U.S. Only: Automatic Session Length Adjustment for Insurance Coverage - Mar 5, 2026
Appointments longer than 60 minutes are automatically adjusted to the standard 50-minute session length to align with most insurance coverage limits and help prevent unexpected out-of-pocket costs for clients. No action is required from the client or from your end, and the updated appointment remains scheduled as planned.
Here is an example screenshot of the email that client receive when their session type is changed.
Monthly Recurring PHQ-8 and GAD-7 Forms - Mar 1, 2026
To track progress, outcomes, and help you better support your clients, all Active Therapy Clients will automatically be assigned PHQ-8 and GAD-7 forms on the 1st of every month at 10 am EST.
Therapist Weekly Recap Emails - Jan 27, 2026
Stay on top of your workload without getting overwhelmed! Every week on Friday, 9 AM EST, you'll receive an automated email recap directly to your inbox with everything that needs your attention.
Your weekly email includes:
⏳ Pending Session Statuses - Sessions that are still unmarked and need your attention.
📝 Pending Charting Notes - Charting notes that haven't been written, locked or signed from the previous sessions.
💤 Inactive Clients - Clients who haven't booked a session in last 8 weeks and may need follow-up, this list is only for the active clients and not the ones which are already archived, another detail to note is the clients with tag "Temporarily Inactive" are also not included in this list.
💡 How to Use It
Open your weekly recap email on Friday morning
Review pending items across all three categories
Click links to complete actions for the specific tasks in the platform
Check-in or Discharge inactive clients
Screenshots:
The data shown in this screenshot is only for representation purpose and doesn't contain the real information of any user or client
Sessions with pending status
Sessions that have incomplete charting notes
Clients that have been inactive
We hope that you are welcomed with an email like this in the week after :)
Risk Identification & Emergency Resources - Jan 1, 2026
Platform now automatically identifies clients who may be at higher risk based on their Therapy Intake Form responses and proactively shares emergency resources — ensuring timely intervention for both the clinical team and the client.
🔍 How Risk Is Identified
Risk is evaluated when a Therapy Intake Form is submitted for the first time. The following criteria trigger a risk identification:
Intake Form Triggers
Case | Condition |
Case 1 | For the question "Have you ever been hospitalized for your mental or psychiatric care?", the client answered "Yes, in the last 3 years" AND for the suicidal ideation question, the client answered "I've had some thoughts of suicide" |
Case 2 | For the suicidal ideation question, the client answered: "I've had frequent thoughts of suicide", "I think about suicide on a daily basis", or "I think about suicide multiple times a day" |
PHQ-9 Triggers
Case | Condition |
Case 3 | For the question, "Thoughts that you would be better off dead, or of hurting yourself in some way", the client answered: "2 - More than half the days" or "3 - Nearly every day" |
⚡ What Happens When Risk Is Identified
1. Client Is Tagged
A "Risk Identified" tag is automatically applied to the client's profile.
2. Notifications Are Sent
Recipient | What They Receive | When |
Therapist | Email notification with the reason the risk was triggered and the relevant intake form responses | Every time risk is identified |
Clinical Leadership ( | Email notification with the reason the risk was triggered and the relevant intake form responses | Every time risk is identified |
Client | Emergency resources email | Every time risk is identified |
Note: The CCT team is cc'ed on risk notification emails.
3. Emergency Resources Shared with Client
Emergency resources are automatically shared with the client as soon as the form is submitted.
Delivery channel: Email
📧 Risk Notification Email Details
The notification email sent to the therapist and clinical leadership includes:
Reason the risk was triggered (which case/criteria was met)
Relevant intake form answers (e.g., suicidality question response, self-harm question response)
👥 Roles & Responsibilities
Role | Responsibility |
Therapist | Receives notification so they can address the situation in a timely manner and include this in their future sessions |
Tech (Automated) | Emergency resources are shared with the client as soon as the form is submitted |
Clinical Leadership | Receives notification for every risk identification |
💡 How It Works
Client submits their Therapy Intake Form for the first time
System evaluates the responses against the risk criteria (Cases 1–4)
If risk is identified:
Client profile is tagged with "Risk Identified"
Therapist & Clinical Leadership receive an email notification
Client receives emergency resources (if not sent in the last 6 months)
PHQ-9 form displays emergency resources blurb (if Cases 3 or 4 apply)
High-risk task force ensures the case is tended to promptly
📚 Learn More
For questions about this feature or to report issues, please contact:
Tech Team: [email protected]