Session record
Scheduled, completed, cancelled, no-show. A reason is written for cancellations and no-shows; session mode and mental state assessment are marked with ready options.
Session management
Therapy session tracking: sessions, notes, goals and homework in one file.
In psychology and psychiatry clinics you record every session with its status. You link notes, scales, goals and homework to the same session; the client’s whole journey appears in one timeline.
Modules
The therapist’s daily work.
These screens open only in the psychology and psychiatry specialties; they don’t clutter other specialties’ menus.
Clinical note system
37 ready note types and a template library. The previous version is kept with every edit; you archive and restore.
Goals and breakthroughs
You give the therapy goal a progress percentage. You link a turning point in a session to that session as a “breakthrough”.
Homework link for the client
You assign homework; the client sees it on their phone, marks what they’ve done and writes a reply. When the reply comes in, it shows on your bell.
Clinical scales
PHQ-9, GAD-7, BAI and PCL-5 are sent to the client by link; the score is calculated automatically.
ExploreUnified timeline
Sessions, notes, scale results and homework sit in date order on one timeline.
Session record
14 session modes, 8 mental state options.
You mark the session with ready tags instead of free text, then search by those tags.
Process
Initial interview, assessment, routine session, crisis intervention, termination.
Content and emotion
Cognitive, behavioural and emotion-focused work, trauma work, psychoeducation.
Therapeutic alliance
Strong alliance, alliance rupture, resistance, transference / countertransference.
Mental state
Euthymic, anxious, depressed mood, angry, labile; full, restricted or blunted affect.
Search and filter
You filter sessions by status, session mode or mental state; the count for each status appears on the same screen.
Privacy
Whose note it is and who sees it — clear.
Clinical writing is with the clinician
Session content, notes and assessments are written only by doctors and admins.
The session list is closed to the front desk
Reading session records is as restricted as writing them: only doctors and admins see them.
Personal notes open only to their owner
Your supervision or self-reflection notes aren’t visible to other users.
Every action recorded
Adding, editing and deleting notes is written to the audit log.
We explain separately how session notes are hidden from the team on the confidential session notes page.
FAQ
About Session Management
If your answer isn’t here, you can ask us directly in the demo call.
Ask in the demoWhich specialties does it open in?
Psychology and psychiatry. When you choose one of these as your specialty, “Sessions” appears in the menu.
Which plan includes it?
Session management, notes, goals and homework are in every plan. Clinical scales are in Clineo Smart.
How is a no-show client marked?
You close the session as “no-show” or “cancelled” and write the reason. The action is also recorded in the audit log.
Does the client sign in to see homework?
No. They open it with a personal link; they can’t access another client’s information.
Related
Modules that work together.
Let’s look together
How would your clinic work with Clineo?
Let’s plan a short product walkthrough tailored to your specialty and team.