them in your current write-up.

• Generate Findings: Psynth will then use the uploaded data to find supporting evidence for the diagnoses you've entered.

• Recommendations: Psynth will generate initial recommendations based on the report data. You can click into these sections and use the "Regenerate" feature to tailor them.

• Export Report: Once you're satisfied with your report, click "Export." Psynth will generate a Word document, which you can then open and edit further outside of the platform.

We're here to support you as you begin using Psynth! If you have any questions or need guidance, please don't hesitate to reach out to Psynth Support at support@psynth.ai. We also welcome your feedback as you become more familiar with the product.