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Add a New Client
Create a client record and generate an assessment access code & link to send.
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Review Clients
Click any client to see their assessment data, healing plan, flagged areas, and notes.
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Admin & Tools
Preview the client experience, manage settings, and access internal tools.
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Admin & Tools
Internal-only. Clients never see these directly — they get the assessment link via "Add a New Client" above.
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Settings
Practice profile · AI personalization
Practice Profile
Contact & Address
Used in client-facing emails, plan footers, and report headers.
Used by Macy AI when discussing crisis protocols. Could be your supervising clinician, on-call partner, or backup contact.
Practice Operations
Defaults for sessions and billing. Used when generating plans and on report headers.
Branding & Communication
Customize how reports and emails look when shared with clients.
NO LOGO
PNG, JPG, WEBP, or SVG. Max 5MB.
Hex code (e.g., #C4A767 for gold). Used in plan PDFs and report headers.
Auto-appended when you click "Send" on any report or coaching plan.
🤖 Macy AI Personality
Customize how Macy speaks to you in the chat panel and quick-asks.
Direct instructions for Macy that get injected into every chat.
📝 Custom Intake Questions
Add questions you want to ask every new client. Answers appear on the client's Overview tab and are available to Macy AI.
🤝 Consent & Confidentiality
Consent text shown to clients before their assessment and on the portal intake. Strengthens scope-of-practice protection.
Shown on the assessment portal before the first question. Clients must acknowledge before starting.
The limits-of-confidentiality block. Required disclosures, mandatory reporting, etc.
Shown above the couples portal. Replaces the old marriage-only consent.
These defaults guide how the AI structures couples plans and what it tells clients about confidentiality.
⚖ Legal & Disclaimers
URLs and disclaimer text used on client portals and report footers. Important for scope-of-practice protection.
Auto-appended to printed plans, exported PDFs, and emails. Define your scope of practice clearly.
Shown in the client portal and on intake forms. Pre-populated with US defaults — edit for your country/region.
AI Calibration — How the AI Should Work With You
Macy AI and the coaching plan generator read this profile to match your style, credentials, and scope of practice. The more you tell us, the better your plans and AI responses fit how you actually work.
⚠ Each box you check loosens the Readiness Gate for that condition. Only check what you're genuinely credentialed and trained for — this drives clinical safety.
This text gets injected directly into Macy AI and coaching plan prompts. Be specific.
Client