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View a patient’s profile
Log in to the platform with your registration credentials and click on the side menuPATIENTSor “ONLINE SESSIONS“ to access the sections.
View a patient's profile from the "Patients" menu
In the PATIENTS section you will see the LIST PATIENTS in PsyCare:
In your PATIENT LIST:
- Find the patient you are interested in in the list or search for them.
- Click on the PATIENT NAME and access that patient’s PROFILE.
View your available contacts and information about your status on the platform:In more detail you will find the following information:
- a detail icon with respect to the signature of documents (such as the Informed Consent or Privacy) that the therapist himself updates:
– if the patient has not yet signed
– if the patient has already signed
- the details regarding the registration status, i.e. whether you have logged in to the platform
– if the patient is registered
– if the patient is not registered- click on Invite to invite him to register on PsyCare
- A banner that reminds you, if applicable, if the patient has not yet completed registration (i.e., if he or she has entered/confirmed his or her profile data).
- a detail icon with respect to the signature of documents (such as the Informed Consent or Privacy) that the therapist himself updates:
- OVERVIEW
- GENERAL DATA, for your personal data sheet
- ONLINE SESSIONS, for your online sessions[Online Session Support]#atfp_close_translate_span#
- DOCUMENTS for the documentation pertaining to that patient
- IDENTITY DOCUMENTS, for the patient’s identity documents
- SIGNED DOCUMENTS, for documents digitally signed in PsyCare.
OVERVIEW
This is the tab you see by default when you view a patient’s profile.
In this section you have at your disposal:
- the list of activities pertaining to that patient, and you can enter your personal notes, to be checked off when you have managed them:
- click on Add personal note and write the note you want to insert
- click on Add personal note and write the note you want to insert
GENERAL INFORMATION
Click on GENERAL DATA > you can directly view the tab with the respective sections:
-
- General information
- Identity documents
- Date and place of birth
- Residential address
ONLINE SESSIONS
Click on ONLINE SESSIONS> View all online sessions in the table with the main detailed information:
-
- select
START SESSIONat the top left of the page to immediately start an online session with the patient
- select
SIGN DOCUMENTS to access the section relating to online digital signature and
- click on
SEARCH to perform a search
- click on
REFRESH to refresh the page
- click on
If you want to start the online session with the patient: this green button tells you that the patient has already entered his VIRTUAL WAITING ROOM and is available for the online session.[Supporto: How to start an online session]#atfp_close_translate_span#
- Click on the respective icon.
to open the virtual whiteboard used during the session
- Click on the icon.
to open the session summary or to view or download the image.
- select
DOCUMENTS
Click on DOCUMENTS > View all documents exchanged with your patient:
In more detail, the documents will be divided into:
shared with the patient
not shared, so visible only to you
To add a document to the section:
- select
ADD DOCUMENT at the top left right of the page to upload a new document and share it with the patient
- Click BROWSE and choose the document to upload
- Select ‘CANCEL’ to cancel the operation
- Select ‘UPLOAD’ to upload the selected document.
- Decide whether you want to share the document with the patient or just add it to their folder as a document visible only to you.
- Do not check the box if you want to keep the document in the folder NOT visible to the patient

- Check the box if you want to share the document and make it visible to the patient

- Do not check the box if you want to keep the document in the folder NOT visible to the patient
- click on
DOWNLOAD to download the selected document
- click
DELETE to permanently delete the document from the documents section in PsyCare.
- Click BROWSE and choose the document to upload
IDENTITY DOCUMENTS
Click on IDENTITY DOCUMENTS > View all personal documents you or your patient have uploaded in this section:
-
- select
ADD DOCUMENT at the top left-right of the page to upload a new document and share it with the patient
- Click BROWSE and choose the document to upload.
- Select ‘CANCEL’ to cancel the operation.
- select ‘UPLOAD’ to upload the selected document
- The patient will see the document in his/her documents section in PsyCare;
- click on
DOWNLOAD to download the selected document
- click
DELETE to permanently delete the document from the Documents section in PsyCare.
- select
SIGNED DOCUMENTS
Click on SIGNED DOCUMENTS > View all documents digitally signed by that patient:
-
- For each document you can view the status with respect to the digital signature:
- you see ““pending signature” if it has not yet been signed by all signatories.
- you view “the signature date” when the document has been signed by all signatories.
- you see ““pending signature” if it has not yet been signed by all signatories.
- Click on
SEARCH to search for a document among those already uploaded
- click on
REFRESH to refresh the page
- click on
DOWNLOAD to download the selected document
- click
DELETE to permanently delete the document from the signed documents section in PsyCare.
- For each document you can view the status with respect to the digital signature:
SUGGESTION Don't see the patient you're looking for? Try refreshing the page >
View a patient's profile from the "Online Sessions" menu
In the ONLINE SESSIONS section you can see the Session list:
In your SESSION LIST:
-
- Find the patient you are interested in in the list or search for them.
- View your available contacts and information about your status on the platform:
In more detail you will find the following information:
- a detail icon with respect to the signature of documents (such as the Informed Consent or Privacy) that the therapist himself updates:
– if the patient has not yet signed
– if the patient has already signed
- the details regarding the registration status, i.e. whether you have logged in to the platform
– if the patient is registered
– if the patient is not registered- click on Invite to invite him to register on PsyCare
- a banner that reminds you, if applicable, if the patient has not yet completed registration (i.e. if he has entered/confirmed his profile data).
- a detail icon with respect to the signature of documents (such as the Informed Consent or Privacy) that the therapist himself updates:
-
-
- OVERVIEW
- GENERAL DATA, for your personal data sheet
- ONLINE SESSIONS, for your online sessions[Online Session Support]#atfp_close_translate_span#
- DOCUMENTS for the documentation pertaining to that patient
- IDENTITY DOCUMENTS, for the patient’s identity documents
- SIGNED DOCUMENTS, for digitally signed documents in PsyCare.
-
OVERVIEW
This is the tab you see by default when you view a patient’s profile.
In this section you have at your disposal:
- the list of activities pertaining to that patient, and you can enter your personal notes, to be checked off when you have managed them:
- click on Add personal note and write the note you want to insert
- click on Add personal note and write the note you want to insert
GENERAL DATA
Click on GENERAL DATA > you can directly view the card with the respective sections:
-
-
-
- General information
- Identity documents
- Date and place of birth
- Residential address
-
-
ONLINE SESSIONS
Click on ONLINE SESSIONS > View all online sessions in the table with the main detailed information:
-
-
-
- select
START SESSION at the top left of the page to immediately start an online session with the patient
- select
SIGN THE DOCUMENTS to access the section relating to the online digital signature and
- click on
SEARCH to perform a search
- click on
REFRESH to refresh the page
- click on
If you want to start the online session with the patient: this green button tells you that the patient has already entered his VIRTUAL WAITING ROOM and is available for the online session[Supporto: How to start an online session]#atfp_close_translate_span#
- click on the respective icon
to open the virtual whiteboard used during the session
- click on the icon
to open the session summary or to view or download the image.
- select
-
-
DOCUMENTS
Click on DOCUMENTS > view all documents exchanged with your patient:
In more detail, the documents will be divided into:
-
-
shared with the patient
not shared, so visible only to you
-
To add a document to the section:
-
-
- select
ADD DOCUMENTtop left right of the page to upload a new document and share it with the patient
- Click BROWSE and choose the document to upload
- select ‘CANCEL’ to cancel the operation
- select ‘UPLOAD’ to upload the selected document
- decide whether you want to share the document with the patient or whether you just want to insert it into his/her folder as a document visible only to you
- Do not check the box if you want to keep the document in the folder NOT visible to the patient

- Check the box if you want to share the document and make it visible to the patient

- Do not check the box if you want to keep the document in the folder NOT visible to the patient
- click on
DOWNLOAD to download the selected document
- click
DELETE to permanently delete the document from the documents section in PsyCare.
- Click BROWSE and choose the document to upload
- select
-
IDENTITY DOCUMENTS
Click on IDENTITY DOCUMENTS > View all personal documents you or your patient have uploaded in this section:
-
-
-
- select
ADD DOCUMENT at the top left right of the page to upload a new document and share it with the patient
- Click BROWSE and choose the document to upload
- select ‘CANCEL’ to cancel the operation
- select ‘UPLOAD’ to upload the selected document
- the patient will see the document in his documents section in PsyCare;
- click on
DOWNLOAD to download the selected document
- click
DELETE to permanently delete the document from the documents section in PsyCare.
- select
-
-
SIGNED DOCUMENTS
Click on SIGNED DOCUMENTS > view all documents digitally signed by that patient:
-
-
-
- For each document you can view the status with respect to the digital signature:
- you see “awaiting signature” if it has not yet been signed by all signatories
- you view “the date of signature“when the document has been signed by all signatories
- click on
SEARCH to search for a document among those already uploaded
- click on
REFRESH to refresh the page
- click on
DOWNLOAD to download the selected document
- click
DELETE to permanently delete the document from the signed documents section in PsyCare.
- For each document you can view the status with respect to the digital signature:
-
-
SUGGESTION Don't see the patient you're looking for? Try refreshing the page >![]()
- Click on the PATIENT NAME and access that patient’s PROFILE. Below their name, you’ll see their contact information and registration status on the platform:
