Clinical assessments

Clinical assessments

Mediyn’s Assessments area gives therapists and clinic administrators a structured way to screen, track, and act on patient outcomes throughout the care journey. Standardized instruments can be assigned manually, on a recurring schedule, or recommended automatically by AI after each session. Patients complete assessments through the portal or mobile app, and results flow directly into the clinical record for review.

Assessment Instruments and Catalog

• Mediyn includes 23 clinically validated assessment instruments spanning depression, anxiety, trauma, PTSD, substance use, ADHD, OCD, bipolar screening, and more.
• Therapists can browse the full instrument catalog and filter by clinical domain using domain filter chips for quick navigation.
• Clinic administrators can build custom assessment instruments tailored to their clinic’s specific intake or outcome-tracking needs. Custom instruments are private to your clinic and appear alongside the standard instruments in your catalog.
• When creating a custom instrument, you can define questions, answer options, scoring ranges, and severity labels, and manage the full lifecycle of each instrument — including editing, retiring, and reactivating — as your needs evolve.

Assigning and Scheduling Assessments

• Assessments can be assigned to a patient from the instrument catalog or directly from a patient’s profile.
• When assigning an assessment, you can choose to make it recurring. Available frequencies are Weekly, Every 2 weeks, or Monthly; selecting a frequency and confirming creates a schedule that automatically sends the assessment to the patient on that cadence. One-off assignment works exactly as before.
• Therapists and clinic administrators can view all assessment assignments across their full caseload in one place on the Assignments tab of the Assessments page. The unified table shows patient name, instrument, status, scores, and due dates, and can be filtered by status, instrument, or individual patient. The list is paginated for large practices.
• Assessment cards show the specific due date (for example, “Due Mar 18”) when one has been assigned, in both the therapist view and the patient-facing overview.
• Each assessment card includes a link to the session it was assigned from, allowing direct navigation between an assessment and its related session. Assessments assigned outside a session context do not show a session link. This applies to both the web app and iOS.

AI-Powered Assessment Recommendations

• After each session is reviewed and approved, Mediyn’s AI automatically analyzes the session and suggests relevant standardized assessments for the patient. Both assessment and worksheet recommendations are generated together as soon as artifact approval is complete.
• Recommendations can also be requested on demand at any time during or after a session by clicking “Recommend Assessments.” Results appear immediately — no page refresh required. If recommendations have already been generated for a session, the button is replaced with a “Re-analyze” option to prevent accidental duplicates.
• AI recommendations on the session detail page are sorted with the highest-confidence suggestion at the top, both on initial load and when new recommendations are generated.
• Each recommendation includes an AI-generated explanation of why it was suggested, the patient’s most recent score and severity level, and whether the instrument is already scheduled.
• Therapists can accept a recommendation to create an assignment or dismiss it with a single click directly from the recommendations list.
• AI recommendations are grouped by patient on the Assessments page so all suggestions for one person can be reviewed together.
• When a session is marked complete, any AI-suggested instruments that were not assigned during that session are automatically dismissed, keeping the Needs Attention tab focused on open, actionable items.
• Instruments that have already been assigned or scheduled for a patient no longer appear as pending recommendations, preventing accidental duplicate assignments.
• A count of pending recommendations is shown on the dashboard so nothing is overlooked between sessions.

Suicide Risk Screening (C-SSRS)

• Mediyn automatically assigns a Columbia Suicide Severity Rating Scale (C-SSRS) screening to every new patient at the time their record is created, with a 7-day completion window.
• When a completed screening indicates moderate or higher risk, the patient’s record is automatically flagged and the care team is notified. Therapists and clinic administrators can review and acknowledge risk flags directly from the patient record on the web app or iOS app.
• The C-SSRS questionnaire uses the exact wording published by the Columbia Lighthouse Project, includes a clear timeframe so patients know which period their answers should cover, and displays a patient-friendly introduction.

Patient Intake Forms and Consent Documents

• When your clinic joins Mediyn, five standard intake forms are ready to use immediately: a HIPAA Notice of Privacy Practices, Informed Consent for Treatment, Telehealth Consent, Demographics & Emergency Contact, and Insurance Information form.
• A clinical history intake form is automatically included in every new patient intake packet. Patients complete it through the portal before their first appointment, covering reasons for seeking therapy, relevant history, current medications, and treatment goals. Once submitted, the information is available to the therapist in the Clinical Intake tab. Clinic administrators can customize the form to match their practice’s needs.
• A Limits of Confidentiality & Mandatory Reporting Disclosure form is automatically included in every new patient intake packet. It explains the specific circumstances under which a therapist is required by law to share information without patient consent, including mandated abuse reporting, duty-to-warn obligations, and court orders. Patients sign and date the disclosure as part of the standard intake flow, and a signed PDF is generated as a permanent record. No additional setup is required.
• Clinic administrators can create custom intake form templates from scratch or clone and adapt any existing system template. Only published templates can be added to patient intake packets, keeping drafts and archived forms out of active workflows.
• System-provided templates cannot be edited or deleted, so your baseline intake packet is always available.
• Clinic admins on Starter, Professional, and Premium plans can view standard system intake consent templates in Settings → Templates → Intake Forms and in the Send Intake Packet workflow. These templates appear as read-only. Creating, editing, cloning, or deleting custom templates is available on the Clinic plan.
• Admins can preview the full question list of any intake form template directly from Settings → Templates without cloning or submitting a test form. A View button appears on system templates and a Preview button appears on custom templates. The preview shows all fields exactly as patients will see them, including whether a signature is required.

Clinical Intake Tab

• Therapists and clinic administrators can access a dedicated Clinical Intake tab within each patient’s detail view.
• The tab provides structured sections for recording medications, allergies, current and past diagnoses with ICD-10 codes, and clinical history, as well as free-text fields for presenting concerns and treatment goals. Primary care physician contact details can also be stored directly in the patient record.
• When a patient completes the clinical history intake form, their responses are automatically populated in the Clinical Intake tab with a clear indicator showing that the information came directly from the patient.
• All intake data is saved explicitly and remains editable only by authorized clinical roles.

Assessments Page and Navigation

• The Assessments section opens directly to active assignments, so overdue, in-progress, and pending items are immediately visible.
• Assignment rows are fully clickable to open details. AI recommendations are grouped by patient for efficient review.
• Patients can filter their assessments in the portal by status — To Do or Completed — and assignments are grouped into clearly labeled sections.
• Each assessment card shows the instrument abbreviation, estimated completion time, question count, and due date, with overdue items visually highlighted. Completed assessments display a score and severity indicator.

Completed Assessment Results

• Completed assessments show each individual patient response alongside the total score, severity label, subscale breakdown where applicable, and a score trend chart to track progress over time.
• Patients can view their completed assessments — including scores and individual answers — directly in the Mediyn app. Therapist notes attached to an assessment assignment are visible to patients on the assessment intro screen.
• Patients can save progress as they go when completing an assessment; answers are kept automatically so they can return to a partially completed assessment without starting over.

Clinical Outcomes Analytics

• Clinic administrators can access a Clinical Outcomes screen in the Mediyn iOS app showing aggregate assessment trends, improvement rates, and severity distributions. Results are filterable by instrument, therapist, and date range.
• A Worksheet Utilization screen shows how often AI-generated worksheets are used, which templates are most popular, and how much therapists typically edit the AI output.

Notifications

• Patients receive a single notification when a therapist assigns an assessment, showing the name of the specific instrument (for example, “New assessment assigned: PHQ-9”). Push notifications include the instrument name and due date.
• When an assessment is submitted, all therapists assigned to that patient receive a notification. Alert rule notifications are routed according to the roles configured on each rule, so the right team members are notified based on your alert setup. Duplicate notifications for the same event are automatically suppressed.
• Clinicians receive alerts when a patient’s score crosses a configured threshold.