Session notes are scattered; going back is hard
What was discussed last session, which homework was given — you’re leafing through a notebook.
Psychology
Client management software for psychologists: software that respects privacy.
From session notes to scales, from remote sessions to appointments, the psychology workflow is in Clineo. Client privacy is the default.
Built for the subtleties of psychology
Confidentiality isn’t a setting; it’s the default.
Tie session notes to a role so the rest of the team can’t see them. Score scales automatically and meet clients remotely — call content isn’t stored.
Familiar problems
Where does the therapy process break most often?
In psychology you follow a process, not a file. The process breaks at three points:
Confidential notes risk being open to everyone
The front desk and assistant shouldn’t see them, but the system doesn’t separate them.
Scales, goals and homework in separate places
The score is in one place, the therapy goal in another; progress isn’t visible.
A specialty-specific workflow
What stands out in psychologist client management software: private notes and scales.
Not generic software; modules adapted to a psychologist's real workflow. If you score scales by hand, you can also use the free PHQ-9 and GAD-7 scoring tool.
Confidential session notes
Confidential notes tied to roles; closed to the front desk and other staff.
ExploreClinical scales
PHQ-9, GAD-7, BAI, PCL-5, EPDS, AUDIT and ASRS-6 are scored automatically and tracked on a chart.
ExploreVideo consultation
Remote sessions; call content isn’t recorded.
ExploreAppointments and reminders
Session calendar and one-click reminders.
ExploreClient file
Notes, scales and history on one secure card.
ExploreOnline booking
Clients leave a request with their preferred time, and you confirm it.
ExploreWhat changes
When session notes move from a notebook to the Session Cockpit.
You keep doing the same work; what changes is where the record lives. That’s the difference.
Today
Session notes are scattered; going back is hard
What was discussed last session, which homework was given — you’re leafing through a notebook.
With Clineo
Session Cockpit — the session on one screen — Agenda, content, plan and private notes; mark the session mode and mental state with chips. Risk flag, fee and payment in the same place.
Today
Confidential notes risk being open to everyone
The front desk and assistant shouldn’t see them, but the system doesn’t separate them.
With Clineo
A rich clinical note system — 37 note types, ready templates including SOAP/DAP, version history. Confidential notes are role-restricted — the front desk and assistants can’t reach them.
Today
Scales, goals and homework in separate places
The score is in one place, the therapy goal in another; progress isn’t visible.
With Clineo
Clinical scales + client link — PHQ-9, GAD-7, Beck Anxiety, PCL-5, EPDS, AUDIT, ASRS-6; send the link and the client fills it in at home — score and severity trend on record.
A specialty-specific solution
Your whole therapy process in one cockpit.
Sessions, notes, scales and the client’s whole flow — with privacy protected, KVKK-compliant.
Session Cockpit — the session on one screen
Agenda, content, plan and private notes; mark the session mode and mental state with chips. Risk flag, fee and payment in the same place.
A rich clinical note system
37 note types, ready templates including SOAP/DAP, version history. Confidential notes are role-restricted — the front desk and assistants can’t reach them.
Clinical scales + client link
PHQ-9, GAD-7, Beck Anxiety, PCL-5, EPDS, AUDIT, ASRS-6; send the link and the client fills it in at home — score and severity trend on record.
Timeline — the client’s whole story
Sessions, notes, scales, goals and appointments on one timeline; open the file and recall the process in seconds.
Modules that are enabled
What psychology unlocks: Session Cockpit, scales, therapy goals.
When you choose psychology as your specialty, these modules open. Unrelated screens like the dental chart never appear.
How it works
A session’s journey in Clineo
Recall before the session, recording during it, homework after it — all three on one screen.
Remember as soon as you open the file
The "Timeline" tab shows sessions, notes, scales, goals and appointments on one timeline. You recall the last session in seconds.
Record it in the Session Cockpit
Agenda, content and plan on one screen. Mark the session mode and mental state with chips; the risk flag, fee and payment are in the same place too.
Keep the confidential note separate
The confidential note is open only to its author. The front desk, assistants, other clinicians and the admin can’t see it.
Send the scale home
Send the client a PHQ-9, GAD-7, Beck Anxiety or PCL-5 link. The client fills it in at home; the score and severity trend go into the file.
Why Clineo
It protects your client’s trust.
In psychology the most sensitive data is the session note; Clineo takes that seriously.
Notes closed to front desk and assistants
Session content is tied to a role; it stays closed to the team.
The scale workload disappears
PHQ-9/GAD-7 are scored automatically; see the change on a chart.
Private remotely too
Video calls run on our own infrastructure; content isn’t stored.
One memory per client
Notes, scales and appointments on the same secure card.
AI assistant
Neo remembers the file before you do.
Before a session, when you ask "what was this client’s last scale score", Neo reads it from the file and tells you. It opens the client card, the session cockpit or the scale screen by voice. Neo doesn’t write clinical notes or make decisions; it summarises the data it reads and takes you to the right screen.
Clear limits: Neo doesn’t make clinical decisions and doesn’t show data you’re not authorized to see. Permission rules apply to Neo exactly the same way. Take a closer look at Neo.
By size
From a solo therapist office to a multi-therapist centre.
The same system grows with you. As you add doctors, the calendar gains columns, and you set permissions per person.
Single-therapist office
If you work with your own clients, the session cockpit, notes and scales are enough. Confidential notes are closed to front desk and assistants.
Centre with 2–4 therapists
Each therapist's appointments sit in their own column. Confidential session notes are role-restricted; front desk and assistants can't reach any therapist's notes.
Polyclinic with many therapists
You can override roles and permissions per person; you decide who has read, write or full control in which module. Internal messaging and team routing stay in the same panel.
Switching over
As a psychologist, how is your client list transferred?
If today you write session notes in your diary and scale scores in a separate file, you don’t have to start from scratch.
We move your patient list
Send us your patient list as a spreadsheet and we’ll import it. Phone numbers are normalized and duplicates are removed.
No installation
No need to buy a server or install software. You sign in from a browser and can also add it to your phone like an app.
You try it free for 14 days
Try it with your own patients, in your own way. Decide afterwards.
Your data stays yours
Daily automatic backups are taken. For details, see the guide to choosing clinic software and the KVKK compliance guide.
New · 2 November
New screens for children and teens.
Parent, teacher and child forms, a child file and risk monitoring. No ready-made child scales are included; you add the scales you have the right to use.
Your clinic’s own scales
Add a scale you have the right to use, with its items, score bands and age range. Scoring is automatic and only your clinic sees it.
Parent, teacher and child forms
Send the same scale through separate links and see the results side by side. The child’s name does not appear on the form. A marked risk item raises a warning in the clinic notification.
Child file
For under-18s, developmental history, school details, teacher feedback, and special-education reports and plans sit in one tab. Parent and child session notes are kept apart; only the author sees the child note.
Risk monitoring
The clinician enters the risk level and next review date; the system does not calculate a level. Due and high-risk records appear on the follow-up list.
Test results, age transition, medication consent
Store the result of a test you gave in person. A warning appears for patients nearing 18. Prepare a medication consent for under-18s.
Private notes visible to the author only
Only the author now sees private notes and session private notes; other clinicians and the admin cannot. Risk assessments stay shared among clinicians for patient safety.
New · 1–2 October
One look between sessions.
The psychologist screen has been rebuilt. The home screen is now the day’s sessions and the next client’s file.
Today screen
The file opens with four questions: Where did we leave off? Did they do their homework? How is it going? What will we do today? You start the session from here, in person or by video.
Session package
You open a package for the client; a session in the package is not charged separately but deducted from the package. The package payment is recorded under payments.
Couple and family file
Two or more clients in one file. Joint session notes stay in the file; each person’s private note stays on their own record.
Waiting list
You add people waiting for a slot to the list with their phone number; the number is stored encrypted. Freed-up slots appear on the list.
Guardian and online therapy consent
Your own consent template if you have one, otherwise a ready-made text; it is signed in the Consents tab.
Documents
Session attendance certificate, process information letter and referral letter to psychiatry. Session content never goes into the document; a diagnosis is only included if you tick it.
The dated list of changes is on the what’s new page.
Session management
The therapist’s whole file.
Sessions, clinical notes, goals, scales and homework in the same client record.
FAQ
Frequently asked questions about Psychology
Can’t find your answer? Open the demo and try it yourself. If you get stuck, the user guide is at hand.
Open the demoCan other clinic staff see confidential session notes?
No. The confidential note is open only to its author; the front desk, assistants, other clinicians and the admin can’t see it.
Which clinical scales come ready?
PHQ-9, GAD-7, Beck Anxiety and PCL-5 are ready-defined. You can send the client a link to fill in at home; the score, severity level and trend over time build up in the file.
Are there templates for session notes?
There are 37 note types and 33 ready templates including SOAP–DAP. A note’s version history is kept; a deleted note goes to the archive first, then to the bin, so it isn’t lost by mistake.
Can I do online therapy?
Yes. Video calls run on Clineo’s own infrastructure; the client receives a single link and doesn’t need to download an app. Call content isn’t recorded.
How do you protect my client data under KVKK?
National ID number and phone are stored encrypted and shown masked on screen. Who opened which record and when is logged. With role-based permissions, each user sees only the screens their work needs.
Which plan is enough for a psychologist?
Session management and clinical notes are in Clineo Soft. Clinical scales, confidential notes and video calls are in Clineo Smart. Try it free for 14 days with your own client flow.
With several therapists in the centre, do clients get mixed up?
They won't get mixed up. Each therapist's appointments sit in their own column. You can set permissions by module and person; you decide who sees what.
Can I quickly review a client’s history before a session?
Yes. The "Timeline" tab shows sessions, notes, scales, goals and appointments on one timeline. The moment you open the file you see where the process stands.
Is psychologist patient tracking software the same as client tracking software?
Yes. In psychology the word client is used instead of patient, and people search with both terms. In Clineo both are the same screen: sessions, private notes, clinical scales, homework and appointments sit in the same client record.
Does Clineo send data to e-Nabız or MBYS?
No. Clineo is not integrated with e-Nabız or MBYS (Turkey’s national health record systems); records are kept in the clinic’s own system. If you have a reporting obligation to the Ministry, you continue it with your current method. Clineo’s job is to manage the clinic’s own appointment, patient and payment records.
Read more
Guides to read when choosing psychologist software.
We’ve gathered the three most asked topics about choosing clinic software into separate guides.
Guide to choosing clinic software
What to look for when choosing clinic software, and what each module is for.
Guide to preventing missed appointments
Practical ways to lower your no-show rate.
KVKK compliance in clinics
A clinic’s responsibilities and practical steps when processing health data.
Related specialties
Let’s look at it for your specialty
Move your psychology practice to one panel.
Open the demo and try the psychology workflow your way. Your account opens right away, free for 14 days.